Latest Institutional Transactions on Sharecare, Inc. (SHCR)
This table provides information on the latest institutional transactions involving Sharecare, Inc. (SHCR) 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 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6K- 28.57% |
$4.8K - $10.7K
|
15K
$21.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
80KNew |
$64K - $142K
|
80K
$114K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-144K- 89.64% |
$196K - $252K
|
16.6K
$23.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.48K+ 7.66% |
$3.37K - $4.34K
|
34.8K
$49.8K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-104K- 13.3% |
$141K - $182K
|
676K
$967K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
46KNew |
$62.6K - $80.6K
|
46K
$65.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.5KNew |
$14.3K - $18.4K
|
10.5K
$15K
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
1.21M+ 26.03% |
$1.65M - $2.12M
|
5.86M
$8.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10KNew |
$13.6K - $17.5K
|
10K
$14.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
10KNew |
$13.6K - $17.5K
|
10K
$14.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
1.37K+ 8.32% |
$1.87K - $2.4K
|
17.9K
$25.6K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.6KNew |
$20.7K - $38.8K
|
14.6K
$20.9K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24KNew |
$34.1K - $63.8K
|
24K
$34.3K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
43.2K+ 119.9% |
$61.4K - $115K
|
79.3K
$113K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
30New |
$42.6 - $79.8
|
30
$42.9
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
100K+ 250.0% |
$142K - $266K
|
140K
$200K
|
|
| Q4 2022 | |||||||
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300New |
$447 - $651
|
300
$429
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-31.8KClosed |
$47.4K - $69K
|
0
$0
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30.1KNew |
$44.9K - $65.3K
|
30.1K
$43.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.8K- 33.2% |
$10.1K - $14.8K
|
13.7K
$19.6K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-44.2K- 3.58% |
$65.8K - $95.9K
|
1.19M
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
General Electric CO
|
BUY
|
- |
254KNew |
$379K - $552K
|
254K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
CALL |
100New |
$149 - $217
|
100
$143
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
19KNew |
$28.2K - $41.1K
|
19K
$27.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-100- 0.5% |
$149 - $217
|
20K
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.03MNew |
$1.54M - $2.24M
|
1.03M
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
192K+ 62.34% |
$286K - $417K
|
500K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.3KNew |
$15.3K - $22.3K
|
10.3K
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
40.8K+ 490.02% |
$60.8K - $88.6K
|
49.1K
$70.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Senvest Management, LLC
New York, NY |
SELL
|
- |
-2.68M- 85.79% |
$4M - $5.83M
|
445K
$636K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
37.4KNew |
$55.7K - $81.2K
|
37.4K
$53.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$149 - $217
|
100
$143
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
175+ 530.3% |
$261 - $380
|
208
$297
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
151KNew |
$225K - $328K
|
151K
$216K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
87New |
$130 - $189
|
87
$124
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100KNew |
$149K - $217K
|
100K
$143K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-140Closed |
$209 - $304
|
0
$0
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
111New |
$15.5 - $233
|
111
$159
|
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.29M- 60.98% |
$321K - $4.82M
|
1.47M
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-30- 0.04% |
$4.2 - $63
|
68.2K
$97.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.2KNew |
$1.71K - $25.6K
|
12.2K
$17.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-10K- 39.7% |
$1.4K - $21K
|
15.2K
$21.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Aflac Inc
|
BUY
|
- |
2.21MNew |
$309K - $4.64M
|
2.21M
$3.16M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.61K+ 9.79% |
$925 - $13.9K
|
74.1K
$106K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2K- 16.67% |
$280 - $4.2K
|
10K
$14.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-194- 3.21% |
$27.2 - $407
|
5.85K
$8.37K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.08KNew |
$291 - $4.37K
|
2.08K
$2.97K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-17- 42.5% |
$2.38 - $35.7
|
23
$32.9
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
22KNew |
$3.08K - $46.1K
|
22K
$31.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1K+ 6.21% |
$140 - $2.1K
|
17.1K
$24.5K
|
|