Purchases and Sales Made in Q1 2023 in Robo Global Healthcare (HTEC)
This table provides information about the institutional ownership of Robo Global Healthcare (HTEC) during Q1 2023. The information is specifically focused on institutions that hold shares of ROBO GLOBAL HEALTHCARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.7KNew |
$752K - $881K
|
26.7K
$772K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
6.08KNew |
$171K - $201K
|
6.08K
$176K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.44K+ 2.85% |
$153K - $179K
|
196K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.5K+ 41.01% |
$98.6K - $115K
|
12K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.91KNew |
$53.6K - $62.8K
|
1.91K
$55.1K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.18KNew |
$33.2K - $38.9K
|
1.18K
$34.1K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
650+ 1.07% |
$18.3K - $21.4K
|
61.2K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
218New |
$6.14K - $7.19K
|
218
$6.3K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$5.63K - $6.6K
|
200
$5.78K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
200New |
$5.63K - $6.6K
|
200
$5.78K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
183+ 0.47% |
$5.15K - $6.04K
|
38.9K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.82K - $3.3K
|
100
$2.89K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$2.82K - $3.3K
|
100
$2.89K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
75+ 0.29% |
$2.11K - $2.47K
|
25.6K
$739K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
36New |
$1.01K - $1.19K
|
36
$1.04K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
25+ 0.12% |
$704 - $825
|
21.1K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8+ 0.18% |
$225 - $264
|
4.45K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.79% |
$620 - $726
|
2.75K
$79.4K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 62.75% |
$901 - $1.06K
|
19
$549
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-170- 13.4% |
$4.79K - $5.61K
|
1.1K
$31.8K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-250- 55.56% |
$7.04K - $8.25K
|
200
$5.78K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-275- 3.52% |
$7.74K - $9.07K
|
7.53K
$218K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-485- 77.6% |
$13.7K - $16K
|
140
$4.05K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-534- 5.37% |
$15K - $17.6K
|
9.42K
$272K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-540- 42.65% |
$15.2K - $17.8K
|
726
$21K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-715- 4.3% |
$20.1K - $23.6K
|
15.9K
$461K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-987- 26.44% |
$27.8K - $32.6K
|
2.75K
$79.4K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.4K- 0.78% |
$39.4K - $46.2K
|
178K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.43K- 13.19% |
$40.3K - $47.2K
|
9.41K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.44K- 12.61% |
$40.6K - $47.5K
|
9.99K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.02K- 11.05% |
$113K - $133K
|
32.4K
$936K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 6.28% |
$375K - $440K
|
199K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 13.85% |
$400K - $468K
|
88.3K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.3K- 18.9% |
$486K - $569K
|
74K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-403K- 83.63% |
$11.3M - $13.3M
|
78.8K
$2.28M
|