Purchases and Sales Made in Q4 2024 in Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
88.9KNew |
$3.37M - $3.59M
|
88.9K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 27.57% |
$536K - $571K
|
65.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.5KNew |
$285K - $303K
|
7.5K
$277K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.19K+ 1.26% |
$121K - $129K
|
256K
$9.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.02KNew |
$115K - $122K
|
3.02K
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.79K+ 1.05% |
$106K - $113K
|
269K
$9.93M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 8.61% |
$44.8K - $47.7K
|
14.9K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
770New |
$29.2K - $31.1K
|
770
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
288+ 2.15% |
$10.9K - $11.6K
|
13.7K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162New |
$6.15K - $6.55K
|
162
$5.99K
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
59+ 0.71% |
$2.24K - $2.39K
|
8.33K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
52+ 0.55% |
$1.97K - $2.1K
|
9.49K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12New |
$456 - $485
|
12
$443
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9- 0.03% |
$342 - $364
|
33.8K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 3.51% |
$1.94K - $2.06K
|
1.4K
$51.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86- 1.54% |
$3.27K - $3.48K
|
5.52K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-104- 0.9% |
$3.95K - $4.21K
|
11.4K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-382- 0.87% |
$14.5K - $15.5K
|
43.4K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-703- 5.85% |
$26.7K - $28.4K
|
11.3K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 5.36% |
$68.2K - $72.7K
|
31.7K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2.17K- 5.53% |
$82.4K - $87.8K
|
37.1K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.5K- 10.73% |
$133K - $141K
|
29.1K
$1.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.95K- 16.36% |
$150K - $160K
|
20.2K
$745K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-6.12K- 6.85% |
$232K - $247K
|
83.2K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 24.37% |
$382K - $407K
|
31.2K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14.6K- 17.18% |
$555K - $591K
|
70.4K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 77.11% |
$762K - $812K
|
5.96K
$220K
|