StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-02-14Cribstone Capital Management, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-14Telemetry Investments, L.L.C.SOLD OFF Premium Premium Premium Premium-
2023-01-25HAVENS ADVISORS LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14S. MUOIO & CO. LLCNEW Premium Premium Premium Premium89,698
2022-11-14SARISSA CONSULTING LLCADDED Premium Premium Premium Premium280,000
2022-11-14EATON VANCE MANAGEMENTADDED Premium Premium Premium Premium195,062
2022-11-03ACG WealthSOLD OFF Premium Premium Premium Premium-
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium1,451
2022-10-21NuWave Investment Management, LLCADDED Premium Premium Premium Premium4,323
2022-08-11ADVISOR PARTNERS LLCADDED Premium Premium Premium Premium18,271
2022-08-05Fieldpoint Private Securities, LLCSOLD OFF Premium Premium Premium Premium-
2022-05-16PRICE MICHAEL FADDED Premium Premium Premium Premium250,000
2022-05-16Parametric Portfolio Associates LLCADDED Premium Premium Premium Premium1,003,360
2022-05-06IndexIQ Advisors LLCREDUCED Premium Premium Premium Premium3,197
2022-01-06Carroll Financial Associates, Inc.SOLD OFF Premium Premium Premium Premium-
2021-11-10World Asset Management IncREDUCED Premium Premium Premium Premium14,262
2021-10-07Berman Capital Advisors, LLCREDUCED Premium Premium Premium Premium989
2021-08-16PICTET ASSET MANAGEMENT LTDREDUCED Premium Premium Premium Premium44,436
2021-08-02SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)UNCHANGED Premium Premium Premium Premium81.00

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Parametric Portfolio Associates LLC1,003,36027,332,000 0.01%
SARISSA CONSULTING LLC280,0007,762,000 8.01%
PRICE MICHAEL F250,0006,810,000 0.80%
EATON VANCE MANAGEMENT195,0625,408,000 0.01%
S. MUOIO & CO. LLC89,6982,486,000 3.28%
PICTET ASSET MANAGEMENT LTD44,4361,096,000 -
ADVISOR PARTNERS LLC18,271424,000 0.03%
World Asset Management Inc14,262274,000 0.03%
NuWave Investment Management, LLC4,323120,000 0.14%
IndexIQ Advisors LLC3,19787,000 -

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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
S. MUOIO & CO. LLC2,486,000
WIPFLI FINANCIAL ADVISORS LLC,40,000