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 897,220 shares, which have been reported (via 13F filing form) to have a value of $24.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
610,503
shares
|
$16.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
140,433
shares
|
$3.8 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
120,000
shares
|
$3.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,000
shares
|
$541,400
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,059
shares
|
$164,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
225
shares
|
$6,090
0.0% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|