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 17 institutions that hold shares in the stock, with a total of 2.68 Million 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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,267,660
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 15, 2024 Q1 2024 |
263,275
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
68,299
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 15.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
22,154
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 30.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
19,097
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 9.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
12,691
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 11.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
6,519
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 20.75%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 29, 2024 Q1 2024 |
5,800
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
5,513
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
5,007
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,711
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 22.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,220
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 15.59%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
600
shares
|
$0
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
4
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|