Latest Institutional Transactions on Caixa Bank (CAIXY)
This table provides information on the latest institutional transactions involving Caixa Bank (CAIXY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14K+ 28.14% |
$24K - $28.9K
|
63.5K
$112K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
49.2KNew |
$79.3K - $99.4K
|
49.2K
$86.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-75- 0.51% |
$121 - $152
|
14.7K
$25.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.5KNew |
$2.01K - $3.54K
|
1.5K
$2.64K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
163New |
$218 - $385
|
163
$287
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-10.8K- 50.0% |
$13.5K - $16.2K
|
10.8K
$19K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-900- 76.66% |
$1.1K - $1.29K
|
274
$482
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
234New |
$285 - $335
|
234
$412
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
375New |
$424 - $503
|
375
$660
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
72KNew |
$86.4K - $105K
|
72K
$127K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-15.8K- 82.79% |
$19K - $23.1K
|
3.29K
$5.79K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$14.2K - $17.6K
|
14.1K
$24.8K
|
|
| Q3 2022 | |||||||
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-12.2K- 26.3% |
$10.2K - $43.3K
|
34.2K
$60.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-173K- 20.65% |
$161K - $208K
|
667K
$1.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.6KNew |
$1.49K - $1.92K
|
1.6K
$2.82K
|
|
| Q1 2022 | |||||||
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.4KNew |
$13.6K - $19.6K
|
15.4K
$27.2K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.19KClosed |
$6.32K - $9.12K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-15.7KClosed |
$14.9K - $18.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-585Closed |
$380 - $480
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9KClosed |
$11.6K - $14.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-16.1KClosed |
$8.03K - $11.9K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-208Closed |
$104 - $154
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-5KClosed |
$3.95K - $5.1K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-54.4KClosed |
$42.9K - $55.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Feb 13, 2024
Q2 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-268Closed |
$233 - $297
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-268Closed |
$233 - $297
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.8KClosed |
$10.7K - $13.8K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.05MClosed |
$2.75M - $3.54M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Todd Asset Management LLC
|
SELL
|
- |
-2.05MClosed |
$2.75M - $3.54M
|
0
$0
|
|