Purchases and Sales Made in Q1 2025 in Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESTMENT MANAGERS SER TR II .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.4K+ 98.04% |
$485K - $532K
|
27.1K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2KNew |
$443K - $486K
|
12.2K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.11K+ 68.15% |
$185K - $203K
|
12.6K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.82K+ 5.84% |
$138K - $152K
|
69.1K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.64K+ 1.85% |
$59.5K - $65.2K
|
90.5K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
500+ 9.06% |
$18.1K - $19.9K
|
6.02K
$151K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
368+ 0.44% |
$13.3K - $14.6K
|
83.6K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
345New |
$12.5K - $13.7K
|
345
$8.66K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 184.06% |
$4.6K - $5.05K
|
196
$4.92K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162Closed |
$5.87K - $6.44K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-371- 3.35% |
$13.4K - $14.7K
|
10.7K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-558- 4.89% |
$20.2K - $22.2K
|
10.9K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-570- 1.69% |
$20.7K - $22.7K
|
33.2K
$834K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-578- 3.89% |
$20.9K - $23K
|
14.3K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 3.78% |
$43.5K - $47.7K
|
30.5K
$766K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 4.94% |
$55.8K - $61.3K
|
29.7K
$745K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.75K- 18.43% |
$63.4K - $69.6K
|
7.74K
$194K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 5.8% |
$91.4K - $100K
|
40.9K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.76K- 1.4% |
$136K - $149K
|
265K
$6.65M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.69K- 12.64% |
$170K - $187K
|
32.4K
$814K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.71K- 23.06% |
$243K - $267K
|
22.4K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3KClosed |
$410K - $450K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-21.1K- 8.26% |
$766K - $840K
|
235K
$5.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-31.7K- 45.0% |
$1.15M - $1.26M
|
38.7K
$972K
|