Who owns IMPACT SHS TR I?
- Ticker: OWNS
- CUSIP Number: 74741a106
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Analyze quarterly positions in Impact Shs Tr I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Impact Shs Tr I stock
Who bought or sold IMPACT SHS TR I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allianz Investment Management U.S | 1.2M | $21M | 0% | Jun 2024 |
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| LPL Financial | 759k | $13M | 3% | Jun 2024 |
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| WCG Wealth Advisors | 343k | $5.8M | 100% | Jun 2024 |
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| Adviser Investments | 205k | $3.4M | 8% | Jun 2024 |
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| Atria Investments | 65k | $1.1M | 4% | Jun 2024 |
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| Abacus Wealth Partners | 65k | $1.1M | 0% | Jun 2024 |
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| Ethic | 65k | $1.1M | 100% | Mar 2024 |
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| OneAscent Financial Services | 63k | $1.1M | 63% | Jun 2024 |
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| Tolleson Wealth Management | 52k | $879k | 100% | Mar 2024 |
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| Jane Street | 41k | $686k | 161% | Jun 2024 |
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| Susquehanna International | 23k | $392k | 100% | Jun 2024 |
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| Dynamic Advisors Solutions | 20k | $340k | 100% | Jun 2024 |
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| OneAscent Wealth Management | 17k | $281k | -54% | Jun 2024 |
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| PFG Investments | 14k | $243k | 19% | Jun 2024 |
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| Verus Capital Partners | 14k | $227k | -8% | Jun 2024 |
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| Goss Wealth Management | 3.1k | $52k | 1% | Jun 2024 |
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| National Bank Of Canada /fi/ | 1.7k | $28k | 0% | Jun 2024 |
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| UBS Group | 638.00 | $11k | 100% | Mar 2024 |
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| Global Retirement Partners | 376.00 | $6.3k | 5% | Jun 2024 |
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| General Re - New England Asset Management | 300.00 | $5.0k | 100% | Jun 2024 |
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| Private Trust Co Na | 100.00 | $1.7k | 0% | Jun 2024 |
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Who sold out of Impact Shs Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ICA Group Wealth Management | Mar 2024 | 380.00 | $6.4k |