StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-08-10TD AMERITRADE INVESTMENT MANAGEMENT, LLCSOLD OFF Premium Premium Premium Premium-
2023-08-09Endurance Wealth Management, Inc.SOLD OFF Premium Premium Premium Premium-
2023-04-18ETF MANAGERS GROUP, LLCSOLD OFF Premium Premium Premium Premium-
2023-04-14STONNINGTON GROUP, LLCSOLD OFF Premium Premium Premium Premium-
2023-04-12PRIVATE TRUST CO NANEW Premium Premium Premium Premium56.00
2023-03-17American Portfolios AdvisorsREDUCED Premium Premium Premium Premium241
2023-02-14ALLSTATE INVESTMENT MANAGEMENT CONEW Premium Premium Premium Premium1,201
2023-02-14Perpetual Investment Management LtdADDED Premium Premium Premium Premium5,318
2023-02-13TRUSTCORE FINANCIAL SERVICES, LLCREDUCED Premium Premium Premium Premium60.00
2023-02-13SEEYONDADDED Premium Premium Premium Premium452
2023-02-13Gyon Technologies Capital Management, LPNEW Premium Premium Premium Premium9,044
2023-02-13Alpha Paradigm Partners, LLCUNCHANGED Premium Premium Premium Premium1,206
2023-02-06Brinker Capital Investments, LLCREDUCED Premium Premium Premium Premium7,882
2023-01-26BOENNING & SCATTERGOOD, INC.ADDED Premium Premium Premium Premium4,347
2023-01-26YorkBridge Wealth Partners, LLCSOLD OFF Premium Premium Premium Premium-
2023-01-13GOFEN & GLOSSBERG LLC /IL/REDUCED Premium Premium Premium Premium38,042
2022-12-01MUFG Americas Holdings CorpREDUCED Premium Premium Premium Premium220
2022-11-16MILESTONE WEALTH, LLCUNCHANGED Premium Premium Premium Premium80.00
2022-11-15Covington Capital ManagementUNCHANGED Premium Premium Premium Premium168
2022-11-14Surevest, LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14AlphaCrest Capital Management LLCADDED Premium Premium Premium Premium2,814
2022-11-14Corient Capital Partners, LLCUNCHANGED Premium Premium Premium Premium1,386
2022-11-1455I, LLCNEW Premium Premium Premium Premium743
2022-11-14REGENTATLANTIC CAPITAL LLCREDUCED Premium Premium Premium Premium2,771
2022-11-14EATON VANCE MANAGEMENTADDED Premium Premium Premium Premium49,927

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Parametric Portfolio Associates LLC238,609133,490,000 0.07%
PICTET ASSET MANAGEMENT LTD180,087100,206,000 0.11%
EATON VANCE MANAGEMENT49,92716,765,000 0.03%
GOFEN & GLOSSBERG LLC /IL/38,0428,755,000 0.22%
Full18 Capital LLC22,31412,899,000 2.97%
NN Investment Partners Holdings N.V.18,87810,562,000 0.06%
Hexavest Inc.14,8209,587,000 0.58%
Amalgamated Financial Corp.14,5588,144,000 0.06%
Gyon Technologies Capital Management, LP9,0442,081,390 0.78%
Brinker Capital Investments, LLC7,8821,813,960 0.04%

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Which funds have put a big percent of portfolio in undefined?

Fund Name$ Value% Port.
Full18 Capital LLC12,899,000 2.97%
SECOND CURVE CAPITAL LLC2,374,000 2.55%
Enterprise Trust & Investment Co2,244,000 0.94%
Eidelman Virant Capital1,190,000 0.88%
Gyon Technologies Capital Management, LP2,081,390 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, LLC2,196,000 0.21%
NTB Financial Corp219,000 0.18%

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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
Full18 Capital LLC12,899,000
Amalgamated Financial Corp.8,144,000
Gyon Technologies Capital Management, LP2,081,390
ALLSTATE INVESTMENT MANAGEMENT CO276,398
55I, LLC249,000
WIPFLI FINANCIAL ADVISORS LLC,119,000
EXANE DERIVATIVES86,490
NuWave Investment Management, LLC51,000