StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-08-11Vident Investment Advisory, LLCNEW Premium Premium Premium Premium71,599
2023-08-10PICTET ASSET MANAGEMENT SASOLD OFF Premium Premium Premium Premium-
2023-05-15Acrisure Capital Management, LLCSOLD OFF Premium Premium Premium Premium-
2023-03-17American Portfolios AdvisorsADDED Premium Premium Premium Premium3,817
2022-11-15Covington Capital ManagementUNCHANGED Premium Premium Premium Premium4,518
2022-11-14EATON VANCE MANAGEMENTUNCHANGED Premium Premium Premium Premium575,837
2022-11-10Strategic Wealth Advisors Group, LLCADDED Premium Premium Premium Premium314,300
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium1,450
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium38,169
2022-05-16Parametric Portfolio Associates LLCADDED Premium Premium Premium Premium2,183,300
2022-04-14Lenox Wealth Advisors, LLCUNCHANGED Premium Premium Premium Premium10,052
2022-01-06Carroll Financial Associates, Inc.UNCHANGED Premium Premium Premium Premium369
2021-11-15STRYCKER VIEW CAPITAL LLCNEW Premium Premium Premium Premium460,000
2021-11-01B. Metzler seel. Sohn & Co. Holding AGSOLD OFF Premium Premium Premium Premium-
2021-08-16PICTET ASSET MANAGEMENT LTDREDUCED Premium Premium Premium Premium22,300
2021-08-13QS Investors, LLCREDUCED Premium Premium Premium Premium1,426,900

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Parametric Portfolio Associates LLC2,183,3009,607,000 -
QS Investors, LLC1,426,9008,091,000 0.10%
EATON VANCE MANAGEMENT575,8371,808,000 -
STRYCKER VIEW CAPITAL LLC460,0002,397,000 1.54%
Strategic Wealth Advisors Group, LLC314,300987,000 0.04%
Vident Investment Advisory, LLC71,599317,184 0.01%
Amalgamated Financial Corp.38,169168,000 -
PICTET ASSET MANAGEMENT LTD22,300126,000 -
Lenox Wealth Advisors, LLC10,05240,000 -
Covington Capital Management4,51814,000 -

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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
STRYCKER VIEW CAPITAL LLC2,397,000
Vident Investment Advisory, LLC317,184
Amalgamated Financial Corp.168,000
WIPFLI FINANCIAL ADVISORS LLC,5,000

Reductions