Latest Institutional Sells of Investment Mngers Ser Tr Ii Ax (PPI)
This list provides information on the latest institutional transactions involving Investment Mngers Ser Tr Ii Ax (PPI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.04K- 36.08% |
$33.1K - $37.3K
|
3.61K
$66.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 14.25% |
$32.5K - $36.6K
|
12K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.86K- 10.57% |
$30.2K - $34.1K
|
15.7K
$289K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.5K- 6.85% |
$24.4K - $27.4K
|
20.3K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-611- 1.95% |
$9.95K - $11.2K
|
30.8K
$565K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-586- 7.31% |
$9.54K - $10.7K
|
7.44K
$137K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-558- 3.04% |
$9.08K - $10.2K
|
17.8K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-383- 1.15% |
$6.24K - $7.02K
|
33K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-187- 1.52% |
$3.04K - $3.43K
|
12.1K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-173- 1.5% |
$2.82K - $3.17K
|
11.4K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 14.91% |
$277 - $312
|
97
$1.78K
|
|
| Q2 2025 | |||||||
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 19.22% |
$196K - $251K
|
64.6K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 13.91% |
$21.3K - $27.3K
|
10.3K
$190K
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 8.38% |
$18.2K - $19.9K
|
13.8K
$254K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84K- 7.91% |
$40.7K - $44.2K
|
33.1K
$608K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-616- 1.89% |
$8.83K - $9.58K
|
31.9K
$586K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.16K- 14.98% |
$137K - $164K
|
29.3K
$538K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-70- 50.0% |
$1.86K - $2.23K
|
70
$1.29K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.55K- 49.93% |
$214K - $229K
|
8.57K
$158K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.08K- 18.85% |
$24.1K - $55.4K
|
8.94K
$164K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.47K- 33.96% |
$104K - $133K
|
8.7K
$160K
|
|