Stocks
Funds
Screener
Sectors
Watchlists
More
Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-03-26
Fairman Group, LLC
NEW
Premium
Premium
Premium
Premium
300
2024-03-22
PNC FINANCIAL SERVICES GROUP, INC.
NEW
Premium
Premium
Premium
Premium
275
2023-10-30
FREEDOM WEALTH ALLIANCE, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-09-21
Jefferies Group LLC
ADDED
Premium
Premium
Premium
Premium
669,934
2023-08-14
Sentinus, LLC
NEW
Premium
Premium
Premium
Premium
12,372
2023-08-14
Sentinus, LLC
UNCHANGED
Premium
Premium
Premium
Premium
30,777
2023-08-09
Kalos Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-08-09
Kalos Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-08-01
Kistler-Tiffany Companies, LLC
UNCHANGED
Premium
Premium
Premium
Premium
405
2023-08-01
Kistler-Tiffany Companies, LLC
UNCHANGED
Premium
Premium
Premium
Premium
893
2023-08-01
BDO Wealth Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,775
2023-08-01
BDO Wealth Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,508
2023-07-21
Intercontinental Wealth Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
136,081
2023-05-15
Zebra Capital Management LLC
ADDED
Premium
Premium
Premium
Premium
24,668
2023-05-10
Coppell Advisory Solutions Corp.
REDUCED
Premium
Premium
Premium
Premium
76,024
2023-04-24
Ahrens Investment Partners LLC
NEW
Premium
Premium
Premium
Premium
100
2023-04-12
PRIVATE TRUST CO NA
NEW
Premium
Premium
Premium
Premium
8.00
2023-03-17
American Portfolios Advisors
UNCHANGED
Premium
Premium
Premium
Premium
135
2023-03-17
American Portfolios Advisors
REDUCED
Premium
Premium
Premium
Premium
12,442
2023-03-17
American Portfolios Advisors
UNCHANGED
Premium
Premium
Premium
Premium
413
2023-03-17
American Portfolios Advisors
UNCHANGED
Premium
Premium
Premium
Premium
130
2023-02-14
Telemetry Investments, L.L.C.
UNCHANGED
Premium
Premium
Premium
Premium
50,000
2023-02-13
TRUSTCORE FINANCIAL SERVICES, LLC
UNCHANGED
Premium
Premium
Premium
Premium
255
2023-02-13
Gyon Technologies Capital Management, LP
NEW
Premium
Premium
Premium
Premium
1,061
2023-02-06
Brinker Capital Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
6,731
Rows per page:
10
25
50
All
1–25 of 59
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Jefferies Group LLC
669,934
5,969,110
0.05%
Artha Asset Management LLC
185,000
1,648,000
1.82%
Intercontinental Wealth Advisors, LLC
136,081
252,716
0.06%
Coppell Advisory Solutions Corp.
76,024
1,738,140
0.57%
Kingsbury Capital Investment Advisors LLC
65,973
280,000
0.43%
Telemetry Investments, L.L.C.
50,000
350,000
0.55%
Sentinus, LLC
30,777
878,376
0.28%
Zebra Capital Management LLC
24,668
564,000
2.82%
NEXT Financial Group, Inc
24,307
316,000
0.02%
GOFEN & GLOSSBERG LLC /IL/
20,000
37,000
-
Rows per page:
10
1–10 of 59
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Zebra Capital Management LLC
564,000
2.82%
Artha Asset Management LLC
1,648,000
1.82%
Coppell Advisory Solutions Corp.
1,738,140
0.57%
Telemetry Investments, L.L.C.
350,000
0.55%
Kingsbury Capital Investment Advisors LLC
280,000
0.43%
Sentinus, LLC
878,376
0.28%
Permit Capital Advisors, LLC
472,000
0.18%
Lake Point Wealth Management
277,000
0.16%
20/20 Capital Management, Inc.
372,000
0.10%
Intercontinental Wealth Advisors, LLC
252,716
0.06%
Rows per page:
10
1–10 of 59
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Artha Asset Management LLC
1,648,000
Permit Capital Advisors, LLC
472,000
Allegiant Private Advisors, LLC
300,000
Parametric Portfolio Associates LLC
214,000
GOFEN & GLOSSBERG LLC /IL/
84,000
Sentinus, LLC
68,541
Amalgamated Financial Corp.
40,000
NEXT Financial Group, Inc
32,000
Additions
Fund Name
% Increased
Kingsbury Capital Investment Advisors LLC
377
Carroll Financial Associates, Inc.
28.88
GOFEN & GLOSSBERG LLC /IL/
17.65
Jefferies Group LLC
1.06
Zebra Capital Management LLC
0.11
Lake Point Wealth Management
0.03
Reductions
Fund Name
% Reduced
Carroll Financial Associates, Inc.
-95.18
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
-92.89
Coppell Advisory Solutions Corp.
-50.21
NEXT Financial Group, Inc
-10.39
NEXT Financial Group, Inc
-8.75
Brinker Capital Investments, LLC
-2.6
NEXT Financial Group, Inc
-2.26
American Portfolios Advisors
-0.98
Sold off
Fund Name
$ Sold
USCA RIA LLC
-905,000
STRINGER ASSET MANAGEMENT, LLC
-748,000
SYMONS CAPITAL MANAGEMENT INC
-235,000
FREEDOM WEALTH ALLIANCE, LLC
-205,509
Private Capital Group, LLC
-189,000
GOFEN & GLOSSBERG LLC /IL/
-21,000
Carroll Financial Associates, Inc.
-1,000
Kalos Management, Inc.
-742