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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
8.83K+ 5.14% |
$144K - $162K
|
181K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-611- 1.95% |
$9.95K - $11.2K
|
30.8K
$565K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
41.4KNew |
$674K - $759K
|
41.4K
$761K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.26KNew |
$20.5K - $23.1K
|
1.26K
$23.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.8KNew |
$289K - $326K
|
17.8K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 14.25% |
$32.5K - $36.6K
|
12K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.04K- 36.08% |
$33.1K - $37.3K
|
3.61K
$66.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.3K+ 1.38% |
$168K - $189K
|
755K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.49K+ 17.35% |
$24.2K - $27.2K
|
10K
$185K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$509K - $573K
|
31.3K
$574K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.07K+ 6.86% |
$66.3K - $74.6K
|
63.5K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
137+ 1.59% |
$2.23K - $2.51K
|
8.74K
$161K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.6K+ 14.3% |
$189K - $212K
|
92.7K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.02K+ 7.88% |
$49.2K - $55.4K
|
41.4K
$760K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.67K+ 15.72% |
$125K - $141K
|
56.4K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.5K- 6.85% |
$24.4K - $27.4K
|
20.3K
$374K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-173- 1.5% |
$2.82K - $3.17K
|
11.4K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4KNew |
$186K - $209K
|
11.4K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
49KNew |
$797K - $898K
|
49K
$900K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 14.91% |
$277 - $312
|
97
$1.78K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-586- 7.31% |
$9.54K - $10.7K
|
7.44K
$137K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
164+ 0.24% |
$2.67K - $3.01K
|
69.9K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
29KNew |
$473K - $532K
|
29K
$533K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20.9K+ 96.82% |
$340K - $382K
|
42.4K
$780K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
119New |
$1.94K - $2.18K
|
119
$2.19K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
152KNew |
$2.48M - $2.79M
|
152K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-383- 1.15% |
$6.24K - $7.02K
|
33K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-187- 1.52% |
$3.04K - $3.43K
|
12.1K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3K+ 11.91% |
$48.9K - $55K
|
28.2K
$518K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.86K- 10.57% |
$30.2K - $34.1K
|
15.7K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-558- 3.04% |
$9.08K - $10.2K
|
17.8K
$327K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
98K+ 11.11% |
$1.6M - $1.8M
|
981K
$18M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14.5K+ 27.65% |
$237K - $267K
|
67.2K
$1.23M
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
930+ 93000.0% |
$11.9K - $15.2K
|
931
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35K+ 203.4% |
$447K - $572K
|
52.3K
$960K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5K+ 32.86% |
$159K - $204K
|
50.4K
$927K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 13.91% |
$21.3K - $27.3K
|
10.3K
$190K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 19.22% |
$196K - $251K
|
64.6K
$1.19M
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
18+ 0.06% |
$252 - $284
|
30.2K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
81.8KNew |
$1.15M - $1.29M
|
81.8K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.85K+ 19.86% |
$82K - $92.2K
|
35.3K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.07K+ 35.6% |
$57K - $64.1K
|
15.5K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$1.05K - $1.18K
|
75
$1.38K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 5.47% |
$28.3K - $31.8K
|
39K
$716K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
119New |
$1.71K - $1.87K
|
119
$2.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.7K+ 21.01% |
$53.3K - $58.3K
|
21.3K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
348New |
$5.01K - $5.48K
|
348
$6.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 36.07% |
$1.27K - $1.39K
|
332
$6.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 8.38% |
$18.2K - $19.9K
|
13.8K
$254K
|
|