Institutional Ownership Collaborative Invt Ser Tr Mohr (MOHR)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Mohr (MOHR). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 1.82 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
1,430,475
shares
|
$31 Million
0.34% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Aug 15, 2024 Q2 2024 |
285,750
shares
|
$6.19 Million
2.79% of portfolio
|
Q2 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
58,613
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Added 355.64%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,248
shares
|
$482,114
0.0% of portfolio
|
Q2 2024
Reduced 29.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
19,031
shares
|
$412,401
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|