Latest Institutional Sells of Investment Managers Ser Tr Ii (NXTE)
This list provides information on the latest institutional transactions involving Investment Managers Ser Tr Ii (NXTE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-35K- 31.36% |
N/A
|
76.7K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.39K- 35.52% |
N/A
|
15.2K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.66K- 17.38% |
N/A
|
17.4K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-2.25K- 4.61% |
N/A
|
46.6K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.18K- 16.29% |
N/A
|
11.2K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 20.66% |
N/A
|
4.12K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.04K- 0.22% |
N/A
|
476K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-417- 8.28% |
N/A
|
4.62K
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.94K- 63.62% |
N/A
|
5.11K
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.7K- 65.83% |
N/A
|
16.5K
$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
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.53K- 7.04% |
N/A
|
20.2K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 1.0% |
N/A
|
6.91K
$0
|
|