Q3 2022 13F Holders as of 30 Sep 2022
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Type / Class
-
Equity / AXS CHANGE FINAN
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Number of holders
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27
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Total 13F shares, excl. options
-
897,266
-
Shares change
-
+34,666
-
Total reported value, excl. options
-
$22,278,072
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Value change
-
+$847,961
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Number of buys
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11
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Number of sells
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14
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Price
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$24.83
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q3 2022
As of 30 Sep 2022 INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 897,266 shares of stock of the company.
Largest 10 holders included WCG Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc., PATHSTONE FAMILY OFFICE, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, ADVISOR GROUP HOLDINGS, INC., Colorado Capital Management, Inc., Arjuna Capital, and Private Advisor Group, LLC.
This table shows 28 institutional shareholders of the security as of 30 Sep 2022.
| 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.