Institutional Ownership Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $31.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,744
shares
|
$191,121
0.14% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,016
shares
|
$148,474
0.0% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,021
shares
|
$74,558
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,323
shares
|
$57,331
0.01% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,320
shares
|
$57,257
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,031
shares
|
$50,125
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,549
shares
|
$38,229
0.0% of portfolio
|
Q1 2022
Added 4.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,402
shares
|
$34,601
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
770
shares
|
$19,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
345
shares
|
$8,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
196
shares
|
$4,837
0.0% of portfolio
|
Q1 2025
Added 184.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|