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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-02
NISA INVESTMENT ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
350
2024-05-01
Janney Montgomery Scott LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Mirae Asset Global Investments Co., Ltd.
REDUCED
Premium
Premium
Premium
Premium
185,894
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CREATIVE FINANCIAL DESIGNS INC /ADV
REDUCED
Premium
Premium
Premium
Premium
300
2024-04-30
Avior Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
408
2024-04-30
VAN ECK ASSOCIATES CORP
REDUCED
Premium
Premium
Premium
Premium
242,866
2024-04-29
PRINCIPAL FINANCIAL GROUP INC
REDUCED
Premium
Premium
Premium
Premium
360,444
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
HAZLETT, BURT & WATSON, INC.
UNCHANGED
Premium
Premium
Premium
Premium
25.00
2024-04-26
Millburn Ridgefield Corp
ADDED
Premium
Premium
Premium
Premium
1,172
2024-04-26
LifeSteps Financial, Inc.
NEW
Premium
Premium
Premium
Premium
53.00
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
REDUCED
Premium
Premium
Premium
Premium
3,361
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
60,784
2024-04-25
SIMPLEX TRADING, LLC
REDUCED
Premium
Premium
Premium
Premium
556
2024-04-25
Allworth Financial LP
ADDED
Premium
Premium
Premium
Premium
862
2024-04-24
Cambridge Investment Research Advisors, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
Catalyst Capital Advisors LLC
ADDED
Premium
Premium
Premium
Premium
1,172
2024-04-23
RATIONAL ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Global Retirement Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
50.00
2024-04-23
PFG Private Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
19.00
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
603
2024-04-22
RAYMOND JAMES & ASSOCIATES
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
Raymond James Financial Services Advisors, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
MetLife Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
9,455
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Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
STATE STREET CORP
1,816,090
51,268,200
-
BlackRock Inc.
1,474,930
41,637,200
-
VANGUARD GROUP INC
1,050,010
29,641,800
-
Invesco Ltd.
747,307
21,096,500
-
GEODE CAPITAL MANAGEMENT, LLC
396,762
11,201,800
-
PRINCIPAL FINANCIAL GROUP INC
360,444
4,801,120
-
MORGAN STANLEY
338,506
9,556,020
-
NORGES BANK
253,204
7,147,950
-
VAN ECK ASSOCIATES CORP
242,866
3,235,000
-
GOLDMAN SACHS GROUP INC
234,992
6,633,820
-
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1–10 of 76
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Scientech Research LLC
237,525
0.24%
Jade Capital Advisors, LLC
282,300
0.17%
HNP Capital LLC
573,598
0.16%
Sculptor Capital LP
4,324,840
0.09%
Vectors Research Management, LLC
279,000
0.08%
BARD ASSOCIATES INC
217,371
0.08%
Entropy Technologies, LP
361,005
0.07%
Quest Partners LLC
308,469
0.07%
EntryPoint Capital, LLC
58,126
0.06%
Rows per page:
10
1–10 of 90
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
7,147,950
ALPS ADVISORS INC
1,715,420
GROUP ONE TRADING, L.P.
1,237,720
HNP Capital LLC
573,598
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
486,290
Entropy Technologies, LP
361,005
683 Capital Management, LLC
352,875
Engineers Gate Manager LP
335,175
Additions
Fund Name
% Increased
CITIGROUP INC
3,892
NewSquare Capital LLC
1,900
Allworth Financial LP
1,734
Tower Research Capital LLC (TRC)
960
American Portfolios Advisors
739
MILLENNIUM MANAGEMENT LLC
486
BARCLAYS PLC
486
DEUTSCHE BANK AG\
372
Reductions
Fund Name
% Reduced
Schonfeld Strategic Advisors LLC
-91.72
Eagle Bay Advisors LLC
-89.68
SIMPLEX TRADING, LLC
-89.14
CREATIVE FINANCIAL DESIGNS INC /ADV
-80.89
AMALGAMATED BANK
-68.16
VAN ECK ASSOCIATES CORP
-54.95
Mirae Asset Global Investments Co., Ltd.
-52.34
UBS Group AG
-50.19
Sold off
Fund Name
$ Sold
Janney Montgomery Scott LLC
-225,000
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
Yaupon Capital Management LP
-3,709,960
Polar Capital Holdings Plc
-3,672,250
KENNEDY CAPITAL MANAGEMENT LLC
-2,174,370
Kestra Advisory Services, LLC
-1,018,940
B. Riley Wealth Management, Inc.
-517,000
UBS ASSET MANAGEMENT AMERICAS INC
-439,519