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 | 770k | $24M | -1% | Mar 2024 |
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| Hobbs Group Advisors | 428k | $12M | 100% | Dec 2023 |
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| Avestar Capital | 94k | $2.6M | 21% | Dec 2023 |
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| Latitude Advisors | 52k | $1.4M | -2% | Dec 2023 |
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| BlackDiamond Wealth Management | 46k | $1.3M | -1% | Dec 2023 |
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| Jane Street | 45k | $1.2M | -32% | Dec 2023 |
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| Private Advisor | 40k | $1.1M | 15% | Dec 2023 |
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| Klr Investment Advisors | 34k | $942k | -2% | Dec 2023 |
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| Ellis Investment Partners | 24k | $758k | -4% | Mar 2024 |
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| Citadel Advisors | 19k | $523k | -18% | Dec 2023 |
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| Commonwealth Equity Services | 19k | $518k | -71% | Dec 2023 |
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| Sowell Financial Services | 18k | $490k | 2% | Dec 2023 |
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| Onyx Bridge Wealth Group | 17k | $467k | 3% | Dec 2023 |
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| Advisor Group Holdings | 12k | $335k | -27% | Dec 2023 |
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| RFG Advisory | 7.9k | $252k | -27% | Mar 2024 |
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| Harbour Investments | 5.1k | $139k | -5% | Dec 2023 |
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| Royal Bank of Canada | 496.00 | $14k | -4% | Dec 2023 |
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| UBS Group | 388.00 | $11k | -76% | Dec 2023 |
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| Bogart Wealth | 200.00 | $5.5k | 0% | Dec 2023 |
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| Wells Fargo & Company | 179.00 | $4.9k | 100% | Dec 2023 |
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| Smartleaf Asset Management | 70.00 | $1.9k | 100% | Dec 2023 |
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| Covestor | 70.00 | $2.0k | 3% | Dec 2023 |
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| CWM | 40.00 | $1.0k | 0% | Mar 2024 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingsview Wealth Management | Sep 2023 | 26k | $667k |
| One + One Wealth Management | Dec 2023 | 10k | $285k |
| Pnc Financial Services | Sep 2023 | 1.5k | $38k |