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 |
|---|---|---|---|---|---|---|---|
|
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
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$31.9K - $33.8K
|
2.06K
$26.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1KNew |
$15.5K - $16.4K
|
1K
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
747+ 4.46% |
$11.6K - $12.2K
|
17.5K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
525+ 4.57% |
$8.12K - $8.6K
|
12K
$153K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 3.0% |
$186 - $197
|
412
$5.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$46.4 - $49.2
|
3
$38.1
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
14.2KNew |
$198K - $248K
|
14.2K
$180K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.4KNew |
$173K - $217K
|
12.4K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.76KNew |
$38.5K - $48.3K
|
2.76K
$35.1K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
900+ 8.82% |
$12.6K - $15.7K
|
11.1K
$141K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
25+ 0.19% |
$349 - $437
|
13.3K
$169K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.7KNew |
$180K - $198K
|
12.7K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
376+ 3.08% |
$5.33K - $5.87K
|
12.6K
$160K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
325+ 63.11% |
$4.61K - $5.07K
|
840
$10.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
230New |
$3.26K - $3.59K
|
230
$2.92K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.7K+ 24.31% |
$172K - $204K
|
65.1K
$827K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.7KNew |
$158K - $188K
|
11.7K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.2KNew |
$138K - $164K
|
10.2K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
935New |
$12.6K - $15K
|
935
$11.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
902+ 200.44% |
$12.2K - $14.5K
|
1.35K
$17.2K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
34+ 91.89% |
$459 - $546
|
71
$902
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
23.5KNew |
$305K - $371K
|
23.5K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.7KNew |
$218K - $265K
|
16.7K
$213K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
605+ 4.84% |
$7.87K - $9.57K
|
13.1K
$167K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
316KNew |
$4.46M - $5.17M
|
316K
$4.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
58.7KNew |
$830K - $961K
|
58.7K
$746K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
120KNew |
$1.69M - $1.96M
|
120K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
30.4KNew |
$430K - $498K
|
30.4K
$386K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.6KNew |
$321K - $371K
|
22.6K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
14.7KNew |
$208K - $241K
|
14.7K
$186K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
23+ 383.33% |
$326 - $377
|
29
$368
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
47.3KNew |
$704K - $882K
|
47.3K
$601K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.5KNew |
$246K - $308K
|
16.5K
$210K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
12.1KNew |
$180K - $226K
|
12.1K
$154K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19New |
$283 - $355
|
19
$241
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
25KNew |
$400K - $416K
|
25K
$318K
|
|