Who owns IMPACT SHS TR I?
- Ticker: OWNS
- CUSIP Number: 74741a106
Tip: Access positions for across all investors
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 | $22M | 0% | Sep 2024 |
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| LPL Financial | 849k | $14M | 8% | Dec 2024 |
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| WCG Wealth Advisors | 338k | $5.7M | 10% | Dec 2024 |
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| OneAscent Financial Services | 246k | $4.2M | 100% | Dec 2024 |
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| Adviser Investments | 226k | $3.8M | 2% | Dec 2024 |
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| Atria Investments | 158k | $2.7M | 111% | Dec 2024 |
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| Natural Investments | 84k | $1.4M | 100% | Dec 2024 |
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| Tolleson Wealth Management | 70k | $1.2M | 35% | Dec 2024 |
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| Ethic | 65k | $1.1M | 0% | Dec 2024 |
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| Abacus Wealth Partners | 65k | $1.1M | 0% | Dec 2024 |
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| Skyline Advisors | 24k | $407k | 100% | Dec 2024 |
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| First Heartland Consultants | 23k | $393k | 100% | Dec 2024 |
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| OneAscent Wealth Management | 20k | $336k | -13% | Dec 2024 |
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| Jane Street | 18k | $305k | 51% | Dec 2024 |
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| PFG Investments | 17k | $280k | 14% | Dec 2024 |
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| Verus Capital Partners | 16k | $264k | 11% | Dec 2024 |
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| Goss Wealth Management | 3.8k | $64k | 20% | Dec 2024 |
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| National Bank Of Canada /fi/ | 1.7k | $30k | 0% | Sep 2024 |
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| General Re - New England Asset Management | 300.00 | $5.1k | 0% | Dec 2024 |
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| Global Retirement Partners | 259.00 | $4.4k | 0% | Dec 2024 |
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| FMR | 1.00 | $17.000000 | 100% | Dec 2024 |
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Who sold out of Impact Shs Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Sep 2024 | 23k | $408k |
| Dynamic Advisors Solutions | Sep 2024 | 22k | $381k |
| Perigon Wealth Management | Sep 2024 | 12k | $211k |
| Private Trust Co Na | Sep 2024 | 100.00 | $1.8k |