Latest Institutional Purchases of Collaborative Invt Ser Tr Adap (RULE)
This list provides information on the latest institutional transactions involving Collaborative Invt Ser Tr Adap (RULE) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
285KNew |
$5.96M - $6.27M
|
285K
$6.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.6K+ 135.2% |
$744K - $783K
|
61.9K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4KNew |
$343K - $361K
|
16.4K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
72+ 73.47% |
$1.51K - $1.59K
|
170
$3.72K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$237K - $264K
|
12K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.46KNew |
$28.8K - $32.1K
|
1.46K
$31.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.9KNew |
$54K - $58.8K
|
2.9K
$63.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.52KNew |
$145K - $147K
|
7.52K
$165K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$206K - $208K
|
10.6K
$232K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.6K+ 234.68% |
$654K - $687K
|
48K
$1.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
489New |
$9.5K - $10K
|
489
$10.7K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
83.6KNew |
$1.69M - $1.92M
|
83.6K
$1.83M
|
|