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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-485- 77.6% |
$13.7K - $16K
|
140
$4.05K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$2.82K - $3.3K
|
100
$2.89K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
861New |
$22.6K - $26.3K
|
861
$24.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$268K - $312K
|
10.2K
$295K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$5.26K - $6.11K
|
200
$5.78K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-51Closed |
$1.34K - $1.56K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.25K- 0.69% |
$32.9K - $38.3K
|
180K
$5.2M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.08K- 57.98% |
$28.7K - $36.6K
|
779
$22.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
308New |
$8.22K - $10.5K
|
308
$8.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5K- 23.64% |
$40.1K - $51K
|
4.85K
$140K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75New |
$2K - $2.55K
|
75
$2.17K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-120- 1.49% |
$3.2K - $4.08K
|
7.94K
$230K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.2K- 29.19% |
$352K - $495K
|
32K
$924K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-20KClosed |
$534K - $751K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
35New |
$935 - $1.31K
|
35
$1.01K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
33New |
$881 - $1.24K
|
33
$954
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-40Closed |
$1.07K - $1.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-87Closed |
$2.32K - $3.27K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
927+ 7.66% |
$24.8K - $34.8K
|
13K
$377K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.16KClosed |
$31.1K - $43.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.36KClosed |
$170K - $239K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-11.4KClosed |
$304K - $427K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
193+ 2.62% |
$5.15K - $7.24K
|
7.56K
$219K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
126New |
$3.36K - $4.73K
|
126
$3.64K
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-46Closed |
$1.48K - $2.02K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 1333.33% |
$6.43K - $8.77K
|
215
$6.22K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-223Closed |
$7.17K - $9.77K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.3KClosed |
$203K - $276K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.89KClosed |
$157K - $214K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-10.1KClosed |
$326K - $444K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.2KClosed |
$361K - $492K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-11.1KClosed |
$457K - $538K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.9KClosed |
$203K - $238K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.39KClosed |
$347K - $408K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-18Closed |
$744 - $875
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.6KClosed |
$439K - $517K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$16.5K - $19.4K
|
400
$11.6K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.7KClosed |
$214K - $236K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-648Closed |
$27.4K - $31.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
216New |
$9.13K - $10.5K
|
216
$6.24K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-850- 62.96% |
$35.9K - $41.2K
|
500
$14.5K
|
|
| Q1 2021 | |||||||
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50New |
$2.07K - $2.59K
|
50
$1.45K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14.4KClosed |
$503K - $641K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-144Closed |
$4.48K - $5.06K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.3KClosed |
$571K - $644K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-100Closed |
$2.24K - $3.12K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
525New |
$10.6K - $15.1K
|
525
$15.2K
|
|