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 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.5K+ 6.61% |
$732K - $749K
|
428K
$8.27M
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 82.79% |
$678K - $694K
|
54.2K
$1.05M
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
23.3KNew |
$644K - $659K
|
23.3K
$451K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.8K+ 3.58% |
$630K - $645K
|
661K
$12.8M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 55.03% |
$615K - $630K
|
62.8K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22K+ 169.16% |
$606K - $620K
|
34.9K
$675K
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
20.9K+ 60.55% |
$576K - $590K
|
55.4K
$1.07M
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
20.2K+ 3.13% |
$558K - $571K
|
667K
$12.9M
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.7K+ 8.3% |
$543K - $556K
|
256K
$4.96M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.3K+ 44.39% |
$532K - $544K
|
62.7K
$1.21M
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
19.2KNew |
$529K - $541K
|
19.2K
$370K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.7K+ 242.47% |
$489K - $500K
|
25K
$483K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.9KNew |
$466K - $477K
|
16.9K
$326K
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
16.4KNew |
$452K - $463K
|
16.4K
$317K
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.2K+ 2.7% |
$447K - $457K
|
616K
$11.9M
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.2K+ 2.7% |
$446K - $457K
|
616K
$11.9M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3K+ 136.11% |
$422K - $432K
|
26.5K
$513K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
15.1KNew |
$417K - $427K
|
15.1K
$292K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 1.07% |
$347K - $355K
|
1.19M
$23M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.3KNew |
$340K - $348K
|
12.3K
$238K
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
11.2K+ 2.98% |
$310K - $317K
|
389K
$7.51M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.2K+ 3553.97% |
$309K - $316K
|
11.5K
$222K
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10.3K+ 10.65% |
$286K - $292K
|
108K
$2.08M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.3KNew |
$285K - $292K
|
10.3K
$200K
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.3K+ 2.26% |
$285K - $292K
|
468K
$9.04M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 2.3% |
$283K - $290K
|
456K
$8.81M
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
10.2K+ 116.1% |
$281K - $287K
|
18.9K
$366K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
10K+ 93.39% |
$276K - $283K
|
20.7K
$400K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.93K+ 189.56% |
$247K - $252K
|
13.6K
$264K
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
8.9KNew |
$246K - $252K
|
8.9K
$172K
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
8.71K+ 15.68% |
$241K - $246K
|
64.3K
$1.24M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.64KNew |
$238K - $244K
|
8.64K
$167K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.35K+ 0.65% |
$231K - $236K
|
1.29M
$24.9M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.05K+ 12.1% |
$222K - $228K
|
74.6K
$1.44M
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
7.01K+ 7.13% |
$193K - $198K
|
105K
$2.03M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.67K+ 27.98% |
$184K - $188K
|
30.5K
$589K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
6.64K+ 8.09% |
$183K - $188K
|
88.8K
$1.72M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
6.63K+ 7.37% |
$183K - $187K
|
96.6K
$1.87M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.44K+ 17.57% |
$178K - $182K
|
43.1K
$833K
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
6.33K+ 7.72% |
$175K - $179K
|
88.3K
$1.71M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.3K+ 9.97% |
$174K - $178K
|
69.5K
$1.34M
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6K+ 48.0% |
$166K - $170K
|
18.5K
$358K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.82K+ 34.07% |
$161K - $165K
|
22.9K
$443K
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
5.77K+ 12.33% |
$159K - $163K
|
52.6K
$1.02M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.16K+ 22.76% |
$142K - $146K
|
27.8K
$537K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5K+ 5.11% |
$138K - $141K
|
103K
$1.99M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.75K+ 4.71% |
$131K - $134K
|
106K
$2.04M
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
BUY
|
- |
4.54K+ 7.09% |
$125K - $128K
|
68.5K
$1.32M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
4.47K+ 13.76% |
$123K - $126K
|
36.9K
$714K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.41K+ 5.59% |
$122K - $125K
|
83.2K
$1.61M
|