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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.6KNew |
$246K - $272K
|
16.6K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-869- 54.59% |
$12.9K - $14.3K
|
723
$11.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.09K- 6.7% |
$31K - $34.2K
|
29.1K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
287KNew |
$4.26M - $4.71M
|
287K
$4.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.4K+ 169.17% |
$318K - $351K
|
34.1K
$547K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
52.1K+ 315.14% |
$774K - $855K
|
68.7K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-43- 34.4% |
$638 - $705
|
82
$1.32K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$4.45K - $4.92K
|
300
$4.82K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.69K+ 89.93% |
$39.9K - $44.1K
|
5.68K
$91.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-48- 31.37% |
$712 - $787
|
105
$1.69K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
20.6KNew |
$305K - $337K
|
20.6K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
183New |
$2.72K - $3K
|
183
$2.94K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-16.9K- 12.64% |
$250K - $277K
|
117K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.5KNew |
$482K - $533K
|
32.5K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 21.2% |
$20.7K - $22.9K
|
5.18K
$83.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.7KNew |
$174K - $192K
|
11.7K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-11.2K- 50.0% |
$166K - $184K
|
11.2K
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.48K+ 14.68% |
$81.3K - $89.9K
|
42.8K
$687K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.1K- 3.03% |
$16.3K - $18K
|
35.2K
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4KNew |
$20.7K - $22.9K
|
1.4K
$22.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85New |
$1.26K - $1.39K
|
85
$1.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
149+ 363.41% |
$2.21K - $2.44K
|
190
$3.05K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3- 1.56% |
$44.5 - $49.2
|
189
$3.03K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
11KNew |
$163K - $180K
|
11K
$177K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2K- 85.11% |
$30.5K - $32K
|
350
$5.62K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8New |
$122 - $128
|
8
$128
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$175K - $183K
|
11.5K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.87K- 27.21% |
$28.4K - $29.8K
|
4.99K
$80.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-26.6K- 56.14% |
$405K - $425K
|
20.8K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-421- 25.58% |
$6.42K - $6.73K
|
1.23K
$19.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.2% |
$30.8K - $32.3K
|
10.5K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-267K- 69.33% |
$4.06M - $4.26M
|
118K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
87.1K+ 6.58% |
$1.33M - $1.39M
|
1.41M
$22.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
935+ 10.36% |
$14.2K - $15K
|
9.96K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.37K+ 22.35% |
$66.5K - $69.8K
|
23.9K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
145New |
$2.21K - $2.32K
|
145
$2.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
111New |
$1.69K - $1.77K
|
111
$1.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.06K+ 584.7% |
$31.5K - $33K
|
2.42K
$38.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
183New |
$2.79K - $2.93K
|
183
$2.94K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
387New |
$5.9K - $6.19K
|
387
$6.21K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4+ 0.07% |
$61 - $64
|
6.04K
$96.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-6.98K- 2.39% |
$106K - $112K
|
285K
$4.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
56+ 10.94% |
$853 - $895
|
568
$9.12K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
125KNew |
$1.93M - $2.04M
|
125K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-200- 5.88% |
$3.09K - $3.28K
|
3.2K
$51.4K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
747+ 4.46% |
$11.6K - $12.2K
|
17.5K
$281K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-69- 0.85% |
$1.07K - $1.13K
|
8.07K
$130K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.3K+ 48.62% |
$82K - $86.9K
|
16.2K
$260K
|
|