Latest Institutional Purchases of Collaborative Invt Ser Tr Mohr (MOHR)
This list provides information on the latest institutional transactions involving Collaborative Invt Ser Tr Mohr (MOHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
286KNew |
$5.88M - $6.28M
|
286K
$6.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.7K+ 355.64% |
$941K - $1.01M
|
58.6K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19KNew |
$391K - $418K
|
19K
$412K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
16KNew |
$310K - $351K
|
16K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2KNew |
$256K - $291K
|
13.2K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.86KNew |
$36.1K - $40.9K
|
1.86K
$40.4K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18KNew |
$312K - $360K
|
18K
$390K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.3KNew |
$298K - $341K
|
16.3K
$353K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
38.2KNew |
$732K - $755K
|
38.2K
$827K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.51KNew |
$144K - $147K
|
7.51K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.41KNew |
$27K - $27.7K
|
1.41K
$30.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
12.7KNew |
$248K - $250K
|
12.7K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12New |
$234 - $236
|
12
$260
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 165.3% |
$356K - $380K
|
29.2K
$634K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
928New |
$18.1K - $19.3K
|
928
$20.1K
|
|