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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-08-10
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-08-09
Endurance Wealth Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-04-18
ETF MANAGERS GROUP, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-04-14
STONNINGTON GROUP, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-04-12
PRIVATE TRUST CO NA
NEW
Premium
Premium
Premium
Premium
56.00
2023-03-17
American Portfolios Advisors
REDUCED
Premium
Premium
Premium
Premium
241
2023-02-14
ALLSTATE INVESTMENT MANAGEMENT CO
NEW
Premium
Premium
Premium
Premium
1,201
2023-02-14
Perpetual Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
5,318
2023-02-13
TRUSTCORE FINANCIAL SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
60.00
2023-02-13
SEEYOND
ADDED
Premium
Premium
Premium
Premium
452
2023-02-13
Gyon Technologies Capital Management, LP
NEW
Premium
Premium
Premium
Premium
9,044
2023-02-13
Alpha Paradigm Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,206
2023-02-06
Brinker Capital Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
7,882
2023-01-26
BOENNING & SCATTERGOOD, INC.
ADDED
Premium
Premium
Premium
Premium
4,347
2023-01-26
YorkBridge Wealth Partners, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-01-13
GOFEN & GLOSSBERG LLC /IL/
REDUCED
Premium
Premium
Premium
Premium
38,042
2022-12-01
MUFG Americas Holdings Corp
REDUCED
Premium
Premium
Premium
Premium
220
2022-11-16
MILESTONE WEALTH, LLC
UNCHANGED
Premium
Premium
Premium
Premium
80.00
2022-11-15
Covington Capital Management
UNCHANGED
Premium
Premium
Premium
Premium
168
2022-11-14
Surevest, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-14
AlphaCrest Capital Management LLC
ADDED
Premium
Premium
Premium
Premium
2,814
2022-11-14
Corient Capital Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,386
2022-11-14
55I, LLC
NEW
Premium
Premium
Premium
Premium
743
2022-11-14
REGENTATLANTIC CAPITAL LLC
REDUCED
Premium
Premium
Premium
Premium
2,771
2022-11-14
EATON VANCE MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
49,927
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Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Parametric Portfolio Associates LLC
238,609
133,490,000
0.07%
PICTET ASSET MANAGEMENT LTD
180,087
100,206,000
0.11%
EATON VANCE MANAGEMENT
49,927
16,765,000
0.03%
GOFEN & GLOSSBERG LLC /IL/
38,042
8,755,000
0.22%
Full18 Capital LLC
22,314
12,899,000
2.97%
NN Investment Partners Holdings N.V.
18,878
10,562,000
0.06%
Hexavest Inc.
14,820
9,587,000
0.58%
Amalgamated Financial Corp.
14,558
8,144,000
0.06%
Gyon Technologies Capital Management, LP
9,044
2,081,390
0.78%
Brinker Capital Investments, LLC
7,882
1,813,960
0.04%
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10
1–10 of 68
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Full18 Capital LLC
12,899,000
2.97%
SECOND CURVE CAPITAL LLC
2,374,000
2.55%
Enterprise Trust & Investment Co
2,244,000
0.94%
Eidelman Virant Capital
1,190,000
0.88%
Gyon Technologies Capital Management, LP
2,081,390
0.78%
Hexavest Inc.
9,587,000
0.58%
BOENNING & SCATTERGOOD, INC.
2,432,000
0.39%
GOFEN & GLOSSBERG LLC /IL/
8,755,000
0.22%
Beaumont Financial Partners, LLC
2,196,000
0.21%
NTB Financial Corp
219,000
0.18%
Rows per page:
10
1–10 of 68
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Full18 Capital LLC
12,899,000
Amalgamated Financial Corp.
8,144,000
Gyon Technologies Capital Management, LP
2,081,390
ALLSTATE INVESTMENT MANAGEMENT CO
276,398
55I, LLC
249,000
WIPFLI FINANCIAL ADVISORS LLC,
119,000
EXANE DERIVATIVES
86,490
NuWave Investment Management, LLC
51,000
Additions
Fund Name
% Increased
AlphaCrest Capital Management LLC
115
Perpetual Investment Management Ltd
97.04
Enterprise Trust & Investment Co
34.94
QS Investors, LLC
16.92
Berman Capital Advisors, LLC
16.91
Beaumont Financial Partners, LLC
10.59
IndexIQ Advisors LLC
4.38
Parametric Portfolio Associates LLC
3.65
Reductions
Fund Name
% Reduced
People's United Financial, Inc.
-92.63
Private Capital Group, LLC
-68.48
TRUSTCORE FINANCIAL SERVICES, LLC
-62.73
Fieldpoint Private Securities, LLC
-58.82
Redpoint Investment Management Pty Ltd
-20.43
Hexavest Inc.
-14.29
MUFG Americas Holdings Corp
-11.65
Lenox Wealth Advisors, LLC
-11.11
Sold off
Fund Name
$ Sold
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
-
Endurance Wealth Management, Inc.
-
Marshall Wace North America L.P.
-2,433,000
Astrantus Ltd
-1,153,000
STONNINGTON GROUP, LLC
-631,700
IBM Retirement Fund
-507,000
CORBETT ROAD CAPITAL MANAGEMENT, LLC
-306,000
ETF MANAGERS GROUP, LLC
-292,508