Purchases and Sales Made in Q2 2022 in Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
181KNew |
$4.57M - $5.73M
|
181K
$7.21M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
96.4K+ 731.64% |
$2.44M - $3.06M
|
110K
$4.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50KNew |
$1.27M - $1.59M
|
50K
$1.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.2K+ 43.35% |
$1.17M - $1.47M
|
153K
$6.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.8K+ 766.44% |
$1.13M - $1.42M
|
50.6K
$2.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4KNew |
$465K - $583K
|
18.4K
$734K
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
BUY
|
- |
12.8KNew |
$324K - $406K
|
12.8K
$511K
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.77KNew |
$222K - $278K
|
8.77K
$350K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.49KNew |
$215K - $269K
|
8.49K
$339K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.8K+ 9.95% |
$172K - $216K
|
75.1K
$3M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.55K+ 2.52% |
$115K - $144K
|
185K
$7.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.24K+ 3.52% |
$56.8K - $71.2K
|
66K
$2.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$50.6K - $63.4K
|
2K
$79.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 10.18% |
$26.6K - $33.4K
|
11.4K
$454K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
700New |
$17.7K - $22.2K
|
700
$27.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
644+ 5.72% |
$16.3K - $20.4K
|
11.9K
$475K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
188+ 1.73% |
$4.76K - $5.96K
|
11.1K
$442K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
96+ 4.31% |
$2.43K - $3.04K
|
2.32K
$92.7K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
72+ 4.65% |
$1.82K - $2.28K
|
1.62K
$64.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$25.3 - $31.7
|
1
$39.9
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
SELL
|
- |
-165- 0.71% |
$4.18K - $5.23K
|
23K
$917K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11.5KClosed |
$291K - $365K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.8KClosed |
$324K - $405K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13.8K- 58.99% |
$349K - $438K
|
9.59K
$383K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.2KClosed |
$359K - $450K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.1K- 17.44% |
$586K - $734K
|
110K
$4.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35.9K- 85.19% |
$909K - $1.14M
|
6.25K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-106K- 95.32% |
$2.67M - $3.35M
|
5.19K
$207K
|