Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
215K+ 2047.81% |
$6.51M - $7.01M
|
225K
$6.3M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
198K+ 930.34% |
$6.02M - $6.48M
|
220K
$6.15M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
48KNew |
$1.46M - $1.57M
|
48K
$1.34M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.1K+ 19.1% |
$1.43M - $1.54M
|
294K
$8.22M
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
37.9KNew |
$1.15M - $1.24M
|
37.9K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 36.48% |
$1.15M - $1.23M
|
141K
$3.95M
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
29.2K+ 36.14% |
$885K - $953K
|
110K
$3.08M
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$530K - $571K
|
17.5K
$489K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.1KNew |
$428K - $462K
|
14.1K
$395K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14KNew |
$424K - $457K
|
14K
$391K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$413K - $445K
|
13.6K
$381K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 47.12% |
$342K - $369K
|
35.2K
$986K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 7.94% |
$329K - $355K
|
148K
$4.13M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.93KNew |
$240K - $259K
|
7.93K
$222K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.76K+ 69.07% |
$235K - $253K
|
19K
$531K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.61KNew |
$231K - $249K
|
7.61K
$213K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.79K+ 339.6% |
$206K - $222K
|
8.79K
$246K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.43KNew |
$195K - $210K
|
6.43K
$180K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
6.41KNew |
$194K - $209K
|
6.41K
$179K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.4K+ 8.73% |
$134K - $144K
|
54.8K
$1.53M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.93K+ 0.53% |
$58.4K - $63K
|
366K
$10.2M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.65K+ 79.76% |
$49.9K - $53.8K
|
3.71K
$104K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 1.08% |
$42.3K - $45.6K
|
130K
$3.65M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
933+ 2.05% |
$28.3K - $30.5K
|
46.3K
$1.3M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
500+ 2.79% |
$15.2K - $16.3K
|
18.4K
$515K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
470+ 4.46% |
$14.3K - $15.4K
|
11K
$308K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
250+ 1.37% |
$7.58K - $8.17K
|
18.5K
$518K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
157New |
$4.76K - $5.13K
|
157
$4.39K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
61New |
$1.85K - $1.99K
|
61
$1.71K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-65- 0.2% |
$1.97K - $2.12K
|
32.6K
$911K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-160- 20.38% |
$4.85K - $5.23K
|
625
$17.5K
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-177- 0.93% |
$5.37K - $5.78K
|
18.9K
$530K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-362- 3.02% |
$11K - $11.8K
|
11.6K
$325K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-567- 1.02% |
$17.2K - $18.5K
|
55.2K
$1.54M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-659- 8.28% |
$20K - $21.5K
|
7.3K
$204K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-984- 6.31% |
$29.8K - $32.1K
|
14.6K
$408K
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.61% |
$32K - $34.5K
|
21.9K
$611K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 0.36% |
$33.1K - $35.7K
|
300K
$8.38M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.1K- 6.92% |
$33.4K - $35.9K
|
14.8K
$414K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.69K- 3.84% |
$51.1K - $55.1K
|
42.3K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 2.67% |
$57.9K - $62.4K
|
69.7K
$1.95M
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.15K- 9.66% |
$65.2K - $70.3K
|
20.1K
$563K
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.24K- 7.67% |
$98.2K - $106K
|
39K
$1.09M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.26K- 27.67% |
$160K - $172K
|
13.8K
$385K
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.69K- 7.48% |
$173K - $186K
|
70.4K
$1.97M
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-6.03K- 2.18% |
$183K - $197K
|
270K
$7.54M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.05K- 41.34% |
$214K - $230K
|
10K
$280K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-22.3K- 38.11% |
$677K - $730K
|
36.3K
$1.01M
|