Latest Institutional Transactions on Leuthold Fds Inc Core ETF (LCR)
This table provides information on the latest institutional transactions involving Leuthold Fds Inc Core ETF (LCR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
505+ 0.73% |
$16.8K - $17.9K
|
69.3K
$2.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-19K- 17.11% |
$635K - $675K
|
92.3K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.3KNew |
$744K - $790K
|
22.3K
$786K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.24K- 2.15% |
$175K - $186K
|
238K
$8.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.35K- 0.86% |
$45K - $47.8K
|
155K
$5.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
139+ 0.26% |
$4.63K - $4.92K
|
53.7K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41+ 0.47% |
$1.37K - $1.45K
|
8.7K
$307K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$463K - $481K
|
14.2K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.56KNew |
$213K - $221K
|
6.56K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-374- 18.74% |
$12.2K - $12.6K
|
1.62K
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
42.3K+ 599.72% |
$1.37M - $1.43M
|
49.3K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1- 1.67% |
$32.5 - $33.8
|
59
$2.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-696- 69.6% |
$22.6K - $23.5K
|
304
$10.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6KNew |
$508K - $528K
|
15.6K
$551K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
834KNew |
$27.1M - $28.2M
|
834K
$29.4M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
24K+ 174.84% |
$782K - $812K
|
37.8K
$1.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.94K+ 4.24% |
$63K - $65.5K
|
47.6K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-946- 13.19% |
$30.8K - $32K
|
6.23K
$219K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.22KNew |
$292K - $311K
|
9.22K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 315.57% |
$652K - $695K
|
27.1K
$956K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$478K - $520K
|
16.1K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.4KNew |
$160K - $174K
|
5.4K
$190K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.09K- 13.9% |
$91.8K - $99.7K
|
19.1K
$675K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-9.9K- 1.08% |
$294K - $320K
|
906K
$31.9M
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.93KNew |
$203K - $215K
|
6.93K
$244K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-97- 13.0% |
$2.69K - $2.9K
|
649
$22.9K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-31Closed |
$924 - $985
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-155Closed |
$4.61K - $4.81K
|
0
$0
|
|