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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-09-21
Jefferies Group LLC
REDUCED
Premium
Premium
Premium
Premium
57,806
2023-08-15
First Capital Advisors Group, LLC.
NEW
Premium
Premium
Premium
Premium
38.00
2023-08-11
Vident Investment Advisory, LLC
ADDED
Premium
Premium
Premium
Premium
2,667
2023-08-10
PICTET ASSET MANAGEMENT SA
REDUCED
Premium
Premium
Premium
Premium
4,796
2023-08-09
Kalos Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-08-01
Kistler-Tiffany Companies, LLC
ADDED
Premium
Premium
Premium
Premium
1,394
2023-07-27
EA Series Trust
NEW
Premium
Premium
Premium
Premium
7,733
2023-05-15
Avalon Investment & Advisory
REDUCED
Premium
Premium
Premium
Premium
51,622
2023-05-15
Zebra Capital Management LLC
ADDED
Premium
Premium
Premium
Premium
2,736
2023-04-12
PRIVATE TRUST CO NA
NEW
Premium
Premium
Premium
Premium
3.00
2023-03-17
American Portfolios Advisors
NEW
Premium
Premium
Premium
Premium
865
2023-02-13
Gyon Technologies Capital Management, LP
NEW
Premium
Premium
Premium
Premium
1,225
2023-02-06
Brinker Capital Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
2,290
2022-11-15
Forager Funds Management Pty Ltd
ADDED
Premium
Premium
Premium
Premium
16,022
2022-11-15
Covington Capital Management
NEW
Premium
Premium
Premium
Premium
19.00
2022-11-14
AlphaCrest Capital Management LLC
REDUCED
Premium
Premium
Premium
Premium
5,201
2022-10-26
WIPFLI FINANCIAL ADVISORS LLC,
NEW
Premium
Premium
Premium
Premium
202
2022-10-13
New Century Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
210
2022-09-02
Intersect Capital LLC
ADDED
Premium
Premium
Premium
Premium
2,655
2022-08-05
Fieldpoint Private Securities, LLC
REDUCED
Premium
Premium
Premium
Premium
494
2022-07-28
Private Capital Group, LLC
NEW
Premium
Premium
Premium
Premium
397
2022-05-16
Parametric Portfolio Associates LLC
ADDED
Premium
Premium
Premium
Premium
47,890
2022-05-16
PRICE MICHAEL F
REDUCED
Premium
Premium
Premium
Premium
32,500
2022-05-16
Amalgamated Financial Corp.
NEW
Premium
Premium
Premium
Premium
3,120
2022-05-06
IndexIQ Advisors LLC
NEW
Premium
Premium
Premium
Premium
2,802
Rows per page:
10
All
1–25 of 28
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
80,000
8,044,000
4.19%
Jefferies Group LLC
57,806
7,906,130
0.07%
Avalon Investment & Advisory
51,622
6,948,270
0.19%
Parametric Portfolio Associates LLC
47,890
7,006,000
-
PRICE MICHAEL F
32,500
4,755,000
0.56%
Forager Funds Management Pty Ltd
16,022
2,191,000
3.58%
EA Series Trust
7,733
1,189,340
0.04%
AlphaCrest Capital Management LLC
5,201
711,000
0.04%
PICTET ASSET MANAGEMENT SA
4,796
737,625
-
Amalgamated Financial Corp.
3,120
456,000
-
Rows per page:
10
1–10 of 28
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
8,044,000
4.19%
Forager Funds Management Pty Ltd
2,191,000
3.58%
Zebra Capital Management LLC
368,000
1.84%
PRICE MICHAEL F
4,755,000
0.56%
FIRST QUADRANT LLC/CA
44,000
0.24%
Avalon Investment & Advisory
6,948,270
0.19%
Intersect Capital LLC
323,000
0.10%
Jefferies Group LLC
7,906,130
0.07%
Gyon Technologies Capital Management, LP
167,592
0.06%
New Century Advisors, LLC
29,000
0.04%
Rows per page:
10
1–10 of 28
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
EA Series Trust
1,189,340
Amalgamated Financial Corp.
456,000
IndexIQ Advisors LLC
410,000
Gyon Technologies Capital Management, LP
167,592
American Portfolios Advisors
118,306
Private Capital Group, LLC
48,000
WIPFLI FINANCIAL ADVISORS LLC,
28,000
First Capital Advisors Group, LLC.
5,844
Additions
Fund Name
% Increased
Intersect Capital LLC
71.51
Vident Investment Advisory, LLC
67.31
NEXT Financial Group, Inc
51.61
Parametric Portfolio Associates LLC
33.01
Forager Funds Management Pty Ltd
28.87
Zebra Capital Management LLC
6.75
Kistler-Tiffany Companies, LLC
3.72
Reductions
Fund Name
% Reduced
Jefferies Group LLC
-37.3
Avalon Investment & Advisory
-25.73
AlphaCrest Capital Management LLC
-20.58
FIRST QUADRANT LLC/CA
-9.29
Fieldpoint Private Securities, LLC
-7.14
PICTET ASSET MANAGEMENT SA
-5.72
Brinker Capital Investments, LLC
-2.88
PRICE MICHAEL F
-1.99
Sold off
Fund Name
$ Sold
Kalos Management, Inc.
-4,442