Latest Institutional Transactions on Investment Managers Ser Tr Ii (CHGX)
This table provides information on the latest institutional transactions involving Investment Managers Ser Tr Ii (CHGX) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
770New |
$29.2K - $31.1K
|
770
$30.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2.17K- 5.53% |
$82.4K - $87.8K
|
37.1K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-703- 5.85% |
$26.7K - $28.4K
|
11.3K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 5.36% |
$68.2K - $72.7K
|
31.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162New |
$6.15K - $6.55K
|
162
$6.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-382- 0.87% |
$14.5K - $15.5K
|
43.4K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.02KNew |
$115K - $122K
|
3.02K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 27.57% |
$536K - $571K
|
65.3K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 8.61% |
$44.8K - $47.7K
|
14.9K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
88.9KNew |
$3.37M - $3.59M
|
88.9K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.5K- 10.73% |
$133K - $141K
|
29.1K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
59+ 0.71% |
$2.24K - $2.39K
|
8.33K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 3.51% |
$1.94K - $2.06K
|
1.4K
$54.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 24.37% |
$382K - $407K
|
31.2K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-104- 0.9% |
$3.95K - $4.21K
|
11.4K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
52+ 0.55% |
$1.97K - $2.1K
|
9.49K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.79K+ 1.05% |
$106K - $113K
|
269K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14.6K- 17.18% |
$555K - $591K
|
70.4K
$2.76M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.95K- 16.36% |
$150K - $160K
|
20.2K
$789K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
133KNew |
$4.6M - $5.13M
|
133K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.6K+ 179.96% |
$125K - $139K
|
5.6K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.7K- 39.43% |
$301K - $335K
|
13.4K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
962+ 3.84% |
$33.3K - $37K
|
26K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-254- 0.1% |
$8.78K - $9.78K
|
253K
$9.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-269- 1.65% |
$9.3K - $10.4K
|
16.1K
$629K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$428K - $476K
|
12.4K
$484K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.57K+ 8.23% |
$88.9K - $98.9K
|
33.8K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
408+ 13.1% |
$14.1K - $15.7K
|
3.52K
$138K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38+ 0.22% |
$1.29K - $1.39K
|
17.7K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9New |
$306 - $329
|
9
$352
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 0.83% |
$38.7K - $41.5K
|
136K
$5.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.32KNew |
$79K - $84.7K
|
2.32K
$90.8K
|
|
| Q1 2024 | |||||||
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-10.9K- 12.24% |
$356K - $401K
|
78.4K
$3.07M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14- 0.13% |
$456 - $514
|
11.1K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$341K - $384K
|
10.5K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.03% |
$97.7 - $110
|
11.3K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3New |
$97.7 - $110
|
3
$117
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.75KNew |
$317K - $357K
|
9.75K
$381K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-5.76K- 37.09% |
$187K - $211K
|
9.77K
$382K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.73KNew |
$186K - $210K
|
5.73K
$224K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$346K - $408K
|
12.3K
$480K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.95K- 22.96% |
$55.1K - $65K
|
6.54K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.17KNew |
$174K - $206K
|
6.17K
$241K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
500New |
$14.7K - $16.1K
|
500
$19.6K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
28+ 0.21% |
$793 - $876
|
13.2K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69New |
$1.95K - $2.16K
|
69
$2.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.89K- 9.93% |
$53.4K - $59K
|
17.1K
$670K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.17KNew |
$33.2K - $36.6K
|
1.17K
$45.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.17KNew |
$33.2K - $36.6K
|
1.17K
$45.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.08K+ 26.2% |
$116K - $128K
|
19.7K
$770K
|
|