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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-09-21
Jefferies Group LLC
ADDED
Premium
Premium
Premium
Premium
235,000
2023-03-17
American Portfolios Advisors
ADDED
Premium
Premium
Premium
Premium
19,667
2023-02-14
ZEKE CAPITAL ADVISORS, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-14
Axiom Investment Management LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-14
Telemetry Investments, L.L.C.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-14
Perpetual Investment Management Ltd
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-14
Laurel Wealth Advisors, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-14
Cribstone Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-13
TRUSTCORE FINANCIAL SERVICES, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-13
SEEYOND
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-13
APOGEM CAPITAL LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-06
Brinker Capital Investments, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-01
Axel Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-01-25
HAVENS ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-01-23
Sargent Bickham Lagudis LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-21
FourThought Financial, LLC
REDUCED
Premium
Premium
Premium
Premium
10.00
2022-11-16
MILESTONE WEALTH, LLC
REDUCED
Premium
Premium
Premium
Premium
2,000
2022-11-15
Covington Capital Management
ADDED
Premium
Premium
Premium
Premium
1,410
2022-11-15
Forager Funds Management Pty Ltd
REDUCED
Premium
Premium
Premium
Premium
73,584
2022-11-14
EATON VANCE MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
335,245
2022-11-14
S. MUOIO & CO. LLC
ADDED
Premium
Premium
Premium
Premium
41,400
2022-11-14
REGENTATLANTIC CAPITAL LLC
REDUCED
Premium
Premium
Premium
Premium
24,172
2022-11-14
Brown Advisory Securities, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-14
Surevest, LLC
UNCHANGED
Premium
Premium
Premium
Premium
530
2022-11-14
Corient Capital Partners, LLC
ADDED
Premium
Premium
Premium
Premium
14,924
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Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Parametric Portfolio Associates LLC
3,036,790
117,493,000
0.06%
PICTET ASSET MANAGEMENT LTD
2,140,120
147,262,000
0.16%
Mohican Financial Management, LLC
1,702,000
1,732,000
0.68%
HHR Asset Management, LLC
725,551
28,072,000
5.08%
Mohican Financial Management, LLC
661,000
903,000
0.35%
PRICE MICHAEL F
540,600
20,916,000
2.47%
EATON VANCE MANAGEMENT
335,245
14,697,000
0.02%
Jefferies Group LLC
235,000
10,302,400
0.09%
NN Investment Partners Holdings N.V.
207,542
8,028,000
0.04%
Amalgamated Financial Corp.
203,041
7,856,000
0.06%
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1–10 of 91
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Forager Funds Management Pty Ltd
3,226,000
5.26%
HHR Asset Management, LLC
28,072,000
5.08%
Provenire Capital, LLC
1,039,000
3.84%
PRICE MICHAEL F
20,916,000
2.47%
S. MUOIO & CO. LLC
1,815,000
2.40%
SARISSA CONSULTING LLC
2,262,000
2.34%
Arbor Wealth Management, LLC
7,801,000
1.71%
Geier Asset Management, Inc.
1,205,000
0.84%
Mohican Financial Management, LLC
1,732,000
0.68%
Sovarnum Capital L.P.
604,000
0.57%
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1–10 of 90
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 INC
2,334,000
Nokota Management, LP
864,000
Sovarnum Capital L.P.
604,000
55I, LLC
351,000
WIPFLI FINANCIAL ADVISORS LLC,
253,000
DOWLING & YAHNKE LLC
236,000
Nauset Wealth Management. LLC
58,000
Additions
Fund Name
% Increased
Jefferies Group LLC
1,430
IndexIQ Advisors LLC
654
SARISSA CONSULTING LLC
290
Provenire Capital, LLC
88.73
REILLY FINANCIAL ADVISORS, LLC
71.00
Parametric Portfolio Associates LLC
59.68
NorthCoast Asset Management LLC
37.62
American Portfolios Advisors
35.17
Reductions
Fund Name
% Reduced
Fieldpoint Private Securities, LLC
-97.81
FourThought Financial, LLC
-95.24
MILESTONE WEALTH, LLC
-84.00
Lenox Wealth Advisors, LLC
-70.33
Redpoint Investment Management Pty Ltd
-46.85
Marshall Wace North America L.P.
-43.78
Strategic Wealth Advisors Group, LLC
-41.68
O'Shares Investment Advisers, LLC
-34.12
Sold off
Fund Name
$ Sold
black-and-white Capital LP
-20,371,000
Axel Capital Management, LLC
-3,156,000
Franklin Street Capital Partners, LLC
-1,883,000
APOGEM CAPITAL LLC
-1,676,000
Perpetual Investment Management Ltd
-1,403,000
BAR HARBOR TRUST SERVICES
-1,210,000
Aquamarine Capital Management, LLC
-1,161,000
HAVENS ADVISORS LLC
-964,000