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AMPS - Altus Power, Inc. Stock Price, Fair Value and News
3.86
-0.13
(-3.26%)
Market Closed
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AMPS
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Funds-Owners-Holders
Which funds bought or sold AMPS recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Kozak & Associates, Inc.
NEW
Premium
Premium
Premium
Premium
223
2024-05-17
Kozak & Associates, Inc.
REDUCED
Premium
Premium
Premium
Premium
74.00
2024-05-17
Investmark Advisory Group LLC
ADDED
Premium
Premium
Premium
Premium
2,281
2024-05-17
Investmark Advisory Group LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-17
First Citizens Asset Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-17
National Wealth Management Group, LLC
ADDED
Premium
Premium
Premium
Premium
26,776
2024-05-17
National Wealth Management Group, LLC
REDUCED
Premium
Premium
Premium
Premium
4,783
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
771
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
604
2024-05-17
VIMA LLC
ADDED
Premium
Premium
Premium
Premium
1,478
2024-05-17
VIMA LLC
ADDED
Premium
Premium
Premium
Premium
154
2024-05-17
VIMA LLC
REDUCED
Premium
Premium
Premium
Premium
86.00
2024-05-17
VIMA LLC
ADDED
Premium
Premium
Premium
Premium
30.00
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
495
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
REDUCED
Premium
Premium
Premium
Premium
283,933
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
REDUCED
Premium
Premium
Premium
Premium
27,498
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
REDUCED
Premium
Premium
Premium
Premium
25,874
2024-05-16
Lumbard & Kellner, LLC
REDUCED
Premium
Premium
Premium
Premium
206,191
2024-05-16
Garner Asset Management Corp
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Redwood Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Redwood Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Dynasty Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
993,616
2024-05-16
Dynasty Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
444,804
2024-05-16
INNEALTA CAPITAL, LLC
ADDED
Premium
Premium
Premium
Premium
58,930
2024-05-16
INNEALTA CAPITAL, LLC
ADDED
Premium
Premium
Premium
Premium
4,721
Rows per page:
10
25
50
All
1–25 of 1959
Which funds are the top buyers of AMPS?
Fund Name
# Shares
$ Value
% Port.
BANK OF AMERICA CORP /DE/
362,972,000
8,264,880,000
0.77%
LPL Financial LLC
97,794,300
2,226,780,000
1.20%
FMR LLC
63,104,900
1,436,900,000
0.10%
TRUIST FINANCIAL CORP
58,161,300
1,324,330,000
2.01%
ENVESTNET ASSET MANAGEMENT INC
50,181,500
1,142,630,000
0.43%
BANK OF AMERICA CORP /DE/
29,829,200
2,114,290,000
0.20%
Allworth Financial LP
26,933,900
613,285,000
4.33%
PNC Financial Services Group, Inc.
25,444,000
579,359,000
0.40%
MORGAN STANLEY
22,520,800
1,882,290,000
0.15%
Blackstone Inc.
21,116,100
100,935,000
0.41%
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in AMPS?
Fund Name
$ Value
% Port.
Nipun Capital, L.P.
73,425,200
65.02%
OPSEU Pension Plan Trust Fund
13,845,100
61.89%
PEAVINE CAPITAL, LLC
224,253,000
56.62%
Freemont Capital Pte Ltd
13,671,400
40.41%
Wealth CMT
14,700,000
22.22%
Barber Financial Group, Inc.
119,212,000
21.01%
Financial Advisors, LLC
90,838,400
18.80%
Demars Financial Group, LLC
38,125,800
18.78%
Morningstar Investment Management LLC
170,688,000
18.51%
Personal Wealth Partners
42,365,000
18.48%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold AMPS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
AMUNDI
125,032,000
Dynasty Wealth Management, LLC
83,046,400
Dynasty Wealth Management, LLC
44,226,800
HSBC HOLDINGS PLC
41,791,800
Kovitz Investment Group Partners, LLC
28,135,100
BARROW HANLEY MEWHINNEY & STRAUSS LLC
24,892,800
Horizon Investments, LLC
21,286,600
DRW Securities, LLC
18,870,800
Additions
Fund Name
% Increased
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
53,468
JANE STREET GROUP, LLC
17,865
Aptus Capital Advisors, LLC
12,000
Aptus Capital Advisors, LLC
10,695
JONES FINANCIAL COMPANIES LLLP
9,612
Tower Research Capital LLC (TRC)
9,500
Aptus Capital Advisors, LLC
5,370
JANE STREET GROUP, LLC
3,350
Reductions
Fund Name
% Reduced
Raleigh Capital Management Inc.
-99.99
Farther Finance Advisors, LLC
-99.98
FEDERATED HERMES, INC.
-99.62
Global Financial Private Client, LLC
-99.48
Financial Gravity Asset Management, Inc.
-99.23
Financial Gravity Asset Management, Inc.
-99.00
HOWE & RUSLING INC
-98.44
Kozak & Associates, Inc.
-98.25
Sold off
Fund Name
$ Sold
FLOW TRADERS U.S. LLC
-30,483,000
TOWNSQUARE CAPITAL LLC
-15,078,100
JANE STREET GROUP, LLC
-12,278,200
MILLENNIUM MANAGEMENT LLC
-12,089,000
Quantitative Investment Management, LLC
-11,741,000
TOWNSQUARE CAPITAL LLC
-8,414,090
Moran Wealth Management, LLC
-8,009,910
KENSICO CAPITAL MANAGEMENT CORP
-6,933,820