Purchases and Sales Made in Q4 2023 in Kraneshares California Carbon (KCCA)
This table provides information about the institutional ownership of Kraneshares California Carbon (KCCA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
192K+ 39.71% |
N/A
|
677K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.8K+ 55.72% |
N/A
|
251K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
41.5K+ 327.52% |
N/A
|
54.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
37.7KNew |
N/A
|
37.7K
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
28.4KNew |
N/A
|
28.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
23.2K+ 1.73% |
N/A
|
1.37M
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
21.5K+ 0.49% |
N/A
|
4.42M
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
20.9KNew |
N/A
|
20.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.07K+ 131.36% |
N/A
|
8.94K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
5.04K+ 14.82% |
N/A
|
39.1K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.28K+ 11.94% |
N/A
|
21.3K
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.95KNew |
N/A
|
1.95K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
102New |
N/A
|
102
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-963- 5.53% |
N/A
|
16.5K
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.61K- 11.66% |
N/A
|
12.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 55.71% |
N/A
|
1.55K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.99K- 0.79% |
N/A
|
251K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6K- 42.4% |
N/A
|
8.15K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Lane Generational LLC
|
SELL
|
- |
-6.08K- 30.69% |
N/A
|
13.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-38.2K- 48.2% |
N/A
|
41K
$0
|