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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
219KNew |
$7.14M - $8.04M
|
219K
$7.94M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$341K - $384K
|
10.5K
$379K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 31.65% |
$335K - $378K
|
42.8K
$1.55M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.75KNew |
$317K - $357K
|
9.75K
$353K
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.27K+ 48.78% |
$302K - $340K
|
28.3K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.05K+ 4.21% |
$295K - $332K
|
224K
$8.11M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.73KNew |
$186K - $210K
|
5.73K
$207K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.5K+ 45.3% |
$179K - $202K
|
17.7K
$639K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.5KNew |
$179K - $202K
|
5.5K
$199K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.45K+ 29.16% |
$145K - $163K
|
19.7K
$714K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 11.99% |
$81.5K - $91.8K
|
23.4K
$846K
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
964+ 1.06% |
$31.4K - $35.4K
|
91.7K
$3.32M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 0.63% |
$2.44K - $2.75K
|
12K
$436K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.21% |
$228 - $257
|
3.31K
$120K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.03% |
$97.7 - $110
|
11.3K
$410K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3New |
$97.7 - $110
|
3
$109
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$346K - $408K
|
12.3K
$444K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.17KNew |
$174K - $206K
|
6.17K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.05% |
$28.3 - $33.3
|
2K
$72.5K
|
|
Q3 2023 | |||||||
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
500New |
$14.7K - $16.1K
|
500
$18.1K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.08K+ 26.2% |
$116K - $128K
|
19.7K
$712K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.46KNew |
$41.3K - $45.6K
|
1.46K
$52.8K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.17KNew |
$33.2K - $36.6K
|
1.17K
$42.4K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.17KNew |
$33.2K - $36.6K
|
1.17K
$42.4K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69New |
$1.95K - $2.16K
|
69
$2.5K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
28+ 0.21% |
$793 - $876
|
13.2K
$477K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
9New |
$255 - $281
|
9
$326
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.24KNew |
$31.4K - $37.2K
|
1.24K
$44.8K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
96+ 4.31% |
$2.43K - $3.04K
|
2.32K
$84.1K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03KNew |
$58.7K - $71.1K
|
2.03K
$73.5K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
72+ 4.65% |
$2.08K - $2.52K
|
1.62K
$58.7K
|