Latest Institutional Transactions on Chicago Atlantic Real Estate Finance, Inc. (REFI)
This table provides information on the latest institutional transactions involving Chicago Atlantic Real Estate Finance, Inc. (REFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.3K- 16.45% |
$710K - $766K
|
240K
$3.74M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.84K+ 4.3% |
$27.7K - $29.9K
|
44.7K
$696K
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.98K- 11.62% |
$120K - $129K
|
60.7K
$946K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.15K+ 2.81% |
$32.3K - $34.8K
|
78.6K
$1.22M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
68+ 9.41% |
$1.02K - $1.1K
|
791
$12.3K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.21KNew |
$48.3K - $52.1K
|
3.21K
$50K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.33K+ 5.43% |
$95.1K - $103K
|
123K
$1.92M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$301 - $324
|
20
$312
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102+ 26.36% |
$1.53K - $1.65K
|
489
$7.62K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.35K+ 4.81% |
$35.4K - $38.2K
|
51.3K
$800K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
170+ 3.0% |
$2.56K - $2.76K
|
5.85K
$91.1K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
139New |
$2.09K - $2.25K
|
139
$2.17K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 18.03% |
$496 - $535
|
150
$2.34K
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
54.6K+ 8.81% |
$821K - $885K
|
674K
$10.5M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-29- 5.11% |
$436 - $470
|
539
$8.4K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-13- 6.84% |
$195 - $211
|
177
$2.76K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-59- 0.24% |
$887 - $956
|
24.6K
$383K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
85.4K+ 242.77% |
$1.28M - $1.38M
|
121K
$1.88M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.12% |
$601 - $648
|
32.4K
$505K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 57.32% |
$706 - $762
|
35
$545
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
20.7KNew |
$311K - $336K
|
20.7K
$323K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.6KNew |
$159K - $172K
|
10.6K
$165K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
16.4KNew |
$247K - $266K
|
16.4K
$256K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
33KNew |
$495K - $534K
|
33K
$514K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.74KNew |
$116K - $125K
|
7.74K
$121K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$187K - $201K
|
12.4K
$193K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
157+ 85.79% |
$2.36K - $2.54K
|
340
$5.3K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
249New |
$3.74K - $4.04K
|
249
$3.88K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
16.4K+ 149.44% |
$247K - $266K
|
27.4K
$427K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 59.26% |
$1.68K - $1.82K
|
301
$4.69K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.4K+ 169.17% |
$318K - $351K
|
34.1K
$531K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 66.67% |
$2.97K - $3.28K
|
500
$7.79K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
16.2K+ 271.9% |
$240K - $265K
|
22.1K
$345K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-953- 8.64% |
$14.1K - $15.6K
|
10.1K
$157K
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.3KNew |
$154K - $170K
|
10.3K
$161K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
74.5K+ 65.41% |
$1.11M - $1.22M
|
188K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.87K- 50.53% |
$27.7K - $30.6K
|
1.83K
$28.5K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.88K+ 8.21% |
$147K - $162K
|
130K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-16K- 15.79% |
$237K - $262K
|
85.4K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$197K - $218K
|
13.3K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 100.0% |
$14.8K - $16.4K
|
2K
$31.2K
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.69K+ 62.55% |
$25K - $27.7K
|
4.38K
$68.3K
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
52.5K+ 15.07% |
$779K - $861K
|
401K
$6.24M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.42K+ 34.56% |
$50.7K - $56K
|
13.3K
$207K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
900+ 8.65% |
$13.4K - $14.8K
|
11.3K
$176K
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.7K+ 10.42% |
$25.3K - $27.9K
|
18K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.05K+ 7.56% |
$15.6K - $17.2K
|
14.9K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.31K- 20.91% |
$78.8K - $87.1K
|
20.1K
$313K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
489+ 17.99% |
$7.26K - $8.02K
|
3.21K
$50K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.05K+ 12.89% |
$15.6K - $17.2K
|
9.18K
$143K
|