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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-08-11
Vident Investment Advisory, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-08-10
PICTET ASSET MANAGEMENT SA
ADDED
Premium
Premium
Premium
Premium
54,391
2023-08-10
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
NEW
Premium
Premium
Premium
Premium
102
2023-08-09
Veritable, L.P.
REDUCED
Premium
Premium
Premium
Premium
2,306
2023-07-24
BerganKDV Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
9.00
2023-07-20
AJ WEALTH STRATEGIES, LLC
ADDED
Premium
Premium
Premium
Premium
4,249
2023-05-15
Acrisure Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-05-10
Coppell Advisory Solutions Corp.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-04-14
ASSET MANAGEMENT CORP /IL/ /ADV
REDUCED
Premium
Premium
Premium
Premium
11,850
2023-04-12
PRIVATE TRUST CO NA
NEW
Premium
Premium
Premium
Premium
738
2023-03-17
American Portfolios Advisors
REDUCED
Premium
Premium
Premium
Premium
47.00
2023-02-13
Gyon Technologies Capital Management, LP
REDUCED
Premium
Premium
Premium
Premium
20,419
2023-02-13
SEEYOND
REDUCED
Premium
Premium
Premium
Premium
31,044
2023-02-13
PREMIER ASSET MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
9,235
2023-01-23
Newman & Schimel, LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,131
2023-01-13
GOFEN & GLOSSBERG LLC /IL/
UNCHANGED
Premium
Premium
Premium
Premium
8,457
2022-11-15
Covington Capital Management
UNCHANGED
Premium
Premium
Premium
Premium
45.00
2022-11-14
EATON VANCE MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
296,765
2022-11-14
BREWIN DOLPHIN LTD
UNCHANGED
Premium
Premium
Premium
Premium
340
2022-11-10
AGF Investments LLC
ADDED
Premium
Premium
Premium
Premium
13,879
2022-11-03
ACG Wealth
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-10-26
WIPFLI FINANCIAL ADVISORS LLC,
NEW
Premium
Premium
Premium
Premium
713
2022-10-14
Redpoint Investment Management Pty Ltd
UNCHANGED
Premium
Premium
Premium
Premium
2,398
2022-08-11
ADVISOR PARTNERS LLC
ADDED
Premium
Premium
Premium
Premium
3,292
2022-07-22
DIXON HUBARD FEINOUR & BROWN INC/VA
REDUCED
Premium
Premium
Premium
Premium
67,004
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25
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1–25 of 55
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
MARSHALL WACE ASIA Ltd
469,980
58,212,000
1.38%
Parametric Portfolio Associates LLC
298,297
34,131,000
0.02%
EATON VANCE MANAGEMENT
296,765
34,832,000
0.05%
Majedie Asset Management Ltd
97,681
11,150,000
0.91%
OLD DOMINION CAPITAL MANAGEMENT INC
67,471
8,357,000
1.79%
DIXON HUBARD FEINOUR & BROWN INC/VA
67,004
7,584,000
0.90%
PICTET ASSET MANAGEMENT LTD
55,394
6,595,000
0.01%
PICTET ASSET MANAGEMENT SA
54,391
7,506,500
0.01%
Amalgamated Financial Corp.
37,378
4,277,000
0.03%
SEEYOND
31,044
3,895,090
0.38%
Rows per page:
10
1–10 of 55
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
OLD DOMINION CAPITAL MANAGEMENT INC
8,357,000
1.79%
PREMIER ASSET MANAGEMENT LLC
1,158,720
1.46%
MARSHALL WACE ASIA Ltd
58,212,000
1.38%
ASSET MANAGEMENT CORP /IL/ /ADV
1,590,740
1.25%
Gyon Technologies Capital Management, LP
2,561,970
0.96%
Majedie Asset Management Ltd
11,150,000
0.91%
DIXON HUBARD FEINOUR & BROWN INC/VA
7,584,000
0.90%
QUANTITATIVE VALUE TECHNOLOGIES, LLC
396,000
0.65%
Full18 Capital LLC
2,048,000
0.47%
Grace Capital
717,000
0.43%
Rows per page:
10
1–10 of 55
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.
4,277,000
EXANE DERIVATIVES
162,281
PRIVATE TRUST CO NA
99,069
WIPFLI FINANCIAL ADVISORS LLC,
84,000
PNC Managed Account Solutions, Inc.
28,000
Smith Asset Management Group LP
23,000
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
14,000
SONORA INVESTMENT MANAGEMENT, LLC
3,000
Additions
Fund Name
% Increased
Carroll Financial Associates, Inc.
300
Berman Capital Advisors, LLC
94.29
AGF Investments LLC
54.57
MARSHALL WACE ASIA Ltd
24.81
Grace Capital
12.24
ADVISOR PARTNERS LLC
10.69
PICTET ASSET MANAGEMENT SA
6.01
O'Shares Investment Advisers, LLC
5.67
Reductions
Fund Name
% Reduced
SWARTHMORE GROUP INC
-94.85
BerganKDV Wealth Management, LLC
-78.57
SEEYOND
-44.55
Full18 Capital LLC
-40.38
PREMIER ASSET MANAGEMENT LLC
-39.56
Gyon Technologies Capital Management, LP
-36.93
American Portfolios Advisors
-34.72
NN Investment Partners Holdings N.V.
-17.43
Sold off
Fund Name
$ Sold
Vident Investment Advisory, LLC
-2,072,260
QS Investors, LLC
-777,000
Acrisure Capital Management, LLC
-283,813
Coppell Advisory Solutions Corp.
-43,664
ACG Wealth
-
Dixon Hughes Goodman Wealth Advisors LLC
-2,000