Latest Institutional Sells of Listed Fds Tr Core Alternative (CCOR)
This list provides information on the latest institutional transactions involving Listed Fds Tr Core Alternative (CCOR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-176K- 32.76% |
$4.43M - $4.85M
|
362K
$9.81M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.5K- 82.02% |
$1.37M - $1.5M
|
11.9K
$324K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-54.5K- 82.02% |
$1.37M - $1.5M
|
11.9K
$324K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.4K- 28.63% |
$463K - $507K
|
45.9K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 21.66% |
$445K - $488K
|
64.1K
$1.74M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.96K- 21.71% |
$150K - $164K
|
21.5K
$584K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.98K- 1.46% |
$74.9K - $82.1K
|
201K
$5.47M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 4.34% |
$45.2K - $49.5K
|
39.6K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.58K- 2.48% |
$39.6K - $43.4K
|
61.9K
$1.68M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-869- 9.05% |
$21.8K - $23.9K
|
8.73K
$237K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-237- 99.58% |
$5.95K - $6.53K
|
1
$27.1
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-67- 34.18% |
$1.68K - $1.85K
|
129
$3.5K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8- 0.18% |
$201 - $220
|
4.48K
$121K
|
|
Q4 2024 | |||||||
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-58.5K- 65.37% |
$1.49M - $1.61M
|
31K
$841K
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-45.1K- 5.58% |
$1.15M - $1.24M
|
763K
$20.7M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-41.5K- 79.93% |
$1.06M - $1.14M
|
10.4K
$282K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.36K- 0.29% |
$34.5K - $37.4K
|
466K
$12.6M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-373- 4.14% |
$9.5K - $10.3K
|
8.64K
$234K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-258- 8.57% |
$6.57K - $7.11K
|
2.75K
$74.7K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-225- 7.2% |
$5.73K - $6.2K
|
2.9K
$78.7K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27- 1.13% |
$688 - $744
|
2.36K
$64.1K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.86K- 17.62% |
$70.7K - $79.5K
|
13.4K
$363K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-975- 46.7% |
$24.1K - $27.1K
|
1.11K
$30.2K
|
|
Q2 2024 | |||||||
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-76.6K- 4.73% |
$1.91M - $2.03M
|
1.54M
$41.9M
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-26K- 73.26% |
$648K - $688K
|
9.49K
$257K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-16.6KClosed |
$435K - $462K
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.67K- 58.19% |
$43.7K - $46.4K
|
1.2K
$32.6K
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-78- 0.2% |
$2.04K - $2.17K
|
38.8K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-31- 0.17% |
$811 - $862
|
18.3K
$496K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-181K- 97.77% |
$4.93M - $5.12M
|
4.13K
$112K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-23.3K- 56.17% |
$635K - $659K
|
18.2K
$493K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.9K- 59.74% |
$434K - $450K
|
10.7K
$291K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.69K- 19.45% |
$128K - $133K
|
19.4K
$527K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.15K- 98.39% |
$58.5K - $60.7K
|
35
$950
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-923- 17.62% |
$25.2K - $26.1K
|
4.32K
$117K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-365- 1.79% |
$9.96K - $10.3K
|
20K
$543K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-258K- 28.03% |
$7.08M - $7.34M
|
661K
$17.9M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-31.2K- 76.4% |
$859K - $891K
|
9.65K
$262K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.3K- 68.08% |
$722K - $749K
|
12.3K
$334K
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-20.6K- 13.2% |
$567K - $588K
|
136K
$3.68M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-18.7K- 7.88% |
$515K - $535K
|
219K
$5.95M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.25K- 5.39% |
$199K - $207K
|
127K
$3.45M
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-4.05K- 40.26% |
$111K - $116K
|
6.01K
$163K
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-3.95K- 20.78% |
$109K - $113K
|
15K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.39K- 8.82% |
$93.1K - $96.6K
|
35K
$950K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 5.47% |
$64K - $66.4K
|
40.2K
$1.09M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-880- 6.28% |
$24.2K - $25.1K
|
13.1K
$356K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-327- 0.59% |
$8.99K - $9.33K
|
54.9K
$1.49M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 14.44% |
$1.84K - $1.91K
|
397
$10.8K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-178K- 94.57% |
$4.91M - $5.33M
|
10.2K
$278K
|