Purchases and Sales Made in Q1 2023 in Kraneshares Tr Csi China Inter (KWEB)
This table provides information about the institutional ownership of Kraneshares Tr Csi China Inter (KWEB) during Q1 2023. The information is specifically focused on institutions that hold shares of KRANESHARES TR CSI CHINA INTER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
510+ 20.99% |
$14.3K - $18.4K
|
2.94K
$92K
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
496+ 0.05% |
$13.9K - $17.9K
|
993K
$31.1M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
429New |
$12.1K - $15.5K
|
429
$13.4K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
288New |
$8.1K - $10.4K
|
288
$9.01K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
265New |
$7.45K - $9.58K
|
265
$8.29K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
262New |
$7.36K - $9.47K
|
262
$8.2K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
172+ 17.92% |
$4.83K - $6.22K
|
1.13K
$35.4K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
148New |
$4.16K - $5.35K
|
148
$4.63K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 5.62% |
$2.81K - $3.62K
|
1.88K
$58.8K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$2.81K - $3.62K
|
100
$3.13K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 200.0% |
$2.81K - $3.62K
|
150
$4.69K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96New |
$2.7K - $3.47K
|
96
$3K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 8.3% |
$1.1K - $1.41K
|
509
$15.9K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30New |
$843 - $1.08K
|
30
$938
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29New |
$815 - $1.05K
|
29
$907
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28+ 2800.0% |
$787 - $1.01K
|
29
$907
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$562 - $723
|
20
$626
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
18+ 7.03% |
$506 - $651
|
274
$8.57K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$281 - $362
|
10
$313
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8+ 0.0% |
$225 - $289
|
162K
$5.06M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8New |
$225 - $289
|
8
$250
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 2.6% |
$141 - $181
|
197
$6.16K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$56.2 - $72.3
|
2
$62.6
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-30- 0.12% |
$843 - $1.08K
|
25.2K
$788K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.55% |
$1.41K - $1.81K
|
9K
$282K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 11.27% |
$2.81K - $3.62K
|
787
$24.6K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-115- 1.32% |
$3.23K - $4.16K
|
8.58K
$268K
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-192- 0.07% |
$5.4K - $6.94K
|
257K
$8.05M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-198- 1.78% |
$5.57K - $7.16K
|
10.9K
$342K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-230- 0.2% |
$6.47K - $8.31K
|
113K
$3.54M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-260- 1.68% |
$7.31K - $9.4K
|
15.2K
$476K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-305- 0.78% |
$8.57K - $11K
|
38.6K
$1.21M
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-321- 2.35% |
$9.02K - $11.6K
|
13.3K
$417K
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-339- 3.87% |
$9.53K - $12.3K
|
8.41K
$263K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-365- 2.67% |
$10.3K - $13.2K
|
13.3K
$416K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-390- 1.46% |
$11K - $14.1K
|
26.3K
$821K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-901- 5.47% |
$25.3K - $32.6K
|
15.6K
$487K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 12.77% |
$33.7K - $43.4K
|
8.2K
$256K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.26K- 15.93% |
$35.5K - $45.7K
|
6.67K
$209K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.35K- 4.05% |
$37.9K - $48.7K
|
31.9K
$999K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.44K- 98.23% |
$40.5K - $52.1K
|
26
$813
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.57K- 3.18% |
$72.3K - $93K
|
78.3K
$2.45M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.6K- 20.95% |
$73.1K - $94K
|
9.81K
$307K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.61K- 24.88% |
$73.3K - $94.2K
|
7.87K
$246K
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.77K- 3.8% |
$77.8K - $100K
|
70K
$2.19M
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.97K- 5.46% |
$83.5K - $107K
|
51.4K
$1.61M
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.98K- 59.8% |
$83.6K - $108K
|
2K
$62.6K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 22.7% |
$84.3K - $108K
|
10.2K
$320K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.09K- 2.87% |
$86.9K - $112K
|
105K
$3.27M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.23K- 15.55% |
$90.7K - $117K
|
17.5K
$548K
|