Latest Institutional Transactions on Gulf Coast Ultra Deep Royalty Trust (GULTU)
This table provides information on the latest institutional transactions involving Gulf Coast Ultra Deep Royalty Trust (GULTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6New |
$0.06 - $0.12
|
6
$0.12
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6New |
$0.06 - $0.12
|
6
$0.12
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Price Jennifer C.
New York, NY |
SELL
|
- |
-5M- 87.38% |
$50K - $200K
|
722K
$14.4K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
General American Investors CO Inc
|
SELL
|
- |
-887K- 43.06% |
$35.5K - $71K
|
1.17M
$23.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21+ 0.16% |
$0.42 - $0.84
|
13.2K
$264
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1Closed |
$0.01 - $0.03
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-143Closed |
$2.86 - $5.72
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-115Closed |
$2.3 - $4.6
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
75New |
$4.5 - $7.5
|
75
$1.5
|
|
| Q1 2018 | |||||||
|
May 22, 2018
Q1 2018
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1Closed |
$0.03 - $0.06
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-44.1KClosed |
$1.32K - $2.64K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Montgomery Investment Management Inc
|
SELL
|
- |
-12KClosed |
$240 - $600
|
0
$0
|
|
|
Jan 12, 2018
Q4 2017
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-805Closed |
$16.1 - $40.3
|
0
$0
|
|