Purchases and Sales Made in Q4 2023 in Leuthold Fds Inc Core ETF (LCR)
This table provides information about the institutional ownership of Leuthold Fds Inc Core ETF (LCR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
160KNew |
$4.76M - $5.17M
|
160K
$5.62M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
87.9KNew |
$2.61M - $2.84M
|
87.9K
$3.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
83.2K+ 130.58% |
$2.47M - $2.68M
|
147K
$5.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40.8K+ 98.83% |
$1.21M - $1.32M
|
82K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$478K - $520K
|
16.1K
$565K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
14.3K+ 45.3% |
$425K - $462K
|
45.9K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.5KNew |
$371K - $403K
|
12.5K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.3KNew |
$276K - $300K
|
9.3K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.4KNew |
$160K - $174K
|
5.4K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.38K+ 116.58% |
$100K - $109K
|
6.27K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
199+ 765.38% |
$5.91K - $6.42K
|
225
$7.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-972- 9.42% |
$28.9K - $31.4K
|
9.35K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.8K- 1.11% |
$83K - $90.2K
|
248K
$8.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.89K- 30.7% |
$85.9K - $93.3K
|
6.53K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.09K- 13.9% |
$91.8K - $99.7K
|
19.1K
$672K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-9.9K- 1.08% |
$294K - $320K
|
906K
$31.8M
|