Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2022-11-14BREWIN DOLPHIN LTDUNCHANGED Premium Premium Premium Premium249
2022-11-14SARISSA CONSULTING LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14S. MUOIO & CO. LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14EATON VANCE MANAGEMENTSOLD OFF Premium Premium Premium Premium-
2022-11-01Strategic Asset Management, LLCSOLD OFF Premium Premium Premium Premium-
2022-08-05Fieldpoint Private Securities, LLCREDUCED Premium Premium Premium Premium230
2022-05-16Parametric Portfolio Associates LLCREDUCED Premium Premium Premium Premium284,478
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium33,670
2022-05-06IndexIQ Advisors LLCADDED Premium Premium Premium Premium367,391
2022-04-14Lenox Wealth Advisors, LLCSOLD OFF Premium Premium Premium Premium-
2022-04-04Dixon Hughes Goodman Wealth Advisors LLCNEW Premium Premium Premium Premium22.00
2022-02-15NEXT Financial Group, IncNEW Premium Premium Premium Premium20.00
2022-01-06Carroll Financial Associates, Inc.UNCHANGED Premium Premium Premium Premium9.00
2021-11-24FIRST MERCANTILE TRUST COREDUCED Premium Premium Premium Premium10,114
2021-11-15Marshall Wace North America L.P.NEW Premium Premium Premium Premium104,467
2021-11-12SONORA INVESTMENT MANAGEMENT, LLCUNCHANGED Premium Premium Premium Premium320
2021-08-13QS Investors, LLCUNCHANGED Premium Premium Premium Premium25,200

Rows per page:

1–17 of 17

Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
IndexIQ Advisors LLC367,39113,068,000 0.46%
Parametric Portfolio Associates LLC284,47810,119,000 -
Marshall Wace North America L.P.104,4672,227,000 0.01%
Amalgamated Financial Corp.33,6701,198,000 0.01%
QS Investors, LLC25,200591,000 0.01%
FIRST MERCANTILE TRUST CO10,114216,000 0.03%
SONORA INVESTMENT MANAGEMENT, LLC3207,000 -
BREWIN DOLPHIN LTD2499,000 -
Fieldpoint Private Securities, LLC2308,000 -
Dixon Hughes Goodman Wealth Advisors LLC22.001,000 -

Rows per page:

1–10 of 17

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

Rows per page:

1–10 of 17

Trend of No. of funds that hold undefined

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
Amalgamated Financial Corp.1,198,000
Dixon Hughes Goodman Wealth Advisors LLC1,000
NEXT Financial Group, Inc-
Marshall Wace North America L.P.2,227,000

Additions

Fund Name% Increased
IndexIQ Advisors LLC2,459