Purchases and Sales Made in Q1 2024 in Listed Fds Tr Changebridge Cap (CBLS)
This table provides information about the institutional ownership of Listed Fds Tr Changebridge Cap (CBLS) during Q1 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR CHANGEBRIDGE CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.8K+ 117.41% |
$679K - $777K
|
62.5K
$1.68M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 33.3% |
$651K - $744K
|
129K
$3.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20K+ 40.0% |
$403K - $461K
|
70K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13KNew |
$262K - $299K
|
13K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15+ 60.0% |
$302 - $345
|
40
$1.07K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|