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 7 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 $28.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
620,547
shares
|
$15.7 Million
0.31% of portfolio
|
Q2 2024
Added 4673.44%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
313,005
shares
|
$7.92 Million
0.01% of portfolio
|
Q2 2024
Added 400.85%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
122,698
shares
|
$3.11 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
55,000
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.43%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
9,122
shares
|
$230,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
295
shares
|
$7,466
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|