INVESTMENT MANAGERS SER TR's ticker is KLDW and the CUSIP is 46143U849. A total of 18 filers reported holding INVESTMENT MANAGERS SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $62,047 | +8.9% | 1,720 | -0.1% | 0.00% | – |
Q3 2022 | $57,000 | -6.6% | 1,721 | 0.0% | 0.00% | – |
Q2 2022 | $61,000 | -15.3% | 1,721 | 0.0% | 0.00% | – |
Q1 2022 | $72,000 | -44.2% | 1,721 | -36.3% | 0.00% | – |
Q4 2021 | $129,000 | +1.6% | 2,701 | 0.0% | 0.00% | – |
Q3 2021 | $127,000 | – | 2,701 | +270000.0% | 0.00% | – |
Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
Q4 2020 | $0 | – | 2 | +100.0% | 0.00% | – |
Q3 2020 | $0 | -100.0% | 1 | -99.8% | 0.00% | – |
Q2 2020 | $15,000 | – | 424 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Carroll Financial Associates, Inc. | 2,428,454 | $91,942,000 | 7.10% |
Capital Planning Advisors, LLC | 250,306 | $9,477,000 | 2.60% |
Fluent Financial, LLC | 54,370 | $2,058,000 | 1.24% |
Cetera Advisor Networks LLC | 665,876 | $25,210,000 | 0.66% |
Vivaldi Capital Management LP | 50,240 | $2,017,000 | 0.45% |
HARBOR INVESTMENT ADVISORY, LLC | 33,570 | $1,271,000 | 0.24% |
Vantage Financial Partners Ltd., Inc. | 5,400 | $204,447,000 | 0.12% |
HighTower Advisors, LLC | 198,558 | $7,518,000 | 0.04% |
Arkadios Wealth Advisors | 1,000 | $38,678,000 | 0.02% |
SIMON QUICK ADVISORS, LLC | 1,462 | $55,000 | 0.02% |