Purchases and Sales Made in Q1 2025 in Kraneshares California Carbon (KCCA)
This table provides information about the institutional ownership of Kraneshares California Carbon (KCCA) during Q1 2025. The information is specifically focused on institutions that hold shares of KRANESHARES CALIFORNIA CARBON .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
181K+ 50.66% |
N/A
|
539K
$0
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
37K+ 5.62% |
N/A
|
694K
$0
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
31.1K+ 31.95% |
N/A
|
129K
$0
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
26.4K+ 2030.77% |
N/A
|
27.7K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.99KNew |
N/A
|
4.99K
$0
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.11K+ 28.6% |
N/A
|
18.5K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.64K+ 1.48% |
N/A
|
181K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
106+ 0.91% |
N/A
|
11.7K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40+ 133.33% |
N/A
|
70
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.12% |
N/A
|
851
$0
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-7.4K- 33.04% |
N/A
|
15K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.3K- 94.51% |
N/A
|
831
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3K- 62.5% |
N/A
|
12.8K
$0
|