Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-504K- 32.44% |
$7.22M - $7.84M
|
1.05M
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.8K- 83.76% |
$1.3M - $1.41M
|
17.6K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-82.9K- 24.06% |
$1.19M - $1.29M
|
262K
$3.83M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-71.7K- 7.87% |
$1.03M - $1.12M
|
839K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.4K- 18.93% |
$507K - $550K
|
152K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.5K- 18.31% |
$337K - $366K
|
105K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 38.69% |
$164K - $179K
|
18.2K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.81K- 12.91% |
$141K - $153K
|
66.1K
$967K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.71K- 34.47% |
$110K - $120K
|
14.7K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.61K- 16.55% |
$109K - $118K
|
38.4K
$562K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.05K- 30.95% |
$101K - $110K
|
15.7K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.73K- 7.96% |
$82.1K - $89.1K
|
66.2K
$968K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.63K- 6.3% |
$80.6K - $87.6K
|
83.8K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.82K- 11.61% |
$69.1K - $75K
|
36.7K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.38K- 35.39% |
$62.8K - $68.2K
|
8K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.37K- 99.97% |
$48.3K - $52.4K
|
1
$14.6
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84K- 7.91% |
$40.7K - $44.2K
|
33.1K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.81K- 13.76% |
$25.9K - $28.1K
|
11.3K
$166K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-616- 1.89% |
$8.83K - $9.58K
|
31.9K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-498- 3.2% |
$7.14K - $7.75K
|
15.1K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 20.0% |
$416 - $451
|
116
$1.7K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.16K- 14.98% |
$137K - $164K
|
29.3K
$428K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-866- 81.62% |
$23.1K - $27.6K
|
195
$2.85K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-70- 50.0% |
$1.86K - $2.23K
|
70
$1.02K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.55K- 49.93% |
$214K - $229K
|
8.57K
$125K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.08K- 18.85% |
$24.1K - $55.4K
|
8.94K
$131K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.47K- 33.96% |
$104K - $133K
|
8.7K
$127K
|
|