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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
3.41K+ 6.94% |
$43.5K - $55.8K
|
52.6K
$893K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
930+ 93000.0% |
$11.9K - $15.2K
|
931
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-170- 0.54% |
$2.17K - $2.78K
|
31.4K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35K+ 203.4% |
$447K - $572K
|
52.3K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.04K+ 8.61% |
$38.8K - $49.7K
|
38.4K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-598- 9.58% |
$7.62K - $9.77K
|
5.64K
$95.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.14K+ 23.04% |
$40.1K - $51.4K
|
16.8K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-846- 1.4% |
$10.8K - $13.8K
|
59.4K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5K+ 32.86% |
$159K - $204K
|
50.4K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
30+ 0.35% |
$383 - $490
|
8.56K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11.5K+ 7.18% |
$147K - $188K
|
172K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.5K- 14.31% |
$173K - $221K
|
81.1K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 8.2% |
$14K - $18K
|
12.3K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 13.91% |
$21.3K - $27.3K
|
10.3K
$175K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 7.32% |
$25.4K - $32.5K
|
25.2K
$428K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
85+ 0.17% |
$1.08K - $1.39K
|
48.8K
$828K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-356- 3.97% |
$4.54K - $5.82K
|
8.6K
$146K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-12.3K- 15.0% |
$157K - $201K
|
69.8K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58.3K+ 7.08% |
$744K - $953K
|
883K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.51K- 6.98% |
$31.9K - $40.9K
|
33.4K
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.6K+ 1.58% |
$148K - $189K
|
745K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.46K- 6.25% |
$18.6K - $23.8K
|
21.8K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 19.22% |
$196K - $251K
|
64.6K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.35% |
$816 - $1.05K
|
18.4K
$312K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
18+ 0.06% |
$252 - $284
|
30.2K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.85K+ 19.86% |
$82K - $92.2K
|
35.3K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
81.8KNew |
$1.15M - $1.29M
|
81.8K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.07K- 8.44% |
$14.9K - $16.8K
|
11.6K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.4K- 67.79% |
$300K - $337K
|
10.2K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.07K+ 35.6% |
$57K - $64.1K
|
15.5K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 18.57% |
$364 - $410
|
114
$1.93K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$1.05K - $1.18K
|
75
$1.27K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 5.47% |
$28.3K - $31.8K
|
39K
$661K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.36K- 24.95% |
$61.1K - $68.7K
|
13.1K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17.6KNew |
$246K - $277K
|
17.6K
$298K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
119New |
$1.71K - $1.87K
|
119
$2.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.7K+ 21.01% |
$53.3K - $58.3K
|
21.3K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
348New |
$5.01K - $5.48K
|
348
$5.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 36.07% |
$1.27K - $1.39K
|
332
$5.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8.02KNew |
$116K - $126K
|
8.02K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 8.38% |
$18.2K - $19.9K
|
13.8K
$234K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-616- 1.89% |
$8.83K - $9.58K
|
31.9K
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
51KNew |
$731K - $794K
|
51K
$866K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84K- 7.91% |
$40.7K - $44.2K
|
33.1K
$561K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.2KNew |
$284K - $620K
|
19.2K
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
30.1KNew |
$446K - $974K
|
30.1K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 100.0% |
$2.96K - $6.47K
|
400
$6.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.54KNew |
$52.4K - $114K
|
3.54K
$60K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
22.6KNew |
$334K - $730K
|
22.6K
$383K
|
|