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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-09-21
Jefferies Group LLC
NEW
Premium
Premium
Premium
Premium
11,746
2023-08-14
Lumature Wealth Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
50.00
2023-08-14
One68 Global Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
12,832
2023-08-10
PICTET ASSET MANAGEMENT SA
ADDED
Premium
Premium
Premium
Premium
19,703
2023-08-01
BDO Wealth Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
30,802
2023-04-12
PRIVATE TRUST CO NA
NEW
Premium
Premium
Premium
Premium
2.00
2023-03-17
American Portfolios Advisors
UNCHANGED
Premium
Premium
Premium
Premium
377
2023-02-14
ROTHSCHILD & CO ASSET MANAGEMENT US INC.
REDUCED
Premium
Premium
Premium
Premium
504,607
2023-02-14
Axiom Investment Management LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-13
Alpha Paradigm Partners, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-01-23
Sargent Bickham Lagudis LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-12-01
MUFG Americas Holdings Corp
NEW
Premium
Premium
Premium
Premium
300
2022-11-21
FourThought Financial, LLC
UNCHANGED
Premium
Premium
Premium
Premium
17.00
2022-11-15
Covington Capital Management
NEW
Premium
Premium
Premium
Premium
2.00
2022-11-14
BREWIN DOLPHIN LTD
UNCHANGED
Premium
Premium
Premium
Premium
14.00
2022-11-14
Surevest, LLC
UNCHANGED
Premium
Premium
Premium
Premium
94.00
2022-10-26
WIPFLI FINANCIAL ADVISORS LLC,
NEW
Premium
Premium
Premium
Premium
3,272
2022-10-25
BALASA DINVERNO & FOLTZ LLC
REDUCED
Premium
Premium
Premium
Premium
50,629
2022-10-14
Corsicana & Co.
UNCHANGED
Premium
Premium
Premium
Premium
183
2022-07-19
Lake Point Wealth Management
UNCHANGED
Premium
Premium
Premium
Premium
8.00
2022-05-16
Parametric Portfolio Associates LLC
REDUCED
Premium
Premium
Premium
Premium
289,189
2022-05-16
Amalgamated Financial Corp.
NEW
Premium
Premium
Premium
Premium
47,729
2022-05-10
People's United Financial, Inc.
REDUCED
Premium
Premium
Premium
Premium
12,311
2022-04-13
Freedman Financial Associates, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-02-15
NEXT Financial Group, Inc
REDUCED
Premium
Premium
Premium
Premium
377
Rows per page:
10
All
1–25 of 30
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
ROTHSCHILD & CO ASSET MANAGEMENT US INC.
504,607
10,677,500
0.16%
Parametric Portfolio Associates LLC
289,189
7,409,000
-
BALASA DINVERNO & FOLTZ LLC
50,629
863,000
0.05%
Amalgamated Financial Corp.
47,729
1,223,000
0.01%
BDO Wealth Advisors, LLC
30,802
1,015,570
0.12%
PICTET ASSET MANAGEMENT SA
19,703
582,815
-
One68 Global Capital, LLC
12,832
379,571
2.31%
People's United Financial, Inc.
12,311
315,000
0.01%
Jefferies Group LLC
11,746
200,152
-
PICTET ASSET MANAGEMENT LTD
6,855
244,000
-
Rows per page:
10
1–10 of 30
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
One68 Global Capital, LLC
379,571
2.31%
ROTHSCHILD & CO ASSET MANAGEMENT US INC.
10,677,500
0.16%
BDO Wealth Advisors, LLC
1,015,570
0.12%
BALASA DINVERNO & FOLTZ LLC
863,000
0.05%
People's United Financial, Inc.
315,000
0.01%
Amalgamated Financial Corp.
1,223,000
0.01%
Corsicana & Co.
3,000
-
Sargent Bickham Lagudis LLC
-
-
Lake Point Wealth Management
-
-
Alpha Paradigm Partners, LLC
-
-
Rows per page:
10
1–10 of 30
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 LTD
244,000
Jefferies Group LLC
200,152
WIPFLI FINANCIAL ADVISORS LLC,
56,000
MUFG Americas Holdings Corp
5,000
PRIVATE TRUST CO NA
52.00
Covington Capital Management
-
Additions
Fund Name
% Increased
PICTET ASSET MANAGEMENT SA
61.38
BDO Wealth Advisors, LLC
0.22
Reductions
Fund Name
% Reduced
One68 Global Capital, LLC
-73.79
People's United Financial, Inc.
-21.29
ROTHSCHILD & CO ASSET MANAGEMENT US INC.
-6.44
Parametric Portfolio Associates LLC
-5.99
BALASA DINVERNO & FOLTZ LLC
-1.75
NEXT Financial Group, Inc
-0.53
Sold off
Fund Name
$ Sold
Axiom Investment Management LLC
-
Alpha Paradigm Partners, LLC
-889,000
Sargent Bickham Lagudis LLC
-
Freedman Financial Associates, Inc.
-
Psagot Investment House Ltd.
-69,564,000