Latest Institutional Transactions on Investment Managers Ser Tr Ii (CHGX)
This table provides information on the latest institutional transactions involving Investment Managers Ser Tr Ii (CHGX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
141K+ 364.38% |
$3.04M - $5.25M
|
180K
$4.72M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.11K+ 68.15% |
$185K - $203K
|
12.6K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-371- 3.35% |
$13.4K - $14.7K
|
10.7K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
500+ 9.06% |
$18.1K - $19.9K
|
6.02K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.4K+ 98.04% |
$485K - $532K
|
27.1K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.69K- 12.64% |
$170K - $187K
|
32.4K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3KClosed |
$410K - $450K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-21.1K- 8.26% |
$766K - $840K
|
235K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162Closed |
$5.87K - $6.44K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-578- 3.89% |
$20.9K - $23K
|
14.3K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.64K+ 1.85% |
$59.5K - $65.2K
|
90.5K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.82K+ 5.84% |
$138K - $152K
|
69.1K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 184.06% |
$4.6K - $5.05K
|
196
$5.15K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 5.8% |
$91.4K - $100K
|
40.9K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2KNew |
$443K - $486K
|
12.2K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 4.94% |
$55.8K - $61.3K
|
29.7K
$780K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
345New |
$12.5K - $13.7K
|
345
$9.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 3.78% |
$43.5K - $47.7K
|
30.5K
$802K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
368+ 0.44% |
$13.3K - $14.6K
|
83.6K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.75K- 18.43% |
$63.4K - $69.6K
|
7.74K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-570- 1.69% |
$20.7K - $22.7K
|
33.2K
$873K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.76K- 1.4% |
$136K - $149K
|
265K
$6.96M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-558- 4.89% |
$20.2K - $22.2K
|
10.9K
$285K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.71K+ 29.97% |
$255K - $271K
|
29.1K
$765K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.59KNew |
$60.4K - $64.4K
|
1.59K
$41.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12New |
$456 - $485
|
12
$315
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 77.11% |
$762K - $812K
|
5.96K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
770New |
$29.2K - $31.1K
|
770
$20.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.02KNew |
$115K - $122K
|
3.02K
$79.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
59+ 0.71% |
$2.24K - $2.39K
|
8.33K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 3.51% |
$1.94K - $2.06K
|
1.4K
$36.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.95K- 16.36% |
$150K - $160K
|
20.2K
$530K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
133KNew |
$4.6M - $5.13M
|
133K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-269- 1.65% |
$9.3K - $10.4K
|
16.1K
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$428K - $476K
|
12.4K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
408+ 13.1% |
$14.1K - $15.7K
|
3.52K
$92.6K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9New |
$306 - $329
|
9
$237
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 0.83% |
$38.7K - $41.5K
|
136K
$3.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.32KNew |
$79K - $84.7K
|
2.32K
$61K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$341K - $384K
|
10.5K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.03% |
$97.7 - $110
|
11.3K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.75KNew |
$317K - $357K
|
9.75K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-5.76K- 37.09% |
$187K - $211K
|
9.77K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.73KNew |
$186K - $210K
|
5.73K
$150K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$346K - $408K
|
12.3K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.95K- 22.96% |
$55.1K - $65K
|
6.54K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.17KNew |
$174K - $206K
|
6.17K
$162K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
500New |
$14.7K - $16.1K
|
500
$13.1K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
28+ 0.21% |
$793 - $876
|
13.2K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.89K- 9.93% |
$53.4K - $59K
|
17.1K
$450K
|
|