StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-03-17American Portfolios AdvisorsSOLD OFF Premium Premium Premium Premium-
2023-02-14ZEKE CAPITAL ADVISORS, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-13TRUSTCORE FINANCIAL SERVICES, LLCSOLD OFF Premium Premium Premium Premium-
2023-01-25HAVENS ADVISORS LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14EATON VANCE MANAGEMENTREDUCED Premium Premium Premium Premium42,055
2022-11-14S. MUOIO & CO. LLCADDED Premium Premium Premium Premium128,078
2022-11-14SARISSA CONSULTING LLCADDED Premium Premium Premium Premium173,844
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium763
2022-10-07American Research & Management Co.UNCHANGED Premium Premium Premium Premium300
2022-05-16Tibra Equities Europe LtdNEW Premium Premium Premium Premium57,502
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium10,850
2022-05-16Parametric Portfolio Associates LLCREDUCED Premium Premium Premium Premium102,792
2022-05-06IndexIQ Advisors LLCNEW Premium Premium Premium Premium643,428
2021-11-15Marshall Wace North America L.P.SOLD OFF Premium Premium Premium Premium-

Rows per page:

1–14 of 14

Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
IndexIQ Advisors LLC643,42811,788,000 0.42%
SARISSA CONSULTING LLC173,8443,023,000 3.12%
S. MUOIO & CO. LLC128,0782,227,000 2.94%
Parametric Portfolio Associates LLC102,7921,883,000 -
Tibra Equities Europe Ltd57,5021,053,000 1.17%
EATON VANCE MANAGEMENT42,055731,000 -
Amalgamated Financial Corp.10,850199,000 -
WIPFLI FINANCIAL ADVISORS LLC,76313,000 -
American Research & Management Co.3005,000 -
Marshall Wace North America L.P.-- -

Rows per page:

1–10 of 14

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

Rows per page:

1–10 of 14

Trend of No. of funds that hold undefined

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
IndexIQ Advisors LLC11,788,000
Tibra Equities Europe Ltd1,053,000
Amalgamated Financial Corp.199,000
WIPFLI FINANCIAL ADVISORS LLC,13,000

Additions

Fund Name% Increased
SARISSA CONSULTING LLC204
S. MUOIO & CO. LLC6.73

Reductions