Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
153K+ 72.48% |
$4.47M - $4.81M
|
364K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137KNew |
$4.01M - $4.31M
|
137K
$3.87M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.7K+ 247.19% |
$2.16M - $2.32M
|
104K
$2.93M
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
44.5K+ 140.46% |
$1.3M - $1.4M
|
76.1K
$2.15M
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
44KNew |
$1.29M - $1.38M
|
44K
$1.24M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33.1K+ 15.5% |
$969K - $1.04M
|
247K
$6.98M
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
32.6KNew |
$955K - $1.03M
|
32.6K
$923K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.9K+ 9.81% |
$786K - $845K
|
301K
$8.51M
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
22.3K+ 38.11% |
$652K - $701K
|
80.8K
$2.28M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$624K - $671K
|
21.3K
$603K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2KNew |
$417K - $448K
|
14.2K
$403K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.2KNew |
$328K - $353K
|
11.2K
$318K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 86.94% |
$326K - $350K
|
24K
$678K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.44K+ 11.6% |
$218K - $234K
|
71.6K
$2.03M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.16K+ 16.54% |
$209K - $225K
|
50.4K
$1.43M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.69KNew |
$196K - $210K
|
6.69K
$189K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.58K+ 41.55% |
$163K - $176K
|
19K
$538K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5K+ 38.76% |
$146K - $157K
|
17.9K
$506K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3K+ 23.25% |
$87.8K - $94.4K
|
15.9K
$450K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2KNew |
$58.5K - $62.9K
|
2K
$56.6K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.91KNew |
$55.8K - $60K
|
1.91K
$54K
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.6K+ 9.6% |
$46.8K - $50.3K
|
18.3K
$517K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.09K+ 5.15% |
$31.9K - $34.3K
|
22.3K
$630K
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.06K+ 5.85% |
$30.9K - $33.2K
|
19.1K
$541K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
620+ 6.25% |
$18.1K - $19.5K
|
10.5K
$298K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
614New |
$18K - $19.3K
|
614
$17.4K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
171+ 9.03% |
$5K - $5.38K
|
2.07K
$58.4K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54Closed |
$1.58K - $1.7K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-229- 1.88% |
$6.7K - $7.2K
|
12K
$339K
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-240- 0.55% |
$7.02K - $7.55K
|
43.3K
$1.22M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-547- 6.43% |
$16K - $17.2K
|
7.96K
$225K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.04K- 56.99% |
$30.4K - $32.7K
|
785
$22.2K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.07K- 9.28% |
$31.4K - $33.7K
|
10.5K
$297K
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.23K- 0.44% |
$35.8K - $38.5K
|
276K
$7.8M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.37K- 2.28% |
$40K - $43K
|
58.6K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.87K- 9.9% |
$54.8K - $58.9K
|
17K
$482K
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.95K- 7.84% |
$57K - $61.3K
|
22.9K
$648K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.53K- 24.99% |
$103K - $111K
|
10.6K
$300K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.78K- 23.46% |
$140K - $150K
|
15.6K
$441K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.93K- 13.24% |
$203K - $218K
|
45.4K
$1.28M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.8K- 33.57% |
$1.11M - $1.19M
|
74.8K
$2.12M
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-119K- 73.84% |
$3.49M - $3.75M
|
42.2K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-191K- 58.68% |
$5.59M - $6.01M
|
135K
$3.81M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-389K- 87.46% |
$11.4M - $12.2M
|
55.8K
$1.58M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-422K- 76.57% |
$12.3M - $13.3M
|
129K
$3.65M
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-427K- 96.99% |
$12.5M - $13.4M
|
13.3K
$375K
|