Purchases and Sales Made in Q4 2024 in Listed Fds Tr Changebridge Cap (CBSE)
This table provides information about the institutional ownership of Listed Fds Tr Changebridge Cap (CBSE) during Q4 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR CHANGEBRIDGE CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.6K+ 15.49% |
N/A
|
183K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.72K+ 76.02% |
N/A
|
22.5K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.7K+ 5.38% |
N/A
|
151K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-522- 2.55% |
N/A
|
19.9K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-908- 4.55% |
N/A
|
19K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.4K- 70.35% |
N/A
|
2.7K
$0
|