Latest Institutional Transactions on Kraneshares Kfa Val Line Dyna (KVLE)
This table provides information on the latest institutional transactions involving Kraneshares Kfa Val Line Dyna (KVLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-21.3K- 45.46% |
$519K - $560K
|
25.6K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$24.4 - $26.3
|
1
$26.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.81K- 0.23% |
$44.1K - $47.6K
|
801K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6K- 39.12% |
$330K - $356K
|
21.1K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.95K- 45.52% |
$194K - $209K
|
9.52K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
40+ 5.23% |
$974 - $1.05K
|
805
$21.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-475- 99.79% |
$11.6K - $12.5K
|
1
$26.2
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 99.87% |
$37.6K - $42.2K
|
2
$52.4
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.04K- 5.86% |
$76.3K - $85.5K
|
48.8K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.75K+ 15.23% |
$44K - $49.3K
|
13.3K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.52% |
$151 - $169
|
1.17K
$30.6K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
134New |
$3.23K - $3.56K
|
134
$3.51K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
199New |
$4.56K - $4.93K
|
199
$5.21K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.53K- 94.52% |
$34.5K - $37K
|
89
$2.33K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
217New |
$4.6K - $5.03K
|
217
$5.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.2K+ 6200.0% |
$132K - $144K
|
6.3K
$165K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-32.6K- 3.76% |
$692K - $756K
|
836K
$21.9M
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
243New |
$5.25K - $5.52K
|
243
$6.37K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119New |
$2.32K - $2.74K
|
119
$3.12K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.39KNew |
$46.6K - $55.1K
|
2.39K
$62.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$5.85K - $6.91K
|
300
$7.86K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$310K - $357K
|
15K
$393K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.7K- 8.34% |
$35K - $40.4K
|
18.6K
$488K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-61Closed |
$1.26K - $1.45K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 1.28% |
$1.34K - $1.55K
|
5.16K
$135K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-362Closed |
$7.48K - $8.62K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-606Closed |
$13.4K - $14.7K
|
0
$0
|
|