Purchases and Sales Made in Q1 2023 in Kraneshares Tr Kfa Mlm Index E (KMLM)
This table provides information about the institutional ownership of Kraneshares Tr Kfa Mlm Index E (KMLM) during Q1 2023. The information is specifically focused on institutions that hold shares of KRANESHARES TR KFA MLM INDEX E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
431K+ 359.57% |
$12.5M - $13.3M
|
551K
$15.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
354K+ 407.97% |
$10.3M - $10.9M
|
440K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
233K+ 251.65% |
$6.77M - $7.18M
|
326K
$9.22M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
211KNew |
$6.12M - $6.5M
|
211K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
167K+ 155.4% |
$4.83M - $5.13M
|
274K
$7.75M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
161KNew |
$4.68M - $4.97M
|
161K
$4.57M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
118K+ 74.42% |
$3.43M - $3.64M
|
277K
$7.84M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
86.5K+ 331.71% |
$2.51M - $2.66M
|
113K
$3.18M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60KNew |
$1.74M - $1.85M
|
60K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
48.5K+ 39.53% |
$1.41M - $1.49M
|
171K
$4.84M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48.5K+ 29.33% |
$1.41M - $1.49M
|
214K
$6.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
BUY
|
- |
43.5KNew |
$1.26M - $1.34M
|
43.5K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
31.7KNew |
$919K - $975K
|
31.7K
$895K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
21.2KNew |
$615K - $653K
|
21.2K
$599K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.7KNew |
$484K - $514K
|
16.7K
$472K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15.5K+ 322.14% |
$451K - $479K
|
20.4K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 28.16% |
$409K - $435K
|
64.2K
$1.82M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4KNew |
$390K - $414K
|
13.4K
$380K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.9KNew |
$374K - $397K
|
12.9K
$365K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.3K+ 39.89% |
$358K - $380K
|
43.3K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2KNew |
$354K - $376K
|
12.2K
$345K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10.1KNew |
$292K - $310K
|
10.1K
$285K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.81K+ 9813.0% |
$285K - $302K
|
9.91K
$280K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.5KNew |
$247K - $262K
|
8.5K
$241K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.97KNew |
$202K - $215K
|
6.97K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.65K+ 2338.69% |
$135K - $143K
|
4.85K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.85K+ 43.01% |
$112K - $119K
|
12.8K
$363K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.45KNew |
$100K - $106K
|
3.45K
$97.6K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.62K+ 16.99% |
$76.1K - $80.8K
|
18.1K
$511K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.05K+ 2.05% |
$30.4K - $32.3K
|
52.3K
$1.48M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
834+ 7.78% |
$24.2K - $25.7K
|
11.6K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
828New |
$24K - $25.5K
|
828
$23.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
467+ 5.83% |
$13.6K - $14.4K
|
8.48K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
215+ 1.15% |
$6.24K - $6.62K
|
18.9K
$535K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
205+ 12.14% |
$5.95K - $6.32K
|
1.89K
$53.6K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-295- 23.62% |
$8.56K - $9.09K
|
954
$27K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-295- 23.62% |
$8.56K - $9.09K
|
954
$27K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-600- 2.36% |
$17.4K - $18.5K
|
24.9K
$703K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-960- 41.38% |
$27.9K - $29.6K
|
1.36K
$38.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.7K- 2.82% |
$49.3K - $52.3K
|
58.5K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.12K- 13.06% |
$61.6K - $65.4K
|
14.1K
$399K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.36K- 4.54% |
$68.5K - $72.7K
|
49.6K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.48K- 2.4% |
$101K - $107K
|
142K
$4.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.24K- 35.96% |
$210K - $223K
|
12.9K
$365K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.6K- 27.32% |
$307K - $326K
|
28.1K
$796K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-40.6K- 83.21% |
$1.18M - $1.25M
|
8.18K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87.8K- 74.64% |
$2.55M - $2.7M
|
29.8K
$844K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-205KClosed |
$5.94M - $6.31M
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-803K- 64.34% |
$23.3M - $24.7M
|
445K
$12.6M
|