Purchases and Sales Made in Q4 2023 in Chicago Atlantic Real Estate Finance, Inc. (REFI)
This table provides information about the institutional ownership of Chicago Atlantic Real Estate Finance, Inc. (REFI) during Q4 2023. The information is specifically focused on institutions that hold shares of Chicago Atlantic Real Estate Finance, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
53K+ 4.18% |
$739K - $925K
|
1.32M
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
42.7K+ 19.01% |
$595K - $745K
|
267K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
22KNew |
$307K - $384K
|
22K
$334K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
19.6K+ 687.08% |
$274K - $343K
|
22.5K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
18.3KNew |
$255K - $319K
|
18.3K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 47.86% |
$253K - $317K
|
56.1K
$852K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17.9K+ 33.1% |
$249K - $312K
|
71.9K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 119.19% |
$222K - $278K
|
29.2K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.5KNew |
$202K - $253K
|
14.5K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
13KNew |
$181K - $227K
|
13K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12.8K+ 1.7% |
$179K - $224K
|
767K
$11.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.4KNew |
$173K - $217K
|
12.4K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11.4KNew |
$159K - $199K
|
11.4K
$173K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4K+ 25.36% |
$158K - $198K
|
56.1K
$852K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9K+ 80.96% |
$125K - $157K
|
20.1K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.78K+ 40.77% |
$122K - $153K
|
30.3K
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.94K+ 49.53% |
$111K - $139K
|
24K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.84K+ 5.88% |
$109K - $137K
|
141K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.81K+ 56.77% |
$94.9K - $119K
|
18.8K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.77K+ 3.33% |
$80.4K - $101K
|
179K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.69K+ 501.39% |
$65.5K - $82K
|
5.63K
$85.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.7K+ 4678.48% |
$51.6K - $64.6K
|
3.78K
$57.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3K+ 22.82% |
$41.9K - $52.4K
|
16.1K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.97K+ 22.88% |
$41.5K - $51.9K
|
16K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.76KNew |
$38.5K - $48.3K
|
2.76K
$42K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 38.03% |
$34.9K - $43.7K
|
9.07K
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.47K+ 109.0% |
$34.5K - $43.2K
|
4.74K
$72K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.4K+ 254.88% |
$33.5K - $41.9K
|
3.34K
$50.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.79K+ 25.01% |
$24.9K - $31.2K
|
8.93K
$136K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.7K+ 5.65% |
$23.7K - $29.7K
|
31.8K
$483K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$14K - $17.5K
|
1K
$15.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
993+ 24.6% |
$13.9K - $17.3K
|
5.03K
$76.4K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
900+ 8.82% |
$12.6K - $15.7K
|
11.1K
$169K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
900+ 8.82% |
$12.6K - $15.7K
|
11.1K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
876+ 2.56% |
$12.2K - $15.3K
|
35.1K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
800+ 5.39% |
$11.2K - $14K
|
15.6K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
750New |
$10.5K - $13.1K
|
750
$11.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
715+ 36.07% |
$9.97K - $12.5K
|
2.7K
$41K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
641+ 3.22% |
$8.94K - $11.2K
|
20.6K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
458New |
$6.39K - $8K
|
458
$6.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
400New |
$5.58K - $6.99K
|
400
$6.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
341+ 1136.67% |
$4.76K - $5.96K
|
371
$5.64K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
250+ 21.1% |
$3.49K - $4.37K
|
1.44K
$21.8K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
238+ 1.44% |
$3.32K - $4.16K
|
16.8K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
186+ 1.64% |
$2.59K - $3.25K
|
11.5K
$175K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32New |
$446 - $559
|
32
$486
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
25+ 0.19% |
$349 - $437
|
13.3K
$202K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 2.79% |
$140 - $175
|
368
$5.59K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
9+ 0.15% |
$126 - $157
|
6.04K
$91.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 100.0% |
$14 - $17.5
|
2
$30.4
|