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
Mesirow Financial Investment Management International Equity 1.6M $61M -17% Dec 2025
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Tanglewood Wealth Management 1.1M $40M 1% Dec 2025
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Verum Partners 954k $35M 2% Dec 2025
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Bank of New York Mellon 533k $20M 100% Dec 2025
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NavPoint Financial 360k $13M 7% Dec 2025
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Raymond James Financial 281k $10M -6% Dec 2025
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Eclectic Associates 233k $8.6M 27% Dec 2025
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New England Private Wealth Advisors 211k $7.8M 49% Dec 2025
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Wells Fargo & Company 173k $6.4M 0% Dec 2025
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Compass Ion Advisors 106k $3.9M -7% Dec 2025
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Demming Financial Services Corp 101k $3.7M 100% Dec 2025
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Argent Trust 100k $3.7M 50% Dec 2025
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Private Advisor 71k $2.6M 8% Dec 2025
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Onyx Bridge Wealth Group 70k $2.6M 100% Dec 2025
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Allegheny Financial Group 55k $2.0M 100% Dec 2025
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Mills Wealth Advisors 49k $1.8M 16% Dec 2025
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Cambridge Investment Research Advisors 47k $1.7M 14% Dec 2025
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Wiley Bros.-aintree Capital 27k $1.3M 317% Dec 2025
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Stratos Wealth Partners 26k $967k 74% Dec 2025
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Equitable Holdings 12k $456k 100% Dec 2025
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Us Bancorp 10k $386k 0% Dec 2025
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Certior Financial Group 10k $379k 58% Dec 2025
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Lakeside Advisors 9.6k $356k 0% Dec 2025
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Joel Isaacson & Co 7.8k $290k 3% Dec 2025
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Mcdonald Partners 6.5k $241k 0% Dec 2025
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Cresset Asset Management 6.2k $231k 0% Dec 2025
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DKM Wealth Management 5.7k $210k 100% Dec 2025
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LPL Financial 5.6k $209k 100% Dec 2025
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Advisor Group Holdings 3.8k $141k 25% Dec 2025
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Brian McDonald 2.8k $104k 0% Dec 2025
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Private Trust Co Na 2.0k $74k 0% Dec 2025
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Hazlett, Burt & Watson 1.3k $49k 341% Dec 2025
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Harbor Investment Advisory 315.00 $12k 0% Dec 2025
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Mowery & Schoenfeld Wealth Management 300.00 $11k 100% Dec 2025
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Who sold out of Investment Managers Ser Tr I?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Sep 2025 29k $1.0M
UBS Group Sep 2025 427.00 $15k