StocksFundsScreenerSectorsWatchlists

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 Premium29.00
2023-08-11Vident Investment Advisory, LLCREDUCED Premium Premium Premium Premium5,327
2023-08-10Ascension Asset Management LLCNEW Premium Premium Premium Premium12,194
2023-08-10PICTET ASSET MANAGEMENT SAADDED Premium Premium Premium Premium2,133,310
2023-08-10TD AMERITRADE INVESTMENT MANAGEMENT, LLCSOLD OFF Premium Premium Premium Premium-
2023-08-10HERON FINANCIAL GROUP, LLCSOLD OFF Premium Premium Premium Premium-
2023-08-09Veritable, L.P.ADDED Premium Premium Premium Premium5,786
2023-08-01Kistler-Tiffany Companies, LLCUNCHANGED Premium Premium Premium Premium95.00
2023-07-31TIAA, FSBUNCHANGED Premium Premium Premium Premium2,830
2023-07-27TimeScale Financial, Inc.UNCHANGED Premium Premium Premium Premium993
2023-07-24BerganKDV Wealth Management, LLCSOLD OFF Premium Premium Premium Premium-
2023-07-20AJ WEALTH STRATEGIES, LLCUNCHANGED Premium Premium Premium Premium3,493
2023-04-26INVESTMENT MANAGEMENT OF VIRGINIA LLCSOLD OFF Premium Premium Premium Premium-
2023-04-12PRIVATE TRUST CO NANEW Premium Premium Premium Premium119
2023-03-17American Portfolios AdvisorsREDUCED Premium Premium Premium Premium858
2023-02-14ALLSTATE INVESTMENT MANAGEMENT CONEW Premium Premium Premium Premium6,475
2023-02-13SEEYONDREDUCED Premium Premium Premium Premium10,371
2023-02-06Brinker Capital Investments, LLCADDED Premium Premium Premium Premium2,550
2023-02-01Capital Directions Investment Advisors, LLCADDED Premium Premium Premium Premium57.00
2023-01-19Pendal Group LtdADDED Premium Premium Premium Premium581,900
2022-12-01MUFG Americas Holdings CorpREDUCED Premium Premium Premium Premium62,501
2022-11-21FourThought Financial, LLCNEW Premium Premium Premium Premium348
2022-11-15Covington Capital ManagementUNCHANGED Premium Premium Premium Premium15.00
2022-11-14BREWIN DOLPHIN LTDUNCHANGED Premium Premium Premium Premium600
2022-11-14Corient Capital Partners, LLCUNCHANGED Premium Premium Premium Premium1,659

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
PICTET ASSET MANAGEMENT LTD3,054,140471,590,000 0.51%
PICTET ASSET MANAGEMENT SA2,133,310253,416,000 0.30%
Pendal Group Ltd581,90081,594,000 0.70%
Parametric Portfolio Associates LLC423,34473,857,000 0.04%
EATON VANCE MANAGEMENT259,22231,192,000 0.05%
DOWLING & YAHNKE LLC136,39916,413,000 0.76%
TPI Fund Managers Ltd80,70011,477,000 1.92%
MUFG Americas Holdings Corp62,5017,521,000 0.19%
Amalgamated Financial Corp.41,4717,235,000 0.06%
Beaumont Financial Partners, LLC40,9434,927,000 0.47%

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

Fund Name$ Value% Port.
TPI Fund Managers Ltd11,477,000 1.92%
Ascension Asset Management LLC1,448,520 0.88%
DOWLING & YAHNKE LLC16,413,000 0.76%
Pendal Group Ltd81,594,000 0.70%
Optimal Asset Management, Inc.4,146,000 0.52%
PICTET ASSET MANAGEMENT LTD471,590,000 0.51%
Beaumont Financial Partners, LLC4,927,000 0.47%
PICTET ASSET MANAGEMENT SA253,416,000 0.30%
MUFG Americas Holdings Corp7,521,000 0.19%
MACRO Consulting Group347,000 0.18%

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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.7,235,000
Ascension Asset Management LLC1,448,520
ALLSTATE INVESTMENT MANAGEMENT CO907,925
WIPFLI FINANCIAL ADVISORS LLC,193,000
FIRST MERCANTILE TRUST CO53,000
FourThought Financial, LLC42,000
PRIVATE TRUST CO NA15,858
Enterprise Trust & Investment Co4,000