Latest Institutional Purchases of Investment Mngers Ser Tr Ii Ax (PPI)

PPI Quotes by TradingView

This list provides information on the latest institutional transactions involving Investment Mngers Ser Tr Ii Ax (PPI) 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
Oct 22, 2025 Q3 2025
Oregon Pacific Wealth Management, LLC

Medford, OR
BUY
 -
152K
New
$2.48M - $2.79M
152K $2.8M
Oct 09, 2025 Q3 2025
Astoria Portfolio Advisors Llc.

BUY
 -
98K
+ 11.11%
$1.6M - $1.8M
981K $18M
Nov 04, 2025 Q3 2025
Financial Services Advisory Inc

BUY
 -
49K
New
$797K - $898K
49K $900K
Nov 14, 2025 Q3 2025
Cascades Capital Asset Management, LLC

Greensboro, NC
BUY
 -
41.4K
New
$674K - $759K
41.4K $761K
Nov 13, 2025 Q3 2025
Jane Street Group, LLC

New York, NY
BUY
 -
31.3K
New
$509K - $573K
31.3K $574K
Oct 28, 2025 Q3 2025
4 Wealth Advisors, Inc.

Burr Ridge, IL
BUY
 -
29K
New
$473K - $532K
29K $533K
Oct 27, 2025 Q3 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
20.9K
+ 96.82%
$340K - $382K
42.4K $780K
Nov 14, 2025 Q3 2025
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
17.8K
New
$289K - $326K
17.8K $327K
Oct 06, 2025 Q3 2025
Puff Wealth Management, LLC

Haddonfield, NJ
BUY
 -
14.5K
+ 27.65%
$237K - $267K
67.2K $1.23M
Nov 12, 2025 Q3 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.6K
+ 14.3%
$189K - $212K
92.7K $1.7M
Nov 13, 2025 Q3 2025
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
10.3K
+ 1.38%
$168K - $189K
755K $13.9M
Nov 25, 2025 Q3 2025
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
8.83K
+ 5.14%
$144K - $162K
181K $3.32M
Nov 06, 2025 Q3 2025
Onyx Bridge Wealth Group LLC

BUY
 -
7.67K
+ 15.72%
$125K - $141K
56.4K $1.04M
Nov 12, 2025 Q3 2025
Black Diamond Wealth Management Inc.

BUY
 -
4.07K
+ 6.86%
$66.3K - $74.6K
63.5K $1.17M
Nov 12, 2025 Q3 2025
Brinker Capital Investments, LLC

BUY
 -
3.02K
+ 7.88%
$49.2K - $55.4K
41.4K $760K
Oct 20, 2025 Q3 2025
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
3K
+ 11.91%
$48.9K - $55K
28.2K $518K
Nov 13, 2025 Q3 2025
Comerica Bank

BUY
 -
1.49K
+ 17.35%
$24.2K - $27.2K
10K $185K
Nov 14, 2025 Q3 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.26K
New
$20.5K - $23.1K
1.26K $23.2K
Oct 30, 2025 Q3 2025
Latitude Advisors, LLC

BUY
 -
164
+ 0.24%
$2.67K - $3.01K
69.9K $1.29M
Nov 12, 2025 Q3 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
137
+ 1.59%
$2.23K - $2.51K
8.74K $161K
Oct 23, 2025 Q3 2025
Evolution Wealth Management Inc.

Fort Myers, FL
BUY
 -
119
New
$1.94K - $2.18K
119 $2.19K
Q2 2025
Aug 14, 2025 Q2 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
35K
+ 203.4%
$447K - $572K
52.3K $960K
Aug 13, 2025 Q2 2025
Flow Traders U.S. LLC

New York, NY
BUY
 -
12.5K
+ 32.86%
$159K - $204K
50.4K $927K
Aug 15, 2025 Q2 2025
Morgan Stanley

New York, NY
BUY
 -
930
+ 93000.0%
$11.9K - $15.2K
931 $17.1K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
81.8K
New
$1.15M - $1.29M
81.8K $1.5M
May 15, 2025 Q1 2025
Orion Portfolio Solutions, LLC

BUY
 -
5.85K
+ 19.86%
$82K - $92.2K
35.3K $649K
May 12, 2025 Q1 2025
Virtu Financial LLC

New York, NY
BUY
 -
4.07K
+ 35.6%
$57K - $64.1K
15.5K $285K
May 05, 2025 Q1 2025
Private Advisor Group, LLC

BUY
 -
2.02K
+ 5.47%
$28.3K - $31.8K
39K $716K
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
75
New
$1.05K - $1.18K
75 $1.38K
Aug 13, 2025 Q1 2025
Stone X Group Inc.

BUY
 -
18
+ 0.06%
$252 - $284
30.2K $555K
Q4 2024
Feb 14, 2025 Q4 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
3.7K
+ 21.01%
$53.3K - $58.3K
21.3K $392K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
348
New
$5.01K - $5.48K
348 $6.4K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
119
New
$1.71K - $1.87K
119 $2.19K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
88
+ 36.07%
$1.27K - $1.39K
332 $6.1K
Q3 2024
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
51K
New
$731K - $794K
51K $938K
Q2 2024
Aug 06, 2024 Q2 2024
Waddell & Associates, LLC

BUY
 -
30.1K
New
$446K - $974K
30.1K $553K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
25.4K
New
$377K - $823K
25.4K $467K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
22.6K
New
$334K - $730K
22.6K $415K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
19.2K
New
$284K - $620K
19.2K $352K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
12.5K
New
$185K - $404K
12.5K $229K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.79K
+ 47.92%
$56.1K - $122K
11.7K $215K
Jul 31, 2024 Q2 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
3.54K
New
$52.4K - $114K
3.54K $65K
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
200
+ 100.0%
$2.96K - $6.47K
400 $7.35K
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
40
+ 100.0%
$593 - $1.29K
80 $1.47K
Q4 2023
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

BUY
 -
16.3K
+ 21.05%
$401K - $451K
93.7K $1.72M
Jan 22, 2024 Q4 2023
One Plus One Wealth Management, LLC

BUY
 -
10.4K
New
$257K - $288K
10.4K $191K
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
179
New
$4.41K - $4.95K
179 $3.29K
Q3 2023
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
19.1K
+ 129.7%
$479K - $512K
33.9K $622K

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