Latest Institutional Transactions on Care Cloud, Inc. (MTBC)
This table provides information on the latest institutional transactions involving Care Cloud, Inc. (MTBC) 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, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
84.3KNew |
N/A
|
84.3K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3K+ 9.84% |
N/A
|
33.5K
$102K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
300New |
N/A
|
300
$912
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-703- 39.65% |
N/A
|
1.07K
$3.25K
|
|
|
Nov 12, 2025
Q2 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-792- 3.36% |
N/A
|
22.8K
$69.3K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.68K+ 178.47% |
N/A
|
4.18K
$12.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.8KNew |
N/A
|
48.8K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-120K- 66.65% |
N/A
|
60K
$182K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-71- 20.17% |
N/A
|
281
$854
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.49K- 2.8% |
N/A
|
121K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.74K- 5.34% |
N/A
|
66.4K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.25K+ 7.68% |
N/A
|
31.6K
$96.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
21+ 4.3% |
N/A
|
509
$1.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
18.3K+ 31.82% |
N/A
|
76K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19.3K+ 43.68% |
N/A
|
63.5K
$193K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
360New |
N/A
|
360
$1.09K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.03K+ 527.69% |
N/A
|
1.22K
$3.72K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15New |
N/A
|
15
$45.6
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$66.1K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$61.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 8.7% |
N/A
|
21
$63.8
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5KNew |
N/A
|
15.5K
$47K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26KNew |
N/A
|
26K
$79K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.3KNew |
N/A
|
29.3K
$89.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
29.3KNew |
N/A
|
29.3K
$89.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
88.3K+ 284.94% |
N/A
|
119K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$16.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50KNew |
N/A
|
50K
$152K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
60New |
N/A
|
60
$182
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
5New |
N/A
|
5
$15.2
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.96K+ 21.95% |
N/A
|
27.5K
$83.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-75- 0.58% |
N/A
|
12.9K
$39.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-23.9K- 43.95% |
N/A
|
30.5K
$92.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$5.17K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-48.9K- 81.04% |
N/A
|
11.5K
$34.8K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20New |
N/A
|
20
$60.8
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.7K- 53.96% |
N/A
|
2.3K
$7K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-280- 14.3% |
N/A
|
1.68K
$5.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-25K- 50.81% |
N/A
|
24.2K
$73.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-9.5K- 28.61% |
N/A
|
23.7K
$72K
|
|
|
Nov 07, 2023
Q3 2023
|
P.A.W. Capital Corp
|
SELL
|
- |
-300K- 40.0% |
N/A
|
450K
$1.37M
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
27.9KNew |
N/A
|
27.9K
$84.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
210KNew |
$535K - $898K
|
210K
$638K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.6KNew |
$27.2K - $45.6K
|
10.6K
$32.4K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
125New |
$346 - $439
|
125
$380
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-106K- 23.41% |
$294K - $372K
|
347K
$1.05M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-40.3KClosed |
$123K - $1.03M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
17.3KNew |
$52.6K - $443K
|
17.3K
$52.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$41.8K - $66.4K
|
12.4K
$37.7K
|
|