Who owns INVESTMENT MANAGERS SER TR I?
- Ticker: PPI
- CUSIP Number: 46141t117
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Analyze quarterly positions in Investment Managers Ser Tr I with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold INVESTMENT MANAGERS SER TR I this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Astoria Portfolio Advisors | 770k | $24M | -1% | Mar 2024 |
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Hobbs Group Advisors | 428k | $12M | 100% | Dec 2023 |
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Latitude Advisors | 46k | $1.4M | -12% | Mar 2024 |
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LPL Financial | 44k | $1.4M | 169% | Mar 2024 |
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Susquehanna International | 43k | $1.4M | 100% | Mar 2024 |
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BlackDiamond Wealth Management | 37k | $1.2M | -19% | Mar 2024 |
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Envestnet Asset Management | 35k | $1.1M | -19% | Mar 2024 |
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Klr Investment Advisors | 29k | $904k | -15% | Mar 2024 |
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Ellis Investment Partners | 24k | $758k | -4% | Mar 2024 |
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Private Advisor | 21k | $655k | -49% | Mar 2024 |
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Onyx Bridge Wealth Group | 19k | $600k | 13% | Mar 2024 |
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Sowell Financial Services | 18k | $570k | 0% | Mar 2024 |
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Commonwealth Equity Services | 13k | $401k | -33% | Mar 2024 |
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Advisor Group Holdings | 9.1k | $288k | -26% | Mar 2024 |
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RFG Advisory | 7.9k | $252k | -27% | Mar 2024 |
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Harbour Investments | 5.1k | $139k | -5% | Dec 2023 |
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UBS Group | 3.2k | $103k | 737% | Mar 2024 |
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Bogart Wealth | 200.00 | $6.4k | 0% | Mar 2024 |
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Royal Bank of Canada | 195.00 | $6.0k | -61% | Mar 2024 |
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Covestor | 73.00 | $2.0k | 4% | Mar 2024 |
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Smartleaf Asset Management | 70.00 | $1.9k | 0% | Mar 2024 |
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CWM | 40.00 | $1.0k | 0% | Mar 2024 |
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Morgan Stanley | 1.00 | $49.000000 | 100% | Mar 2024 |
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Who sold out of Investment Managers Ser Tr I?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Avestar Capital | Dec 2023 | 94k | $2.6M |
Jane Street | Dec 2023 | 45k | $1.2M |
Citadel Advisors | Dec 2023 | 19k | $523k |
One + One Wealth Management | Dec 2023 | 10k | $285k |
Wells Fargo & Company | Dec 2023 | 179.00 | $4.9k |
FMR | Sep 2023 | 1.00 | $26.000000 |