Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
157+ 85.79% |
$2.36K - $2.54K
|
340
$5.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
139New |
$2.09K - $2.25K
|
139
$2.24K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 59.26% |
$1.68K - $1.82K
|
301
$4.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102+ 26.36% |
$1.53K - $1.65K
|
489
$7.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
68+ 9.41% |
$1.02K - $1.1K
|
791
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
67+ 5.47% |
$1.01K - $1.09K
|
1.29K
$20.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$301 - $324
|
20
$323
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$90.2 - $97.3
|
6
$96.9
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 5.71% |
$90.2 - $97.3
|
99
$1.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-13- 6.84% |
$195 - $211
|
177
$2.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-29- 5.11% |
$436 - $470
|
539
$8.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 18.03% |
$496 - $535
|
150
$2.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.12% |
$601 - $648
|
32.4K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 57.32% |
$706 - $762
|
35
$565
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-59- 0.24% |
$887 - $956
|
24.6K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142- 0.96% |
$2.13K - $2.3K
|
14.7K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-992- 27.8% |
$14.9K - $16.1K
|
2.58K
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.47K- 1.13% |
$22.1K - $23.9K
|
129K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 7.68% |
$28.7K - $31K
|
23K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.41K- 15.46% |
$51.3K - $55.3K
|
18.7K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.97K- 8.41% |
$74.6K - $80.5K
|
54.1K
$874K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6K- 29.2% |
$90.2K - $97.3K
|
14.6K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.13K- 9.51% |
$107K - $116K
|
67.9K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.98K- 11.62% |
$120K - $129K
|
60.7K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-8.55K- 10.02% |
$129K - $139K
|
76.8K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.3K- 10.53% |
$155K - $167K
|
87.7K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-19.3K- 10.24% |
$290K - $313K
|
169K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.3K- 16.45% |
$710K - $766K
|
240K
$3.87M
|