StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-03-26Fairman Group, LLCNEW Premium Premium Premium Premium300
2024-03-22PNC FINANCIAL SERVICES GROUP, INC.NEW Premium Premium Premium Premium275
2023-10-30FREEDOM WEALTH ALLIANCE, LLCSOLD OFF Premium Premium Premium Premium-
2023-09-21Jefferies Group LLCADDED Premium Premium Premium Premium669,934
2023-08-14Sentinus, LLCNEW Premium Premium Premium Premium12,372
2023-08-14Sentinus, LLCUNCHANGED Premium Premium Premium Premium30,777
2023-08-09Kalos Management, Inc.SOLD OFF Premium Premium Premium Premium-
2023-08-09Kalos Management, Inc.SOLD OFF Premium Premium Premium Premium-
2023-08-01Kistler-Tiffany Companies, LLCUNCHANGED Premium Premium Premium Premium405
2023-08-01Kistler-Tiffany Companies, LLCUNCHANGED Premium Premium Premium Premium893
2023-08-01BDO Wealth Advisors, LLCUNCHANGED Premium Premium Premium Premium1,775
2023-08-01BDO Wealth Advisors, LLCUNCHANGED Premium Premium Premium Premium1,508
2023-07-21Intercontinental Wealth Advisors, LLCUNCHANGED Premium Premium Premium Premium136,081
2023-05-15Zebra Capital Management LLCADDED Premium Premium Premium Premium24,668
2023-05-10Coppell Advisory Solutions Corp.REDUCED Premium Premium Premium Premium76,024
2023-04-24Ahrens Investment Partners LLCNEW Premium Premium Premium Premium100
2023-04-12PRIVATE TRUST CO NANEW Premium Premium Premium Premium8.00
2023-03-17American Portfolios AdvisorsUNCHANGED Premium Premium Premium Premium135
2023-03-17American Portfolios AdvisorsREDUCED Premium Premium Premium Premium12,442
2023-03-17American Portfolios AdvisorsUNCHANGED Premium Premium Premium Premium413
2023-03-17American Portfolios AdvisorsUNCHANGED Premium Premium Premium Premium130
2023-02-14Telemetry Investments, L.L.C.UNCHANGED Premium Premium Premium Premium50,000
2023-02-13TRUSTCORE FINANCIAL SERVICES, LLCUNCHANGED Premium Premium Premium Premium255
2023-02-13Gyon Technologies Capital Management, LPNEW Premium Premium Premium Premium1,061
2023-02-06Brinker Capital Investments, LLCREDUCED Premium Premium Premium Premium6,731

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Jefferies Group LLC669,9345,969,110 0.05%
Artha Asset Management LLC185,0001,648,000 1.82%
Intercontinental Wealth Advisors, LLC136,081252,716 0.06%
Coppell Advisory Solutions Corp.76,0241,738,140 0.57%
Kingsbury Capital Investment Advisors LLC65,973280,000 0.43%
Telemetry Investments, L.L.C.50,000350,000 0.55%
Sentinus, LLC30,777878,376 0.28%
Zebra Capital Management LLC24,668564,000 2.82%
NEXT Financial Group, Inc24,307316,000 0.02%
GOFEN & GLOSSBERG LLC /IL/20,00037,000 -

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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
Artha Asset Management LLC1,648,000
Permit Capital Advisors, LLC472,000
Allegiant Private Advisors, LLC300,000
Parametric Portfolio Associates LLC214,000
GOFEN & GLOSSBERG LLC /IL/84,000
Sentinus, LLC68,541
Amalgamated Financial Corp.40,000
NEXT Financial Group, Inc32,000