Purchases and Sales Made in Q1 2022 in Investment Managers Series Tru (KLDW)
This table provides information about the institutional ownership of Investment Managers Series Tru (KLDW) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESTMENT MANAGERS SERIES TRU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 3.59% |
N/A
|
290K
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76K+ 51.12% |
N/A
|
28.8K
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.8K+ 90.87% |
N/A
|
18.5K
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
N/A
|
1.03K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
448+ 2.52% |
N/A
|
18.3K
$0
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
158+ 0.05% |
N/A
|
303K
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70+ 1.3% |
N/A
|
5.46K
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44- 16.18% |
N/A
|
228
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-158- 1.51% |
N/A
|
10.3K
$0
|
|
|
May 04, 2022
Q1 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-350- 4.79% |
N/A
|
6.95K
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-457- 0.9% |
N/A
|
50.5K
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-980- 36.28% |
N/A
|
1.72K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 8.01% |
N/A
|
28K
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.81K- 27.78% |
N/A
|
9.91K
$0
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-4.37KClosed |
N/A
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.58K- 5.88% |
N/A
|
105K
$0
|