Latest Institutional Purchases of Investment Mngers Ser Tr Ii Ax (PPI)
This list provides information on the latest institutional transactions involving Investment Mngers Ser Tr Ii Ax (PPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.35% |
$816 - $1.05K
|
18.4K
$309K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
81.8KNew |
$1.15M - $1.29M
|
81.8K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17.6KNew |
$246K - $277K
|
17.6K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.85K+ 19.86% |
$82K - $92.2K
|
35.3K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.07K+ 35.6% |
$57K - $64.1K
|
15.5K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.86K+ 8.15% |
$40K - $45K
|
37.9K
$637K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 5.47% |
$28.3K - $31.8K
|
39K
$655K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.25K+ 2.61% |
$17.5K - $19.7K
|
49.2K
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.17K+ 2.47% |
$16.4K - $18.5K
|
48.7K
$818K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
626+ 0.77% |
$8.77K - $9.87K
|
82.1K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
271+ 3.28% |
$3.8K - $4.27K
|
8.53K
$143K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$1.05K - $1.18K
|
75
$1.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
71+ 0.2% |
$995 - $1.12K
|
35.9K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
18+ 0.06% |
$252 - $284
|
30.2K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.03% |
$56 - $63
|
12K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8.02KNew |
$116K - $126K
|
8.02K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.7K+ 21.01% |
$53.3K - $58.3K
|
21.3K
$358K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.13K+ 22.96% |
$45.1K - $49.3K
|
16.8K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
348New |
$5.01K - $5.48K
|
348
$5.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
119New |
$1.71K - $1.87K
|
119
$2K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 36.07% |
$1.27K - $1.39K
|
332
$5.58K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
51KNew |
$731K - $794K
|
51K
$857K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
30.1KNew |
$446K - $974K
|
30.1K
$506K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.4KNew |
$377K - $823K
|
25.4K
$427K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
22.6KNew |
$334K - $730K
|
22.6K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.2KNew |
$284K - $620K
|
19.2K
$322K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5KNew |
$185K - $404K
|
12.5K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.87K+ 76.14% |
$57.4K - $125K
|
8.96K
$151K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 47.92% |
$56.1K - $122K
|
11.7K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.54KNew |
$52.4K - $114K
|
3.54K
$59.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 100.0% |
$2.96K - $6.47K
|
400
$6.72K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
40+ 100.0% |
$593 - $1.29K
|
80
$1.34K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
16.3K+ 21.05% |
$401K - $451K
|
93.7K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$257K - $288K
|
10.4K
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179New |
$4.41K - $4.95K
|
179
$3.01K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19.1K+ 129.7% |
$479K - $512K
|
33.9K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.49KNew |
$37.2K - $39.8K
|
1.49K
$25K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
763+ 3.02% |
$19.1K - $20.4K
|
26K
$437K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.38KNew |
$201K - $232K
|
8.38K
$141K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
67.3KNew |
$782K - $1.79M
|
67.3K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
229New |
$2.66K - $6.11K
|
229
$3.85K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
86.1KNew |
$947K - $2.28M
|
86.1K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 5.85% |
$110 - $265
|
181
$3.04K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 64.58% |
$77.3K - $91.2K
|
7.9K
$133K
|
|