Who owns INVESTMENT MANAGERS SER TR I?
- Ticker: CHGX
- CUSIP Number: 46144x107
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| IMPACTfolio | 480k | $16M | -7% | Dec 2023 |
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| WCG Wealth Advisors | 224k | $8.2M | 4% | Mar 2024 |
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| PFG Investments | 219k | $8.0M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 137k | $5.0M | -25% | Mar 2024 |
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| Colorado Capital Management | 92k | $3.4M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 56k | $2.1M | -18% | Mar 2024 |
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| LPL Financial | 46k | $1.7M | -34% | Mar 2024 |
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| Envestnet Asset Management | 43k | $1.6M | 22% | Mar 2024 |
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| Private Advisor | 32k | $1.2M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 32k | $1.2M | -13% | Mar 2024 |
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| Seeds Investor | 28k | $1.0M | 49% | Mar 2024 |
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| Advisor Group Holdings | 23k | $857k | 12% | Mar 2024 |
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| Susquehanna International | 20k | $723k | 100% | Mar 2024 |
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| Citadel Advisors | 18k | $648k | 45% | Mar 2024 |
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| Arjuna Capital | 17k | $577k | 77% | Dec 2023 |
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| HighTower Advisors | 15k | $536k | -13% | Mar 2024 |
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| Etfidea | 14k | $507k | -4% | Mar 2024 |
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| Proequities | 12k | $442M | 1% | Mar 2024 |
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| First Affirmative Financial Network | 12k | $430k | -1% | Mar 2024 |
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| Mercer Global Advisors | 11k | $415k | 0% | Mar 2024 |
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| Royal Bank of Canada | 11k | $406k | 0% | Mar 2024 |
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| Jane Street | 11k | $384k | 100% | Mar 2024 |
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| Moneywise | 9.8k | $358k | -37% | Mar 2024 |
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| Creative Planning | 9.7k | $358k | 100% | Mar 2024 |
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| Wetherby Asset Management | 9.6k | $352k | 0% | Mar 2024 |
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| Tower Research Capital | 7.8k | $286k | -60% | Mar 2024 |
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| Denver Wealth Management | 7.2k | $266k | -6% | Mar 2024 |
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| Wedbush Morgan Securities | 6.5k | $217k | -23% | Dec 2023 |
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| Clarius | 5.7k | $210k | 100% | Mar 2024 |
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| Pathstone Holdings | 5.5k | $202k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 3.3k | $122k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.0k | $75k | 0% | Mar 2024 |
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| Morgan Stanley | 2.0k | $110k | 0% | Mar 2024 |
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| Pnc Financial Services | 1.5k | $56k | -84% | Mar 2024 |
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| CWM | 1.2k | $43k | 0% | Mar 2024 |
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| Northwest Capital Management | 1.2k | $43k | 0% | Mar 2024 |
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| FMR | 512.00 | $19k | 100% | Mar 2024 |
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| Concord Wealth Partners | 500.00 | $18k | 100% | Mar 2024 |
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| Harbour Investments | 69.00 | $2.3k | 0% | Dec 2023 |
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| UBS Group | 3.00 | $110.000100 | 100% | 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 |
|---|---|---|---|
| Gts Securities | Dec 2023 | 12k | $407k |
| Orion Portfolio Solutions | Dec 2023 | 6.2k | $204k |
| ORG Partners | Dec 2023 | 1.5k | $49k |