Purchases and Sales Made in Q2 2023 in Leuthold Fds Inc Core ETF (LCR)
This table provides information about the institutional ownership of Leuthold Fds Inc Core ETF (LCR) during Q2 2023. The information is specifically focused on institutions that hold shares of LEUTHOLD FDS INC CORE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33.6KNew |
$985K - $1.04M
|
33.6K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.68KNew |
$284K - $300K
|
9.68K
$343K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.45KNew |
$219K - $231K
|
7.45K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.93KNew |
$203K - $215K
|
6.93K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.97KNew |
$57.7K - $60.9K
|
1.97K
$69.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
801+ 0.09% |
$23.5K - $24.8K
|
908K
$32.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500+ 8.67% |
$14.7K - $15.5K
|
6.27K
$222K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
54+ 0.17% |
$1.58K - $1.67K
|
31.9K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-619- 4.66% |
$18.2K - $19.2K
|
12.7K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.97K- 99.1% |
$116K - $123K
|
36
$1.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.99K- 3.07% |
$234K - $248K
|
253K
$8.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20.7K- 35.78% |
$609K - $643K
|
37.2K
$1.32M
|