Latest Institutional Transactions on Investment Mngers Ser Tr Ii Ax (PPI)
This table provides information on the latest institutional transactions involving Investment Mngers Ser Tr Ii Ax (PPI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 79.16% |
$1.73M - $1.89M
|
31.6K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 18.21% |
$38.4K - $42K
|
12K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.7K+ 21.01% |
$53.3K - $58.3K
|
21.3K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
119New |
$1.71K - $1.87K
|
119
$1.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.77K+ 280.79% |
$97.4K - $107K
|
9.18K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.1KNew |
$505K - $553K
|
35.1K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-56.6K- 21.64% |
$816K - $892K
|
205K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
258+ 3.22% |
$3.72K - $4.06K
|
8.26K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.6KNew |
$758K - $829K
|
52.6K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 20.69% |
$346 - $378
|
140
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 36.07% |
$1.27K - $1.39K
|
332
$5.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
348New |
$5.01K - $5.48K
|
348
$5.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.8K+ 14.79% |
$54.6K - $59.8K
|
29.5K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-99.4K- 11.84% |
$1.43M - $1.57M
|
740K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
30.2KNew |
$435K - $476K
|
30.2K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.7K- 73.59% |
$701K - $767K
|
17.5K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-403- 0.38% |
$5.8K - $6.35K
|
104K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8.02KNew |
$116K - $126K
|
8.02K
$122K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$164K - $180K
|
11.4K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.94K- 12.32% |
$27.9K - $30.5K
|
13.8K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-406- 0.61% |
$5.85K - $6.39K
|
65.7K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 0.93% |
$1.51K - $1.65K
|
11.2K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.4KNew |
$481K - $526K
|
33.4K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
255+ 0.69% |
$3.67K - $4.02K
|
37K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.57K- 6.7% |
$37K - $40.5K
|
35.8K
$547K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
47.9KNew |
$690K - $755K
|
47.9K
$732K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.3K- 2.75% |
$33.2K - $36.3K
|
81.5K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 8.38% |
$18.2K - $19.9K
|
13.8K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.26K- 2.58% |
$18.1K - $19.8K
|
47.5K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-221K- 21.09% |
$3.19M - $3.49M
|
828K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.35% |
$922 - $1.01K
|
18.3K
$279K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4+ 0.01% |
$57.3 - $62.2
|
30.4K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.37K- 99.97% |
$48.3K - $52.4K
|
1
$15.3
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-616- 1.89% |
$8.83K - $9.58K
|
31.9K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
51KNew |
$731K - $794K
|
51K
$779K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84K- 7.91% |
$40.7K - $44.2K
|
33.1K
$505K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$187K - $409K
|
12.6K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.2KNew |
$284K - $620K
|
19.2K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
30.1KNew |
$446K - $974K
|
30.1K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 100.0% |
$2.96K - $6.47K
|
400
$6.11K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.54KNew |
$52.4K - $114K
|
3.54K
$54K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.87K+ 76.14% |
$57.4K - $125K
|
8.96K
$137K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
22.6KNew |
$334K - $730K
|
22.6K
$345K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5KNew |
$185K - $404K
|
12.5K
$190K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.4KNew |
$377K - $823K
|
25.4K
$388K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 47.92% |
$56.1K - $122K
|
11.7K
$178K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
40+ 100.0% |
$593 - $1.29K
|
80
$1.22K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-866- 81.62% |
$23.1K - $27.6K
|
195
$2.98K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-70- 50.0% |
$1.86K - $2.23K
|
70
$1.07K
|
|