Purchases and Sales Made in Q4 2022 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.88% |
$153 - $164
|
806
$14.3K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.23% |
$43.7 - $46.7
|
164
$2.92K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$21.9 - $23.4
|
10.3K
$182K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11- 0.06% |
$240 - $257
|
18.4K
$327K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19- 2.63% |
$415 - $444
|
704
$12.5K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-43- 9.71% |
$940 - $1K
|
400
$7.12K
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-112- 0.22% |
$2.45K - $2.62K
|
51.4K
$914K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-122- 70.93% |
$2.67K - $2.85K
|
50
$890
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-124- 1.29% |
$2.71K - $2.9K
|
9.5K
$169K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140- 3.92% |
$3.06K - $3.27K
|
3.43K
$61.1K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 4.31% |
$5.47K - $5.84K
|
5.55K
$98.7K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-349- 75.05% |
$7.63K - $8.16K
|
116
$2.06K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-350- 5.77% |
$7.65K - $8.18K
|
5.72K
$102K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-512- 25.66% |
$11.2K - $12K
|
1.48K
$26.4K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-578- 8.98% |
$12.6K - $13.5K
|
5.86K
$104K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-686- 4.46% |
$15K - $16K
|
14.7K
$261K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-836- 14.07% |
$18.3K - $19.5K
|
5.11K
$90.9K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-989- 2.06% |
$21.6K - $23.1K
|
47.1K
$838K
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1K- 3.48% |
$21.9K - $23.4K
|
27.7K
$493K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.1K- 78.3% |
$24K - $25.6K
|
304
$5.41K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.36K- 22.53% |
$29.8K - $31.8K
|
4.68K
$83.3K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 11.97% |
$29.8K - $31.8K
|
10K
$178K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.37K- 7.58% |
$29.8K - $31.9K
|
16.6K
$296K
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.69K- 3.95% |
$36.9K - $39.5K
|
41.1K
$731K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.76K- 2.66% |
$38.5K - $41.2K
|
64.4K
$1.14M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.03K- 87.4% |
$44.4K - $47.5K
|
293
$5.21K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 15.22% |
$45.7K - $48.9K
|
11.7K
$207K
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.1K- 2.82% |
$45.9K - $49K
|
72.2K
$1.28M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 5.0% |
$49.5K - $52.9K
|
43K
$765K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.39K- 7.0% |
$52.1K - $55.7K
|
31.7K
$564K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.53K- 48.97% |
$55.3K - $59.1K
|
2.64K
$46.9K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.98K- 24.71% |
$65.1K - $69.6K
|
9.07K
$161K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.08K- 12.01% |
$67.3K - $72K
|
22.6K
$401K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.1K- 2.49% |
$67.7K - $72.4K
|
121K
$2.15M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.17K- 8.92% |
$69.2K - $74K
|
32.3K
$575K
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 11.35% |
$72.4K - $77.4K
|
25.9K
$460K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.38K- 11.7% |
$73.9K - $79K
|
25.5K
$454K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.47K- 1.63% |
$75.8K - $81K
|
210K
$3.73M
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.86K- 6.31% |
$84.4K - $90.2K
|
57.3K
$1.02M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.48K- 25.05% |
$98K - $105K
|
13.4K
$238K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.48K- 24.91% |
$98K - $105K
|
13.5K
$240K
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.63K- 17.58% |
$167K - $178K
|
35.8K
$636K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.86K- 77.29% |
$172K - $184K
|
2.31K
$41.1K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8.24K- 19.83% |
$180K - $193K
|
33.3K
$593K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.46K- 2.76% |
$185K - $198K
|
298K
$5.31M
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-10.1K- 19.14% |
$221K - $237K
|
42.8K
$761K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 33.82% |
$223K - $238K
|
20K
$355K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 8.21% |
$245K - $262K
|
125K
$2.23M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 1.18% |
$246K - $263K
|
942K
$16.8M
|