Purchases and Sales Made in Q4 2021 in Investment Managers Series Tru (KLDW)
This table provides information about the institutional ownership of Investment Managers Series Tru (KLDW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 4.26% |
N/A
|
280K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.68KNew |
N/A
|
9.68K
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
7.3KNew |
N/A
|
7.3K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.91K+ 5.57% |
N/A
|
112K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4K+ 21.19% |
N/A
|
13.7K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
178+ 1.01% |
N/A
|
17.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140+ 2.67% |
N/A
|
5.39K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.52% |
N/A
|
2.14K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6+ 0.01% |
N/A
|
51K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-333- 3.08% |
N/A
|
10.5K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.36KClosed |
N/A
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.73K- 8.23% |
N/A
|
30.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.58K- 1.49% |
N/A
|
303K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.4K- 37.37% |
N/A
|
19.1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-287KClosed |
N/A
|
0
$0
|