StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-03-17American Portfolios AdvisorsUNCHANGED Premium Premium Premium Premium250
2022-12-01MUFG Americas Holdings CorpSOLD OFF Premium Premium Premium Premium-
2022-11-15Pinz Capital Management, LPADDED Premium Premium Premium Premium2,610
2022-11-03ACG WealthSOLD OFF Premium Premium Premium Premium-
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium34,130
2022-05-06IndexIQ Advisors LLCSOLD OFF Premium Premium Premium Premium-
2022-02-15NEXT Financial Group, IncADDED Premium Premium Premium Premium453,241
2021-10-12LEVEL FOUR FINANCIAL, LLCSOLD OFF Premium Premium Premium Premium-
2021-08-16BEL AIR INVESTMENT ADVISORS LLCNEW Premium Premium Premium Premium21,600

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
NEXT Financial Group, Inc453,241476,000 0.03%
Amalgamated Financial Corp.34,13035,000 -
BEL AIR INVESTMENT ADVISORS LLC21,60040,000 -
Pinz Capital Management, LP2,61016,000 0.03%
American Portfolios Advisors2501,504 -
LEVEL FOUR FINANCIAL, LLC-- -
IndexIQ Advisors LLC-- -
MUFG Americas Holdings Corp-- -
ACG Wealth-- -

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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
BEL AIR INVESTMENT ADVISORS LLC40,000
Amalgamated Financial Corp.35,000

Additions