Purchases and Sales Made in Q1 2022 in Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESTMENT MANAGERS SER TR II .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
133KNew |
$3.84M - $4.65M
|
133K
$5.25M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111KNew |
$3.21M - $3.88M
|
111K
$4.39M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107KNew |
$3.08M - $3.73M
|
107K
$4.22M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.3KNew |
$1.98M - $2.39M
|
68.3K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8KNew |
$1.84M - $2.23M
|
63.8K
$2.52M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.2KNew |
$1.22M - $1.48M
|
42.2K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23.4KNew |
$677K - $819K
|
23.4K
$925K
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
BUY
|
- |
23.1KNew |
$669K - $811K
|
23.1K
$916K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.7KNew |
$453K - $548K
|
15.7K
$619K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.2KNew |
$411K - $497K
|
14.2K
$562K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$370K - $448K
|
12.8K
$506K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.5KNew |
$332K - $403K
|
11.5K
$455K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3KNew |
$325K - $394K
|
11.3K
$445K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10.9KNew |
$315K - $381K
|
10.9K
$431K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.3KNew |
$299K - $362K
|
10.3K
$409K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.84KNew |
$169K - $205K
|
5.84K
$231K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.23KNew |
$64.4K - $78K
|
2.23K
$88.1K
|
|
|
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
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|