Purchases and Sales Made in Q3 2024 in Solo Brands, Inc. (DTC)
This table provides information about the institutional ownership of Solo Brands, Inc. (DTC) during Q3 2024. The information is specifically focused on institutions that hold shares of Solo Brands, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
62.5K+ 42.14% |
$68.2K - $156K
|
211K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
24.3K+ 42.53% |
$26.5K - $60.8K
|
81.5K
$100K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.6KNew |
$14.8K - $34.1K
|
13.6K
$16.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13KNew |
$14.2K - $32.5K
|
13K
$16K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.5K+ 29.57% |
$6K - $13.8K
|
24.1K
$29.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.1KNew |
$1.2K - $2.75K
|
1.1K
$1.35K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
328+ 125.19% |
$358 - $820
|
590
$726
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
295New |
$322 - $738
|
295
$363
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
130+ 154.76% |
$142 - $325
|
214
$263
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-681- 0.59% |
$742 - $1.7K
|
115K
$141K
|