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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-08-10
PICTET ASSET MANAGEMENT SA
ADDED
Premium
Premium
Premium
Premium
33,053
2023-05-15
Avalon Investment & Advisory
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-05-11
RAMIUS ADVISORS LLC
NEW
Premium
Premium
Premium
Premium
115,588
2023-04-24
Ahrens Investment Partners LLC
NEW
Premium
Premium
Premium
Premium
67.00
2023-03-17
American Portfolios Advisors
UNCHANGED
Premium
Premium
Premium
Premium
48.00
2023-02-14
Laurel Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
11,962
2023-02-13
Gyon Technologies Capital Management, LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-06
Brinker Capital Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
8,040
2022-11-21
FourThought Financial, LLC
NEW
Premium
Premium
Premium
Premium
1,000
2022-11-14
AlphaCrest Capital Management LLC
NEW
Premium
Premium
Premium
Premium
20,302
2022-11-14
EATON VANCE MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
24,223
2022-10-26
WIPFLI FINANCIAL ADVISORS LLC,
NEW
Premium
Premium
Premium
Premium
37.00
2022-07-25
HC FINANCIAL ADVISORS INC
UNCHANGED
Premium
Premium
Premium
Premium
94.00
2022-05-16
Parametric Portfolio Associates LLC
ADDED
Premium
Premium
Premium
Premium
68,625
2022-05-16
Amalgamated Financial Corp.
NEW
Premium
Premium
Premium
Premium
10,374
2022-04-29
Full18 Capital LLC
NEW
Premium
Premium
Premium
Premium
19,301
2022-02-15
NEXT Financial Group, Inc
UNCHANGED
Premium
Premium
Premium
Premium
13.00
2022-02-10
Paradigm Financial Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
9,885
2022-02-10
Tygh Capital Management, Inc.
ADDED
Premium
Premium
Premium
Premium
287,839
2022-01-06
Carroll Financial Associates, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
1,000
2021-11-15
Marshall Wace North America L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
2021-11-12
SONORA INVESTMENT MANAGEMENT, LLC
NEW
Premium
Premium
Premium
Premium
-
2021-11-01
B. Metzler seel. Sohn & Co. Holding AG
UNCHANGED
Premium
Premium
Premium
Premium
22,014
2021-10-07
Berman Capital Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
113
2021-08-16
BEL AIR INVESTMENT ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
89,392
Rows per page:
10
All
1–25 of 26
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Tygh Capital Management, Inc.
287,839
17,190,000
2.20%
RAMIUS ADVISORS LLC
115,588
5,995,550
6.30%
BEL AIR INVESTMENT ADVISORS LLC
89,392
4,336,000
0.13%
Parametric Portfolio Associates LLC
68,625
3,139,000
-
PICTET ASSET MANAGEMENT SA
33,053
1,735,610
-
EATON VANCE MANAGEMENT
24,223
763,000
-
B. Metzler seel. Sohn & Co. Holding AG
22,014
1,153,000
0.02%
AlphaCrest Capital Management LLC
20,302
640,000
0.04%
Full18 Capital LLC
19,301
966,000
0.22%
Laurel Wealth Advisors, Inc.
11,962
446,000
0.04%
Rows per page:
10
1–10 of 26
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
RAMIUS ADVISORS LLC
5,995,550
6.30%
Tygh Capital Management, Inc.
17,190,000
2.20%
Full18 Capital LLC
966,000
0.22%
BEL AIR INVESTMENT ADVISORS LLC
4,336,000
0.13%
Paradigm Financial Advisors, LLC
590,000
0.13%
AlphaCrest Capital Management LLC
640,000
0.04%
Laurel Wealth Advisors, Inc.
446,000
0.04%
B. Metzler seel. Sohn & Co. Holding AG
1,153,000
0.02%
Brinker Capital Investments, LLC
299,651
0.01%
Pinnacle Wealth Advisors
224,000
0.01%
Rows per page:
10
1–10 of 26
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
RAMIUS ADVISORS LLC
5,995,550
Full18 Capital LLC
966,000
AlphaCrest Capital Management LLC
640,000
Amalgamated Financial Corp.
475,000
Pinnacle Wealth Advisors
224,000
FourThought Financial, LLC
32,000
SONORA INVESTMENT MANAGEMENT, LLC
10,000
Ahrens Investment Partners LLC
3,475
Additions
Fund Name
% Increased
BEL AIR INVESTMENT ADVISORS LLC
99.58
Berman Capital Advisors, LLC
59.15
Tygh Capital Management, Inc.
26.47
Parametric Portfolio Associates LLC
25.37
PICTET ASSET MANAGEMENT SA
6.72
Paradigm Financial Advisors, LLC
5.61
Laurel Wealth Advisors, Inc.
4.53
EATON VANCE MANAGEMENT
0.93
Reductions
Fund Name
% Reduced
Brinker Capital Investments, LLC
-26.82
Sold off
Fund Name
$ Sold
Avalon Investment & Advisory
-4,059,000
Marshall Wace North America L.P.
-2,008,000
Gyon Technologies Capital Management, LP
-327,000