Who owns INVESTMENT MANAGERS SER TR I?

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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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Top investors of Investment Managers Ser Tr I stock

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
Morgan Stanley 9.7k $202k 100% Jun 2025
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Cape Investment Advisory 150.00 $3.1k 0% Jun 2025
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TD Waterhouse Canada 60.00 $1.3k 0% Sep 2025
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Who sold out of Investment Managers Ser Tr I?

Fund or Company Name Date Sold Shares Held Valued At
SFI Advisors Jun 2025 47k $977k
Signature Securities Group Corporation Jun 2025 36k $750k
LPL Financial Jun 2025 21k $446k
Virtu Financial Jun 2025 20k $420k
Steward Partners Investment Advisory Jun 2025 13k $269k
Jane Street Jun 2025 12k $255k
Ameritas Advisory Services Jun 2025 3.6k $75k
UBS Group Jun 2025 2.1k $45k
Advisor Group Holdings Jun 2025 1.4k $30k
Raymond James Financial Jun 2025 1.1k $22k
Royal Bank of Canada Jun 2025 987.00 $21k
Wells Fargo & Company Jun 2025 859.00 $18k
Summit Investment Advisors Jun 2025 450.00 $9.4k
Harbour Investments Jun 2025 450.00 $9.4k
Simplex Trading Jun 2025 185.00 $3.0k