Purchases and Sales Made in Q3 2023 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q3 2023. The information is specifically focused on institutions that hold shares of KRANESHARES TR QUADRATIC INT R.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.33MNew |
$86.5M - $92.1M
|
4.33M
$77.3M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
771K+ 2681.13% |
$15.4M - $16.4M
|
800K
$14.3M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
433KNew |
$8.65M - $9.21M
|
433K
$7.73M
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
376KNew |
$7.51M - $7.99M
|
376K
$6.71M
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
343KNew |
$6.85M - $7.29M
|
343K
$6.12M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
117K+ 22.28% |
$2.33M - $2.48M
|
641K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.2K+ 492.12% |
$1.52M - $1.62M
|
91.7K
$1.64M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
73.4KNew |
$1.46M - $1.56M
|
73.4K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
50KNew |
$998K - $1.06M
|
50K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.1K+ 102.18% |
$860K - $916K
|
85.3K
$1.52M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.2K+ 52.28% |
$663K - $706K
|
96.8K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
28.2KNew |
$563K - $599K
|
28.2K
$503K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.4K+ 3.11% |
$547K - $583K
|
910K
$16.2M
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
25K+ 27.69% |
$499K - $532K
|
115K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.8K+ 5.49% |
$494K - $526K
|
476K
$8.5M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
19.2KNew |
$383K - $408K
|
19.2K
$342K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
17.7K+ 6.08% |
$353K - $376K
|
308K
$5.5M
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
17.5KNew |
$350K - $373K
|
17.5K
$313K
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
16.1K+ 9.53% |
$321K - $342K
|
185K
$3.3M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.2KNew |
$303K - $323K
|
15.2K
$271K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15K+ 11.33% |
$300K - $320K
|
148K
$2.64M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.8KNew |
$295K - $314K
|
14.8K
$263K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14.7KNew |
$294K - $313K
|
14.7K
$263K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.3KNew |
$285K - $304K
|
14.3K
$255K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2KNew |
$284K - $302K
|
14.2K
$253K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13K+ 17.89% |
$260K - $277K
|
85.9K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.5KNew |
$230K - $244K
|
11.5K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.48K+ 5.49% |
$189K - $201K
|
182K
$3.25M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.57K+ 28.47% |
$171K - $182K
|
38.7K
$690K
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
6.58K+ 2.8% |
$131K - $140K
|
242K
$4.31M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.84KNew |
$117K - $124K
|
5.84K
$104K
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.74K+ 32.28% |
$115K - $122K
|
23.5K
$420K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.55K+ 29.28% |
$111K - $118K
|
24.5K
$437K
|
|
Oct 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.85K+ 0.39% |
$56.9K - $60.6K
|
731K
$13M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 1.63% |
$29.8K - $31.8K
|
93K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 262.85% |
$24.7K - $26.3K
|
1.71K
$30.5K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 7.42% |
$24.5K - $26.1K
|
17.8K
$317K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.21K+ 7.24% |
$24.2K - $25.8K
|
18K
$320K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 201.92% |
$23.1K - $24.6K
|
1.73K
$30.9K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 6.45% |
$21.5K - $22.9K
|
17.8K
$317K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
503+ 5.02% |
$10K - $10.7K
|
10.5K
$188K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$9.98K - $10.6K
|
500
$8.92K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
441New |
$8.8K - $9.37K
|
441
$7.87K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
279+ 2536.36% |
$5.57K - $5.93K
|
290
$5.17K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
159+ 15.13% |
$3.17K - $3.38K
|
1.21K
$21.6K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
114+ 1.76% |
$2.28K - $2.42K
|
6.59K
$118K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101New |
$2.02K - $2.15K
|
101
$1.8K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
84New |
$1.68K - $1.79K
|
84
$1.5K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
63+ 0.76% |
$1.26K - $1.34K
|
8.32K
$148K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$998 - $1.06K
|
50
$892
|