Purchases and Sales Made in Q2 2023 in Collaborative Invt Ser Tr Mohr (MOHR)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Mohr (MOHR) during Q2 2023. The information is specifically focused on institutions that hold shares of COLLABORATIVE INVT SER TR MOHR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.8K+ 87.83% |
$898K - $927K
|
100K
$2.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
38.2KNew |
$732K - $755K
|
38.2K
$827K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$263K - $271K
|
13.7K
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.85K- 91.01% |
$73.8K - $76.2K
|
380
$8.23K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-39.9K- 3.89% |
$764K - $789K
|
985K
$21.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-596K- 15.15% |
$11.4M - $11.8M
|
3.34M
$72.3M
|