StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-09-21Jefferies Group LLCADDED Premium Premium Premium Premium235,000
2023-03-17American Portfolios AdvisorsADDED Premium Premium Premium Premium19,667
2023-02-14ZEKE CAPITAL ADVISORS, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-14Axiom Investment Management LLCSOLD OFF Premium Premium Premium Premium-
2023-02-14Telemetry Investments, L.L.C.SOLD OFF Premium Premium Premium Premium-
2023-02-14Perpetual Investment Management LtdSOLD OFF Premium Premium Premium Premium-
2023-02-14Laurel Wealth Advisors, Inc.SOLD OFF Premium Premium Premium Premium-
2023-02-14Cribstone Capital Management, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-13TRUSTCORE FINANCIAL SERVICES, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-13SEEYONDSOLD OFF Premium Premium Premium Premium-
2023-02-13APOGEM CAPITAL LLCSOLD OFF Premium Premium Premium Premium-
2023-02-06Brinker Capital Investments, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-01Axel Capital Management, LLCSOLD OFF Premium Premium Premium Premium-
2023-01-25HAVENS ADVISORS LLCSOLD OFF Premium Premium Premium Premium-
2023-01-23Sargent Bickham Lagudis LLCSOLD OFF Premium Premium Premium Premium-
2022-11-21FourThought Financial, LLCREDUCED Premium Premium Premium Premium10.00
2022-11-16MILESTONE WEALTH, LLCREDUCED Premium Premium Premium Premium2,000
2022-11-15Covington Capital ManagementADDED Premium Premium Premium Premium1,410
2022-11-15Forager Funds Management Pty LtdREDUCED Premium Premium Premium Premium73,584
2022-11-14EATON VANCE MANAGEMENTREDUCED Premium Premium Premium Premium335,245
2022-11-14S. MUOIO & CO. LLCADDED Premium Premium Premium Premium41,400
2022-11-14REGENTATLANTIC CAPITAL LLCREDUCED Premium Premium Premium Premium24,172
2022-11-14Brown Advisory Securities, LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14Surevest, LLCUNCHANGED Premium Premium Premium Premium530
2022-11-14Corient Capital Partners, LLCADDED Premium Premium Premium Premium14,924

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
Parametric Portfolio Associates LLC3,036,790117,493,000 0.06%
PICTET ASSET MANAGEMENT LTD2,140,120147,262,000 0.16%
Mohican Financial Management, LLC1,702,0001,732,000 0.68%
HHR Asset Management, LLC725,55128,072,000 5.08%
Mohican Financial Management, LLC661,000903,000 0.35%
PRICE MICHAEL F540,60020,916,000 2.47%
EATON VANCE MANAGEMENT335,24514,697,000 0.02%
Jefferies Group LLC235,00010,302,400 0.09%
NN Investment Partners Holdings N.V.207,5428,028,000 0.04%
Amalgamated Financial Corp.203,0417,856,000 0.06%

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

Fund Name$ Value% Port.
Forager Funds Management Pty Ltd3,226,000 5.26%
HHR Asset Management, LLC28,072,000 5.08%
Provenire Capital, LLC1,039,000 3.84%
PRICE MICHAEL F20,916,000 2.47%
S. MUOIO & CO. LLC1,815,000 2.40%
SARISSA CONSULTING LLC2,262,000 2.34%
Arbor Wealth Management, LLC7,801,000 1.71%
Geier Asset Management, Inc.1,205,000 0.84%
Mohican Financial Management, LLC1,732,000 0.68%
Sovarnum Capital L.P.604,000 0.57%

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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
Amalgamated Financial Corp.7,856,000
CORNERSTONE ADVISORS INC2,334,000
Nokota Management, LP864,000
Sovarnum Capital L.P.604,000
55I, LLC351,000
WIPFLI FINANCIAL ADVISORS LLC,253,000
DOWLING & YAHNKE LLC236,000
Nauset Wealth Management. LLC58,000