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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
Private Advisor Group, LLC
ADDED
Premium
Premium
Premium
Premium
37,154
2024-04-30
Avior Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Grove Bank & Trust
UNCHANGED
Premium
Premium
Premium
Premium
2,000
2024-04-30
GPS Wealth Strategies Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
196
2024-04-30
Arkadios Wealth Advisors
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
BENJAMIN EDWARDS INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
Tower View Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
100
2024-04-29
HighMark Wealth Management LLC
NEW
Premium
Premium
Premium
Premium
2,000
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
103,446
2024-04-26
Prestige Wealth Management Group LLC
UNCHANGED
Premium
Premium
Premium
Premium
640
2024-04-26
Planning Capital Management Corp
UNCHANGED
Premium
Premium
Premium
Premium
1,500
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
UNCHANGED
Premium
Premium
Premium
Premium
53,942
2024-04-25
SIMPLEX TRADING, LLC
REDUCED
Premium
Premium
Premium
Premium
144,921
2024-04-25
Allworth Financial LP
REDUCED
Premium
Premium
Premium
Premium
200
2024-04-25
Bogart Wealth, LLC
UNCHANGED
Premium
Premium
Premium
Premium
100
2024-04-25
Center for Financial Planning, Inc.
NEW
Premium
Premium
Premium
Premium
200
2024-04-24
PROFFITT & GOODSON INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
Cambridge Investment Research Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
32,475
2024-04-24
PSI Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
Newbridge Financial Services Group, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
2,000
2024-04-23
Global Retirement Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,730
2024-04-23
Revisor Wealth Management LLC
NEW
Premium
Premium
Premium
Premium
19,446
2024-04-23
WETZEL INVESTMENT ADVISORS, INC.
UNCHANGED
Premium
Premium
Premium
Premium
200
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
29,643
2024-04-22
Raymond James Financial Services Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
29,896
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Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Chescapmanager LLC
8,327,090
17,403,600
1.70%
VANGUARD GROUP INC
7,078,050
14,793,100
-
ETF MANAGERS GROUP, LLC
5,528,090
10,724,500
0.35%
DIMENSIONAL FUND ADVISORS LP
2,004,780
4,189,990
-
SUSQUEHANNA INTERNATIONAL GROUP, LLP
1,357,210
2,836,580
-
MILLENNIUM MANAGEMENT LLC
1,258,060
2,629,350
-
GROUP ONE TRADING, L.P.
1,058,720
2,212,720
0.01%
INTACT INVESTMENT MANAGEMENT INC.
858,190
1,794,100
0.07%
Mirae Asset Global Investments Co., Ltd.
681,414
1,431,460
-
RENAISSANCE TECHNOLOGIES LLC
668,700
1,398,000
-
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1–10 of 79
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Chescapmanager LLC
17,403,600
1.70%
ETF MANAGERS GROUP, LLC
10,724,500
0.35%
Kerrisdale Advisers, LLC
1,022,100
0.30%
Winning Points Advisors, LLC
221,000
0.24%
AdvisorShares Investments LLC
1,031,210
0.24%
AXS Investments LLC
796,284
0.19%
Formidable Asset Management, LLC
526,348
0.11%
SYMONS CAPITAL MANAGEMENT INC
138,000
0.09%
INTACT INVESTMENT MANAGEMENT INC.
1,794,100
0.07%
Sunbelt Securities, Inc.
467,947
0.05%
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1–10 of 93
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
ETF MANAGERS GROUP, LLC
10,724,500
RENAISSANCE TECHNOLOGIES LLC
1,398,000
CIBC WORLD MARKETS CORP
637,378
Nuveen Asset Management, LLC
397,921
Polar Asset Management Partners Inc.
230,162
Qube Research & Technologies Ltd
152,068
CIBC WORLD MARKET INC.
134,000
Madrona Financial Services, LLC
130,500
Additions
Fund Name
% Increased
TWO SIGMA INVESTMENTS, LP
984
AdvisorShares Investments LLC
252
GROUP ONE TRADING, L.P.
175
CITADEL ADVISORS LLC
127
SUSQUEHANNA INTERNATIONAL GROUP, LLP
127
Kestra Advisory Services, LLC
82.78
GTS SECURITIES LLC
59.51
WOLVERINE TRADING, LLC
49.58
Reductions
Fund Name
% Reduced
CITIGROUP INC
-98.95
TORONTO DOMINION BANK
-84.4
HRT FINANCIAL LP
-59.89
D. E. Shaw & Co., Inc.
-50.66
Allworth Financial LP
-50.00
Rise Advisors, LLC
-50.00
Clearstead Advisors, LLC
-50.00
OSAIC HOLDINGS, INC.
-44.28
Sold off
Fund Name
$ Sold
OLD MISSION CAPITAL LLC
-436,576
JW Asset Management, LLC
-400,000
Toroso Investments, LLC
-232,604
Arkadios Wealth Advisors
-104,897
Cubist Systematic Strategies, LLC
-39,296
State of Wyoming
-38,764
Stratos Wealth Partners, LTD.
-28,010
Mariner, LLC
-27,362