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 4.4M $158M 168% Mar 2026
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Oxford Financial 2.5M $93M 100% Mar 2026
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Verum Partners 698k $25M -27% Mar 2026
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Bank of New York Mellon 544k $20M 2% Mar 2026
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NavPoint Financial 403k $15M 12% Mar 2026
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Raymond James Financial 281k $10M -6% Dec 2025
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Eclectic Associates 276k $10M 19% Mar 2026
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New England Private Wealth Advisors 260k $9.4M 23% Mar 2026
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Goldstone Financial Group 223k $8.1M 100% Mar 2026
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Wells Fargo & Company 202k $7.3M 17% Mar 2026
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Allegheny Financial Group 146k $5.3M 165% Mar 2026
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Demming Financial Services Corp 104k $3.8M 3% Mar 2026
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Argent Trust 100k $3.7M 50% Dec 2025
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Private Advisor 78k $2.8M 10% Mar 2026
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Onyx Bridge Wealth Group 73k $2.6M 5% Mar 2026
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Compass Ion Advisors 60k $2.2M -43% Mar 2026
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Cambridge Investment Research Advisors 52k $1.9M 11% Mar 2026
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Stratos Wealth Partners 51k $1.8M 95% Mar 2026
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Tanglewood Wealth Management 47k $1.7M -96% Mar 2026
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LPL Financial 28k $1.0M 392% Mar 2026
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Wiley Bros.-aintree Capital 27k $1.3M 317% Dec 2025
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SHP Wealth Management 25k $908k 100% Mar 2026
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Mills Wealth Advisors 25k $900k -49% Mar 2026
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Certior Financial Group 23k $844k 128% Mar 2026
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Equitable Holdings 12k $456k 100% Dec 2025
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Good Harbor Advisors 11k $408k 100% Mar 2026
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Lakeside Advisors 11k $385k 10% Mar 2026
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Us Bancorp 10k $386k 0% Dec 2025
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Davenport & Co 10k $366k 100% Mar 2026
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DKM Wealth Management 9.6k $347k 69% Mar 2026
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Joel Isaacson & Co 7.8k $284k 0% Mar 2026
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Retirement Planning Group 7.6k $277k 100% Mar 2026
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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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HighTower Advisors 5.8k $210k 100% Mar 2026
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Advisor Group Holdings 3.8k $141k 25% Dec 2025
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Pnc Financial Services 3.5k $126k 100% Mar 2026
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Brian McDonald 2.8k $104k 0% Dec 2025
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Fifth Third Bancorp 2.8k $101k 100% Mar 2026
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Private Trust Co Na 2.0k $73k 0% Mar 2026
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Hazlett, Burt & Watson 1.3k $49k 341% Dec 2025
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Harbor Investment Advisory 615.00 $22k 95% Mar 2026
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Mowery & Schoenfeld Wealth Management 500.00 $18k 67% Mar 2026
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Spire Wealth Management 30.00 $1.1k 100% Mar 2026
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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