Purchases and Sales Made in Q1 2024 in Kraneshares Tr Csi China Inter (KWEB)
This table provides information about the institutional ownership of Kraneshares Tr Csi China Inter (KWEB) during Q1 2024. The information is specifically focused on institutions that hold shares of KRANESHARES TR CSI CHINA INTER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 91900.0% |
$106K - $125K
|
4.6K
$132K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.24KNew |
$97.9K - $115K
|
4.24K
$122K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.69K+ 52.53% |
$85.3K - $100K
|
10.7K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.62K+ 7234.0% |
$83.6K - $98.1K
|
3.67K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.53K+ 38.22% |
$81.6K - $95.7K
|
12.8K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.49K+ 13.9% |
$80.7K - $94.6K
|
28.6K
$821K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 30.44% |
$78.8K - $92.5K
|
14.6K
$420K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.38K+ 4.94% |
$78.1K - $91.6K
|
71.8K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
3K+ 60.0% |
$69.3K - $81.3K
|
8K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.79K+ 18.52% |
$64.5K - $75.6K
|
17.9K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.68K+ 25.03% |
$61.8K - $72.5K
|
13.4K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.01KNew |
$46.5K - $54.5K
|
2.01K
$57.8K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.94K+ 30.01% |
$44.8K - $52.6K
|
8.41K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 22.66% |
$37K - $43.4K
|
8.66K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.3K+ 59.63% |
$30K - $35.2K
|
3.48K
$99.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01KNew |
$23.2K - $27.3K
|
1.01K
$28.9K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
938New |
$21.7K - $25.4K
|
938
$26.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
600New |
$13.9K - $16.3K
|
600
$17.2K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
458New |
$10.6K - $12.4K
|
458
$13.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
454+ 1.57% |
$10.5K - $12.3K
|
29.4K
$845K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
355New |
$8.2K - $9.62K
|
355
$10.2K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
250New |
$5.78K - $6.78K
|
250
$7.18K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
200+ 1.0% |
$4.62K - $5.42K
|
20.2K
$580K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
200New |
$4.62K - $5.42K
|
200
$5.74K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
132+ 67.69% |
$3.05K - $3.58K
|
327
$9.39K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
101+ 33.67% |
$2.33K - $2.74K
|
401
$11.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
101+ 1442.86% |
$2.33K - $2.74K
|
108
$3.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
100New |
$2.31K - $2.71K
|
100
$2.87K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$1.16K - $1.36K
|
50
$1.44K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 5.04% |
$832 - $976
|
750
$21.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30New |
$693 - $813
|
30
$862
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
28+ 0.16% |
$647 - $759
|
17.9K
$513K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
17+ 0.0% |
$393 - $461
|
990K
$28.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$46.2 - $54.2
|
2.12K
$60.8K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$23.1 - $27.1
|
1
$28.7
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$23.1 - $27.1
|
1
$28.7
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.86% |
$23.1 - $27.1
|
115
$3.3K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2- 0.02% |
$46.2 - $54.2
|
10.2K
$294K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-14- 0.08% |
$324 - $380
|
18.6K
$533K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 2.21% |
$624 - $732
|
1.19K
$34.3K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-82- 86.32% |
$1.9K - $2.22K
|
13
$373
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-123- 1.43% |
$2.84K - $3.33K
|
8.47K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-174- 0.9% |
$4.02K - $4.72K
|
19.1K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-218- 0.78% |
$5.04K - $5.91K
|
27.7K
$796K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-275- 1.38% |
$6.36K - $7.46K
|
19.7K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-320- 7.42% |
$7.4K - $8.68K
|
3.99K
$115K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-366- 0.98% |
$8.46K - $9.92K
|
37K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-500- 4.64% |
$11.6K - $13.6K
|
10.3K
$295K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-512- 0.45% |
$11.8K - $13.9K
|
112K
$3.23M
|