Latest Institutional Transactions on Trust For Advised Portfolios S (SHDG)
This table provides information on the latest institutional transactions involving Trust For Advised Portfolios S (SHDG) 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, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.9KNew |
N/A
|
33.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
414K+ 655.49% |
N/A
|
477K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-249- 2.11% |
N/A
|
11.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4.08M- 90.9% |
N/A
|
408K
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
265+ 2.4% |
N/A
|
11.3K
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6KClosed |
N/A
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
263New |
N/A
|
263
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|