Purchases and Sales Made in Q3 2022 in Collaborative Invt Ser Tr Mohr (MOHR)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Mohr (MOHR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
408KNew |
$7.97M - $8.5M
|
408K
$8.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
390K+ 9.55% |
$7.61M - $8.12M
|
4.47M
$96.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 165.3% |
$356K - $380K
|
29.2K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8KNew |
$270K - $288K
|
13.8K
$299K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.93K+ 286.22% |
$57.2K - $61K
|
3.95K
$85.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
928New |
$18.1K - $19.3K
|
928
$20.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|