Purchases and Sales Made in Q3 2022 in Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
33KNew |
$819K - $992K
|
33K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
17.7KNew |
$440K - $533K
|
17.7K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 12.64% |
$236K - $285K
|
84.6K
$3.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.75KNew |
$217K - $263K
|
8.75K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.74K+ 3.1% |
$142K - $172K
|
191K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.78K+ 5.57% |
$69.1K - $83.7K
|
52.8K
$2.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.8K+ 28.79% |
$44.6K - $54K
|
8.04K
$322K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.68K+ 9.11% |
$41.6K - $50.4K
|
20.1K
$803K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.55KNew |
$38.5K - $46.6K
|
1.55K
$62K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.24KNew |
$30.7K - $37.2K
|
1.24K
$49.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
845+ 16.28% |
$21K - $25.4K
|
6.04K
$242K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
494+ 0.32% |
$12.3K - $14.8K
|
153K
$6.14M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-189- 1.21% |
$4.69K - $5.68K
|
15.5K
$619K
|
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
SELL
|
- |
-1.3K- 5.66% |
$32.3K - $39.1K
|
21.7K
$868K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.76K- 15.87% |
$43.6K - $52.8K
|
9.32K
$373K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.95K- 15.23% |
$48.4K - $58.6K
|
10.9K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.96K- 3.87% |
$48.6K - $58.9K
|
48.7K
$1.95M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 18.79% |
$53.1K - $64.3K
|
9.24K
$370K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.33K- 19.56% |
$57.8K - $70K
|
9.57K
$383K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.54K- 3.85% |
$63.1K - $76.4K
|
63.5K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.2K- 10.22% |
$278K - $336K
|
98.4K
$3.94M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.2K- 10.22% |
$278K - $336K
|
98.4K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 63.04% |
$347K - $420K
|
8.18K
$328K
|