StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-03-17American Portfolios AdvisorsREDUCED Premium Premium Premium Premium691
2023-02-13SEEYONDSOLD OFF Premium Premium Premium Premium-
2023-02-06Brinker Capital Investments, LLCSOLD OFF Premium Premium Premium Premium-
2023-01-24Autus Asset Management, LLCSOLD OFF Premium Premium Premium Premium-
2022-11-21FourThought Financial, LLCREDUCED Premium Premium Premium Premium298
2022-11-15Covington Capital ManagementNEW Premium Premium Premium Premium6.00
2022-11-14BLUESTEIN R H & CO LLCREDUCED Premium Premium Premium Premium1,025
2022-11-14BREWIN DOLPHIN WEALTH MANAGEMENT LTDUNCHANGED Premium Premium Premium Premium75.00
2022-11-14EATON VANCE MANAGEMENTADDED Premium Premium Premium Premium126,759
2022-11-14Corient Capital Partners, LLCADDED Premium Premium Premium Premium5,298
2022-11-14REGENTATLANTIC CAPITAL LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14AlphaCrest Capital Management LLCREDUCED Premium Premium Premium Premium6,642
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium378
2022-10-14Redpoint Investment Management Pty LtdREDUCED Premium Premium Premium Premium1,106
2022-09-02Intersect Capital LLCSOLD OFF Premium Premium Premium Premium-
2022-08-11ADVISOR PARTNERS LLCREDUCED Premium Premium Premium Premium1,310
2022-08-05Fieldpoint Private Securities, LLCREDUCED Premium Premium Premium Premium10.00
2022-07-20IBM Retirement FundSOLD OFF Premium Premium Premium Premium-
2022-05-16Parametric Portfolio Associates LLCADDED Premium Premium Premium Premium154,618
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium11,916
2022-05-13Azimuth Capital Management LLCADDED Premium Premium Premium Premium27,772
2022-05-11NN Investment Partners Holdings N.V.ADDED Premium Premium Premium Premium2,928
2022-05-06IndexIQ Advisors LLCREDUCED Premium Premium Premium Premium845
2022-04-26PALLADIUM PARTNERS LLCUNCHANGED Premium Premium Premium Premium1,478
2022-04-11Legacy Capital Partners, Inc.REDUCED Premium Premium Premium Premium2,609

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
MARATHON ASSET MANAGEMENT LLP158,93049,602,000 0.60%
Parametric Portfolio Associates LLC154,61851,216,000 0.03%
EATON VANCE MANAGEMENT126,75931,140,000 0.05%
Azimuth Capital Management LLC27,7729,199,000 0.39%
PICTET ASSET MANAGEMENT LTD22,6307,063,000 0.01%
Amalgamated Financial Corp.11,9163,947,000 0.03%
AlphaCrest Capital Management LLC6,6421,632,000 0.10%
Corient Capital Partners, LLC5,2981,311,000 0.10%
Rinet Co LLC3,9891,298,000 0.24%
Optimal Asset Management, Inc.3,015981,000 0.12%

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Which funds have put a big percent of portfolio in undefined?

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Trend of No. of funds that hold undefined

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
Amalgamated Financial Corp.3,947,000
Marshall Wace North America L.P.868,000
WIPFLI FINANCIAL ADVISORS LLC,93,000
PNC Managed Account Solutions, Inc.27,000
REILLY FINANCIAL ADVISORS, LLC6,000
Covington Capital Management1,000
Filbrandt Wealth Management, LLC1,000