Purchases and Sales Made in Q2 2021 in Investment Managers Series Tru (KLDW)
This table provides information about the institutional ownership of Investment Managers Series Tru (KLDW) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.2K+ 20.58% |
N/A
|
253K
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 197.32% |
N/A
|
25.9K
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.86K+ 9.38% |
N/A
|
103K
$0
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.5K+ 2.21% |
N/A
|
300K
$0
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.28KNew |
N/A
|
5.28K
$0
|
|
Aug 03, 2021
Q2 2021
|
Fluent Financial, LLC
|
BUY
|
- |
4.37KNew |
N/A
|
4.37K
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.03K+ 6.1% |
N/A
|
17.9K
$0
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
875New |
N/A
|
875
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
548New |
N/A
|
548
$0
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
130+ 0.39% |
N/A
|
33.5K
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-67- 1.3% |
N/A
|
5.07K
$0
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100- 0.85% |
N/A
|
11.7K
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-501- 4.24% |
N/A
|
11.3K
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.1K- 0.63% |
N/A
|
330K
$0
|