Purchases and Sales Made in Q2 2024 in Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX) during Q2 2024. 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 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.1K+ 12.97% |
$989K - $1.06M
|
253K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 182.86% |
$486K - $521K
|
22.1K
$881K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
8.91K+ 31.51% |
$303K - $325K
|
37.2K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.81K+ 29.14% |
$232K - $249K
|
30.2K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.37K+ 2.45% |
$183K - $196K
|
225K
$8.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.35K+ 27.14% |
$182K - $195K
|
25.1K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.89K+ 12.11% |
$133K - $142K
|
36K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.54K+ 35.05% |
$86.4K - $92.7K
|
9.78K
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.52K+ 18.25% |
$85.8K - $92K
|
16.3K
$651K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.32KNew |
$79K - $84.7K
|
2.32K
$92.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$48.3K - $51.8K
|
57.5K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38+ 0.22% |
$1.29K - $1.39K
|
17.7K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14+ 0.13% |
$477 - $511
|
11.1K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9New |
$306 - $329
|
9
$359
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 6.04% |
$6.81K - $7.3K
|
3.11K
$124K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-202- 1.72% |
$6.88K - $7.38K
|
11.5K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
SELL
|
- |
-349- 3.77% |
$11.9K - $12.7K
|
8.91K
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-657- 2.06% |
$22.4K - $24K
|
31.2K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-742- 6.16% |
$25.3K - $27.1K
|
11.3K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-866- 5.94% |
$29.5K - $31.6K
|
13.7K
$547K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 0.83% |
$38.7K - $41.5K
|
136K
$5.41M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.52K- 3.51% |
$51.6K - $55.4K
|
41.7K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.11K- 4.59% |
$71.9K - $77.1K
|
43.8K
$1.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.72K- 5.15% |
$161K - $173K
|
87K
$3.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 30.1% |
$439K - $471K
|
29.9K
$1.19M
|