Institutional Ownership Investment Managers Series Tru (KLDW)
This table provides information about the institutional ownership of Investment Managers Series Tru (KLDW). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 370,379 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 12, 2024 Q2 2024 |
279,408
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,560
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 14.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
18,597
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
6,519
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 20.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,701
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 683.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
1,990
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 11.56%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
600
shares
|
$0
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|