Latest Institutional Transactions on Collaborative Invt Ser Tr Mind (MFUL)
This table provides information on the latest institutional transactions involving Collaborative Invt Ser Tr Mind (MFUL) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38KNew |
$814K - $841K
|
38K
$840K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14K+ 116.33% |
$300K - $310K
|
26.1K
$576K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-329K- 40.95% |
$7.04M - $7.27M
|
474K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.4 - $22.1
|
1
$22.1
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
59+ 6.41% |
$1.26K - $1.31K
|
979
$21.6K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.1KNew |
$216K - $223K
|
10.1K
$223K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.77K- 5.37% |
$37.9K - $39.1K
|
31.1K
$688K
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
19.9K+ 1.94% |
$425K - $439K
|
1.05M
$23.1M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
260KNew |
$5.56M - $5.75M
|
260K
$5.74M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5KNew |
$324K - $333K
|
15.5K
$343K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
15.5KNew |
$322K - $332K
|
15.5K
$343K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.6K- 40.4% |
$343K - $354K
|
24.4K
$540K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8KNew |
$166K - $171K
|
8K
$177K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.82KNew |
$58.3K - $60.2K
|
2.82K
$62.2K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10KNew |
$212K - $220K
|
10K
$221K
|
|
Q2 2023 | |||||||
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-635- 55.95% |
$13.6K - $13.8K
|
500
$11K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.96KNew |
$171K - $172K
|
7.96K
$176K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58.9K+ 166.18% |
$1.26M - $1.27M
|
94.4K
$2.09M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
472New |
$10.1K - $10.1K
|
472
$10.4K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
110KNew |
$2.37M - $2.56M
|
110K
$2.44M
|