INVESTMENT MANAGERS SER TR I (TSLQXXXX)
Institutional ownership reported to the SEC as of Q1 2025, across 10 quarters.
1
Reporting holders
$92
Reported value
0.0%
Held as options
-10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| West Oak Capital, LLC | $92 | 200 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 1 | $92 | 200 | 1 | 0 | 0 | 0.0% |
| Q3 2024 | 11 | $16.1M | 514,496 | 0 | 6 | 1 | 41.2% |
| Q2 2024 | 17 | $19.7M | 286,441 | 7 | 4 | 3 | 53.5% |
| Q1 2024 | 10 | $15.5M | 301,587 | 2 | 3 | 3 | 25.6% |
| Q4 2023 | 10 | $10.3M | 114,902 | 4 | 1 | 4 | 68.8% |
| Q3 2023 | 9 | $14.3M | 252,912 | 1 | 5 | 2 | 44.2% |
| Q2 2023 | 11 | $11.1M | 198,459 | 3 | 3 | 4 | 42.2% |
| Q1 2023 | 13 | $14.2M | 195,774 | 6 | 5 | 2 | 41.3% |
| Q4 2022 | 13 | $19.2M | 137,309 | 6 | 1 | 2 | 44.5% |
| Q3 2022 | 14 | $15.7M | 200,280 | 13 | 0 | 0 | 46.0% |