Institutional Ownership Listed Fds Tr Changebridge Cap (CBLS)
This table provides information about the institutional ownership of Listed Fds Tr Changebridge Cap (CBLS). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
613,653
shares
|
$16.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
344,249
shares
|
$9.06 Million
0.01% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
142,725
shares
|
$3.76 Million
0.28% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,000
shares
|
$526,200
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
295
shares
|
$7,761
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|