Latest Institutional Purchases of Chicago Atlantic Real Estate Finance, Inc. (REFI)
This list provides information on the latest institutional transactions involving Chicago Atlantic Real Estate Finance, Inc. (REFI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
170+ 3.0% |
$2.56K - $2.76K
|
5.85K
$90.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
157+ 85.79% |
$2.36K - $2.54K
|
340
$5.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
139New |
$2.09K - $2.25K
|
139
$2.16K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 59.26% |
$1.68K - $1.82K
|
301
$4.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102+ 26.36% |
$1.53K - $1.65K
|
489
$7.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
68+ 9.41% |
$1.02K - $1.1K
|
791
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
67+ 5.47% |
$1.01K - $1.09K
|
1.29K
$20.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$301 - $324
|
20
$311
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$90.2 - $97.3
|
6
$93.3
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
20.6KNew |
$305K - $337K
|
20.6K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.6KNew |
$246K - $272K
|
16.6K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$197K - $218K
|
13.3K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.7KNew |
$174K - $192K
|
11.7K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.8KNew |
$160K - $177K
|
10.8K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.3KNew |
$154K - $170K
|
10.3K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.8K+ 23.23% |
$56.4K - $62.3K
|
20.2K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.69K+ 62.55% |
$25K - $27.7K
|
4.38K
$68.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4KNew |
$20.7K - $22.9K
|
1.4K
$21.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.05K+ 7.56% |
$15.6K - $17.2K
|
14.9K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 100.0% |
$14.8K - $16.4K
|
2K
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
900+ 8.65% |
$13.4K - $14.8K
|
11.3K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$7.42K - $8.2K
|
500
$7.78K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
489+ 17.99% |
$7.26K - $8.02K
|
3.21K
$49.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$4.45K - $4.92K
|
300
$4.67K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 66.67% |
$2.97K - $3.28K
|
500
$7.78K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85New |
$1.26K - $1.39K
|
85
$1.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6New |
$89 - $98.4
|
6
$93.3
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
87.1K+ 6.58% |
$1.33M - $1.39M
|
1.41M
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$175K - $183K
|
11.5K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.37K+ 22.35% |
$66.5K - $69.8K
|
23.9K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
935+ 10.36% |
$14.2K - $15K
|
9.96K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
145New |
$2.21K - $2.32K
|
145
$2.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
111New |
$1.69K - $1.77K
|
111
$1.73K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8New |
$122 - $128
|
8
$124
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4+ 0.07% |
$61 - $64
|
6.04K
$93.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
125KNew |
$1.93M - $2.04M
|
125K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.3K+ 48.62% |
$82K - $86.9K
|
16.2K
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$31.9K - $33.8K
|
2.06K
$32.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1KNew |
$15.5K - $16.4K
|
1K
$15.6K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
747+ 4.46% |
$11.6K - $12.2K
|
17.5K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
525+ 4.57% |
$8.12K - $8.6K
|
12K
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 3.0% |
$186 - $197
|
412
$6.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$46.4 - $49.2
|
3
$46.7
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
14.2KNew |
$198K - $248K
|
14.2K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.4KNew |
$173K - $217K
|
12.4K
$193K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.76KNew |
$38.5K - $48.3K
|
2.76K
$43K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
900+ 8.82% |
$12.6K - $15.7K
|
11.1K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
750New |
$10.5K - $13.1K
|
750
$11.7K
|
|