Latest Institutional Sells of Investment Managers Ser Tr Ii (CHGX)
This list provides information on the latest institutional transactions involving Investment Managers Ser Tr Ii (CHGX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14.6K- 17.18% |
$555K - $591K
|
70.4K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 24.37% |
$382K - $407K
|
31.2K
$1.22M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.95K- 16.36% |
$150K - $160K
|
20.2K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.5K- 10.73% |
$133K - $141K
|
29.1K
$1.14M
|
|
|
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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 5.36% |
$68.2K - $72.7K
|
31.7K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-703- 5.85% |
$26.7K - $28.4K
|
11.3K
$443K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-382- 0.87% |
$14.5K - $15.5K
|
43.4K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-104- 0.9% |
$3.95K - $4.21K
|
11.4K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 3.51% |
$1.94K - $2.06K
|
1.4K
$54.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.7K- 39.43% |
$301K - $335K
|
13.4K
$523K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-269- 1.65% |
$9.3K - $10.4K
|
16.1K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-254- 0.1% |
$8.78K - $9.78K
|
253K
$9.9M
|
|
| Q2 2024 | |||||||
|
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
|
|
| Q1 2024 | |||||||
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-10.9K- 12.24% |
$356K - $401K
|
78.4K
$3.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-5.76K- 37.09% |
$187K - $211K
|
9.77K
$382K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14- 0.13% |
$456 - $514
|
11.1K
$433K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.95K- 22.96% |
$55.1K - $65K
|
6.54K
$256K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.89K- 9.93% |
$53.4K - $59K
|
17.1K
$670K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-17.3K- 67.48% |
$468K - $512K
|
8.34K
$326K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.2KClosed |
$359K - $450K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13.8K- 58.99% |
$349K - $438K
|
9.59K
$376K
|
|