Latest Institutional Sells of Collaborative Invt Ser Tr Mohr (MOHR)
This list provides information on the latest institutional transactions involving Collaborative Invt Ser Tr Mohr (MOHR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-995K- 38.08% |
$19.3M - $21.9M
|
1.62M
$34.8M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-27K- 3.05% |
$522K - $592K
|
858K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.95K- 28.0% |
$135K - $153K
|
17.9K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-260- 85.81% |
$5.04K - $5.71K
|
43
$925
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.01K- 23.56% |
$69.6K - $80.2K
|
13K
$280K
|
|