Free Trial

KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) Institutional Ownership

→ Will this $2 AI stock double overnight? (From Behind the Markets) (Ad)
Free KMLM Stock Alerts
$30.81
+0.13 (+0.42%)
(As of 04/24/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnership

Institutional Ownership Changes (13F Filings) for KFA Mount Lucas Managed Futures Index Strategy ETF (NYSEARCA:KMLM)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$8.80M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$7.22M
Get KMLM Insider Trade Alerts

Want to know when executives and insiders are buying or selling KFA Mount Lucas Managed Futures Index Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

KMLM Institutional Buying and Selling by Quarter

KFA Mount Lucas Managed Futures Index Strategy ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/8/2024First Heartland Consultants Inc.143,451$4.13M0.5%-60.8%1.688%
2/8/2024Nvwm LLC16,305$470K0.1%+339.3%0.192%
1/29/2024ORG Partners LLC35,689$1.03M0.2%-1.6%0.420%
11/13/2023Cary Street Partners Investment Advisory LLC8,792$286K0.0%+339.6%0.103%
11/9/2023First Heartland Consultants Inc.365,933$11.92M1.5%+0.5%4.305%
11/3/2023ORG Partners LLC36,272$1.18M0.5%-38.1%0.427%
10/30/2023Nvwm LLC3,712$121K0.0%+79.8%0.044%
8/10/2023Cary Street Partners Investment Advisory LLC2,000$61K0.0%N/A0.024%
7/26/2023First Heartland Consultants Inc.364,006$11.09M1.4%+72.5%4.136%
7/17/2023 Wealthcare Advisory Partners LLC246,805$7.52M0.3%+15.5%2.805%
6/1/2023ORG Partners LLC59,971$1.77M0.4%N/A0.681%
5/8/2023Cumberland Partners Ltd18,052$532K0.1%+17.0%0.205%
5/8/2023WealthShield Partners LLC52,329$1.54M0.2%+2.0%0.595%
5/8/2023 Steel Peak Wealth Management LLC16,675$492K0.0%N/A0.189%
5/8/2023ProVise Management Group LLC14,120$416K0.0%-13.1%0.160%
4/17/2023WFA of San Diego LLC20,360$600K0.6%+322.1%0.242%
4/17/2023First Heartland Consultants Inc.211,042$6.22M0.9%N/A2.512%
4/13/2023 Fermata Advisors LLC8,184$241K0.1%-83.2%0.097%
4/12/2023 Worth Asset Management LLC1,360$40K0.0%-41.4%0.016%
2/10/2023CoreCap Advisors LLC35,393$1.08M0.1%-1.8%0.421%
1/31/2023WFA of San Diego LLC4,823$147K0.1%N/A0.057%
1/31/2023 Naviter Wealth LLC86,667$2.52M0.7%N/A1.032%
11/15/2022Mainstay Capital Management LLC ADV48,554$1.86M0.5%N/A0.517%
11/15/2022Palladiem LLC161,315$6.19M6.5%N/A1.716%
11/15/2022 Fermata Advisors LLC185,247$7.11M2.3%+39.4%2.036%
11/14/2022Laurel Wealth Advisors Inc.21,936$841K0.1%+126.1%0.241%
11/14/2022MML Investors Services LLC39,907$1.53M0.0%N/A0.439%
11/14/2022Quantitative Advantage LLC139,885$5.37M0.9%N/A1.537%
11/10/2022Envestnet Asset Management Inc.92,178$3.54M0.0%+29.9%1.013%
11/10/2022Sigma Planning Corp5,537$212K0.0%N/A0.061%
11/4/2022WealthShield Partners LLC45,805$1.76M0.3%+16.2%0.503%
11/1/2022Kestra Advisory Services LLC18,828$722K0.0%N/A0.219%
11/1/2022Hartline Investment Corp5,871$225K0.2%N/A0.068%
11/1/2022Arlington Capital Management Inc.55,314$2.12M5.2%N/A0.659%
10/27/2022Money Concepts Capital Corp1,108,364$42.52M2.5%+9.2%13.855%
10/25/2022 Raymond James & Associates12,801$491K0.0%-2.7%0.173%
10/21/2022Stegent Equity Advisors Inc.75,036$2.88M4.3%-8.9%1.014%
10/18/2022 Bull Oak Capital LLC290,344$11.14M10.9%N/A3.924%
10/14/2022PFG Advisors7,437$285K0.0%N/A0.101%
8/15/2022Laurel Wealth Advisors Inc.9,704$338K0.0%N/A0.194%
Global crypto currency reset (41 major banks signed up) (Ad)

Behind closed doors, at least 41 major US banks have signed up to a strange new crypto project...

 Here's everything you need to know.
8/11/2022WealthShield Partners LLC39,433$1.37M0.3%N/A0.789%
8/11/2022Atria Investments LLC37,402$1.30M0.0%N/A0.748%
8/9/2022 Fermata Advisors LLC132,910$4.63M1.6%N/A2.658%
8/3/2022Envestnet Asset Management Inc.70,971$2.47M0.0%N/A1.419%
7/28/2022WFA of San Diego LLC1,020$36K0.0%N/A0.021%
7/18/2022Money Concepts Capital Corp1,015,249$35.58M3.2%N/A20.719%
7/15/2022Pinnacle Private Wealth LLC17,202$599K0.2%N/A0.351%
7/8/2022 Worth Asset Management LLC2,420$84K0.1%N/A0.064%
8/11/2021Susquehanna International Group LLP19,955$581K0.0%-33.9%1.900%
8/10/2021Moors & Cabot Inc.9,200$269K0.0%+15.0%0.876%
5/12/2021Moors & Cabot Inc.8,000$220K0.0%N/A0.762%
(Data available from 1/1/2016 forward)

KMLM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KMLM shares?

During the previous two years, 31 institutional investors and hedge funds held shares of KFA Mount Lucas Managed Futures Index Strategy ETF. The most heavily invested institutionals were Money Concepts Capital Corp ($42.52M), Bull Oak Capital LLC ($11.14M), Wealthcare Advisory Partners LLC ($7.52M), Palladiem LLC ($6.19M), Quantitative Advantage LLC ($5.37M), First Heartland Consultants Inc. ($4.13M), and Envestnet Asset Management Inc. ($3.54M).Learn more on KMLM's institutional investors.

Which institutional investors have been buying KFA Mount Lucas Managed Futures Index Strategy ETF stock?

Of the 27 institutional investors that purchased KFA Mount Lucas Managed Futures Index Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Money Concepts Capital Corp ($1.11M), First Heartland Consultants Inc. ($365.93K), Bull Oak Capital LLC ($290.34K), Fermata Advisors LLC ($185.25K), Palladiem LLC ($161.32K), Quantitative Advantage LLC ($139.89K), and Envestnet Asset Management Inc. ($92.18K).

How much institutional buying is happening at KFA Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have bought a total of 2,893,986 shares in the last 24 months. This purchase volume represents approximately $101.20M in transactions.

Which KFA Mount Lucas Managed Futures Index Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold KFA Mount Lucas Managed Futures Index Strategy ETF stock in the last 24 months: First Heartland Consultants Inc. ($222.48K), Fermata Advisors LLC ($40.57K), ORG Partners LLC ($22.92K), Stegent Equity Advisors Inc. ($7.34K), ProVise Management Group LLC ($2.12K), Worth Asset Management LLC ($960.00), and CoreCap Advisors LLC ($638.00).

How much institutional selling is happening at KFA Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have sold a total of 297,377 shares in the last 24 months. This volume of shares sold represents approximately $8.76M in transactions.


Related Companies:
This page (NYSEARCA:KMLM) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
He Is Giving Away Bitcoin
Crypto Swap Profits
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
The #1 Crypto for 2024
InvestorPlace
Emergency: Biden's $20 Trillion Mistake Could Cost YOU!
GoldenCrest Metals
Fed launches fourth dollar overhaul
Stansberry Research
Urgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!
American Alternative
1970’s computer coder issues shocking A.I. warning
TradeSmith