StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2022-05-16Parametric Portfolio Associates LLCSOLD OFF Premium Premium Premium Premium-
2022-02-15NEXT Financial Group, IncNEW Premium Premium Premium Premium55.00
2021-11-15Marshall Wace North America L.P.SOLD OFF Premium Premium Premium Premium-
2021-11-15Omni Partners US LLCNEW Premium Premium Premium Premium38,400
2021-11-12SONORA INVESTMENT MANAGEMENT, LLCNEW Premium Premium Premium Premium-
2021-10-07Berman Capital Advisors, LLCREDUCED Premium Premium Premium Premium420
2021-08-13QS Investors, LLCUNCHANGED Premium Premium Premium Premium9,300

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Omni Partners US LLC38,4001,601,000 0.08%
QS Investors, LLC9,300338,000 -
Berman Capital Advisors, LLC42017,000 -
NEXT Financial Group, Inc55.002,000 -
SONORA INVESTMENT MANAGEMENT, LLC-2,000 -
Marshall Wace North America L.P.-- -
Parametric Portfolio Associates LLC-- -

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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
Omni Partners US LLC1,601,000
NEXT Financial Group, Inc2,000
SONORA INVESTMENT MANAGEMENT, LLC2,000

Reductions

Fund Name% Reduced
Berman Capital Advisors, LLC-0.24

Sold off