Purchases and Sales Made in Q3 2021 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q3 2021. The information is specifically focused on institutions that hold shares of KRANESHARES TR QUADRATIC INT R.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.54MNew |
$180M - $185M
|
6.54M
$126M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
877KNew |
$24.2M - $24.8M
|
877K
$17M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
867KNew |
$23.9M - $24.5M
|
867K
$16.8M
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
620K+ 310.25% |
$17.1M - $17.5M
|
819K
$15.8M
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
525KNew |
$14.5M - $14.8M
|
525K
$10.1M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
507KNew |
$14M - $14.3M
|
507K
$9.81M
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
497KNew |
$13.7M - $14M
|
497K
$9.6M
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
492K+ 5119.99% |
$13.6M - $13.9M
|
502K
$9.7M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
384K+ 39.36% |
$10.6M - $10.8M
|
1.36M
$26.2M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
332K+ 11.98% |
$9.18M - $9.4M
|
3.11M
$60.1M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
299K+ 9.36% |
$8.24M - $8.44M
|
3.49M
$67.4M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
279K+ 7.5% |
$7.69M - $7.87M
|
3.99M
$77.2M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
271K+ 16.27% |
$7.47M - $7.65M
|
1.93M
$37.4M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
268KNew |
$7.4M - $7.58M
|
268K
$5.18M
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
265K+ 48.52% |
$7.3M - $7.48M
|
810K
$15.7M
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
258K+ 6.9% |
$7.12M - $7.29M
|
4M
$77.2M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
177K+ 24.76% |
$4.87M - $4.99M
|
889K
$17.2M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
167K+ 961.22% |
$4.6M - $4.71M
|
184K
$3.56M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 7.56% |
$4.58M - $4.69M
|
2.36M
$45.7M
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
159KNew |
$4.39M - $4.5M
|
159K
$3.08M
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
134K+ 14.31% |
$3.69M - $3.78M
|
1.07M
$20.7M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
127K+ 108.69% |
$3.5M - $3.58M
|
243K
$4.7M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
116KNew |
$3.19M - $3.27M
|
116K
$2.24M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
115KNew |
$3.18M - $3.26M
|
115K
$2.23M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
106KNew |
$2.92M - $2.99M
|
106K
$2.04M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
103K+ 1.7% |
$2.84M - $2.91M
|
6.15M
$119M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92K+ 19.54% |
$2.54M - $2.6M
|
563K
$10.9M
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
73.5K+ 51.96% |
$2.03M - $2.08M
|
215K
$4.15M
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69.7K+ 21.27% |
$1.92M - $1.97M
|
398K
$7.68M
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
67.4K+ 11.97% |
$1.86M - $1.9M
|
631K
$12.2M
|
|
Nov 09, 2021
Q3 2021
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
65.9K+ 50.94% |
$1.82M - $1.86M
|
195K
$3.77M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
62.3K+ 93.11% |
$1.72M - $1.76M
|
129K
$2.5M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.1K+ 15.93% |
$1.69M - $1.73M
|
445K
$8.6M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
60.4K+ 5.12% |
$1.67M - $1.71M
|
1.24M
$23.9M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
56.9K+ 29.62% |
$1.57M - $1.61M
|
249K
$4.81M
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
56.2KNew |
$1.55M - $1.59M
|
56.2K
$1.09M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
55.2K+ 29.74% |
$1.52M - $1.56M
|
241K
$4.65M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.3K+ 16.87% |
$1.31M - $1.34M
|
328K
$6.33M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
46K+ 155.8% |
$1.27M - $1.3M
|
75.6K
$1.46M
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
45.9KNew |
$1.27M - $1.3M
|
45.9K
$887K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
45.7K+ 198.04% |
$1.26M - $1.29M
|
68.7K
$1.33M
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
45.5K+ 4.25% |
$1.26M - $1.29M
|
1.12M
$21.6M
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
44.3K+ 5.37% |
$1.22M - $1.25M
|
869K
$16.8M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
44.2K+ 207.95% |
$1.22M - $1.25M
|
65.4K
$1.26M
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
38.7K+ 4.93% |
$1.07M - $1.09M
|
824K
$15.9M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
36KNew |
$993K - $1.02M
|
36K
$696K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
33.2KNew |
$917K - $939K
|
33.2K
$642K
|
|
Nov 16, 2021
Q3 2021
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
31.3KNew |
$864K - $885K
|
31.3K
$605K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.3K+ 41.88% |
$837K - $857K
|
103K
$1.99M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.7K+ 11.77% |
$736K - $754K
|
253K
$4.9M
|