StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-10-10CONFLUENCE INVESTMENT MANAGEMENT LLCREDUCED Premium Premium Premium Premium4,293,360
2023-09-21Jefferies Group LLCREDUCED Premium Premium Premium Premium47,149
2023-08-14Prostatis Group LLCREDUCED Premium Premium Premium Premium19,950
2023-08-09Endurance Wealth Management, Inc.UNCHANGED Premium Premium Premium Premium90,000
2023-08-09Endurance Wealth Management, Inc.UNCHANGED Premium Premium Premium Premium5,238
2023-08-09Veritable, L.P.ADDED Premium Premium Premium Premium44,278
2023-08-08MCMILLION CAPITAL MANAGEMENT INCNEW Premium Premium Premium Premium96.00
2023-08-07Ulrich Consultants & Investment Group, LLCREDUCED Premium Premium Premium Premium14,000
2023-08-01BDO Wealth Advisors, LLCUNCHANGED Premium Premium Premium Premium122
2023-07-31NEIRG Wealth Management, LLCREDUCED Premium Premium Premium Premium53,036
2023-07-31Cowen Prime Advisors LLCUNCHANGED Premium Premium Premium Premium15,000
2023-07-31Ten Capital Wealth Advisors, LLCADDED Premium Premium Premium Premium21,552
2023-07-24BerganKDV Wealth Management, LLCUNCHANGED Premium Premium Premium Premium10.00
2023-07-21Intercontinental Wealth Advisors, LLCREDUCED Premium Premium Premium Premium80,525
2023-07-20AJ WEALTH STRATEGIES, LLCADDED Premium Premium Premium Premium36,541
2023-05-15Intrua Financial, LLCADDED Premium Premium Premium Premium14,589
2023-05-15Kula Investments, LLCNEW Premium Premium Premium Premium87,316
2023-05-10Coppell Advisory Solutions Corp.SOLD OFF Premium Premium Premium Premium-
2023-04-24Ahrens Investment Partners LLCREDUCED Premium Premium Premium Premium14,516
2023-04-19Domani Wealth, LLCUNCHANGED Premium Premium Premium Premium147,588
2023-04-12PRIVATE TRUST CO NANEW Premium Premium Premium Premium22,572
2023-03-17American Portfolios AdvisorsREDUCED Premium Premium Premium Premium21,080
2023-02-15Claraphi Advisory Network, LLCADDED Premium Premium Premium Premium21,768
2023-02-14Lee Capital Holdings LLCUNCHANGED Premium Premium Premium Premium182,500
2023-02-13Gyon Technologies Capital Management, LPSOLD OFF Premium Premium Premium Premium-

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Farmer Steven Patrick4,422,98079,304,000 1.24%
CONFLUENCE INVESTMENT MANAGEMENT LLC4,293,36083,591,700 1.29%
Homrich & Berg193,1723,927,000 0.09%
Lee Capital Holdings LLC182,5003,370,780 5.15%
Altium Wealth Management LLC150,000156,000 0.01%
Domani Wealth, LLC147,5882,697,170 0.63%
Parametric Portfolio Associates LLC106,8882,239,000 -
NTB Financial Corp100,8491,808,000 1.46%
Midwest Wealth Management Inc.94,2611,975,000 1.20%
Endurance Wealth Management, Inc.90,00090,000 0.01%

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

Fund Name$ Value% Port.
Lee Capital Holdings LLC3,370,780 5.15%
NTB Financial Corp1,808,000 1.46%
CONFLUENCE INVESTMENT MANAGEMENT LLC83,591,700 1.29%
Farmer Steven Patrick79,304,000 1.24%
Midwest Wealth Management Inc.1,975,000 1.20%
CADENCE BANK NA177,000 1.10%
Grace Capital1,663,000 0.99%
Ulrich Consultants & Investment Group, LLC263,060 0.64%
Domani Wealth, LLC2,697,170 0.63%
Kula Investments, LLC1,595,700 0.39%

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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
Farmer Steven Patrick79,304,000
Kula Investments, LLC1,595,700
BREITER CAPITAL MANAGEMENT INC509,000
Pinnacle Wealth Advisors442,000
PRIVATE TRUST CO NA412,510
AMERICAN NATIONAL INSURANCE CO339,000
American National Registered Investment Advisor, Inc.339,000
Biltmore Capital Advisors LLC233,000