Purchases and Sales Made in Q3 2025 in Investment Mngers Ser Tr Ii Ax (PPI)
This table provides information about the institutional ownership of Investment Mngers Ser Tr Ii Ax (PPI) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESTMENT MNGERS SER TR II AX.
| 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
|
- |
152KNew |
$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
|
- |
49KNew |
$797K - $898K
|
49K
$900K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
41.4KNew |
$674K - $759K
|
41.4K
$761K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$509K - $573K
|
31.3K
$574K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
29KNew |
$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
|
- |
17.8KNew |
$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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4KNew |
$186K - $209K
|
11.4K
$210K
|
|
|
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
|
- |
1.26KNew |
$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
|
- |
119New |
$1.94K - $2.18K
|
119
$2.19K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 14.91% |
$277 - $312
|
97
$1.78K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-173- 1.5% |
$2.82K - $3.17K
|
11.4K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-187- 1.52% |
$3.04K - $3.43K
|
12.1K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-383- 1.15% |
$6.24K - $7.02K
|
33K
$607K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-558- 3.04% |
$9.08K - $10.2K
|
17.8K
$327K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-586- 7.31% |
$9.54K - $10.7K
|
7.44K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-611- 1.95% |
$9.95K - $11.2K
|
30.8K
$565K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.5K- 6.85% |
$24.4K - $27.4K
|
20.3K
$374K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.86K- 10.57% |
$30.2K - $34.1K
|
15.7K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 14.25% |
$32.5K - $36.6K
|
12K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.04K- 36.08% |
$33.1K - $37.3K
|
3.61K
$66.3K
|
|