Institutional Ownership Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
8,337
shares
|
$309,386
0.38% of portfolio
|
Q1 2023
Reduced 67.48%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
8,325
shares
|
$308,940
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,501
shares
|
$278,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,957
shares
|
$221,064
0.0% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,516
shares
|
$204,698
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,021
shares
|
$112,109
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,323
shares
|
$86,206
0.01% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,320
shares
|
$86,095
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,031
shares
|
$75,370
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,549
shares
|
$57,483
0.0% of portfolio
|
Q1 2022
Added 4.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,402
shares
|
$52,028
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
770
shares
|
$28,574
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
162
shares
|
$6,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
69
shares
|
$2,560
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
12
shares
|
$445
0.0% of portfolio
|
Q4 2024
New holding
|