Institutional Ownership Trueshares Technology, Ai & De (LRNZ)
This table provides information about the institutional ownership of Trueshares Technology, Ai & De (LRNZ). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 122,436 shares, which have been reported (via 13F filing form) to have a value of $4.52 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
40,004
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
20,750
shares
|
$785,180
0.03% of portfolio
|
Q2 2024
Added 129.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
17,987
shares
|
$680,628
0.01% of portfolio
|
Q2 2024
Added 49.24%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
9,330
shares
|
$353,047
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
8,989
shares
|
$340,143
0.01% of portfolio
|
Q2 2024
Reduced 28.09%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
7,116
shares
|
$269,269
0.15% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,862
shares
|
$259,658
0.0% of portfolio
|
Q2 2024
Reduced 32.88%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
5,595
shares
|
$211,714
0.08% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
3,000
shares
|
$113,520
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
750
shares
|
$28,380
0.0% of portfolio
|
Q4 2022
Added 114.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
656
shares
|
$24,823
0.0% of portfolio
|
Q4 2023
Reduced 12.65%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
369
shares
|
$13,962
0.01% of portfolio
|
Q2 2024
Reduced 13.58%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
356
shares
|
$13,471
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
160
shares
|
$6,054
0.0% of portfolio
|
Q2 2022
Added 190.91%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
156
shares
|
$5,903
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
136
shares
|
$5,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
100
shares
|
$3,784
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
95
shares
|
$3,594
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
14
shares
|
$529
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
9
shares
|
$340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|