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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
700New |
$25.7K - $31.1K
|
700
$29.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.87KNew |
$215K - $260K
|
5.87K
$248K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.3KNew |
$195K - $235K
|
5.3K
$224K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.96KNew |
$65.6K - $80K
|
1.96K
$82.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11K+ 11.73% |
$70.6K - $86.2K
|
20.1K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.7KNew |
$626K - $764K
|
18.7K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.66KNew |
$190K - $231K
|
5.66K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.24K+ 1236.0% |
$41.4K - $50.5K
|
1.34K
$56.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 32.79% |
$75.3K - $92K
|
4.61K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-147- 2.07% |
$4.92K - $6.01K
|
6.97K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.93K+ 9.29% |
$64.5K - $78.8K
|
22.7K
$960K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$33.5 - $40.9
|
1
$42.3
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-545- 6.06% |
$18.2K - $22.3K
|
8.44K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 40.0% |
$10K - $12.3K
|
450
$19K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
40New |
$1.34K - $1.63K
|
40
$1.69K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
129K+ 920921.44% |
$4.32M - $5.27M
|
129K
$5.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-16- 4.34% |
$536 - $654
|
353
$14.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300- 10.0% |
$10K - $12.3K
|
2.7K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.15K+ 12.29% |
$38.4K - $46.9K
|
10.5K
$443K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
9New |
$311 - $356
|
9
$381
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40KNew |
$1.38M - $1.58M
|
40K
$1.69M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
356New |
$12.6K - $14.7K
|
356
$15.1K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
156New |
$5.53K - $6.43K
|
156
$6.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$35.5 - $41.2
|
1
$42.3
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.93K+ 11.52% |
$68.5K - $79.6K
|
18.7K
$791K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
136New |
$4.83K - $5.61K
|
136
$5.76K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6+ 9.38% |
$163 - $232
|
70
$2.96K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-95- 12.65% |
$2.59K - $3.67K
|
656
$27.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
49New |
$1.33K - $1.9K
|
49
$2.07K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7KNew |
$171K - $232K
|
7K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.9KNew |
$70.9K - $96.2K
|
2.9K
$123K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1New |
$24.4 - $33.2
|
1
$42.3
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$2.02K - $2.76K
|
95
$4.02K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500New |
$10.6K - $14.5K
|
500
$21.2K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
144New |
$3.14K - $4.11K
|
144
$6.09K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-121K- 97.55% |
$2.95M - $4.89M
|
3.04K
$129K
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-6.6KClosed |
$161K - $267K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
105+ 190.91% |
$2.56K - $4.24K
|
160
$6.77K
|
|
| 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
$2.12K
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.2KNew |
$483K - $568K
|
11.2K
$472K
|
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-81.3KClosed |
$3.52M - $4.14M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-100Closed |
$3.68K - $4.65K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
13New |
$478 - $605
|
13
$550
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-4.68KClosed |
$180K - $249K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
2.94KNew |
$99.5K - $119K
|
2.94K
$124K
|
|