Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / AXS CHANGE FINAN
-
Total 13F shares
-
669,276
-
Share change
-
+663,433
-
Total reported value
-
$21,005,554
-
Price per share
-
$31.39
-
Number of holders
-
19
-
Value change
-
+$20,822,561
-
Number of buys
-
18
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q1 2022
As of 31 Mar 2022,
INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
669,276 shares.
The largest 10 holders included
PATHSTONE FAMILY OFFICE, LLC, ROYAL BANK OF CANADA, Raymond James Financial Services Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., Tower Research Capital LLC (TRC), WETHERBY ASSET MANAGEMENT INC, Arjuna Capital, MERCER GLOBAL ADVISORS INC /ADV, and MONEY CONCEPTS CAPITAL CORP.
This page lists
19
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.