Latest Institutional Purchases of Investment Managers Ser Tr Ii (CHGX)
This list provides information on the latest institutional transactions involving Investment Managers Ser Tr Ii (CHGX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 27.57% |
$536K - $571K
|
65.3K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.02KNew |
$115K - $122K
|
3.02K
$119K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.79K+ 1.05% |
$106K - $113K
|
269K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 8.61% |
$44.8K - $47.7K
|
14.9K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
770New |
$29.2K - $31.1K
|
770
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
288+ 2.15% |
$10.9K - $11.6K
|
13.7K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162New |
$6.15K - $6.55K
|
162
$6.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
59+ 0.71% |
$2.24K - $2.39K
|
8.33K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
52+ 0.55% |
$1.97K - $2.1K
|
9.49K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12New |
$456 - $485
|
12
$475
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
133KNew |
$4.6M - $5.13M
|
133K
$5.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$428K - $476K
|
12.4K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.6K+ 179.96% |
$125K - $139K
|
5.6K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
408+ 13.1% |
$14.1K - $15.7K
|
3.52K
$139K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.32KNew |
$79K - $84.7K
|
2.32K
$91.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38+ 0.22% |
$1.29K - $1.39K
|
17.7K
$700K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9New |
$306 - $329
|
9
$356
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$341K - $384K
|
10.5K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.75KNew |
$317K - $357K
|
9.75K
$385K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.73KNew |
$186K - $210K
|
5.73K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.03% |
$97.7 - $110
|
11.3K
$447K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$346K - $408K
|
12.3K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.17KNew |
$174K - $206K
|
6.17K
$244K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
500New |
$14.7K - $16.1K
|
500
$19.8K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.08K+ 26.2% |
$116K - $128K
|
19.7K
$778K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.17KNew |
$33.2K - $36.6K
|
1.17K
$46.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.17KNew |
$33.2K - $36.6K
|
1.17K
$46.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69New |
$1.95K - $2.16K
|
69
$2.73K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
28+ 0.21% |
$793 - $876
|
13.2K
$521K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.24KNew |
$30.7K - $37.2K
|
1.24K
$48.9K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
96+ 4.31% |
$2.43K - $3.04K
|
2.32K
$91.9K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03KNew |
$58.7K - $71.1K
|
2.03K
$80.3K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
72+ 4.65% |
$2.08K - $2.52K
|
1.62K
$64.1K
|
|