Purchases and Sales Made in Q1 2025 in Investment Managers Ser Tr Ii (NXTE)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (NXTE) during Q1 2025. 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 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
7.78K+ 1.66% |
N/A
|
477K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
2.41K+ 22.02% |
N/A
|
13.4K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.96K+ 60.77% |
N/A
|
5.19K
$0
|
|
|
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
|
Ethic Inc.
New York, NY |
SELL
|
- |
-607- 7.07% |
N/A
|
7.98K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 7.1% |
N/A
|
23.6K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.42K- 40.47% |
N/A
|
5.04K
$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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.4K- 27.98% |
N/A
|
112K
$0
|