Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
85.6KNew |
$1.23M - $1.35M
|
85.6K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.6KNew |
$758K - $829K
|
52.6K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
47.9KNew |
$690K - $755K
|
47.9K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.1KNew |
$505K - $553K
|
35.1K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.4KNew |
$481K - $526K
|
33.4K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
30.2KNew |
$435K - $476K
|
30.2K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$164K - $180K
|
11.4K
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8.02KNew |
$116K - $126K
|
8.02K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.77K+ 280.79% |
$97.4K - $107K
|
9.18K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.8K+ 14.79% |
$54.6K - $59.8K
|
29.5K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.7K+ 21.01% |
$53.3K - $58.3K
|
21.3K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
348New |
$5.01K - $5.48K
|
348
$5.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
258+ 3.22% |
$3.72K - $4.06K
|
8.26K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
255+ 0.69% |
$3.67K - $4.02K
|
37K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
119New |
$1.71K - $1.87K
|
119
$1.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 36.07% |
$1.27K - $1.39K
|
332
$4.89K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.35% |
$922 - $1.01K
|
18.3K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 20.69% |
$346 - $378
|
140
$2.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 0.93% |
$1.51K - $1.65K
|
11.2K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-403- 0.38% |
$5.8K - $6.35K
|
104K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-406- 0.61% |
$5.85K - $6.39K
|
65.7K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.26K- 2.58% |
$18.1K - $19.8K
|
47.5K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 8.38% |
$18.2K - $19.9K
|
13.8K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.94K- 12.32% |
$27.9K - $30.5K
|
13.8K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.3K- 2.75% |
$33.2K - $36.3K
|
81.5K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 8.08% |
$35.4K - $38.7K
|
27.9K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.57K- 6.7% |
$37K - $40.5K
|
35.8K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 18.21% |
$38.4K - $42K
|
12K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.7K- 73.59% |
$701K - $767K
|
17.5K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-56.6K- 21.64% |
$816K - $892K
|
205K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-99.4K- 11.84% |
$1.43M - $1.57M
|
740K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 79.16% |
$1.73M - $1.89M
|
31.6K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-221K- 21.09% |
$3.19M - $3.49M
|
828K
$12.2M
|