Purchases and Sales Made in Q1 2025 in Kraneshares Tr Kfa Mlm Index E (KMLM)
This table provides information about the institutional ownership of Kraneshares Tr Kfa Mlm Index E (KMLM) during Q1 2025. The information is specifically focused on institutions that hold shares of KRANESHARES TR KFA MLM INDEX E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
323K+ 477.47% |
$8.67M - $9.21M
|
391K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
78.3K+ 442.43% |
$2.1M - $2.23M
|
96K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
31.5K+ 61.72% |
$845K - $898K
|
82.5K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
20.5K+ 23.07% |
$549K - $583K
|
109K
$2.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
19.7K+ 248.42% |
$527K - $560K
|
27.6K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.3K+ 16.6% |
$517K - $549K
|
135K
$3.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 172.44% |
$331K - $352K
|
19.5K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.68K+ 50.4% |
$179K - $190K
|
19.9K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 25.22% |
$152K - $161K
|
28.1K
$739K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3.15K+ 2.55% |
$84.5K - $89.8K
|
127K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.88KNew |
$77.3K - $82.2K
|
2.88K
$75.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
633+ 1.66% |
$17K - $18K
|
38.8K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 41.93% |
$27.5K - $29.2K
|
1.42K
$37.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11.7K- 52.02% |
$313K - $333K
|
10.8K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-46.2K- 58.89% |
$1.24M - $1.32M
|
32.3K
$849K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-148K- 61.46% |
$3.97M - $4.22M
|
92.9K
$2.45M
|