Purchases and Sales Made in Q4 2023 in Trueshares Technology, Ai & De (LRNZ)
This table provides information about the institutional ownership of Trueshares Technology, Ai & De (LRNZ) during Q4 2023. The information is specifically focused on institutions that hold shares of TRUESHARES TECHNOLOGY, AI & DE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.02KNew |
$218K - $310K
|
8.02K
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
7.39KNew |
$201K - $286K
|
7.39K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.91KNew |
$188K - $267K
|
6.91K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.03K+ 27.17% |
$137K - $195K
|
23.5K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.17K+ 23.37% |
$86.4K - $123K
|
16.8K
$735K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
535New |
$14.6K - $20.7K
|
535
$23.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
260New |
$7.08K - $10.1K
|
260
$11.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
49New |
$1.33K - $1.9K
|
49
$2.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6+ 9.38% |
$163 - $232
|
70
$3.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-23- 4.51% |
$626 - $890
|
487
$21.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-95- 12.65% |
$2.59K - $3.67K
|
656
$28.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.7K- 57.7% |
$344K - $490K
|
9.28K
$407K
|