Purchases and Sales Made in Q4 2023 in Kraneshares Tr Csi China Inter (KWEB)
This table provides information about the institutional ownership of Kraneshares Tr Csi China Inter (KWEB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
1.43K+ 2.16% |
$36.7K - $41.1K
|
67.6K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.4KNew |
$35.9K - $40.2K
|
1.4K
$40.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.15K+ 0.72% |
$29.4K - $32.9K
|
160K
$4.58M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.13K+ 11.97% |
$29K - $32.5K
|
10.6K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
885+ 5.16% |
$22.7K - $25.4K
|
18K
$518K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
843+ 5.84% |
$21.6K - $24.2K
|
15.3K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
838+ 4.39% |
$21.5K - $24.1K
|
19.9K
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
800+ 7.69% |
$20.5K - $23K
|
11.2K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
744+ 2.13% |
$19.1K - $21.4K
|
35.7K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
650+ 2.68% |
$16.7K - $18.7K
|
24.9K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
640+ 6.37% |
$16.4K - $18.4K
|
10.7K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
582+ 6.36% |
$14.9K - $16.7K
|
9.73K
$279K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
578New |
$14.8K - $16.6K
|
578
$16.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
561+ 6.99% |
$14.4K - $16.1K
|
8.59K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
500New |
$12.8K - $14.4K
|
500
$14.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
452+ 1.91% |
$11.6K - $13K
|
24.2K
$694K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
370New |
$9.49K - $10.6K
|
370
$10.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
293New |
$7.51K - $8.41K
|
293
$8.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
278+ 1.58% |
$7.13K - $7.98K
|
17.8K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
257+ 3.09% |
$6.59K - $7.38K
|
8.57K
$246K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
255+ 26.4% |
$6.54K - $7.32K
|
1.22K
$35.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
188+ 2.17% |
$4.82K - $5.4K
|
8.84K
$254K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
116New |
$2.97K - $3.33K
|
116
$3.33K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
104+ 5.17% |
$2.67K - $2.99K
|
2.11K
$60.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100New |
$2.56K - $2.87K
|
100
$2.87K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
75+ 0.87% |
$1.92K - $2.15K
|
8.66K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54New |
$1.38K - $1.55K
|
54
$1.55K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
50New |
$1.28K - $1.44K
|
50
$1.44K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
24New |
$615 - $689
|
24
$689
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.37% |
$308 - $345
|
3.27K
$93.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.5% |
$282 - $316
|
2.22K
$63.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$282 - $316
|
11
$316
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$76.9 - $86.2
|
3
$86.2
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$25.6 - $28.7
|
928
$26.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 50.0% |
$128 - $144
|
5
$144
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-38- 0.3% |
$974 - $1.09K
|
12.7K
$364K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 33.33% |
$1.28K - $1.44K
|
100
$2.87K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-75- 0.16% |
$1.92K - $2.15K
|
46.8K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122Closed |
$3.13K - $3.5K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-145- 0.94% |
$3.72K - $4.16K
|
15.3K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-150- 19.06% |
$3.85K - $4.31K
|
637
$18.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-253- 0.67% |
$6.49K - $7.27K
|
37.3K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-289- 31.76% |
$7.41K - $8.3K
|
621
$17.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-320- 74.59% |
$8.2K - $9.19K
|
109
$3.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-500Closed |
$12.8K - $14.4K
|
0
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-500- 5.41% |
$12.8K - $14.4K
|
8.75K
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-698- 2.4% |
$17.9K - $20K
|
28.4K
$816K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-701- 78.24% |
$18K - $20.1K
|
195
$5.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-776- 0.6% |
$19.9K - $22.3K
|
128K
$3.69M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-853- 3.63% |
$21.9K - $24.5K
|
22.7K
$651K
|