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TRLV

Trulieve Cannabis Corp
TRLV

12 hedge funds and large institutions have $1.07M invested in Trulieve Cannabis Corp in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

9% more funds holding

Funds holding: 11 → 12 (+1)

8% more capital invested

Capital invested by funds: $984K → $1.07M (+$83.2K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Gibson Wealth Advisors
Texas
+$351K
2
AA
Ancora Advisors
Ohio
+$4K
3
FAM
Formidable Asset Management
Ohio
+$762

Top Sellers

1
ADMI
Albert D. Mason Inc
Massachusetts
-$152K
2
RIL
Rothschild Investment LLC
Illinois
-$4.53K
3
WIM
Westside Investment Management
California
-$3.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1
Gibson Wealth Advisors
Texas
$385K +$351K +32,740 +1,033%
ADMI
2
Albert D. Mason Inc
Massachusetts
$340K -$152K -20,045 -31%
RIL
3
Rothschild Investment LLC
Illinois
$132K -$4.53K -600 -3%
GG
4
Gofen & Glossberg
Illinois
$102K – – –
FAM
5
Formidable Asset Management
Ohio
$81K +$762 +100 +0.9%
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
CPG
7
Cornerstone Planning Group
New Jersey
$7.69K +$7.69K +1,123 New
HCM
8
Horrell Capital Management
Arkansas
$6K – – –
AA
9
Ancora Advisors
Ohio
$4K +$4K +469 New
WOC
10
West Oak Capital
California
$1K – – –
HWA
11
Heritage Wealth Advisors
Virginia
$954 – – –
WIM
12
Westside Investment Management
California
– -$3.4K -400 Closed