Latest Institutional Transactions on Investment Mngers Ser Tr Ii Ax (PPI)
This table provides information on the latest institutional transactions involving Investment Mngers Ser Tr Ii Ax (PPI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.49KNew |
$37.2K - $39.8K
|
1.49K
$22.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19.1K+ 129.7% |
$479K - $512K
|
33.9K
$516K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
763+ 3.02% |
$19.1K - $20.4K
|
26K
$397K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.55K- 49.93% |
$214K - $229K
|
8.57K
$131K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.38KNew |
$201K - $232K
|
8.38K
$128K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
229New |
$2.66K - $6.11K
|
229
$3.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.08K- 18.85% |
$24.1K - $55.4K
|
8.94K
$136K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
67.3KNew |
$782K - $1.79M
|
67.3K
$1.03M
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 5.85% |
$110 - $265
|
181
$2.76K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
86.1KNew |
$947K - $2.28M
|
86.1K
$1.31M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.47K- 33.96% |
$104K - $133K
|
8.7K
$133K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 64.58% |
$77.3K - $91.2K
|
7.9K
$120K
|
|