Latest Institutional Purchases of Investment Managers Series Tru (KLDW)
This list provides information on the latest institutional transactions involving Investment Managers Series Tru (KLDW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.51KNew |
N/A
|
5.51K
$0
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.27K+ 0.49% |
N/A
|
263K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
30New |
N/A
|
30
$0
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4New |
N/A
|
4
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
875New |
N/A
|
875
$0
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
29+ 1.33% |
N/A
|
2.21K
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.16KNew |
N/A
|
7.16K
$0
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
687New |
N/A
|
687
$0
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 1.41% |
N/A
|
107K
$0
|
|
Q4 2020 | |||||||
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
600New |
N/A
|
600
$0
|