Purchases and Sales Made in Q2 2025 in Investment Mngers Ser Tr Ii Ax (PPI)
This table provides information about the institutional ownership of Investment Mngers Ser Tr Ii Ax (PPI) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESTMENT MNGERS SER TR II AX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58.3K+ 7.08% |
$744K - $953K
|
883K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.6K+ 1.58% |
$148K - $189K
|
745K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
85+ 0.17% |
$1.08K - $1.39K
|
48.8K
$829K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.35% |
$816 - $1.05K
|
18.4K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-356- 3.97% |
$4.54K - $5.82K
|
8.6K
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.46K- 6.25% |
$18.6K - $23.8K
|
21.8K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.51K- 6.98% |
$31.9K - $40.9K
|
33.4K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-12.3K- 15.0% |
$157K - $201K
|
69.8K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 19.22% |
$196K - $251K
|
64.6K
$1.1M
|