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Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-08-15First Capital Advisors Group, LLC.NEW Premium Premium Premium Premium487
2023-08-10PICTET ASSET MANAGEMENT SAUNCHANGED Premium Premium Premium Premium6,274
2023-07-06PIERSHALE FINANCIAL GROUP, INC.UNCHANGED Premium Premium Premium Premium50.00
2023-03-17American Portfolios AdvisorsUNCHANGED Premium Premium Premium Premium14.00
2023-02-14ROTHSCHILD & CO ASSET MANAGEMENT US INC.REDUCED Premium Premium Premium Premium65,965
2022-11-14EATON VANCE MANAGEMENTADDED Premium Premium Premium Premium17,154
2022-11-14Walthausen & Co., LLCADDED Premium Premium Premium Premium65,337
2022-11-14AlphaCrest Capital Management LLCADDED Premium Premium Premium Premium22,083
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium469
2022-08-05Fieldpoint Private Securities, LLCSOLD OFF Premium Premium Premium Premium-
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium35,176
2022-05-16Parametric Portfolio Associates LLCADDED Premium Premium Premium Premium91,441
2022-05-13Azimuth Capital Management LLCADDED Premium Premium Premium Premium16,371
2022-04-13Freedman Financial Associates, Inc.UNCHANGED Premium Premium Premium Premium77.00
2022-02-15NEXT Financial Group, IncUNCHANGED Premium Premium Premium Premium14.00
2021-11-12SONORA INVESTMENT MANAGEMENT, LLCNEW Premium Premium Premium Premium32.00
2021-10-07Berman Capital Advisors, LLCADDED Premium Premium Premium Premium144
2021-08-16PICTET ASSET MANAGEMENT LTDREDUCED Premium Premium Premium Premium3,400
2021-07-28Mohican Financial Management, LLCADDED Premium Premium Premium Premium2,704,000
2021-07-16INVESTMENT COUNSELORS OF MARYLAND LLCADDED Premium Premium Premium Premium543,254

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Mohican Financial Management, LLC2,704,0002,685,000 1.05%
INVESTMENT COUNSELORS OF MARYLAND LLC543,25436,822,000 0.84%
Parametric Portfolio Associates LLC91,4415,185,000 -
ROTHSCHILD & CO ASSET MANAGEMENT US INC.65,9652,720,400 0.04%
Walthausen & Co., LLC65,3373,077,000 0.90%
Amalgamated Financial Corp.35,1761,994,000 0.02%
AlphaCrest Capital Management LLC22,083967,000 0.06%
EATON VANCE MANAGEMENT17,154752,000 -
Azimuth Capital Management LLC16,371928,000 0.04%
PICTET ASSET MANAGEMENT SA6,274260,936 -

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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
Amalgamated Financial Corp.1,994,000
WIPFLI FINANCIAL ADVISORS LLC,21,000
First Capital Advisors Group, LLC.20,254
SONORA INVESTMENT MANAGEMENT, LLC2,000

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