Purchases and Sales Made in Q1 2023 in Cross America Partners LP (CAPL)
This table provides information about the institutional ownership of Cross America Partners LP (CAPL) during Q1 2023. The information is specifically focused on institutions that hold shares of CrossAmerica Partners LP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
74.1KNew |
$1.45M - $1.68M
|
74.1K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6KNew |
$523K - $604K
|
26.6K
$586K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 32.0% |
$413K - $477K
|
86.7K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20KNew |
$393K - $454K
|
20K
$440K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.7KNew |
$328K - $379K
|
16.7K
$368K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$273K - $315K
|
13.9K
$305K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.2KNew |
$221K - $255K
|
11.2K
$247K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
8.78K+ 46.8% |
$172K - $199K
|
27.5K
$606K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.6K+ 4.26% |
$149K - $173K
|
186K
$4.09M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.18K+ 4.24% |
$141K - $163K
|
177K
$3.89M
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
5.18KNew |
$102K - $118K
|
5.18K
$114K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.5KNew |
$49.1K - $56.8K
|
2.5K
$55K
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.49K+ 1.85% |
$29.2K - $33.8K
|
82.1K
$1.81M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
750+ 2.4% |
$14.7K - $17K
|
32K
$704K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
689+ 5.88% |
$13.5K - $15.6K
|
12.4K
$273K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
500New |
$9.82K - $11.4K
|
500
$11K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
207+ 1.01% |
$4.07K - $4.7K
|
20.7K
$455K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
80+ 66.12% |
$1.57K - $1.82K
|
201
$4.42K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$864 - $999
|
44
$968
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 2.78% |
$19.6 - $22.7
|
37
$814
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-179- 1.91% |
$3.52K - $4.06K
|
9.19K
$202K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-244Closed |
$4.79K - $5.54K
|
0
$0
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-771- 0.41% |
$15.1K - $17.5K
|
186K
$4.1M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-771- 0.41% |
$15.1K - $17.5K
|
186K
$4.1M
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-835- 0.54% |
$16.4K - $19K
|
155K
$3.41M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.34K- 10.75% |
$26.3K - $30.4K
|
11.1K
$245K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.89K- 32.96% |
$56.8K - $65.6K
|
5.88K
$129K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.9K- 6.36% |
$57K - $65.9K
|
42.7K
$940K
|
|
May 11, 2023
Q1 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-3.01K- 13.64% |
$59.1K - $68.3K
|
19.1K
$419K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.2K- 2.84% |
$62.8K - $72.6K
|
109K
$2.41M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.38K- 39.86% |
$66.3K - $76.6K
|
5.09K
$112K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 39.58% |
$1.08M - $1.25M
|
84.2K
$1.85M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.9K- 14.49% |
$1.16M - $1.34M
|
348K
$7.65M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-65.6K- 25.74% |
$1.29M - $1.49M
|
189K
$4.17M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-92.1K- 12.9% |
$1.81M - $2.09M
|
621K
$13.7M
|