Private Ocean, LLC First Tr Tactical High Yield L Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$47.94 - $48.82 $4,314 - $4,393	-90 Closed	0 $0
Q3 2019 Nov 04, 2019	SELL	$47.78 - $48.5 $1,098 - $1,115	-23 Reduced 20.35%	90 $5,000
Q3 2019 Oct 31, 2019	BUY	$47.78 - $48.5 $5,399 - $5,480	113 New	113 $5,000

Others Institutions Holding HYLS

# of Institutions

220

Shares Held

31.9M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$283 Million
0.54% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$221 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$132 Million
0.06% of portfolio
First Trust Advisors LP Wheaton, IL

2.8M
Shares

$117 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.09M
Shares

$86.7 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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