Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
189K+ 484.61% |
$5.43M - $6.22M
|
228K
$6.38M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
178K+ 373.3% |
$5.1M - $5.85M
|
225K
$6.3M
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
149KNew |
$4.27M - $4.89M
|
149K
$4.16M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
125KNew |
$3.6M - $4.13M
|
125K
$3.51M
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
97.8KNew |
$2.81M - $3.22M
|
97.8K
$2.73M
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
61.3KNew |
$1.76M - $2.02M
|
61.3K
$1.72M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.7K+ 204.99% |
$1.48M - $1.7M
|
76.9K
$2.15M
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
26.3KNew |
$754K - $864K
|
26.3K
$735K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.7K+ 36.81% |
$737K - $845K
|
95.4K
$2.67M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
25KNew |
$719K - $824K
|
25K
$700K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.9KNew |
$630K - $722K
|
21.9K
$613K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20.8K+ 112.77% |
$596K - $683K
|
39.2K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.1KNew |
$490K - $561K
|
17.1K
$477K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.2K+ 5.5% |
$464K - $532K
|
310K
$8.67M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$389K - $446K
|
13.6K
$379K
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.5KNew |
$388K - $445K
|
13.5K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13.4K+ 8531.21% |
$385K - $441K
|
13.6K
$379K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
12.6K+ 339.25% |
$362K - $414K
|
16.3K
$456K
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.6K+ 11.45% |
$361K - $414K
|
123K
$3.43M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.3KNew |
$324K - $372K
|
11.3K
$316K
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
9.16KNew |
$263K - $301K
|
9.16K
$256K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.81KNew |
$224K - $257K
|
7.81K
$218K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.8K+ 16.23% |
$224K - $257K
|
55.8K
$1.56M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.6KNew |
$218K - $250K
|
7.6K
$212K
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
4.88K+ 27.91% |
$140K - $161K
|
22.4K
$626K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.39K+ 7200.0% |
$126K - $144K
|
4.45K
$125K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.53K+ 54.9% |
$101K - $116K
|
9.95K
$278K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.93KNew |
$84.1K - $96.3K
|
2.93K
$81.9K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.75K+ 1.95% |
$79K - $90.5K
|
144K
$4.03M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.44K+ 12.83% |
$69.9K - $80.1K
|
21.4K
$599K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.13KNew |
$32.5K - $37.2K
|
1.13K
$31.7K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
874+ 11.02% |
$25.1K - $28.8K
|
8.8K
$246K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
614New |
$17.6K - $20.2K
|
614
$17.2K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
348+ 2.49% |
$9.99K - $11.4K
|
14.3K
$401K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
130New |
$3.73K - $4.28K
|
130
$3.64K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
123New |
$3.53K - $4.05K
|
123
$3.44K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$3.19K - $3.65K
|
111
$3.1K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.87K - $3.29K
|
100
$2.8K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78+ 0.78% |
$2.24K - $2.57K
|
10.1K
$282K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-43- 0.2% |
$1.23K - $1.41K
|
21.8K
$610K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-163- 1.48% |
$4.68K - $5.36K
|
10.8K
$303K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-257- 41.12% |
$7.38K - $8.46K
|
368
$10.3K
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-553- 1.46% |
$15.9K - $18.2K
|
37.3K
$1.04M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-583- 1.61% |
$16.7K - $19.2K
|
35.7K
$998K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.49K- 12.79% |
$42.6K - $48.9K
|
10.1K
$283K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.44K- 35.41% |
$70.1K - $80.3K
|
4.45K
$125K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.89K- 11.04% |
$112K - $128K
|
31.4K
$877K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.45K- 32.37% |
$128K - $146K
|
9.3K
$260K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.21K- 51.05% |
$207K - $237K
|
6.92K
$193K
|