Purchases and Sales Made in Q3 2023 in Leuthold Fds Inc Core ETF (LCR)
This table provides information about the institutional ownership of Leuthold Fds Inc Core ETF (LCR) during Q3 2023. The information is specifically focused on institutions that hold shares of LEUTHOLD FDS INC CORE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30.1K+ 89.67% |
$908K - $953K
|
63.7K
$2.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.8K+ 198.46% |
$446K - $468K
|
22.2K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.42KNew |
$284K - $298K
|
9.42K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.02KNew |
$272K - $286K
|
9.02K
$310K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.15K+ 0.9% |
$246K - $258K
|
916K
$31.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.21KNew |
$217K - $228K
|
7.21K
$247K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.02K+ 10.81% |
$121K - $127K
|
41.3K
$1.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30+ 1.53% |
$905 - $950
|
2K
$68.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-10- 27.78% |
$302 - $317
|
26
$893
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-276- 0.87% |
$8.32K - $8.74K
|
31.6K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.63K- 0.65% |
$49.2K - $51.7K
|
251K
$8.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.35K- 18.57% |
$71K - $74.5K
|
10.3K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.38K- 53.83% |
$102K - $107K
|
2.9K
$99.4K
|