Purchases and Sales Made in Q1 2025 in Kraneshares Tr Csi China Inter (KWEB)
This table provides information about the institutional ownership of Kraneshares Tr Csi China Inter (KWEB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
175+ 0.47% |
$4.78K - $6.7K
|
37.2K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
157+ 53.58% |
$4.28K - $6.01K
|
450
$14.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
152+ 100.0% |
$4.15K - $5.82K
|
304
$9.95K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
133New |
$3.63K - $5.09K
|
133
$4.35K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
132New |
$3.6K - $5.05K
|
132
$4.32K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
106New |
$2.89K - $4.06K
|
106
$3.47K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 0.22% |
$2.37K - $3.33K
|
39.3K
$1.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 3.31% |
$1.88K - $2.64K
|
2.15K
$70.4K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65New |
$1.77K - $2.49K
|
65
$2.13K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26New |
$710 - $996
|
26
$851
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20New |
$546 - $766
|
20
$655
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$546 - $766
|
20
$655
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11+ 64.71% |
$300 - $421
|
28
$917
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10+ 19.23% |
$273 - $383
|
62
$2.03K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$273 - $383
|
10
$327
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$164 - $230
|
6
$196
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5New |
$136 - $191
|
5
$164
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1- 0.02% |
$27.3 - $38.3
|
5.22K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 1.64% |
$519 - $728
|
1.14K
$37.4K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-46- 0.28% |
$1.26K - $1.76K
|
16.2K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Glenorchy Capital LTD
Boorolite, C3 |
SELL
|
- |
-79- 0.03% |
$2.16K - $3.02K
|
238K
$7.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-85- 0.45% |
$2.32K - $3.25K
|
18.8K
$616K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-95- 1.73% |
$2.59K - $3.64K
|
5.4K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-100- 99.01% |
$2.73K - $3.83K
|
1
$32.7
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-150- 0.31% |
$4.09K - $5.74K
|
49K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-152- 50.0% |
$4.15K - $5.82K
|
152
$4.98K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-160- 3.56% |
$4.37K - $6.13K
|
4.34K
$142K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-221- 2.16% |
$6.03K - $8.46K
|
10K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-228- 0.16% |
$6.22K - $8.73K
|
145K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-348- 3.64% |
$9.5K - $13.3K
|
9.2K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-400- 3.12% |
$10.9K - $15.3K
|
12.4K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-400- 7.27% |
$10.9K - $15.3K
|
5.11K
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-548- 3.61% |
$15K - $21K
|
14.6K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-552- 4.31% |
$15.1K - $21.1K
|
12.2K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-577- 5.55% |
$15.7K - $22.1K
|
9.82K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-588- 5.02% |
$16K - $22.5K
|
11.1K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-591- 72.69% |
$16.1K - $22.6K
|
222
$7.27K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-615- 2.54% |
$16.8K - $23.5K
|
23.6K
$773K
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-700- 3.89% |
$19.1K - $26.8K
|
17.3K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-803- 7.47% |
$21.9K - $30.7K
|
9.95K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-898- 9.66% |
$24.5K - $34.4K
|
8.4K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-899- 7.66% |
$24.5K - $34.4K
|
10.8K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1K- 12.72% |
$27.3K - $38.3K
|
6.87K
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 9.23% |
$27.4K - $38.4K
|
9.86K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.3K- 16.05% |
$35.5K - $49.8K
|
6.8K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.38K- 5.15% |
$37.6K - $52.8K
|
25.4K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 7.13% |
$38.2K - $53.6K
|
18.2K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.42K- 2.36% |
$38.6K - $54.2K
|
58.6K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.5K- 13.68% |
$40.9K - $57.4K
|
9.45K
$310K
|