DIVD Institutional Ownership
Altrius Global Dividend ETF
1W: -2.2%
1M: -5.7%
3M: -1.9%
YTD: +9.5%
1Y: +14.6%
3Y: +55.9%
$42.51
+0.14 (+0.32%)
Weekly Expected Move ±1.2%
$41
$42
$43
$43
$44
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Institutional Ownership — DIVD
13
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
3
New Positions
4
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Altrius Capital Management Inc | 154,469 | 7M | -10,215 | -6.2% | 16Q | SEC ↗ |
| 2 | LM Advisors LLC | 57,158 | 2M | +55,033 | +2589.8% | 11Q | SEC ↗ |
| 3 | Global View Capital Management LLC | 43,011 | 2M | +22,437 | +109.1% | 4Q | SEC ↗ |
| 4 | Advisory Services Network, LLC | 12,101 | 514K | — | +0.0% | 9Q | SEC ↗ |
| 5 | LPL Financial LLC | 10,390 | 442K | — | +0.0% | 2Q | SEC ↗ |
| 6 | Harpswell Capital Advisors, LLC | 10,000 | 425K | — | +0.0% | 4Q | SEC ↗ |
| 7 | One Wealth Management Investment & Adv | 8,064 | 343K | -4,504 | -35.8% | 11Q | SEC ↗ |
| 8 | HARBOUR INVESTMENTS, INC. | 1,624 | 69K | +18 | +1.1% | 10Q | SEC ↗ |
| 9 | UBS Group AG NEW | 297 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 244 | 10K | -2,110 | -89.6% | 13Q | SEC ↗ |
| 11 | FIDUCIARY FINANCIAL ADVISORS NEW | 175 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Institute for Wealth Management, LLC. NEW | 100 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 13 | MORGAN STANLEY | 2 | 0K | +1 | +100.0% | 10Q | SEC ↗ |
| 14 | Capital Advisory Group Advisory Servic | 0 | 0K | -8,927 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 297 | 13K |
| FIDUCIARY FINANCIAL ADVISORS | 175 | 7K |
| Institute for Wealth Management, LL | 100 | 4K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital Advisory Group Advisory Ser | 8,927 | 379K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LM Advisors LLC | +55,033 | +2589.8% | 57,158 |
| Global View Capital Management LLC | +22,437 | +109.1% | 43,011 |
| HARBOUR INVESTMENTS, INC. | +18 | +1.1% | 1,624 |
| MORGAN STANLEY | +1 | +100.0% | 2 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Altrius Capital Management Inc | -10,215 | -6.2% | 154,469 |
| One Wealth Management Investment & | -4,504 | -35.8% | 8,064 |
| ROYAL BANK OF CANADA | -2,110 | -89.6% | 244 |