StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-08-14THOMAS WHITE INTERNATIONAL LTDUNCHANGED Premium Premium Premium Premium740
2023-08-11Vident Investment Advisory, LLCSOLD OFF Premium Premium Premium Premium-
2023-08-10PICTET ASSET MANAGEMENT SAADDED Premium Premium Premium Premium21,031
2023-08-10TD AMERITRADE INVESTMENT MANAGEMENT, LLCREDUCED Premium Premium Premium Premium48.00
2023-08-01BDO Wealth Advisors, LLCUNCHANGED Premium Premium Premium Premium2.00
2023-07-24BerganKDV Wealth Management, LLCSOLD OFF Premium Premium Premium Premium-
2023-04-17Baldrige Asset Management LLCNEW Premium Premium Premium Premium4.00
2023-04-12PRIVATE TRUST CO NANEW Premium Premium Premium Premium31.00
2023-03-17American Portfolios AdvisorsREDUCED Premium Premium Premium Premium52.00
2023-02-14ROTHSCHILD & CO ASSET MANAGEMENT US INC.REDUCED Premium Premium Premium Premium28,812
2023-02-14ZEKE CAPITAL ADVISORS, LLCREDUCED Premium Premium Premium Premium723
2023-02-13Gyon Technologies Capital Management, LPREDUCED Premium Premium Premium Premium2,977
2023-02-13SEEYONDADDED Premium Premium Premium Premium5,520
2023-02-06Brinker Capital Investments, LLCREDUCED Premium Premium Premium Premium2,925
2023-01-19Pendal Group LtdSOLD OFF Premium Premium Premium Premium-
2023-01-13GOFEN & GLOSSBERG LLC /IL/UNCHANGED Premium Premium Premium Premium1,150
2022-11-14REGENTATLANTIC CAPITAL LLCADDED Premium Premium Premium Premium5,421
2022-11-14EATON VANCE MANAGEMENTREDUCED Premium Premium Premium Premium18,389
2022-11-14CPWM, LLCREDUCED Premium Premium Premium Premium1,686
2022-11-14AlphaCrest Capital Management LLCREDUCED Premium Premium Premium Premium5,782
2022-11-10AGF Investments LLCADDED Premium Premium Premium Premium6,072
2022-11-02SIENA CAPITAL LLCUNCHANGED Premium Premium Premium Premium2.00
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium232
2022-10-14Redpoint Investment Management Pty LtdREDUCED Premium Premium Premium Premium1,201
2022-10-04Bowling Portfolio Management LLCADDED Premium Premium Premium Premium9,887

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Parametric Portfolio Associates LLC198,94859,959,000 0.03%
Smith Asset Management Group LP52,50013,231,000 0.65%
QS Investors, LLC33,5378,452,000 0.10%
ROTHSCHILD & CO ASSET MANAGEMENT US INC.28,8129,544,550 0.14%
PICTET ASSET MANAGEMENT SA21,0317,189,660 0.01%
PICTET ASSET MANAGEMENT LTD19,5744,933,000 -
EATON VANCE MANAGEMENT18,3894,826,000 0.01%
Amalgamated Financial Corp.13,3384,020,000 0.03%
Bowling Portfolio Management LLC9,8872,595,000 0.71%
AGF Investments LLC6,0721,594,000 0.15%

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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
Smith Asset Management Group LP13,231,000
Amalgamated Financial Corp.4,020,000
QUANTITATIVE VALUE TECHNOLOGIES, LLC320,000
WELD CAPITAL MANAGEMENT LLC225,000
WIPFLI FINANCIAL ADVISORS LLC,61,000
PRIVATE TRUST CO NA11,099
REILLY FINANCIAL ADVISORS, LLC6,000
Baldrige Asset Management LLC1,000