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 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.2KClosed |
$359K - $450K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
96+ 4.31% |
$2.43K - $3.04K
|
2.32K
$88.7K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
72+ 4.65% |
$2.08K - $2.52K
|
1.62K
$61.9K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03KNew |
$58.7K - $71.1K
|
2.03K
$77.6K
|
|