Purchases and Sales Made in Q2 2025 in Investment Mngers Ser Tr Ii Ax (PPI)
This table provides information about the institutional ownership of Investment Mngers Ser Tr Ii Ax (PPI) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESTMENT MNGERS SER TR II AX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58.3K+ 7.08% |
$744K - $953K
|
883K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35K+ 203.4% |
$447K - $572K
|
52.3K
$960K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
21.5KNew |
$275K - $352K
|
21.5K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5K+ 32.86% |
$159K - $204K
|
50.4K
$927K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.6K+ 1.58% |
$148K - $189K
|
745K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11.5K+ 7.18% |
$147K - $188K
|
172K
$3.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
3.41K+ 6.94% |
$43.5K - $55.8K
|
52.6K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.14K+ 23.04% |
$40.1K - $51.4K
|
16.8K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.04K+ 8.61% |
$38.8K - $49.7K
|
38.4K
$705K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
930+ 93000.0% |
$11.9K - $15.2K
|
931
$17.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
85+ 0.17% |
$1.08K - $1.39K
|
48.8K
$896K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.35% |
$816 - $1.05K
|
18.4K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
30+ 0.35% |
$383 - $490
|
8.56K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-170- 0.54% |
$2.17K - $2.78K
|
31.4K
$577K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-356- 3.97% |
$4.54K - $5.82K
|
8.6K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-598- 9.58% |
$7.62K - $9.77K
|
5.64K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-846- 1.4% |
$10.8K - $13.8K
|
59.4K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 8.2% |
$14K - $18K
|
12.3K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.46K- 6.25% |
$18.6K - $23.8K
|
21.8K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 13.91% |
$21.3K - $27.3K
|
10.3K
$190K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 7.32% |
$25.4K - $32.5K
|
25.2K
$463K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.51K- 6.98% |
$31.9K - $40.9K
|
33.4K
$614K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.76K- 16.46% |
$35.2K - $45.2K
|
14K
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-12.3K- 15.0% |
$157K - $201K
|
69.8K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.5K- 14.31% |
$173K - $221K
|
81.1K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 19.22% |
$196K - $251K
|
64.6K
$1.19M
|
|