Latest Institutional Transactions on Chicago Atlantic Real Estate Finance, Inc. (REFI)
This table provides information on the latest institutional transactions involving Chicago Atlantic Real Estate Finance, Inc. (REFI) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.3K- 56.92% |
$211K - $233K
|
10.8K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
28.3KNew |
$417K - $460K
|
28.3K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$186K - $205K
|
12.6K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
35KNew |
$514K - $568K
|
35K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1KNew |
$14.7K - $16.2K
|
1K
$12.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
192New |
$2.82K - $3.12K
|
192
$2.44K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.8K+ 182.33% |
$70.5K - $77.9K
|
7.43K
$94.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.99KNew |
$73.3K - $81K
|
4.99K
$63.3K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.2KNew |
$180K - $199K
|
12.2K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
13.7KNew |
$202K - $223K
|
13.7K
$175K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.58K- 28.38% |
$82K - $90.5K
|
14.1K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31New |
$456 - $503
|
31
$394
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-568- 2.74% |
$8.35K - $9.22K
|
20.1K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
330+ 16.5% |
$4.85K - $5.36K
|
2.33K
$29.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.54K- 43.46% |
$37.3K - $41.2K
|
3.31K
$42K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8K- 6.64% |
$118K - $130K
|
113K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-81- 15.03% |
$1.19K - $1.32K
|
458
$5.82K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-390- 5.04% |
$5.73K - $6.33K
|
7.35K
$93.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 4.89% |
$22.3K - $24K
|
31.8K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$22.5K - $24.3K
|
1.5K
$19.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
19.8KNew |
$297K - $320K
|
19.8K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
507New |
$7.62K - $8.22K
|
507
$6.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.35KNew |
$65.3K - $70.4K
|
4.35K
$55.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 57.32% |
$706 - $762
|
35
$445
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.6KNew |
$159K - $172K
|
10.6K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
16.4KNew |
$247K - $266K
|
16.4K
$209K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
249New |
$3.74K - $4.04K
|
249
$3.16K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 66.67% |
$2.97K - $3.28K
|
500
$6.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.3KNew |
$154K - $170K
|
10.3K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$197K - $218K
|
13.3K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3K- 19.46% |
$44.5K - $49.2K
|
12.4K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.8KNew |
$160K - $177K
|
10.8K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$7.42K - $8.2K
|
500
$6.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.8K+ 23.23% |
$56.4K - $62.3K
|
20.2K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6New |
$89 - $98.4
|
6
$76.2
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$4.45K - $4.92K
|
300
$3.81K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.7KNew |
$174K - $192K
|
11.7K
$149K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-11.2K- 50.0% |
$166K - $184K
|
11.2K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4KNew |
$20.7K - $22.9K
|
1.4K
$17.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85New |
$1.26K - $1.39K
|
85
$1.08K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2K- 85.11% |
$30.5K - $32K
|
350
$4.45K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8New |
$122 - $128
|
8
$102
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.2% |
$30.8K - $32.3K
|
10.5K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$175K - $183K
|
11.5K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
145New |
$2.21K - $2.32K
|
145
$1.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
87.1K+ 6.58% |
$1.33M - $1.39M
|
1.41M
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
935+ 10.36% |
$14.2K - $15K
|
9.96K
$126K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-6.98K- 2.39% |
$106K - $112K
|
285K
$3.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4- 0.07% |
$61.9 - $65.6
|
6.03K
$76.6K
|
|