Purchases and Sales Made in Q3 2023 in Trust For Advised Portfolios S (SHDG)
This table provides information about the institutional ownership of Trust For Advised Portfolios S (SHDG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
414K+ 655.49% |
N/A
|
477K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.9KNew |
N/A
|
33.9K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-249- 2.11% |
N/A
|
11.5K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4.08M- 90.9% |
N/A
|
408K
$0
|