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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-21.1K- 8.26% |
$766K - $840K
|
235K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3KClosed |
$410K - $450K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.69K- 12.64% |
$170K - $187K
|
32.4K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.76K- 1.4% |
$136K - $149K
|
265K
$7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 5.8% |
$91.4K - $100K
|
40.9K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.75K- 18.43% |
$63.4K - $69.6K
|
7.74K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 4.94% |
$55.8K - $61.3K
|
29.7K
$784K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 3.78% |
$43.5K - $47.7K
|
30.5K
$807K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-578- 3.89% |
$20.9K - $23K
|
14.3K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-570- 1.69% |
$20.7K - $22.7K
|
33.2K
$878K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-558- 4.89% |
$20.2K - $22.2K
|
10.9K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-371- 3.35% |
$13.4K - $14.7K
|
10.7K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162Closed |
$5.87K - $6.44K
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 77.11% |
$762K - $812K
|
5.96K
$157K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.95K- 16.36% |
$150K - $160K
|
20.2K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 3.51% |
$1.94K - $2.06K
|
1.4K
$37.1K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-269- 1.65% |
$9.3K - $10.4K
|
16.1K
$424K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 0.83% |
$38.7K - $41.5K
|
136K
$3.58M
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-5.76K- 37.09% |
$187K - $211K
|
9.77K
$258K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.95K- 22.96% |
$55.1K - $65K
|
6.54K
$173K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.89K- 9.93% |
$53.4K - $59K
|
17.1K
$452K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-17.3K- 67.48% |
$468K - $512K
|
8.34K
$220K
|
|
| 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
$254K
|
|