Purchases and Sales Made in Q1 2023 in Natixis ETF Tr Loomis Sayles S (LSST)
This table provides information about the institutional ownership of Natixis ETF Tr Loomis Sayles S (LSST) during Q1 2023. The information is specifically focused on institutions that hold shares of NATIXIS ETF TR LOOMIS SAYLES S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.1K+ 52.59% |
$1.2M - $1.22M
|
148K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25K+ 185.87% |
$586K - $596K
|
38.4K
$931K
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
19.6KNew |
$461K - $469K
|
19.6K
$476K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.35K+ 231.59% |
$55.3K - $56.2K
|
3.37K
$81.7K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.28KNew |
$53.7K - $54.5K
|
2.28K
$55.4K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
200+ 1.29% |
$4.7K - $4.78K
|
15.7K
$380K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
85+ 0.8% |
$2K - $2.03K
|
10.8K
$261K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.5 - $23.9
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 1.28% |
$4.7K - $4.78K
|
15.5K
$375K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-493- 4.95% |
$11.6K - $11.8K
|
9.47K
$230K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-957- 50.77% |
$22.5K - $22.9K
|
928
$22.5K
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-2.67K- 9.38% |
$62.7K - $63.7K
|
25.8K
$626K
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-10.2K- 32.65% |
$240K - $243K
|
21K
$510K
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-48.1K- 57.75% |
$1.13M - $1.15M
|
35.2K
$853K
|