Latest Institutional Purchases of Investment Managers Ser Tr Ii (NXTE)
This list provides information on the latest institutional transactions involving Investment Managers Ser Tr Ii (NXTE) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$0
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.82K+ 9.63% |
N/A
|
43.5K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.54K+ 0.93% |
N/A
|
276K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
176+ 1.01% |
N/A
|
17.6K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
21+ 0.19% |
N/A
|
11.2K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.11KNew |
N/A
|
6.11K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.34K+ 23.3% |
N/A
|
28.3K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
N/A
|
6.26K
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
607New |
N/A
|
607
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23KNew |
N/A
|
23K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.46K+ 27.42% |
N/A
|
20.7K
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158New |
N/A
|
158
$0
|
|