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
MAI Wealth Advisors 276k $11M -1% Sep 2025
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Prime Capital Investment Advisors 75k $2.9M -2% Sep 2025
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North Berkeley Wealth Management 46k $1.8M -2% Sep 2025
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Old Mission Capital 44k $1.7M 10% Sep 2025
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Raymond James Financial 18k $676k 1% Sep 2025
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Susquehanna International 15k $582k 100% Sep 2025
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Envestnet Asset Management 15k $575k -2% Sep 2025
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Jane Street 13k $479k -39% Sep 2025
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Green Alpha Advisors 11k $431k 0% Sep 2025
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Ethic 9.1k $351k -10% Sep 2025
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Investment Research Partners 6.8k $274k 100% Sep 2025
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Advisor Group Holdings 4.4k $168k -7% Sep 2025
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UBS Group 1.7k $67k -62% Sep 2025
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Triumph Capital Management 200.00 $7.7k 100% 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
Natural Investments Jun 2025 476k $16M
Moss Adams Wealth Advisors Jun 2025 6.1k $208k