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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-03-17
American Portfolios Advisors
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-15
Enlightenment Research, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-14
SARISSA CONSULTING LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-14
Surevest, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-14
S. MUOIO & CO. LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-10
AGF Investments LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-10-14
Redpoint Investment Management Pty Ltd
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-07-28
Private Capital Group, LLC
REDUCED
Premium
Premium
Premium
Premium
124
2022-05-16
Parametric Portfolio Associates LLC
ADDED
Premium
Premium
Premium
Premium
394,700
2022-05-16
Amalgamated Financial Corp.
NEW
Premium
Premium
Premium
Premium
96,276
2022-05-16
AMP Capital Investors Ltd
REDUCED
Premium
Premium
Premium
Premium
19,390
2022-05-13
AMERICAN NATIONAL INSURANCE CO
NEW
Premium
Premium
Premium
Premium
12,325
2022-05-13
American National Registered Investment Advisor, Inc.
NEW
Premium
Premium
Premium
Premium
4,478
2022-05-10
People's United Financial, Inc.
REDUCED
Premium
Premium
Premium
Premium
15,361
2022-04-21
FIRST QUADRANT L P/CA
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-02-15
NEXT Financial Group, Inc
ADDED
Premium
Premium
Premium
Premium
1,018
2022-01-25
REILLY FINANCIAL ADVISORS, LLC
NEW
Premium
Premium
Premium
Premium
60.00
2022-01-21
EII CAPITAL MANAGEMENT, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-01-13
REAL ESTATE MANAGEMENT SERVICES LLC
ADDED
Premium
Premium
Premium
Premium
108,600
2021-12-06
Psagot Value Holdings Ltd.
UNCHANGED
Premium
Premium
Premium
Premium
1,459
2021-11-24
FIRST MERCANTILE TRUST CO
ADDED
Premium
Premium
Premium
Premium
3,413
2021-11-15
Marshall Wace North America L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
2021-11-10
World Asset Management Inc
REDUCED
Premium
Premium
Premium
Premium
5,532
2021-11-04
BBVA USA
REDUCED
Premium
Premium
Premium
Premium
3,295
2021-10-07
Berman Capital Advisors, LLC
NEW
Premium
Premium
Premium
Premium
45.00
Rows per page:
10
All
1–25 of 28
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Parametric Portfolio Associates LLC
394,700
22,091,000
0.01%
REAL ESTATE MANAGEMENT SERVICES LLC
108,600
6,222,000
3.74%
Amalgamated Financial Corp.
96,276
5,389,000
0.04%
PICTET ASSET MANAGEMENT LTD
52,365
2,446,000
-
AMP Capital Investors Ltd
19,390
1,085,000
0.05%
People's United Financial, Inc.
15,361
860,000
0.02%
AMERICAN NATIONAL INSURANCE CO
12,325
690,000
0.19%
WELD CAPITAL MANAGEMENT LLC
5,662
265,000
0.27%
World Asset Management Inc
5,532
268,000
0.03%
QS Investors, LLC
5,201
243,000
-
Rows per page:
10
1–10 of 28
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
REAL ESTATE MANAGEMENT SERVICES LLC
6,222,000
3.74%
WELD CAPITAL MANAGEMENT LLC
265,000
0.27%
AMERICAN NATIONAL INSURANCE CO
690,000
0.19%
American National Registered Investment Advisor, Inc.
251,000
0.09%
AMP Capital Investors Ltd
1,085,000
0.05%
Amalgamated Financial Corp.
5,389,000
0.04%
World Asset Management Inc
268,000
0.03%
People's United Financial, Inc.
860,000
0.02%
FIRST MERCANTILE TRUST CO
165,000
0.02%
Psagot Value Holdings Ltd.
71,000
0.01%
Rows per page:
10
1–10 of 28
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.
5,389,000
AMERICAN NATIONAL INSURANCE CO
690,000
American National Registered Investment Advisor, Inc.
251,000
REILLY FINANCIAL ADVISORS, LLC
3,000
Berman Capital Advisors, LLC
2,000
Additions
Fund Name
% Increased
PICTET ASSET MANAGEMENT LTD
70.02
REAL ESTATE MANAGEMENT SERVICES LLC
42.15
NEXT Financial Group, Inc
15.95
Parametric Portfolio Associates LLC
5.58
FIRST MERCANTILE TRUST CO
5.24
Reductions
Fund Name
% Reduced
Private Capital Group, LLC
-74.69
AMP Capital Investors Ltd
-60.1
WELD CAPITAL MANAGEMENT LLC
-57.99
People's United Financial, Inc.
-9.33
BBVA USA
-6.58
World Asset Management Inc
-3.52
Sold off
Fund Name
$ Sold
SARISSA CONSULTING LLC
-3,933,000
EII CAPITAL MANAGEMENT, INC.
-2,169,000
AGF Investments LLC
-951,000
FIRST QUADRANT L P/CA
-660,000
S. MUOIO & CO. LLC
-645,000
Enlightenment Research, LLC
-612,000
Redpoint Investment Management Pty Ltd
-593,000
Marshall Wace North America L.P.
-550,000