Institute For Wealth Management, Llc. Kansas City Southern Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	N/A	-9,667 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	N/A	-325 Reduced 3.25%	9,667 $2.62 Million
Q2 2021 Jul 21, 2021	SELL	N/A	-421 Reduced 4.04%	9,992 $2.83 Million
Q1 2021 May 04, 2021	BUY	N/A	119 Added 1.16%	10,413 $2.75 Million
Q4 2020 Feb 01, 2021	BUY	N/A	25 Added 0.24%	10,294 $2.1 Million
Q3 2020 Nov 03, 2020	BUY	N/A	217 Added 2.16%	10,269 $1.86 Million
Q2 2020 Jul 30, 2020	SELL	N/A	-171 Reduced 1.67%	10,052 $1.5 Million
Q1 2020 Apr 29, 2020	SELL	N/A	-121 Reduced 1.17%	10,223 $1.3 Million
Q4 2019 Feb 27, 2020	BUY	N/A	8,760 Added 553.03%	10,344 $1.58 Million
Q4 2019 Jan 27, 2020	SELL	N/A	-8,737 Reduced 84.65%	1,584 $1.58 Million
Q3 2019 Oct 28, 2019	SELL	N/A	-203 Reduced 1.93%	10,321 $1.37 Million
Q2 2019 Aug 02, 2019	BUY	N/A	210 Added 2.04%	10,524 $1.28 Million
Q1 2019 May 15, 2019	BUY	N/A	10,314 New	10,314 $1.2 Million
Q1 2018 May 15, 2018	SELL	N/A	-7,622 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	7,622 New	7,622 $795,000
Q3 2017 Nov 14, 2017	SELL	N/A	-8,130 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	8,130	8,130 $839,000

Others Institutions Holding KSU

# of Institutions

2

Shares Held

3.13K

Call Options Held

0

Put Options Held

0

Independent Solutions Wealth Management, LLC Williamsville, NY

3.13K
Shares

$0
0.21% of portfolio
Huntington National Bank Columbus, OH

1
Shares

$0
0.0% of portfolio

About Kansas City Southern

Ticker KSU
Sector Industrials
Industry Railroads
Shares Outstandng 90,933,696
Market Cap $26.7B

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