Institutional Ownership Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 1.33 Million shares, which have been reported (via 13F filing form) to have a value of $49.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
8,337
shares
|
$313,387
0.38% of portfolio
|
Q1 2023
Reduced 67.48%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
8,266
shares
|
$310,718
0.08% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
5,726
shares
|
$215,240
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,602
shares
|
$210,579
0.0% of portfolio
|
Q3 2024
Added 179.96%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,522
shares
|
$132,391
0.04% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,323
shares
|
$87,321
0.01% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,320
shares
|
$87,208
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,031
shares
|
$76,345
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,549
shares
|
$58,226
0.0% of portfolio
|
Q1 2022
Added 4.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,453
shares
|
$54,618
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
69
shares
|
$2,593
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|