StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-09-21Jefferies Group LLCADDED Premium Premium Premium Premium19,566
2023-08-15First Capital Advisors Group, LLC.NEW Premium Premium Premium Premium697
2023-08-14Lumature Wealth Partners, LLCADDED Premium Premium Premium Premium3,281
2023-08-14Linker Capital Management Inc.UNCHANGED Premium Premium Premium Premium35,140
2023-08-11Vident Investment Advisory, LLCADDED Premium Premium Premium Premium106,087
2023-08-10PICTET ASSET MANAGEMENT SAADDED Premium Premium Premium Premium2,588,320
2023-08-10HERON FINANCIAL GROUP, LLCUNCHANGED Premium Premium Premium Premium2,564
2023-08-09Veritable, L.P.REDUCED Premium Premium Premium Premium14,822
2023-08-09Endurance Wealth Management, Inc.UNCHANGED Premium Premium Premium Premium3,107
2023-08-09Kalos Management, Inc.SOLD OFF Premium Premium Premium Premium-
2023-08-01BDO Wealth Advisors, LLCREDUCED Premium Premium Premium Premium32,791
2023-07-31TIAA, FSBADDED Premium Premium Premium Premium13,637
2023-07-27EA Series TrustNEW Premium Premium Premium Premium4,244
2023-07-24BerganKDV Wealth Management, LLCREDUCED Premium Premium Premium Premium12,030
2023-05-15Avalon Investment & AdvisoryREDUCED Premium Premium Premium Premium213,326
2023-05-15Kula Investments, LLCSOLD OFF Premium Premium Premium Premium-
2023-05-12Hitchwood Capital Management LPSOLD OFF Premium Premium Premium Premium-
2023-05-12Noble Path Asset Management LPREDUCED Premium Premium Premium Premium20,900
2023-05-10Coppell Advisory Solutions Corp.SOLD OFF Premium Premium Premium Premium-
2023-05-05Andesa Financial Management Inc.ADDED Premium Premium Premium Premium6,123
2023-04-26INVESTMENT MANAGEMENT OF VIRGINIA LLCUNCHANGED Premium Premium Premium Premium2,730
2023-04-24Strategic Wealth Partners, Ltd.ADDED Premium Premium Premium Premium2,653
2023-04-18ETF MANAGERS GROUP, LLCREDUCED Premium Premium Premium Premium249,484
2023-04-17Baldrige Asset Management LLCNEW Premium Premium Premium Premium11.00
2023-04-14STONNINGTON GROUP, LLCUNCHANGED Premium Premium Premium Premium29,862

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
ATLANTA CAPITAL MANAGEMENT CO L L C3,488,050326,377,000 1.45%
PICTET ASSET MANAGEMENT SA2,588,320326,516,000 0.39%
PICTET ASSET MANAGEMENT LTD2,574,880275,229,000 0.30%
Parametric Portfolio Associates LLC2,084,270211,345,000 0.11%
EATON VANCE MANAGEMENT1,023,80095,798,000 0.14%
Marshall Wace North America L.P.683,96874,209,000 0.32%
Majedie Asset Management Ltd472,22247,771,000 3.92%
KG FUNDS MANAGEMENT, LLC377,37040,945,000 4.79%
Veritas Investment Management (UK) Ltd273,69528,407,000 4.38%
ETF MANAGERS GROUP, LLC249,48428,199,200 0.91%

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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
KG FUNDS MANAGEMENT, LLC40,945,000
Amalgamated Financial Corp.15,274,000
CORNERSTONE ADVISORS INC4,774,000
ALLSTATE INVESTMENT MANAGEMENT CO2,917,180
Arabesque Asset Management Ltd2,139,250
OLD DOMINION CAPITAL MANAGEMENT INC1,859,000
Sheets Smith Investment Management1,577,640
Steadfast Capital Management (UK) Ltd.1,267,000