Morton Capital Management Llc/Ca GLOBAL X FDS Transaction History

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025
Number of Shares
21,267
Previous 21,202 0.31%
Holding current value
$663 Million
Previous $622 Million 6.59%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
65 Added 0.31%
21,267 $663 Million
Q2 2025

Jul 23, 2025
SELL
N/A
-54 Reduced 0.25%
21,202 $622 Million
Q1 2025

Apr 17, 2025
BUY
N/A
118 Added 0.56%
21,256 $556 Million
Q4 2024

Jan 14, 2025
SELL
N/A
-1,248 Reduced 5.57%
21,138 $551 Million
Q3 2024

Oct 08, 2024
SELL
N/A
-1,318 Reduced 5.56%
22,386 $622 Million
Q2 2024

Jul 12, 2024
SELL
N/A
-4,504 Reduced 15.97%
23,704 $641 Million
Q1 2024

Apr 12, 2024
BUY
N/A
78 Added 0.28%
28,208 $738 Million
Q4 2023

Jan 18, 2024
SELL
N/A
-17,705 Reduced 38.63%
28,130 $715 Million
Q3 2023

Dec 05, 2023
SELL
N/A
-172,934 Reduced 79.05%
45,835 $1.09 Billion
Q2 2023

Dec 05, 2023
BUY
N/A
218,769 New
218,769 $5.46 Billion
Track This Portfolio

Track Morton Capital Management Llc/Ca Portfolio

Follow Morton Capital Management Llc/Ca and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Morton Capital Management Llc/Ca with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email