Purchases and Sales Made in Q2 2024 in Investment Managers Ser Tr Ii (NXTE)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (NXTE) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
258KNew |
N/A
|
258K
$0
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.4K+ 73.34% |
N/A
|
15.1K
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 15.14% |
N/A
|
14.5K
$0
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.68KNew |
N/A
|
1.68K
$0
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
76+ 0.88% |
N/A
|
8.75K
$0
|
|
Aug 13, 2024
Q2 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
39+ 0.36% |
N/A
|
10.9K
$0
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-239- 11.02% |
N/A
|
1.93K
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-965- 4.04% |
N/A
|
22.9K
$0
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.45K- 6.23% |
N/A
|
21.8K
$0
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.46K- 2.93% |
N/A
|
48.2K
$0
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.18K- 25.92% |
N/A
|
6.24K
$0
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.57K- 6.85% |
N/A
|
35K
$0
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-31.8K- 66.4% |
N/A
|
16.1K
$0
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-78.9K- 22.97% |
N/A
|
265K
$0
|