Purchases and Sales Made in Q2 2023 in Trust For Advised Portfolios S (SHDG)
This table provides information about the institutional ownership of Trust For Advised Portfolios S (SHDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
312K+ 7.47% |
N/A
|
4.49M
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
265+ 2.4% |
N/A
|
11.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-2.13K- 15.29% |
N/A
|
11.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-298K- 82.51% |
N/A
|
63.2K
$0
|