StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-09-21Jefferies Group LLCREDUCED Premium Premium Premium Premium57,806
2023-08-15First Capital Advisors Group, LLC.NEW Premium Premium Premium Premium38.00
2023-08-11Vident Investment Advisory, LLCADDED Premium Premium Premium Premium2,667
2023-08-10PICTET ASSET MANAGEMENT SAREDUCED Premium Premium Premium Premium4,796
2023-08-09Kalos Management, Inc.SOLD OFF Premium Premium Premium Premium-
2023-08-01Kistler-Tiffany Companies, LLCADDED Premium Premium Premium Premium1,394
2023-07-27EA Series TrustNEW Premium Premium Premium Premium7,733
2023-05-15Avalon Investment & AdvisoryREDUCED Premium Premium Premium Premium51,622
2023-05-15Zebra Capital Management LLCADDED Premium Premium Premium Premium2,736
2023-04-12PRIVATE TRUST CO NANEW Premium Premium Premium Premium3.00
2023-03-17American Portfolios AdvisorsNEW Premium Premium Premium Premium865
2023-02-13Gyon Technologies Capital Management, LPNEW Premium Premium Premium Premium1,225
2023-02-06Brinker Capital Investments, LLCREDUCED Premium Premium Premium Premium2,290
2022-11-15Forager Funds Management Pty LtdADDED Premium Premium Premium Premium16,022
2022-11-15Covington Capital ManagementNEW Premium Premium Premium Premium19.00
2022-11-14AlphaCrest Capital Management LLCREDUCED Premium Premium Premium Premium5,201
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium202
2022-10-13New Century Advisors, LLCREDUCED Premium Premium Premium Premium210
2022-09-02Intersect Capital LLCADDED Premium Premium Premium Premium2,655
2022-08-05Fieldpoint Private Securities, LLCREDUCED Premium Premium Premium Premium494
2022-07-28Private Capital Group, LLCNEW Premium Premium Premium Premium397
2022-05-16Parametric Portfolio Associates LLCADDED Premium Premium Premium Premium47,890
2022-05-16PRICE MICHAEL FREDUCED Premium Premium Premium Premium32,500
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium3,120
2022-05-06IndexIQ Advisors LLCNEW Premium Premium Premium Premium2,802

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)80,0008,044,000 4.19%
Jefferies Group LLC57,8067,906,130 0.07%
Avalon Investment & Advisory51,6226,948,270 0.19%
Parametric Portfolio Associates LLC47,8907,006,000 -
PRICE MICHAEL F32,5004,755,000 0.56%
Forager Funds Management Pty Ltd16,0222,191,000 3.58%
EA Series Trust7,7331,189,340 0.04%
AlphaCrest Capital Management LLC5,201711,000 0.04%
PICTET ASSET MANAGEMENT SA4,796737,625 -
Amalgamated Financial Corp.3,120456,000 -

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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
EA Series Trust1,189,340
Amalgamated Financial Corp.456,000
IndexIQ Advisors LLC410,000
Gyon Technologies Capital Management, LP167,592
American Portfolios Advisors118,306
Private Capital Group, LLC48,000
WIPFLI FINANCIAL ADVISORS LLC,28,000
First Capital Advisors Group, LLC.5,844

Sold off

Fund Name$ Sold
Kalos Management, Inc.-4,442