Who owns INVESTMENT MANAGERS SER TR I?
- Ticker: PPI
- CUSIP Number: 46141t117
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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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors | 1.0M | $17M | -32% | Sep 2024 |
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| Hobbs Group Advisors | 839k | $13M | -8% | Sep 2024 |
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| Vermillion & White Wealth Management Group | 345k | $5.1M | 100% | Jun 2024 |
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| Jane Street | 152k | $2.3M | -19% | Sep 2024 |
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| LPL Financial | 105k | $1.6M | -18% | Sep 2024 |
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| Latitude Advisors | 84k | $1.3M | -6% | Sep 2024 |
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| BlackDiamond Wealth Management | 76k | $1.1M | 103% | Jun 2024 |
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| Envestnet Asset Management | 66k | $1.0M | -8% | Sep 2024 |
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| Baldwin Brothers | 51k | $791k | 100% | Sep 2024 |
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| Onyx Bridge Wealth Group | 49k | $756k | 14% | Sep 2024 |
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| Ellis Investment Partners | 38k | $595k | -17% | Sep 2024 |
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| Private Advisor | 37k | $569k | -12% | Sep 2024 |
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| Sowell Financial Services | 33k | $513k | -8% | Sep 2024 |
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| Raymond James Financial Services Advisors | 32k | $495k | -2% | Sep 2024 |
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| Strait & Sound Wealth Management | 30k | $471k | 100% | Sep 2024 |
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| Waddell & Associates | 30k | $467k | 0% | Sep 2024 |
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| Orion Portfolio Solutions | 26k | $398k | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 25k | $379k | 100% | Jun 2024 |
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| Sar Wealth Management Group | 18k | $282k | -39% | Sep 2024 |
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| Susquehanna International | 18k | $273k | -84% | Sep 2024 |
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| Commonwealth Equity Services | 16k | $244k | -31% | Sep 2024 |
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| Woodward Diversified Capital | 15k | $234k | -3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 15k | $227k | -34% | Sep 2024 |
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| AlTi Global | 13k | $196k | 0% | Sep 2024 |
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| Advisor Group Holdings | 11k | $176k | 25% | Sep 2024 |
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| Harbour Investments | 9.0k | $139k | 0% | Sep 2024 |
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| Brian McDonald | 8.0k | $124k | -35% | Sep 2024 |
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| A. Montag and Associates | 3.5k | $55k | 0% | Sep 2024 |
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| Morgan Stanley | 3.4k | $98k | 336900% | Jun 2024 |
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| Bogart Wealth | 400.00 | $6.2k | 0% | Sep 2024 |
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| GeoWealth Management | 244.00 | $3.8k | 100% | Sep 2024 |
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| Smartleaf Asset Management | 140.00 | $2.2k | 0% | Sep 2024 |
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| Covestor | 116.00 | $2.0k | -20% | Sep 2024 |
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| CWM | 80.00 | $1.0k | 0% | Sep 2024 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 42k | $625k |
| Family Firm | Jun 2024 | 23k | $336k |
| Raymond James & Associates | Jun 2024 | 13k | $186k |
| RFG Advisory | Jun 2024 | 12k | $174k |
| Royal Bank of Canada | Jun 2024 | 1.1k | $16k |