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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2022-05-16
Parametric Portfolio Associates LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-02-15
NEXT Financial Group, Inc
NEW
Premium
Premium
Premium
Premium
55.00
2021-11-15
Marshall Wace North America L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
2021-11-15
Omni Partners US LLC
NEW
Premium
Premium
Premium
Premium
38,400
2021-11-12
SONORA INVESTMENT MANAGEMENT, LLC
NEW
Premium
Premium
Premium
Premium
-
2021-10-07
Berman Capital Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
420
2021-08-13
QS Investors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
9,300
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10
All
1–7 of 7
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Omni Partners US LLC
38,400
1,601,000
0.08%
QS Investors, LLC
9,300
338,000
-
Berman Capital Advisors, LLC
420
17,000
-
NEXT Financial Group, Inc
55.00
2,000
-
SONORA INVESTMENT MANAGEMENT, LLC
-
2,000
-
Marshall Wace North America L.P.
-
-
-
Parametric Portfolio Associates LLC
-
-
-
Rows per page:
10
1–7 of 7
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Omni Partners US LLC
1,601,000
0.08%
QS Investors, LLC
338,000
-
Berman Capital Advisors, LLC
17,000
-
SONORA INVESTMENT MANAGEMENT, LLC
2,000
-
Marshall Wace North America L.P.
-
-
NEXT Financial Group, Inc
2,000
-
Parametric Portfolio Associates LLC
-
-
Rows per page:
10
1–7 of 7
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Omni Partners US LLC
1,601,000
NEXT Financial Group, Inc
2,000
SONORA INVESTMENT MANAGEMENT, LLC
2,000
Reductions
Fund Name
% Reduced
Berman Capital Advisors, LLC
-0.24
Sold off
Fund Name
$ Sold
Marshall Wace North America L.P.
-25,833,000
Parametric Portfolio Associates LLC
-12,402,000