Purchases and Sales Made in Q4 2022 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.23% |
$44.2 - $46.5
|
164
$3.07K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$22.1 - $23.2
|
10.3K
$192K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11- 0.06% |
$243 - $256
|
18.4K
$344K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19- 2.63% |
$420 - $442
|
704
$13.2K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-43- 9.71% |
$951 - $999
|
400
$7.49K
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-112- 0.22% |
$2.48K - $2.6K
|
51.4K
$962K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-122- 70.93% |
$2.7K - $2.84K
|
50
$936
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-124- 1.29% |
$2.74K - $2.88K
|
9.5K
$178K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140- 3.92% |
$3.1K - $3.25K
|
3.43K
$64.3K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 4.31% |
$5.53K - $5.81K
|
5.55K
$104K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-349- 75.05% |
$7.72K - $8.11K
|
116
$2.17K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-350- 5.77% |
$7.74K - $8.13K
|
5.72K
$107K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-512- 25.66% |
$11.3K - $11.9K
|
1.48K
$27.8K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-578- 8.98% |
$12.8K - $13.4K
|
5.86K
$110K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-686- 4.46% |
$15.2K - $15.9K
|
14.7K
$275K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-836- 14.07% |
$18.5K - $19.4K
|
5.11K
$95.6K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-989- 2.06% |
$21.9K - $23K
|
47.1K
$882K
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1K- 3.48% |
$22.1K - $23.2K
|
27.7K
$519K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.1K- 78.3% |
$24.3K - $25.5K
|
304
$5.69K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.36K- 22.53% |
$30.1K - $31.6K
|
4.68K
$87.6K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 11.97% |
$30.1K - $31.7K
|
10K
$188K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.37K- 7.58% |
$30.2K - $31.7K
|
16.6K
$311K
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.69K- 3.95% |
$37.4K - $39.3K
|
41.1K
$769K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.76K- 2.66% |
$39K - $40.9K
|
64.4K
$1.2M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.03K- 87.4% |
$44.9K - $47.2K
|
293
$5.48K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 15.22% |
$46.3K - $48.6K
|
11.7K
$218K
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.1K- 2.82% |
$46.4K - $48.8K
|
72.2K
$1.35M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 5.0% |
$50.1K - $52.6K
|
43K
$805K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.39K- 7.0% |
$52.8K - $55.4K
|
31.7K
$593K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.53K- 48.97% |
$56K - $58.8K
|
2.64K
$49.3K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.98K- 24.71% |
$65.9K - $69.2K
|
9.07K
$170K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.08K- 12.01% |
$68.1K - $71.6K
|
22.6K
$422K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.1K- 2.49% |
$68.5K - $72K
|
121K
$2.27M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.17K- 8.92% |
$70K - $73.6K
|
32.3K
$605K
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 11.35% |
$73.2K - $76.9K
|
25.9K
$484K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.38K- 11.7% |
$74.8K - $78.6K
|
25.5K
$478K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.47K- 1.63% |
$76.7K - $80.6K
|
210K
$3.93M
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.86K- 6.31% |
$85.4K - $89.7K
|
57.3K
$1.07M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.48K- 25.05% |
$99.1K - $104K
|
13.4K
$251K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.48K- 24.91% |
$99.1K - $104K
|
13.5K
$253K
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.63K- 17.58% |
$169K - $177K
|
35.8K
$669K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.86K- 77.29% |
$174K - $183K
|
2.31K
$43.2K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8.24K- 19.83% |
$182K - $191K
|
33.3K
$624K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.46K- 2.76% |
$187K - $197K
|
298K
$5.58M
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-10.1K- 19.14% |
$224K - $235K
|
42.8K
$801K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 33.82% |
$226K - $237K
|
20K
$374K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 8.21% |
$248K - $260K
|
125K
$2.34M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 1.18% |
$249K - $261K
|
942K
$17.6M
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-11.3K- 6.94% |
$249K - $262K
|
151K
$2.83M
|