Institutional Ownership Trueshares Technology, Ai & De (LRNZ)
This table provides information about the institutional ownership of Trueshares Technology, Ai & De (LRNZ). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 117,411 shares, which have been reported (via 13F filing form) to have a value of $5.14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
22,678
shares
|
$994,883
0.03% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
20,097
shares
|
$881,655
0.02% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,698
shares
|
$820,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,320
shares
|
$452,738
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
6,780
shares
|
$297,438
0.12% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
5,871
shares
|
$257,560
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,664
shares
|
$248,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,304
shares
|
$232,686
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
5,260
shares
|
$230,756
0.0% of portfolio
|
Q4 2024
Reduced 37.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,529
shares
|
$198,687
0.0% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,700
shares
|
$118,449
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,958
shares
|
$85,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,336
shares
|
$58,610
0.0% of portfolio
|
Q3 2024
Added 1236.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
700
shares
|
$30,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
656
shares
|
$28,778
0.0% of portfolio
|
Q4 2023
Reduced 12.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
450
shares
|
$19,741
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
356
shares
|
$15,617
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
353
shares
|
$15,486
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
160
shares
|
$7,019
0.0% of portfolio
|
Q2 2022
Added 190.91%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
136
shares
|
$5,966
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$5,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
95
shares
|
$4,167
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|