O'NEIL BRIAN STEPHEN purchased 96.6% of their position (4.75K shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $50.0K — a major conviction buy. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 9/11/2024ACC: 0001976685-24-000242
Director
Since Mar 2024
+4.75K
Net shares
Net buyer
$50.0K
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
4.75K acquired
Non-Derivative Transactions1
Institutional Investment Strategy Fund
Direct
Shares
+4.75K
Price / share
$10.53
Trade value
$50K
% of position
96.6%
9/10/2024
4.92K→9.66K
Total
Net shares
+4.75K
Net value
$50K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy Fund Direct | 9/10/2024 | P · Purchase | +4.75K | $10.53 | $50K | 96.6% | 4.92K | 9.66K |
| Total | +4.75K | $50K | ||||||
Derivative Transactions0
No derivative transactions reported