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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 19.22% |
$196K - $251K
|
64.6K
$1.09M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-44.7K- 21.81% |
$627K - $705K
|
160K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.4K- 67.27% |
$496K - $558K
|
17.2K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.4K- 67.79% |
$300K - $337K
|
10.2K
$171K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.84K- 9.42% |
$138K - $155K
|
94.6K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-6.75K- 0.91% |
$94.6K - $106K
|
733K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.5K- 8.36% |
$77K - $86.6K
|
60.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.82K- 17.15% |
$67.6K - $76K
|
23.3K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.36K- 24.95% |
$61.1K - $68.7K
|
13.1K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.76K- 0.45% |
$52.7K - $59.3K
|
824K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.94K- 31.99% |
$41.1K - $46.3K
|
6.24K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.86K- 5.57% |
$26.1K - $29.3K
|
31.5K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.07K- 8.44% |
$14.9K - $16.8K
|
11.6K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-724- 2.59% |
$10.1K - $11.4K
|
27.2K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-390- 2.83% |
$5.46K - $6.15K
|
13.4K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 18.57% |
$364 - $410
|
114
$1.92K
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 8.38% |
$18.2K - $19.9K
|
13.8K
$232K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.37K- 99.97% |
$48.3K - $52.4K
|
1
$16.8
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84K- 7.91% |
$40.7K - $44.2K
|
33.1K
$556K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-616- 1.89% |
$8.83K - $9.58K
|
31.9K
$536K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.16K- 14.98% |
$137K - $164K
|
29.3K
$492K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-866- 81.62% |
$23.1K - $27.6K
|
195
$3.28K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-70- 50.0% |
$1.86K - $2.23K
|
70
$1.18K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.55K- 49.93% |
$214K - $229K
|
8.57K
$144K
|
|
| 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
$150K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.47K- 33.96% |
$104K - $133K
|
8.7K
$146K
|
|