MCELHOE WENWEN purchased 352.0% of their position (88.01K shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $898.6K — a major conviction buy. The strongest form of insider conviction signal.
P · 4 purchases
Filed: 3/29/2024ACC: 0001976685-24-000176
Director
Since Mar 2024
+88.01K
Net shares
Net buyer
$898.6K
Total acquired
4
Open market trades
4B · 0S
4
Total transactions
88.01K acquired
Non-Derivative Transactions4
Institutional Investment Strategy Fund
Direct
Shares
+33.18K
Price / share
$10.21
Trade value
$338.77K
% of position
132.7%
3/27/2024
25K→58.18K
Institutional Investment Strategy Fund
Indirect
Shares
+28.90K
Price / share
$10.21
Trade value
$295.10K
% of position
49.7%
3/27/2024
58.18K→87.08K
Institutional Investment Strategy Fund
Indirect
Shares
+21.81K
Price / share
$10.21
Trade value
$222.70K
% of position
25.0%
3/27/2024
87.08K→108.89K
Institutional Investment Strategy Fund
Indirect
Shares
+4.11K
Price / share
$10.21
Trade value
$42K
% of position
3.8%
3/27/2024
108.89K→113.01K
Total
Net shares
+88.01K
Net value
$898.57K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy Fund Direct | 3/27/2024 | P · Purchase | +33.18K | $10.21 | $338.77K | 132.7% | 25K | 58.18K |
| Institutional Investment Strategy Fund Indirect | 3/27/2024 | P · Purchase | +28.90K | $10.21 | $295.10K | 49.7% | 58.18K | 87.08K |
| Institutional Investment Strategy Fund Indirect | 3/27/2024 | P · Purchase | +21.81K | $10.21 | $222.70K | 25.0% | 87.08K | 108.89K |
| Institutional Investment Strategy Fund Indirect | 3/27/2024 | P · Purchase | +4.11K | $10.21 | $42K | 3.8% | 108.89K | 113.01K |
| Total | +88.01K | $898.57K | ||||||
Derivative Transactions0
No derivative transactions reported