StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-09-21Jefferies Group LLCNEW Premium Premium Premium Premium11,746
2023-08-14Lumature Wealth Partners, LLCUNCHANGED Premium Premium Premium Premium50.00
2023-08-14One68 Global Capital, LLCREDUCED Premium Premium Premium Premium12,832
2023-08-10PICTET ASSET MANAGEMENT SAADDED Premium Premium Premium Premium19,703
2023-08-01BDO Wealth Advisors, LLCADDED Premium Premium Premium Premium30,802
2023-04-12PRIVATE TRUST CO NANEW Premium Premium Premium Premium2.00
2023-03-17American Portfolios AdvisorsUNCHANGED Premium Premium Premium Premium377
2023-02-14ROTHSCHILD & CO ASSET MANAGEMENT US INC.REDUCED Premium Premium Premium Premium504,607
2023-02-14Axiom Investment Management LLCSOLD OFF Premium Premium Premium Premium-
2023-02-13Alpha Paradigm Partners, LLCSOLD OFF Premium Premium Premium Premium-
2023-01-23Sargent Bickham Lagudis LLCSOLD OFF Premium Premium Premium Premium-
2022-12-01MUFG Americas Holdings CorpNEW Premium Premium Premium Premium300
2022-11-21FourThought Financial, LLCUNCHANGED Premium Premium Premium Premium17.00
2022-11-15Covington Capital ManagementNEW Premium Premium Premium Premium2.00
2022-11-14BREWIN DOLPHIN LTDUNCHANGED Premium Premium Premium Premium14.00
2022-11-14Surevest, LLCUNCHANGED Premium Premium Premium Premium94.00
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium3,272
2022-10-25BALASA DINVERNO & FOLTZ LLCREDUCED Premium Premium Premium Premium50,629
2022-10-14Corsicana & Co.UNCHANGED Premium Premium Premium Premium183
2022-07-19Lake Point Wealth ManagementUNCHANGED Premium Premium Premium Premium8.00
2022-05-16Parametric Portfolio Associates LLCREDUCED Premium Premium Premium Premium289,189
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium47,729
2022-05-10People's United Financial, Inc.REDUCED Premium Premium Premium Premium12,311
2022-04-13Freedman Financial Associates, Inc.SOLD OFF Premium Premium Premium Premium-
2022-02-15NEXT Financial Group, IncREDUCED Premium Premium Premium Premium377

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
ROTHSCHILD & CO ASSET MANAGEMENT US INC.504,60710,677,500 0.16%
Parametric Portfolio Associates LLC289,1897,409,000 -
BALASA DINVERNO & FOLTZ LLC50,629863,000 0.05%
Amalgamated Financial Corp.47,7291,223,000 0.01%
BDO Wealth Advisors, LLC30,8021,015,570 0.12%
PICTET ASSET MANAGEMENT SA19,703582,815 -
One68 Global Capital, LLC12,832379,571 2.31%
People's United Financial, Inc.12,311315,000 0.01%
Jefferies Group LLC11,746200,152 -
PICTET ASSET MANAGEMENT LTD6,855244,000 -

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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
Amalgamated Financial Corp.1,223,000
PICTET ASSET MANAGEMENT LTD244,000
Jefferies Group LLC200,152
WIPFLI FINANCIAL ADVISORS LLC,56,000
MUFG Americas Holdings Corp5,000
PRIVATE TRUST CO NA52.00
Covington Capital Management-

Additions