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 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-140- 3.71% |
$2.17K - $2.29K
|
3.64K
$58.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$46.4 - $49.2
|
3
$48.3
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1K- 3.14% |
$15.5K - $16.4K
|
30.8K
$496K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1KNew |
$15.5K - $16.4K
|
1K
$16.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 3.0% |
$186 - $197
|
412
$6.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
525+ 4.57% |
$8.12K - $8.6K
|
12K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-876- 61.05% |
$13.6K - $14.4K
|
559
$8.99K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$31.9K - $33.8K
|
2.06K
$33.2K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
900+ 8.82% |
$12.6K - $15.7K
|
11.1K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.78K+ 40.77% |
$122K - $153K
|
30.3K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
14.2KNew |
$198K - $248K
|
14.2K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.8K- 16.0% |
$151K - $189K
|
56.7K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
750New |
$10.5K - $13.1K
|
750
$12.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-144- 0.59% |
$2.01K - $2.52K
|
24.3K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.12K- 4.4% |
$29.5K - $36.9K
|
46K
$740K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.76KNew |
$38.5K - $48.3K
|
2.76K
$44.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.4KNew |
$173K - $217K
|
12.4K
$200K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-23- 2.93% |
$321 - $402
|
761
$12.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
25+ 0.19% |
$349 - $437
|
13.3K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
458New |
$6.39K - $8K
|
458
$7.37K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.79K+ 25.01% |
$24.9K - $31.2K
|
8.93K
$144K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
325+ 63.11% |
$4.61K - $5.07K
|
840
$13.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
376+ 3.08% |
$5.33K - $5.87K
|
12.6K
$203K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
230New |
$3.26K - $3.59K
|
230
$3.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-49- 3.35% |
$694 - $765
|
1.41K
$22.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
330New |
$4.68K - $5.15K
|
330
$5.31K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.7KNew |
$180K - $198K
|
12.7K
$205K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
55.8KNew |
$753K - $896K
|
55.8K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.2KNew |
$138K - $164K
|
10.2K
$164K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
902+ 200.44% |
$12.2K - $14.5K
|
1.35K
$21.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.7K+ 24.31% |
$172K - $204K
|
65.1K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
935New |
$12.6K - $15K
|
935
$15K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.7KNew |
$158K - $188K
|
11.7K
$188K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
34+ 91.89% |
$459 - $546
|
71
$1.14K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.2KNew |
$132K - $161K
|
10.2K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.95KNew |
$38.3K - $46.6K
|
2.95K
$47.4K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
605+ 4.84% |
$7.87K - $9.57K
|
13.1K
$211K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.7KNew |
$218K - $265K
|
16.7K
$269K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
23.5KNew |
$305K - $371K
|
23.5K
$378K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-430K- 53.12% |
$5.59M - $6.8M
|
379K
$6.11M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
316KNew |
$4.46M - $5.17M
|
316K
$5.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
$15.5K - $18K
|
1.1K
$17.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
58.7KNew |
$830K - $961K
|
58.7K
$945K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
14.7KNew |
$208K - $241K
|
14.7K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
30.4KNew |
$430K - $498K
|
30.4K
$488K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
23+ 383.33% |
$326 - $377
|
29
$467
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.6KNew |
$321K - $371K
|
22.6K
$364K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
120KNew |
$1.69M - $1.96M
|
120K
$1.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
3.5K+ 16.67% |
$49.6K - $57.4K
|
24.5K
$394K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
20KNew |
$283K - $328K
|
20K
$322K
|
|