Knowledge Leaders Developed World ETF (KLDW) Institutional Ownership

$44.96
+0.04 (+0.09%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Knowledge Leaders Developed World ETF (NYSEARCA:KLDW)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$203.88K
Number of
Institutional Sellers
(last 12 months)
0
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KLDW Institutional Buying and Selling by Quarter

Knowledge Leaders Developed World ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/2/2023 MAI Capital Management5,000$204K0.0%N/A0.156%
3/6/2023 OLD Mission Capital LLC687$25K0.0%N/A0.020%
1/24/2023 Harbor Investment Advisory LLC17,899$646K0.1%-12.2%0.526%
11/1/2022 Harbor Investment Advisory LLC20,386$671K0.1%-8.4%0.574%
8/30/2022 Raleigh Capital Management Inc.1,195$46K0.0%-56.5%0.032%
7/18/2022 Harbor Investment Advisory LLC22,265$792K0.1%-20.4%0.586%
5/12/2022 Raleigh Capital Management Inc.2,750$116K0.1%N/A0.065%
4/20/2022 Harbor Investment Advisory LLC27,968$1.18M0.2%-8.0%0.666%
1/10/2022 Harbor Investment Advisory LLC30,402$1.45M0.2%-8.2%0.724%
1/6/2022Carroll Financial Associates Inc.2,567,806$122.97M6.5%+0.4%61.138%
10/12/2021 Harbor Investment Advisory LLC33,127$1.55M0.2%-1.0%0.789%
10/7/2021Carroll Financial Associates Inc.2,558,802$119.85M6.7%-0.1%60.924%
8/12/2021 Strategic Blueprint LLC548$26K0.0%N/A0.013%
4/16/2021 Harbor Investment Advisory LLC33,329$1.46M0.2%-2.0%0.813%
4/6/2021Carroll Financial Associates Inc.2,539,389$111.31M6.8%+1.3%61.936%
11/9/2020 Vantage Financial Partners Ltd. Inc.5,400$204K0.1%N/A0.132%
10/26/2020 Simon Quick Advisors LLC1,462$55K0.0%N/A0.036%
10/23/2020 Harbor Investment Advisory LLC33,570$1.27M0.2%-1.8%0.819%
10/6/2020Carroll Financial Associates Inc.2,428,454$91.94M7.1%+1.4%59.231%
8/13/2020 Vivaldi Capital Management LLC99,868$3.71M0.8%+93.1%2.436%
8/12/2020Commonwealth Equity Services LLC12,311$426K0.0%-2.7%0.300%
8/10/2020 HighTower Advisors LLC250,405$8.67M0.0%-16.9%6.107%
8/6/2020 Capital Planning Advisors LLC457,508$15.84M4.7%+102.8%11.159%
7/31/2020 Lincoln National Corp6,717$233K0.0%N/A0.164%
7/31/2020 UBS Group AG3,580$124K0.0%-39.3%0.087%
7/17/2020 Raymond James Financial Services Advisors Inc.15,929$551K0.0%N/A0.389%
7/15/2020 Fluent Financial LLC107,940$3.74M2.3%+98.2%2.633%
7/9/2020Carroll Financial Associates Inc.2,394,599$82.89M6.9%+2.6%58.405%
6/16/2020 Royal Bank of Canada5,412$156K0.0%-7.2%0.132%
5/21/2020 HighTower Advisors LLC301,461$8.68M0.1%+7.6%7.353%
5/15/2020 Jane Street Group LLC29,414$848K0.0%-3.3%0.717%
5/15/2020 CIBC World Markets Inc.87,777$2.53M0.0%+36.9%2.141%
5/11/2020Commonwealth Equity Services LLC12,652$364K0.0%-4.7%0.309%
5/11/2020 Harbor Investment Advisory LLC33,931$978K0.3%+3.1%0.828%
5/1/2020 UBS Group AG5,899$170K0.0%N/A0.144%
(Data available from 1/1/2016 forward)

KLDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KLDW shares?

During the previous two years, the following institutional investors and hedge funds held shares of Knowledge Leaders Developed World ETF shares: Harbor Investment Advisory LLC ($646K), MAI Capital Management ($204K), and Raleigh Capital Management Inc. ($46K), OLD Mission Capital LLC ($25K).Learn more on KLDW's institutional investors.

Which institutional investors have been buying Knowledge Leaders Developed World ETF stock?

The following institutional investors have purchased Knowledge Leaders Developed World ETF stock in the last 24 months: MAI Capital Management ($5K), and OLD Mission Capital LLC ($687.00).

How much institutional buying is happening at Knowledge Leaders Developed World ETF?

Institutional investors have bought a total of 5,687 shares in the last 24 months. This purchase volume represents approximately $228.66K in transactions.

Which Knowledge Leaders Developed World ETF major shareholders have been selling company stock?

The following institutional investors have sold Knowledge Leaders Developed World ETF stock in the last 24 months: Harbor Investment Advisory LLC ($10.07K), and Raleigh Capital Management Inc. ($1.56K).

How much institutional selling is happening at Knowledge Leaders Developed World ETF?

Institutional investors have sold a total of 11,624 shares in the last 24 months. This volume of shares sold represents approximately $409.88K in transactions.


This page (NYSEARCA:KLDW) was last updated on 5/19/2024 by MarketBeat.com Staff

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