Latest Institutional Transactions on Robo Global Healthcare (HTEC)
This table provides information on the latest institutional transactions involving Robo Global Healthcare (HTEC) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
62K+ 27.7% |
$1.66M - $1.84M
|
286K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.5K- 69.8% |
$1.01M - $1.11M
|
16.2K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5K- 1.89% |
$40.1K - $44.4K
|
77.6K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-485- 3.68% |
$13K - $14.4K
|
12.7K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.84K- 3.29% |
$103K - $114K
|
113K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.31K- 6.62% |
$88.8K - $98.3K
|
46.7K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.1KNew |
$325K - $359K
|
12.1K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2K- 14.67% |
$53.7K - $59.4K
|
11.6K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-288- 38.55% |
$7.73K - $8.56K
|
459
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-320- 0.43% |
$8.59K - $9.51K
|
74.9K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.44K- 4.68% |
$119K - $132K
|
90.3K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
994+ 3.92% |
$26.7K - $29.5K
|
26.3K
$761K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.63K- 4.55% |
$43.7K - $48.4K
|
34.2K
$988K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-276- 16.5% |
$7.41K - $8.2K
|
1.4K
$40.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.89K- 6.74% |
$50.6K - $56K
|
26.1K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36New |
$967 - $1.07K
|
36
$1.04K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.62K- 24.13% |
$70.5K - $78K
|
8.25K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12KNew |
$322K - $356K
|
12K
$347K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-506- 6.94% |
$13.6K - $15K
|
6.79K
$196K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.66KNew |
$223K - $244K
|
8.66K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170New |
$4.39K - $4.8K
|
170
$4.91K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-465- 2.16% |
$12K - $13.1K
|
21.1K
$609K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
366New |
$9.91K - $10.5K
|
366
$10.6K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
18KNew |
$487K - $519K
|
18K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.71K - $2.88K
|
100
$2.89K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
314New |
$6.91K - $8.91K
|
314
$9.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$4.4K - $5.67K
|
200
$5.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-493- 7.62% |
$10.9K - $14K
|
5.98K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34New |
$749 - $965
|
34
$983
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.7KNew |
$501K - $645K
|
22.7K
$658K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-87- 86.14% |
$1.92K - $2.47K
|
14
$405
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
97New |
$2.14K - $2.75K
|
97
$2.8K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$75.1K - $92.6K
|
3K
$86.7K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 68.87% |
$12.5K - $15.4K
|
226
$6.53K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$63.7K - $78.6K
|
2.55K
$73.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 21.05% |
$100 - $123
|
15
$434
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.03KNew |
$201K - $248K
|
8.03K
$232K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.42KNew |
$213K - $229K
|
7.42K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-155- 2.06% |
$4.46K - $4.78K
|
7.37K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
459New |
$13.2K - $14.2K
|
459
$13.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.29K- 12.93% |
$37.1K - $39.9K
|
8.7K
$251K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
200New |
$5.63K - $6.6K
|
200
$5.78K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.18KNew |
$33.2K - $38.9K
|
1.18K
$34.1K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.43K- 13.19% |
$40.3K - $47.2K
|
9.41K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-534- 5.37% |
$15K - $17.6K
|
9.42K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
218New |
$6.14K - $7.19K
|
218
$6.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.91KNew |
$53.6K - $62.8K
|
1.91K
$55.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
183+ 0.47% |
$5.15K - $6.04K
|
38.9K
$1.12M
|
|