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
Moss Adams Wealth Advisors 924k $31M 3% Dec 2023
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Prime Capital Investment Advisors 357k $12M -1% Dec 2023
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Branch Banking & Trust Company 47k $1.5M 34% Dec 2023
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Raymond James & Associates 24k $788k 62% Mar 2024
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Raymond James Financial Services Advisors 13k $414k 5% Mar 2024
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Green Alpha Advisors 11k $359k 0% Mar 2024
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PFG Investments 8.4k $278k 100% Mar 2024
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Advisor Group Holdings 5.5k $182k -79% Dec 2023
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UBS Group 1.3k $42k 100% Dec 2023
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SCBT Financial Corporation 607.00 $20k 100% Dec 2023
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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 2023 9.8k $276k