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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
594+ 90.96% |
$27K - $34.3K
|
1.25K
$70.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
562+ 3.94% |
$25.6K - $32.4K
|
14.8K
$844K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
502+ 100.0% |
$22.8K - $28.9K
|
1K
$57.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
500+ 2.3% |
$22.8K - $28.8K
|
22.3K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 70.42% |
$22.8K - $28.8K
|
1.21K
$68.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
460New |
$20.9K - $26.5K
|
460
$26.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
424+ 2.74% |
$19.3K - $24.4K
|
15.9K
$903K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
410+ 3.8% |
$18.7K - $23.6K
|
11.2K
$638K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
405New |
$18.4K - $23.4K
|
405
$23K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
365+ 5.49% |
$16.6K - $21K
|
7.01K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
343+ 7.35% |
$15.6K - $19.8K
|
5.01K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 1.68% |
$12.7K - $16K
|
16.9K
$960K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
275+ 1.15% |
$12.5K - $15.9K
|
24.2K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
271+ 1.71% |
$12.3K - $15.6K
|
16.2K
$920K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
216New |
$9.83K - $12.5K
|
216
$12.3K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
190New |
$8.65K - $11K
|
190
$10.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
188New |
$8.56K - $10.8K
|
188
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
178+ 0.32% |
$8.1K - $10.3K
|
56.2K
$3.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
131+ 0.47% |
$5.96K - $7.55K
|
28.3K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
127+ 2.94% |
$5.78K - $7.32K
|
4.45K
$253K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
117New |
$5.32K - $6.75K
|
117
$6.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
109+ 1.54% |
$4.96K - $6.28K
|
7.19K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
90+ 15.96% |
$4.1K - $5.19K
|
654
$37.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
65+ 0.24% |
$2.96K - $3.75K
|
27.1K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50New |
$2.28K - $2.88K
|
50
$2.84K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$2.28K - $2.88K
|
50
$2.84K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 1.0% |
$2.05K - $2.59K
|
4.54K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
44New |
$2K - $2.54K
|
44
$2.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
37New |
$1.68K - $2.13K
|
37
$2.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
30New |
$1.37K - $1.73K
|
30
$1.71K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21+ 0.04% |
$956 - $1.21K
|
47.4K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15New |
$683 - $865
|
15
$853
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.2% |
$455 - $577
|
5.11K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.04% |
$182 - $231
|
10.2K
$578K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.03% |
$137 - $173
|
8.66K
$493K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$91 - $115
|
2
$114
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2New |
$91 - $115
|
2
$114
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.0% |
$91 - $115
|
55.7K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.02% |
$45.5 - $57.7
|
4.43K
$252K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 1.04% |
$91 - $115
|
190
$10.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13- 11.5% |
$592 - $750
|
100
$5.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14- 0.16% |
$637 - $807
|
8.71K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20- 8.58% |
$910 - $1.15K
|
213
$12.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-22- 0.19% |
$1K - $1.27K
|
11.6K
$660K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 1.15% |
$1.37K - $1.73K
|
2.59K
$147K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-35- 0.22% |
$1.59K - $2.02K
|
16K
$908K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-47- 54.02% |
$2.14K - $2.71K
|
40
$2.28K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-54- 0.86% |
$2.46K - $3.11K
|
6.26K
$356K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-88- 1.38% |
$4K - $5.07K
|
6.27K
$357K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-93- 2.3% |
$4.23K - $5.36K
|
3.95K
$225K
|