StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-05-11RAMIUS ADVISORS LLCSOLD OFF Premium Premium Premium Premium-
2023-04-24Ahrens Investment Partners LLCSOLD OFF Premium Premium Premium Premium-
2023-02-06Brinker Capital Investments, LLCREDUCED Premium Premium Premium Premium24,229
2023-01-26Regent Investment Management LLCUNCHANGED Premium Premium Premium Premium1,830
2022-11-14SARISSA CONSULTING LLCNEW Premium Premium Premium Premium10,000
2022-11-14Walthausen & Co., LLCADDED Premium Premium Premium Premium14,080
2022-11-14S. MUOIO & CO. LLCADDED Premium Premium Premium Premium5,500
2022-11-14EATON VANCE MANAGEMENTADDED Premium Premium Premium Premium7,502
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium551
2022-08-11ADVISOR PARTNERS LLCADDED Premium Premium Premium Premium3,832
2022-08-05Fieldpoint Private Securities, LLCREDUCED Premium Premium Premium Premium50.00
2022-07-28Private Capital Group, LLCREDUCED Premium Premium Premium Premium652
2022-05-23SPRING CREEK CAPITAL LLCNEW Premium Premium Premium Premium50,000
2022-05-16Parametric Portfolio Associates LLCADDED Premium Premium Premium Premium100,646
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium21,342
2022-02-15NEXT Financial Group, IncREDUCED Premium Premium Premium Premium100
2022-02-10Tygh Capital Management, Inc.ADDED Premium Premium Premium Premium89,037
2022-01-31QUEST CAPITAL MANAGEMENT INC /ADVSOLD OFF Premium Premium Premium Premium-
2022-01-06Carroll Financial Associates, Inc.SOLD OFF Premium Premium Premium Premium-
2021-11-24FIRST MERCANTILE TRUST COREDUCED Premium Premium Premium Premium976
2021-11-12Rinet Co LLCUNCHANGED Premium Premium Premium Premium28,010
2021-11-10World Asset Management IncSOLD OFF Premium Premium Premium Premium-
2021-10-07Berman Capital Advisors, LLCREDUCED Premium Premium Premium Premium24.00
2021-10-04SECURITY NATIONAL TRUST COUNCHANGED Premium Premium Premium Premium1,000
2021-08-16PICTET ASSET MANAGEMENT LTDADDED Premium Premium Premium Premium138,733

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
PICTET ASSET MANAGEMENT LTD138,73327,783,000 0.03%
Parametric Portfolio Associates LLC100,64616,969,000 0.01%
Tygh Capital Management, Inc.89,03712,219,000 1.56%
SPRING CREEK CAPITAL LLC50,0008,430,000 0.33%
Rinet Co LLC28,0104,395,000 0.83%
Brinker Capital Investments, LLC24,2293,917,590 0.08%
Amalgamated Financial Corp.21,3423,598,000 0.03%
Walthausen & Co., LLC14,0802,235,000 0.65%
SARISSA CONSULTING LLC10,0001,637,000 1.69%
EATON VANCE MANAGEMENT7,5021,228,000 -

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Which funds have put a big percent of portfolio in undefined?

Fund Name$ Value% Port.
SARISSA CONSULTING LLC1,637,000 1.69%
Tygh Capital Management, Inc.12,219,000 1.56%
S. MUOIO & CO. LLC900,000 1.19%
Rinet Co LLC4,395,000 0.83%
Walthausen & Co., LLC2,235,000 0.65%
SPRING CREEK CAPITAL LLC8,430,000 0.33%
Private Capital Group, LLC102,000 0.08%
Regent Investment Management LLC296,000 0.08%
Brinker Capital Investments, LLC3,917,590 0.08%
SECURITY NATIONAL TRUST CO200,000 0.05%

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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
SPRING CREEK CAPITAL LLC8,430,000
Amalgamated Financial Corp.3,598,000
SARISSA CONSULTING LLC1,637,000
Pinnacle Wealth Advisors304,000
WIPFLI FINANCIAL ADVISORS LLC,90,000