Purchases and Sales Made in Q3 2023 in Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
269+ 0.99% |
$13.2K - $16.2K
|
27.5K
$1.58M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
260New |
$12.8K - $15.6K
|
260
$15K
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
240+ 1.18% |
$11.8K - $14.4K
|
20.6K
$1.19M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
202New |
$9.93K - $12.1K
|
202
$11.6K
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
195+ 3.02% |
$9.59K - $11.7K
|
6.65K
$383K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
191+ 6.14% |
$9.39K - $11.5K
|
3.3K
$190K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
124+ 1.78% |
$6.1K - $7.45K
|
7.09K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
95New |
$4.67K - $5.7K
|
95
$5.47K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
92New |
$4.52K - $5.52K
|
92
$5.3K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
76+ 1.63% |
$3.74K - $4.56K
|
4.73K
$272K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.53% |
$2.26K - $2.76K
|
8.66K
$499K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37New |
$1.82K - $2.22K
|
37
$2.13K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 1.16% |
$1.48K - $1.8K
|
2.62K
$151K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
30+ 0.67% |
$1.48K - $1.8K
|
4.49K
$259K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
29+ 8.71% |
$1.43K - $1.74K
|
362
$20.9K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27+ 13.11% |
$1.33K - $1.62K
|
233
$13.4K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
26+ 0.26% |
$1.28K - $1.56K
|
9.96K
$574K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14New |
$689 - $841
|
14
$807
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 0.13% |
$639 - $781
|
9.96K
$574K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6+ 3.23% |
$295 - $360
|
192
$11.1K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5New |
$246 - $300
|
5
$288
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$98.4 - $120
|
14.2K
$816K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-50- 0.18% |
$2.46K - $3K
|
27K
$1.56M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-51- 1.22% |
$2.51K - $3.06K
|
4.14K
$239K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-56- 0.25% |
$2.75K - $3.36K
|
22.4K
$1.29M
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-80- 0.38% |
$3.93K - $4.8K
|
20.8K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-99- 1.66% |
$4.87K - $5.94K
|
5.86K
$337K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 2.89% |
$6.05K - $7.39K
|
4.13K
$238K
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-150- 0.16% |
$7.38K - $9.01K
|
96K
$5.53M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-160- 2.32% |
$7.87K - $9.61K
|
6.74K
$388K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-160- 2.32% |
$7.87K - $9.61K
|
6.74K
$388K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-200- 3.62% |
$9.84K - $12K
|
5.32K
$307K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-250- 2.79% |
$12.3K - $15K
|
8.7K
$501K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-294- 62.42% |
$14.5K - $17.7K
|
177
$10.2K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-306- 1.07% |
$15K - $18.4K
|
28.2K
$1.62M
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-350- 1.32% |
$17.2K - $21K
|
26.1K
$1.5M
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-425- 2.96% |
$20.9K - $25.5K
|
13.9K
$803K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-475- 1.04% |
$23.4K - $28.5K
|
45K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-570- 46.61% |
$28K - $34.2K
|
653
$37.6K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-580- 44.96% |
$28.5K - $34.8K
|
710
$40.9K
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-633- 7.31% |
$31.1K - $38K
|
8.02K
$462K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-650- 4.5% |
$32K - $39K
|
13.8K
$794K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-684- 0.78% |
$33.6K - $41.1K
|
86.8K
$5M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-750- 91.8% |
$36.9K - $45K
|
67
$3.86K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-785- 3.75% |
$38.6K - $47.1K
|
20.1K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-854- 12.96% |
$42K - $51.3K
|
5.74K
$330K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-888- 22.0% |
$43.7K - $53.3K
|
3.15K
$181K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-995- 7.78% |
$48.9K - $59.7K
|
11.8K
$680K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.12K- 5.34% |
$55.2K - $67.4K
|
19.9K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.31K- 5.68% |
$64.5K - $78.8K
|
21.8K
$1.25M
|