Latest Institutional Transactions on Listed Fds Tr Changebridge Cap (CBLS)
This table provides information on the latest institutional transactions involving Listed Fds Tr Changebridge Cap (CBLS) 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 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 9.98% |
$755K - $839K
|
344K
$9.06M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.89K- 1.11% |
$166K - $185K
|
614K
$16.1M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20K+ 16.32% |
$484K - $538K
|
143K
$3.76M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-35K- 63.64% |
$845K - $939K
|
20K
$526K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.12KNew |
$206K - $236K
|
9.12K
$240K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
295New |
$6.66K - $7.64K
|
295
$7.76K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15+ 60.0% |
$302 - $345
|
40
$1.05K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.07K+ 10.38% |
$22K - $25.3K
|
11.4K
$301K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.34KClosed |
$26K - $30.8K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-500Closed |
$12.5K - $13.9K
|
0
$0
|