Free Trial
→ Election warning coming true… (From Porter & Company) (Ad) Free DWLD Stock Alerts

Davis Select Worldwide ETF (DWLD) Institutional Ownership

Davis Select Worldwide ETF logo
$38.21 -0.18 (-0.47%)
(As of 11/22/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Davis Select Worldwide ETF (BATS:DWLD)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$7.19M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.23M
Get DWLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Davis Select Worldwide ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DWLD Institutional Buying and Selling by Quarter

Davis Select Worldwide ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC33,749$1.28M0.0%-16.6%0.365%
11/15/2024 Stifel Financial Corp245,268$9.30M0.0%+3.5%2.652%
11/15/2024 Benjamin Edwards Inc.32,815$1.24M0.0%N/A0.355%
11/14/2024 Captrust Financial Advisors39,176$1.49M0.0%-2.4%0.424%
11/14/2024 Rockefeller Capital Management L.P.56,714$2.15M0.0%-0.6%0.613%
11/13/2024 D.A. Davidson & CO.33,640$1.28M0.0%-6.3%0.364%
11/8/2024 First Horizon Advisors Inc.3,397$129K0.0%N/A0.037%
11/1/2024 Heritage Wealth Management Inc.20,570$780K0.3%+4.6%0.222%
10/29/2024 Confluence Wealth Services Inc.6,154$233K0.0%-54.1%0.067%
10/28/2024 Creative Financial Designs Inc. ADV2,509$95K0.0%-42.7%0.027%
10/23/2024 Silver Oak Securities Incorporated15,484$590K0.1%N/A0.167%
10/22/2024 Private Advisor Group LLC11,766$446K0.0%-20.3%0.127%
9/9/2024 Heritage Wealth Management Inc.19,670$667K0.2%N/A0.213%
8/22/2024 Cetera Investment Advisers34,204$1.14M0.0%+19.5%0.370%
8/21/2024 Truist Financial Corp15,847$528K0.0%-14.1%0.171%
8/16/2024 Northwestern Mutual Wealth Management Co.58,663$1.96M0.0%-0.7%0.634%
8/8/2024 Envestnet Asset Management Inc.51,022$1.70M0.0%-10.8%0.552%
8/5/2024 Private Advisor Group LLC14,766$492K0.0%-9.9%0.160%
7/31/2024 Confluence Wealth Services Inc.13,420$448K0.0%+76.6%0.145%
7/23/2024 Macroview Investment Management LLC1,915$64K0.1%N/A0.021%
7/19/2024Raymond James & Associates53,584$1.79M0.0%+4.0%0.579%
4/29/2024Commonwealth Equity Services LLC96,038$3.12M0.0%+5.9%1.055%
4/29/2024Benjamin F. Edwards & Company Inc.32,170$1.05M0.0%+5.0%0.354%
4/23/2024 Lunt Capital Management Inc.37,718$1.23M0.6%-37.0%0.414%
4/23/2024 Wealth Advisory Solutions LLC7,169$233K0.1%N/A0.079%
4/23/2024Raymond James Financial Services Advisors Inc.56,190$1.83M0.0%-1.2%0.617%
4/22/2024 Confluence Wealth Services Inc.7,598$247K0.0%N/A0.083%
2/12/2024 Stifel Financial Corp224,542$6.65M0.0%+15.9%2.427%
2/9/2024 D.A. Davidson & CO.41,440$1.23M0.0%-6.1%0.448%
2/6/2024 Private Advisor Group LLC16,627$492K0.0%+15.9%0.180%
2/6/2024Benjamin F. Edwards & Company Inc.30,637$907K0.0%+1.6%0.331%
2/1/2024 CWM LLC1,356$40K0.0%+273.6%0.015%
1/30/2024 Scissortail Wealth Management LLC18,120$538K0.2%N/A0.196%
1/30/2024 Lunt Capital Management Inc.59,902$1.77M0.9%+169.0%0.648%
1/24/2024Stratos Wealth Partners LTD.30,928$916K0.0%-3.4%0.334%
1/23/2024 DAVENPORT & Co LLC43,208$1.28M0.0%+10.1%0.467%
1/16/2024Raymond James Financial Services Advisors Inc.56,896$1.69M0.0%-5.8%0.615%
1/16/2024Raymond James & Associates16,394$486K0.0%-6.8%0.177%
1/12/2024 Advisor Resource Council7,457$221K0.0%N/A0.081%
1/11/2024 Diligent Investors LLC9,502$281K0.1%-4.0%0.103%
First JFK… next Elon? (Ad)

Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.

I share with you in this special investigative documentary.
1/10/2024 Creative Financial Designs Inc. ADV15,243$451K0.0%-3.8%0.165%
11/13/2023 Stifel Financial Corp193,781$5.33M0.0%+11.2%2.095%
11/9/2023 UBS Group AG147,017$4.04M0.0%-6.1%1.589%
11/8/2023 Spire Wealth Management3,730$103K0.0%N/A0.040%
11/6/2023 Diligent Investors LLC9,902$272K0.1%-6.6%0.107%
11/1/2023 Orion Portfolio Solutions LLC9,827$270K0.0%-51.6%0.106%
10/31/2023 Lunt Capital Management Inc.22,272$612K0.3%-4.2%0.241%
10/26/2023Joule Financial LLC9,549$262K0.1%N/A0.103%
10/24/2023Stratos Wealth Partners LTD.32,018$880K0.0%-3.4%0.346%
10/24/2023Raymond James Financial Services Advisors Inc.60,405$1.66M0.0%+1.0%0.653%
10/24/2023Raymond James & Associates17,595$484K0.0%-3.4%0.190%
10/23/2023Commonwealth Equity Services LLC90,475$2.49M0.0%+1.5%0.978%
10/17/2023 DAVENPORT & Co LLC39,253$1.08M0.0%+19.3%0.424%
8/11/2023 D.A. Davidson & CO.44,369$1.28M0.0%-2.8%0.480%
8/10/2023Commonwealth Equity Services LLC89,111$2.57M0.0%+0.5%0.963%
8/10/2023 Southeast Asset Advisors Inc.102,030$2.94M0.4%-1.8%1.103%
8/1/2023 Truist Financial Corp18,525$534K0.0%-16.3%0.200%
7/31/2023 LPL Financial LLC122,076$3.52M0.0%-6.5%1.320%
7/25/2023Raymond James Financial Services Advisors Inc.59,808$1.72M0.0%-3.3%0.647%
7/25/2023Raymond James & Associates18,210$524K0.0%-27.3%0.197%
7/24/2023 Diligent Investors LLC10,602$305K0.1%-3.6%0.115%
7/20/2023 DAVENPORT & Co LLC32,906$948K0.0%+37.0%0.356%
7/18/2023Stratos Wealth Partners LTD.33,148$955K0.0%+6.7%0.358%
7/14/2023 AdvisorNet Financial Inc1,439$41K0.0%+57.6%0.016%
5/12/2023 Southeast Asset Advisors Inc.103,885$2.75M0.4%-3.4%1.129%
5/11/2023 Diligent Investors LLC11,002$291K0.1%-3.5%0.120%
5/10/2023 Private Advisor Group LLC14,408$381K0.0%N/A0.157%
5/10/2023 LPL Financial LLC130,606$3.45M0.0%-7.4%1.420%
5/8/2023 Davis Selected Advisers1,941,227$51.33M0.3%+0.4%21.100%
5/5/2023 Silver Oak Securities Incorporated15,484$409K0.1%N/A0.168%
4/27/2023Stratos Wealth Partners LTD.31,059$821K0.0%-6.6%0.338%
4/27/2023Benjamin F. Edwards & Company Inc.27,969$740K0.0%-3.4%0.304%
4/27/2023 DAVENPORT & Co LLC24,011$635K0.0%+21.3%0.261%
4/25/2023 D.A. Davidson & CO.45,644$1.21M0.0%-1.1%0.496%
4/14/2023Raymond James Financial Services Advisors Inc.61,851$1.64M0.0%-4.8%0.672%
4/14/2023Raymond James & Associates25,050$662K0.0%-42.5%0.272%
3/6/2023 Rockefeller Capital Management L.P.14,837$368K0.0%-55.4%0.161%
3/6/2023 OLD Mission Capital LLC53,030$1.32M0.0%-60.3%0.576%
2/10/2023 Davis Selected Advisers1,932,578$48.04M0.3%+0.4%0.000%
2/9/2023 Southeast Asset Advisors Inc.107,585$2.68M0.4%-7.4%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.64,989$1.62M0.0%-5.7%0.000%
2/8/2023Raymond James & Associates43,569$1.08M0.0%-9.0%0.000%
2/8/2023 UBS Group AG178,012$4.43M0.0%+3.7%0.000%
2/8/2023 Orion Portfolio Solutions LLC15,484$385K0.0%-13.8%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.8,611$214K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC88,894$2.21M0.0%-8.8%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.28,962$720K0.0%-3.1%0.000%
2/7/2023 LPL Financial LLC140,989$3.51M0.0%-25.8%0.000%
2/7/2023 Envestnet Asset Management Inc.81,487$2.03M0.0%-38.4%0.000%
2/6/2023Brinker Capital Investments LLC26,262$653K0.0%-13.8%0.000%
First JFK… next Elon? (Ad)

Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.

I share with you in this special investigative documentary.
2/3/2023 D.A. Davidson & CO.46,144$1.15M0.0%-19.8%0.000%
2/1/2023 Creative Financial Designs Inc. ADV16,649$414K0.1%-4.9%0.000%
1/20/2023 DAVENPORT & Co LLC19,795$492K0.0%-13.1%0.000%
1/20/2023 Diligent Investors LLC11,401$283K0.1%-5.0%0.000%
1/18/2023 Private Advisor Group LLC14,900$370K0.0%+23.5%0.000%
1/1/2023 Toroso Investments LLC15,867$348K0.0%-11.6%0.000%
(Data available from 1/1/2016 forward)

DWLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWLD shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($51.33M), Stifel Financial Corp ($9.30M), UBS Group AG ($4.04M), LPL Financial LLC ($3.52M), Commonwealth Equity Services LLC ($3.12M), Southeast Asset Advisors Inc. ($2.94M), and Rockefeller Capital Management L.P. ($2.15M).Learn more on DWLD's institutional investors.

Which institutional investors have been buying Davis Select Worldwide ETF stock?

Of the 26 institutional investors that purchased Davis Select Worldwide ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stifel Financial Corp ($58.47K), Lunt Capital Management Inc. ($37.63K), Benjamin Edwards Inc. ($32.82K), Silver Oak Securities Incorporated ($30.97K), DAVENPORT & Co LLC ($23.41K), Heritage Wealth Management Inc. ($20.57K), and Private Advisor Group LLC ($19.52K).

How much institutional buying is happening at Davis Select Worldwide ETF?

Institutional investors have bought a total of 339,870 shares in the last 24 months. This purchase volume represents approximately $10.41M in transactions.

Which Davis Select Worldwide ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Davis Select Worldwide ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($80.52K), LPL Financial LLC ($67.82K), Envestnet Asset Management Inc. ($56.88K), Raymond James & Associates ($31.49K), Lunt Capital Management Inc. ($23.16K), Rockefeller Capital Management L.P. ($18.75K), and D.A. Davidson & CO. ($18.17K).

How much institutional selling is happening at Davis Select Worldwide ETF?

Institutional investors have sold a total of 402,953 shares in the last 24 months. This volume of shares sold represents approximately $10.84M in transactions.


Related Companies

This page (BATS:DWLD) was last updated on 11/24/2024 by MarketBeat.com Staff
From Our Partners
New post-election stock warning from Wall Street
If you’re holding U.S. stocks, it may be time to brace for impact. The S&P 500 crossed 6,000 for the first ...
Chaikin Analytics | Sponsored
[625,000% Gain] – Are You Ready for the Next Altcoin Boom?
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
[Urgent] Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it a...
Paradigm Press | Sponsored
Popular Stocks at Risk Under Trump—Are You Holding These?
The Stocks Most At-Risk from Trump’s Victory Free e-book reveals sectors – and stocks within them – likely ...
StockEarnings | Sponsored
Are Your Retirement Savings Really Safe?What They Don’t Want You to Know About Your 401(k)
The 2008-2010 crisis wiped out almost 50% of the value of retirement funds. If you knew it was coming, wouldn'...
American Hartford Gold | Sponsored
Donald Trump can’t save you from this crisis
Elon Musk: “This Is The Most Destructive Force In History” Elon Musk claims a terrifying new economic force...
Wide Moat Research | Sponsored
The Biggest Post-Election Market Shift Ever?
Our No. 1 stock for the rare "millionaire window" opening NOW According to Wall Street legend Whitney Tilso...
Stansberry Research | Sponsored
A “Thank You Gift” From Pres. Trump - Genius
Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax...
Colonial Metals | Sponsored