Latest Institutional Transactions on Investment Managers Ser Tr Ii (NXTE)
This table provides information on the latest institutional transactions involving Investment Managers Ser Tr Ii (NXTE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.41K+ 0.52% |
N/A
|
273K
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
868+ 2.37% |
N/A
|
37.5K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.4K- 27.98% |
N/A
|
112K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-607- 7.07% |
N/A
|
7.98K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.36K- 25.87% |
N/A
|
21.1K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.42K- 40.47% |
N/A
|
5.04K
$0
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
7.78K+ 1.66% |
N/A
|
477K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 7.1% |
N/A
|
23.6K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
2.41K+ 22.02% |
N/A
|
13.4K
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-850- 16.38% |
N/A
|
4.34K
$0
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
47.5KNew |
N/A
|
47.5K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.94K- 63.62% |
N/A
|
5.11K
$0
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.53K- 7.04% |
N/A
|
20.2K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.7K- 65.83% |
N/A
|
16.5K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
N/A
|
6.26K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.25K- 15.57% |
N/A
|
12.2K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.34K+ 23.3% |
N/A
|
28.3K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-8.04K- 49.92% |
N/A
|
8.07K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.4K+ 73.34% |
N/A
|
15.1K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.9KNew |
N/A
|
48.9K
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
607New |
N/A
|
607
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 1.0% |
N/A
|
6.91K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23KNew |
N/A
|
23K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.46K+ 27.42% |
N/A
|
20.7K
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158New |
N/A
|
158
$0
|
|