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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-05-15
Kula Investments, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-05-11
RAMIUS ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-05-10
Coppell Advisory Solutions Corp.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-03-17
American Portfolios Advisors
ADDED
Premium
Premium
Premium
Premium
1,568
2023-02-14
Telemetry Investments, L.L.C.
NEW
Premium
Premium
Premium
Premium
31,461
2023-02-13
TRUSTCORE FINANCIAL SERVICES, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,342
2023-02-06
Brinker Capital Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
84,146
2023-01-31
Burleson & Company, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,100
2023-01-26
Regent Investment Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
10,335
2023-01-25
HAVENS ADVISORS LLC
UNCHANGED
Premium
Premium
Premium
Premium
39,000
2023-01-19
Pendal Group Ltd
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-21
FourThought Financial, LLC
REDUCED
Premium
Premium
Premium
Premium
28,025
2022-11-15
Covington Capital Management
UNCHANGED
Premium
Premium
Premium
Premium
500
2022-11-14
EATON VANCE MANAGEMENT
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-14
AlphaCrest Capital Management LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-10-26
WIPFLI FINANCIAL ADVISORS LLC,
NEW
Premium
Premium
Premium
Premium
3,211
2022-10-14
Redpoint Investment Management Pty Ltd
ADDED
Premium
Premium
Premium
Premium
22,082
2022-10-13
New Century Advisors, LLC
NEW
Premium
Premium
Premium
Premium
6,000
2022-07-28
Private Capital Group, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-05-16
Amalgamated Financial Corp.
NEW
Premium
Premium
Premium
Premium
169,695
2022-05-16
Barrett Asset Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-05-16
AMP Capital Investors Ltd
REDUCED
Premium
Premium
Premium
Premium
37,488
2022-05-16
Parametric Portfolio Associates LLC
ADDED
Premium
Premium
Premium
Premium
423,808
2022-05-13
KINGS POINT CAPITAL MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
898
2022-04-14
Lenox Wealth Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
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Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Parametric Portfolio Associates LLC
423,808
12,388,000
0.01%
Amalgamated Financial Corp.
169,695
4,960,000
0.04%
QS Investors, LLC
113,260
3,909,000
0.05%
PICTET ASSET MANAGEMENT LTD
91,879
3,171,000
-
Brinker Capital Investments, LLC
84,146
2,697,720
0.05%
HAVENS ADVISORS LLC
39,000
1,250,340
3.18%
AMP Capital Investors Ltd
37,488
1,096,000
0.05%
Telemetry Investments, L.L.C.
31,461
1,009,000
1.59%
FourThought Financial, LLC
28,025
878,000
0.13%
Redpoint Investment Management Pty Ltd
22,082
692,000
0.10%
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10
1–10 of 37
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
HAVENS ADVISORS LLC
1,250,340
3.18%
Telemetry Investments, L.L.C.
1,009,000
1.59%
New Century Advisors, LLC
188,000
0.23%
Vontobel Swiss Wealth Advisors AG
421,000
0.22%
FourThought Financial, LLC
878,000
0.13%
Redpoint Investment Management Pty Ltd
692,000
0.10%
Regent Investment Management LLC
331,000
0.09%
Optimal Asset Management, Inc.
609,000
0.08%
QS Investors, LLC
3,909,000
0.05%
AMP Capital Investors Ltd
1,096,000
0.05%
Rows per page:
10
1–10 of 37
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Amalgamated Financial Corp.
4,960,000
Telemetry Investments, L.L.C.
1,009,000
New Century Advisors, LLC
188,000
WIPFLI FINANCIAL ADVISORS LLC,
101,000
Dixon Hughes Goodman Wealth Advisors LLC
12,000
Additions
Fund Name
% Increased
American Portfolios Advisors
126
PICTET ASSET MANAGEMENT LTD
69.83
NEXT Financial Group, Inc
16.71
Redpoint Investment Management Pty Ltd
9.72
Vontobel Swiss Wealth Advisors AG
8.06
Parametric Portfolio Associates LLC
3.00
Reductions
Fund Name
% Reduced
FourThought Financial, LLC
-63.8
AMP Capital Investors Ltd
-58.22
QS Investors, LLC
-31.13
Brinker Capital Investments, LLC
-6.44
World Asset Management Inc
-3.83
Berman Capital Advisors, LLC
-0.44
Sold off
Fund Name
$ Sold
EATON VANCE MANAGEMENT
-47,022,000
RAMIUS ADVISORS LLC
-6,339,960
EII CAPITAL MANAGEMENT, INC.
-2,400,000
AlphaCrest Capital Management LLC
-793,000
Kula Investments, LLC
-459,676
Pendal Group Ltd
-252,000
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
-218,000
Private Capital Group, LLC
-39,000