Purchases and Sales Made in Q1 2022 in Investment Mngers Ser Tr Ii Ax (PPI)
This table provides information about the institutional ownership of Investment Mngers Ser Tr Ii Ax (PPI) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESTMENT MNGERS SER TR II AX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
520KNew |
$13M - $15.3M
|
520K
$7.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
491KNew |
$12.3M - $14.5M
|
491K
$7.19M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
206KNew |
$5.13M - $6.05M
|
206K
$3.01M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.6KNew |
$1.66M - $1.96M
|
66.6K
$974K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
52.3KNew |
$1.3M - $1.54M
|
52.3K
$764K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
44.3KNew |
$1.11M - $1.3M
|
44.3K
$648K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
16.5KNew |
$411K - $485K
|
16.5K
$241K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.2KNew |
$329K - $388K
|
13.2K
$193K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.59KNew |
$140K - $165K
|
5.59K
$81.8K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.59KNew |
$114K - $135K
|
4.59K
$67.1K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 64.58% |
$77.3K - $91.2K
|
7.9K
$116K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$4.99K - $5.88K
|
200
$2.93K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
165New |
$4.12K - $4.85K
|
165
$2.41K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|