Latest Institutional Transactions on Trueshares Technology, Ai & De (LRNZ)
This table provides information on the latest institutional transactions involving Trueshares Technology, Ai & De (LRNZ) 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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.68KNew |
$330K - $436K
|
9.68K
$396K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90New |
$3.06K - $4.05K
|
90
$3.68K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-750- 35.95% |
$25.5K - $33.8K
|
1.34K
$54.6K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.8K+ 241.07% |
$403K - $533K
|
16.8K
$685K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-447- 2.67% |
$15.2K - $20.1K
|
16.3K
$665K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
892New |
$30.4K - $40.2K
|
892
$36.5K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-162- 47.93% |
$5.51K - $7.3K
|
176
$7.19K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
348+ 7.68% |
$11.8K - $15.7K
|
4.88K
$199K
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
6.07KNew |
$207K - $273K
|
6.07K
$248K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.24K+ 5.33% |
$42.1K - $55.8K
|
24.5K
$1M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
896+ 66.77% |
$30.5K - $40.4K
|
2.24K
$91.5K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-42- 1.27% |
$1.43K - $1.89K
|
3.26K
$133K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-280- 42.68% |
$9.53K - $12.6K
|
376
$15.4K
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-14- 3.97% |
$477 - $631
|
339
$13.9K
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9.74KNew |
$331K - $438K
|
9.74K
$398K
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.07K+ 52.26% |
$104K - $138K
|
8.94K
$365K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
227+ 11.59% |
$8.33K - $10.1K
|
2.19K
$89.3K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.66K+ 46.98% |
$97.6K - $118K
|
8.33K
$340K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.18K- 37.71% |
$117K - $141K
|
5.26K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
123New |
$4.51K - $5.46K
|
123
$5.03K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125New |
$4.59K - $5.55K
|
125
$5.11K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157- 1.5% |
$5.76K - $6.97K
|
10.3K
$422K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-189- 2.71% |
$6.93K - $8.39K
|
6.78K
$277K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
700New |
$25.7K - $31.1K
|
700
$28.6K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.3KNew |
$195K - $235K
|
5.3K
$217K
|
|
Q3 2024 | |||||||
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$33.5 - $40.9
|
1
$40.9
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 40.0% |
$10K - $12.3K
|
450
$18.4K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
40New |
$1.34K - $1.63K
|
40
$1.64K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
129K+ 920921.44% |
$4.32M - $5.27M
|
129K
$5.27M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300- 10.0% |
$10K - $12.3K
|
2.7K
$110K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
9New |
$311 - $356
|
9
$368
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40KNew |
$1.38M - $1.58M
|
40K
$1.64M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
356New |
$12.6K - $14.7K
|
356
$14.6K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
156New |
$5.53K - $6.43K
|
156
$6.38K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$35.5 - $41.2
|
1
$40.9
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.93K+ 11.52% |
$68.5K - $79.6K
|
18.7K
$764K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
136New |
$4.83K - $5.61K
|
136
$5.56K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
49New |
$1.33K - $1.9K
|
49
$2K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.9KNew |
$70.9K - $96.2K
|
2.9K
$119K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1New |
$24.4 - $33.2
|
1
$40.9
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$2.02K - $2.76K
|
95
$3.88K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500New |
$10.6K - $14.5K
|
500
$20.4K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
144New |
$3.14K - $4.11K
|
144
$5.89K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-121K- 97.55% |
$2.95M - $4.89M
|
3.04K
$124K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
105+ 190.91% |
$2.56K - $4.24K
|
160
$6.54K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-207KClosed |
$6.52M - $9.59M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.75KClosed |
$150K - $220K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 44.44% |
$1.76K - $2.21K
|
50
$2.04K
|
|
Q3 2021 | |||||||
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.2KNew |
$483K - $568K
|
11.2K
$456K
|