Purchases and Sales Made in Q4 2023 in Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO) during Q4 2023. The information is specifically focused on institutions that hold shares of ROBO GLOBAL ROBOTICS AND AUTOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
494K+ 187.52% |
$22.5M - $28.5M
|
758K
$43.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
222K+ 28.34% |
$10.1M - $12.8M
|
1M
$57.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
205KNew |
$9.33M - $11.8M
|
205K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$5.37M - $6.81M
|
118K
$6.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
107KNew |
$4.86M - $6.16M
|
107K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
41.5KNew |
$1.89M - $2.39M
|
41.5K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.7KNew |
$1.85M - $2.35M
|
40.7K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.2K+ 30.08% |
$1.24M - $1.57M
|
117K
$6.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
18.4KNew |
$837K - $1.06M
|
18.4K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.8K+ 7.33% |
$763K - $967K
|
245K
$14M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
16.6KNew |
$757K - $958K
|
16.6K
$946K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 23028.36% |
$702K - $890K
|
15.5K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
9.62KNew |
$438K - $555K
|
9.62K
$547K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.92KNew |
$360K - $457K
|
7.92K
$451K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.3KNew |
$287K - $363K
|
6.3K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.01KNew |
$228K - $289K
|
5.01K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.98KNew |
$227K - $287K
|
4.98K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.79KNew |
$218K - $276K
|
4.79K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.09KNew |
$186K - $236K
|
4.09K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.84KNew |
$175K - $221K
|
3.84K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.75KNew |
$171K - $216K
|
3.75K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.65KNew |
$166K - $211K
|
3.65K
$208K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.63KNew |
$165K - $210K
|
3.63K
$207K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.54KNew |
$161K - $204K
|
3.54K
$201K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.52KNew |
$160K - $203K
|
3.52K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.52KNew |
$160K - $203K
|
3.52K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.23K+ 3.49% |
$147K - $186K
|
95.9K
$5.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.2K+ 6.54% |
$145K - $184K
|
52.1K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.18K+ 76.95% |
$145K - $183K
|
7.32K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3K+ 9.54% |
$136K - $173K
|
34.4K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.96K+ 5.45% |
$135K - $171K
|
57.3K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.66KNew |
$121K - $153K
|
2.66K
$151K
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.2K+ 2.29% |
$100K - $127K
|
98.2K
$5.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.91K+ 28.68% |
$87.1K - $110K
|
8.59K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.91K+ 15.63% |
$86.9K - $110K
|
14.1K
$804K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.89K+ 2.18% |
$86.2K - $109K
|
88.7K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.74K+ 0.99% |
$79.2K - $100K
|
177K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.7K+ 1.85% |
$77.2K - $97.8K
|
93.2K
$5.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.7K+ 33.98% |
$77.1K - $97.7K
|
6.68K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.63K+ 2.21% |
$74.3K - $94.2K
|
75.4K
$4.29M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.53KNew |
$69.8K - $88.5K
|
1.53K
$87.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 1.36% |
$49.4K - $62.6K
|
80.9K
$4.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
925+ 4.48% |
$42.1K - $53.3K
|
21.6K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
882+ 6.3% |
$40.1K - $50.9K
|
14.9K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
882New |
$40.1K - $50.9K
|
882
$50.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
808+ 6.8% |
$36.8K - $46.6K
|
12.7K
$722K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
775+ 43.08% |
$35.3K - $44.7K
|
2.57K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
758+ 7.54% |
$34.5K - $43.7K
|
10.8K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
734+ 0.36% |
$33.4K - $42.3K
|
207K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
648+ 2.89% |
$29.5K - $37.4K
|
23.1K
$1.31M
|