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, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.9KNew |
N/A
|
48.9K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
289New |
N/A
|
289
$0
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2KNew |
N/A
|
23.2K
$0
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 3.8% |
N/A
|
344K
$0
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.7KNew |
N/A
|
20.7K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.38K+ 13.21% |
N/A
|
37.6K
$0
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-285- 3.18% |
N/A
|
8.67K
$0
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.04K+ 6.53% |
N/A
|
49.6K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.32K- 60.5% |
N/A
|
2.17K
$0
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-876K- 94.81% |
N/A
|
47.9K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.73KNew |
N/A
|
8.73K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.42KNew |
N/A
|
8.42K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
600+ 5.02% |
N/A
|
12.6K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.12K+ 61.76% |
N/A
|
23.9K
$0
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
34+ 0.31% |
N/A
|
10.9K
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$0
|
|
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
|