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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
Oakworth Capital, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
20.00
2024-04-22
Genesee Capital Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
13,047
2024-04-19
Cutler Group LLC / CA
ADDED
Premium
Premium
Premium
Premium
4,600
2024-04-19
Westside Investment Management, Inc.
REDUCED
Premium
Premium
Premium
Premium
380
2024-04-19
Tradewinds Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
16.00
2024-04-19
Valeo Financial Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
LAKE STREET PRIVATE WEALTH, LLC
NEW
Premium
Premium
Premium
Premium
17,430
2024-04-19
LAKE STREET FINANCIAL LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
PCG Wealth Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
31,363
2024-04-19
WFA Asset Management Corp
ADDED
Premium
Premium
Premium
Premium
2,253
2024-04-19
Financial Perspectives, Inc
UNCHANGED
Premium
Premium
Premium
Premium
5.00
2024-04-19
CALDWELL SUTTER CAPITAL, INC.
UNCHANGED
Premium
Premium
Premium
Premium
15.00
2024-04-18
AlphaMark Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
3.00
2024-04-18
Aspire Private Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
568
2024-04-18
Hexagon Capital Partners LLC
UNCHANGED
Premium
Premium
Premium
Premium
3.00
2024-04-18
WOLFF WIESE MAGANA LLC
REDUCED
Premium
Premium
Premium
Premium
2.00
2024-04-18
Piscataqua Savings Bank
UNCHANGED
Premium
Premium
Premium
Premium
32.00
2024-04-18
SJS Investment Consulting Inc.
REDUCED
Premium
Premium
Premium
Premium
2.00
2024-04-17
Investment Research & Advisory Group, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
5.00
2024-04-17
Iron Horse Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-17
Annapolis Financial Services, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-17
Stephens Consulting, LLC
UNCHANGED
Premium
Premium
Premium
Premium
293
2024-04-17
BARRETT & COMPANY, INC.
REDUCED
Premium
Premium
Premium
Premium
50.00
2024-04-16
Asset Dedication, LLC
UNCHANGED
Premium
Premium
Premium
Premium
24.00
2024-04-16
MCF Advisors LLC
NEW
Premium
Premium
Premium
Premium
3.00
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1–25 of 447
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
ETF MANAGERS GROUP, LLC
8,106,710
14,186,800
0.46%
LORD, ABBETT & CO. LLC
562,560
2,875,000
0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
339,420
1,734,440
-
JANE STREET GROUP, LLC
307,130
1,566,590
-
EMS Capital LP
251,600
2,189,000
0.23%
Mirae Asset Global Investments Co., Ltd.
215,817
1,106,420
-
MORGAN STANLEY
207,785
1,061,780
-
Frontier Wealth Management LLC
162,482
463,000
0.03%
GOLDMAN SACHS GROUP INC
110,790
566,136
-
AXS Investments LLC
100,628
514,209
0.12%
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10
1–10 of 80
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
ETF MANAGERS GROUP, LLC
14,186,800
0.46%
EMS Capital LP
2,189,000
0.23%
PCG Wealth Advisors, LLC
270,659
0.13%
AXS Investments LLC
514,209
0.12%
Golden State Wealth Management, LLC
202,000
0.07%
Resource Management, LLC
595,000
0.06%
Genesee Capital Advisors, LLC
112,596
0.06%
Investors Financial Group, LLC
100,000
0.05%
AdvisorShares Investments LLC
188,676
0.04%
Frontier Wealth Management LLC
463,000
0.03%
Rows per page:
10
1–10 of 91
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
SUSQUEHANNA INTERNATIONAL GROUP, LLP
1,734,440
JANE STREET GROUP, LLC
1,566,590
MORGAN STANLEY
1,061,780
GOLDMAN SACHS GROUP INC
566,136
MILLENNIUM MANAGEMENT LLC
455,823
RENAISSANCE TECHNOLOGIES LLC
406,000
Aequim Alternative Investments LP
357,024
TD Asset Management Inc
265,169
Additions
Fund Name
% Increased
Cutler Group LLC / CA
2,829
Frontier Wealth Management LLC
378
Rise Advisors, LLC
298
Ameritas Investment Company, LLC
119
WFA Asset Management Corp
112
PCG Wealth Advisors, LLC
73.63
REILLY FINANCIAL ADVISORS, LLC
53.18
Genesee Capital Advisors, LLC
29.86
Reductions
Fund Name
% Reduced
SJS Investment Consulting Inc.
-97.4
Retirement Group, LLC
-90.08
Turim 21 Investimentos Ltda.
-89.98
Lake Point Wealth Management
-89.29
AdvisorNet Financial, Inc
-62.35
WOLFF WIESE MAGANA LLC
-50.00
Sunbelt Securities, Inc.
-33.33
SOA Wealth Advisors, LLC.
-22.73
Sold off
Fund Name
$ Sold
MILLENNIUM MANAGEMENT LLC
-16,716,300
Point72 Asset Management, L.P.
-4,516,740
MORGAN STANLEY
-1,514,400
JANE STREET GROUP, LLC
-1,482,330
Balyasny Asset Management L.P.
-1,307,830
GOLDMAN SACHS GROUP INC
-1,086,210
OLD MISSION CAPITAL LLC
-523,222
OSAIC HOLDINGS, INC.
-458,054