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Trust for Advised Portfolios

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Soundwatch Capital LLC
INCREASED
Shares477,101 from 63,151
Change+413,950 (+655%)
Value$11.0M (+$2.0M)
Filed 2023-11-13
Apexium Financial, LP
DECREASED
Shares408,114 from 4,486,196
Change-4,078,082 (-91%)
Value$9.4M (-$98.5M)
Filed 2023-10-25
Susquehanna International Group, LLP
NEW
Shares33,859
Change+33,859
Value$782.2K
Filed 2023-11-14
Navis Wealth Advisors, LLC
DECREASED
Shares11,528 from 11,777
Change-249 (-2%)
Value$266.3K (-$16.9K)
Filed 2023-10-30
Richard P Slaughter Associates Inc
UNCHANGED
Shares11,285 from 11,285
Change0 (0%)
Value$260.7K (-$10.7K)
Filed 2023-10-10
Old Mission Capital LLC
CLOSED
Shares0 from 11,296
Change-11,296 (-100%)
Value$0 (-$271.6K)
Filed 2023-11-15
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Soundwatch Capital LLC
INCREASED477,10163,151+413,950+655%$9.1M$11.0M+$2.0M2023-11-13
Apexium Financial, LP
DECREASED408,1144,486,196-4,078,082-91%$107.9M$9.4M-$98.5M2023-10-25
Susquehanna International Group, LLP
NEW33,859—+33,859——$782.2K—2023-11-14
Navis Wealth Advisors, LLC
DECREASED11,52811,777-249-2%$283.2K$266.3K-$16.9K2023-10-30
Richard P Slaughter Associates Inc
UNCHANGED11,28511,28500%$271.4K$260.7K-$10.7K2023-10-10
Old Mission Capital LLC
CLOSED011,296-11,296-100%$271.6K$0-$271.6K2023-11-15
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 7 of 7 institutions