J.W. COLE ADVISORS, INC. - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X628. A total of 46 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q2 2023$215,271
-9.7%
5,9500.0%0.02%
-11.8%
Q1 2023$238,476
-26.5%
5,950
+0.0%
0.02%
-32.0%
Q4 2022$324,3345,9490.02%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2023
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 45,000$1,786,5003.14%
CROWN ADVISORS MANAGEMENT, INC. 100,000$3,9702.82%
Sepio Capital, LP 164,800$6,719,9590.58%
Clayton Partners LLC 15,000$595,5000.51%
Galibier Capital Management Ltd. 33,500$1,329,9500.30%
Fortis Capital Advisors, LLC 10,343$410,6170.26%
Concentric Capital Strategies, LP 55,345$2,197,1970.23%
Blue Investment Partners LLC 6,616$262,6550.21%
Patriot Financial Group Insurance Agency, LLC 21,005$833,8990.17%
MYDA Advisors LLC 12,000$476,4000.15%
View complete list of INVESTMENT MANAGERS SER TR I shareholders