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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.19K- 4.8% |
$106K - $117K
|
143K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
192New |
$2.82K - $3.12K
|
192
$2.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.6K- 46.72% |
$450K - $497K
|
34.9K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
13.7KNew |
$202K - $223K
|
13.7K
$193K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.36K+ 7.26% |
$19.9K - $22K
|
20K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.58K- 28.38% |
$82K - $90.5K
|
14.1K
$198K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
53.5K+ 88.14% |
$786K - $869K
|
114K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 14.14% |
$206 - $227
|
85
$1.19K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.6KNew |
$185K - $205K
|
12.6K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
36.1KNew |
$531K - $586K
|
36.1K
$507K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 4.28% |
$49.4K - $54.6K
|
81.9K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-470- 0.05% |
$6.91K - $7.63K
|
904K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
63+ 0.12% |
$926 - $1.02K
|
51.4K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31New |
$456 - $503
|
31
$435
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 4.36% |
$28.6K - $31.6K
|
46.6K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-568- 2.74% |
$8.35K - $9.22K
|
20.1K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
77.3K+ 11.47% |
$1.14M - $1.26M
|
752K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
330+ 16.5% |
$4.85K - $5.36K
|
2.33K
$32.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.54K- 43.46% |
$37.3K - $41.2K
|
3.31K
$46.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.13K+ 269.15% |
$31.3K - $34.6K
|
2.92K
$41K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32.5K+ 26.42% |
$477K - $527K
|
155K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
35+ 19.77% |
$515 - $568
|
212
$2.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 260.83% |
$199K - $219K
|
18.7K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-17K- 19.63% |
$250K - $276K
|
69.7K
$978K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8K- 6.64% |
$118K - $130K
|
113K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-390- 5.04% |
$5.73K - $6.33K
|
7.35K
$103K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-81- 15.03% |
$1.19K - $1.32K
|
458
$6.43K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.44K- 93.2% |
$124K - $137K
|
616
$8.65K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 8.38% |
$603 - $666
|
530
$7.44K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.46K+ 7.48% |
$36.2K - $40K
|
35.4K
$497K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-65.9K- 87.33% |
$990K - $1.07M
|
9.56K
$134K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 41.89% |
$66K - $71.2K
|
6.09K
$85.5K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.04K+ 4.42% |
$15.6K - $16.8K
|
24.6K
$345K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6K- 29.2% |
$90.2K - $97.3K
|
14.6K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 4.89% |
$22.3K - $24K
|
31.8K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$22.5K - $24.3K
|
1.5K
$21.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-8.55K- 10.02% |
$129K - $139K
|
76.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
19.8KNew |
$297K - $320K
|
19.8K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.9K+ 52.69% |
$254K - $274K
|
49K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
507New |
$7.62K - $8.22K
|
507
$7.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
442New |
$6.64K - $7.16K
|
442
$6.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-992- 27.8% |
$14.9K - $16.1K
|
2.58K
$36.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.35KNew |
$65.3K - $70.4K
|
4.35K
$61K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 18.03% |
$496 - $535
|
150
$2.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 57.32% |
$706 - $762
|
35
$491
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.12% |
$601 - $648
|
32.4K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.6KNew |
$159K - $172K
|
10.6K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
16.4KNew |
$247K - $266K
|
16.4K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$187K - $201K
|
12.4K
$174K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
249New |
$3.74K - $4.04K
|
249
$3.5K
|
|