Purchases and Sales Made in Q1 2023 in Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO) during Q1 2023. The information is specifically focused on institutions that hold shares of ROBO GLOBAL ROBOTICS AND AUTOM.
| 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 |
SELL
|
- |
-102- 0.97% |
$4.75K - $5.65K
|
10.4K
$599K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-112- 1.5% |
$5.22K - $6.2K
|
7.33K
$422K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-120- 0.87% |
$5.59K - $6.64K
|
13.6K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-131- 1.54% |
$6.1K - $7.25K
|
8.36K
$482K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-152- 0.84% |
$7.08K - $8.41K
|
17.9K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-161Closed |
$7.5K - $8.91K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-162- 1.29% |
$7.54K - $8.97K
|
12.4K
$715K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 3.89% |
$9.31K - $11.1K
|
4.95K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-200- 2.03% |
$9.31K - $11.1K
|
9.63K
$555K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-210- 77.78% |
$9.78K - $11.6K
|
60
$3.46K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-240- 34.58% |
$11.2K - $13.3K
|
454
$26.2K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-265- 0.89% |
$12.3K - $14.7K
|
29.5K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-300- 6.34% |
$14K - $16.6K
|
4.43K
$255K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-342- 2.88% |
$15.9K - $18.9K
|
11.5K
$665K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-357- 0.68% |
$16.6K - $19.8K
|
52.3K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-371- 2.87% |
$17.3K - $20.5K
|
12.6K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-422- 0.58% |
$19.7K - $23.4K
|
72.5K
$4.18M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-430- 2.93% |
$20K - $23.8K
|
14.3K
$822K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-502- 7.88% |
$23.4K - $27.8K
|
5.87K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-570- 0.67% |
$26.5K - $31.6K
|
84.8K
$4.89M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-652- 6.62% |
$30.4K - $36.1K
|
9.19K
$530K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-695- 32.66% |
$32.4K - $38.5K
|
1.43K
$82.6K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-705- 1.96% |
$32.8K - $39K
|
35.3K
$2.04M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-734- 3.12% |
$34.2K - $40.6K
|
22.8K
$1.31M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-755- 8.81% |
$35.2K - $41.8K
|
7.81K
$450K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-769- 11.25% |
$35.8K - $42.6K
|
6.07K
$349K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-800- 16.61% |
$37.3K - $44.3K
|
4.02K
$231K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-840- 23.43% |
$39.1K - $46.5K
|
2.75K
$158K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 1.87% |
$49.9K - $59.3K
|
56.3K
$3.24M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.16K- 9.95% |
$54.2K - $64.4K
|
10.5K
$606K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.17K- 6.08% |
$54.3K - $64.6K
|
18K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.4K- 49.31% |
$65.2K - $77.5K
|
1.44K
$82.9K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.46K- 1.97% |
$67.9K - $80.7K
|
72.4K
$4.17M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.49K- 3.68% |
$69.5K - $82.7K
|
39K
$2.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.5K- 17.86% |
$69.9K - $83K
|
6.9K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.6K- 7.0% |
$74.5K - $88.6K
|
21.3K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.63K- 6.33% |
$76K - $90.3K
|
24.1K
$1.39M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.7K- 17.99% |
$79.2K - $94.2K
|
7.76K
$447K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.79K- 7.35% |
$83.1K - $98.8K
|
22.5K
$1.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.92K- 36.69% |
$89.3K - $106K
|
3.31K
$191K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.93K- 3.28% |
$90.1K - $107K
|
57K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 1.3% |
$91.6K - $109K
|
149K
$8.58M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.54K- 17.78% |
$118K - $141K
|
11.7K
$676K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.51K- 94.58% |
$163K - $194K
|
201
$11.6K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.88K- 1.58% |
$181K - $215K
|
241K
$13.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.91K- 6.29% |
$182K - $216K
|
58.2K
$3.35M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.01K- 54.76% |
$187K - $222K
|
3.31K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.18K- 16.59% |
$194K - $231K
|
21K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.77K- 4.8% |
$269K - $319K
|
114K
$6.59M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.78K- 10.44% |
$316K - $375K
|
58.1K
$3.35M
|