Purchases and Sales Made in Q1 2023 in Trust For Advised Portfolios S (SHDG)
This table provides information about the institutional ownership of Trust For Advised Portfolios S (SHDG) during Q1 2023. The information is specifically focused on institutions that hold shares of TRUST FOR ADVISED PORTFOLIOS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
361KNew |
N/A
|
361K
$0
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6KClosed |
N/A
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.87K- 34.73% |
N/A
|
11K
$0
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-169K- 3.89% |
N/A
|
4.17M
$0
|