Purchases and Sales Made in Q3 2024 in Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
133KNew |
$4.6M - $5.13M
|
133K
$5.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
89.3KNew |
$3.09M - $3.44M
|
89.3K
$3.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
41.3K+ 18.4% |
$1.43M - $1.59M
|
266K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$428K - $476K
|
12.4K
$489K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.25K+ 14.56% |
$181K - $202K
|
41.3K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.6K+ 179.96% |
$125K - $139K
|
5.6K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.6K+ 12.01% |
$124K - $138K
|
33.5K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.57K+ 8.23% |
$88.9K - $98.9K
|
33.8K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.4K+ 7.96% |
$83.1K - $92.5K
|
32.6K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.1K+ 5.64% |
$72.5K - $80.7K
|
39.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
962+ 3.84% |
$33.3K - $37K
|
26K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
708+ 6.26% |
$24.5K - $27.3K
|
12K
$475K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
408+ 13.1% |
$14.1K - $15.7K
|
3.52K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20- 0.15% |
$692 - $770
|
13.7K
$542K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20- 0.05% |
$692 - $770
|
43.8K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 4.28% |
$2.25K - $2.5K
|
1.45K
$57.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-254- 0.1% |
$8.78K - $9.78K
|
253K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-269- 1.65% |
$9.3K - $10.4K
|
16.1K
$635K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-337- 3.45% |
$11.7K - $13K
|
9.44K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-643- 7.22% |
$22.2K - $24.7K
|
8.27K
$327K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.96K- 2.25% |
$67.6K - $75.3K
|
85K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.36K- 11.06% |
$220K - $245K
|
51.2K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.7K- 39.43% |
$301K - $335K
|
13.4K
$529K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-17.6K- 42.18% |
$608K - $677K
|
24.1K
$954K
|