Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-437K- 91.0% |
$14.2M - $16M
|
43.2K
$1.56M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.6K- 25.01% |
$1.48M - $1.67M
|
137K
$4.95M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.7K- 35.84% |
$836K - $942K
|
46K
$1.66M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 17.62% |
$391K - $440K
|
56.1K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.07K- 53.74% |
$295K - $333K
|
7.81K
$283K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.24K- 84.44% |
$268K - $302K
|
1.52K
$55K
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
SELL
|
- |
-8.1K- 46.66% |
$264K - $297K
|
9.26K
$335K
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-5.76K- 37.09% |
$187K - $211K
|
9.77K
$354K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.73K- 12.91% |
$154K - $173K
|
31.9K
$1.15M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 13.16% |
$71.9K - $81K
|
14.6K
$528K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-548- 3.82% |
$17.8K - $20.1K
|
13.8K
$500K
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-425- 5.54% |
$13.8K - $15.6K
|
7.24K
$262K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-143- 0.44% |
$4.66K - $5.25K
|
32.1K
$1.16M
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-88- 0.75% |
$2.87K - $3.23K
|
11.7K
$424K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$32.6 - $36.7
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.95K- 22.96% |
$55.1K - $65K
|
6.54K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.05K- 8.66% |
$29.7K - $35K
|
11.1K
$401K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.89K- 9.93% |
$53.4K - $59K
|
17.1K
$620K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-17.3K- 67.48% |
$468K - $512K
|
8.34K
$302K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.2KClosed |
$359K - $450K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13.8K- 58.99% |
$349K - $438K
|
9.59K
$347K
|