StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-02-14Axiom Investment Management LLCSOLD OFF Premium Premium Premium Premium-
2023-02-13SEEYONDSOLD OFF Premium Premium Premium Premium-
2023-02-13TRUSTCORE FINANCIAL SERVICES, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-08St. James Investment Advisors, LLCSOLD OFF Premium Premium Premium Premium-
2023-02-06Brinker Capital Investments, LLCSOLD OFF Premium Premium Premium Premium-
2023-01-25HAVENS ADVISORS LLCSOLD OFF Premium Premium Premium Premium-
2022-11-15Covington Capital ManagementUNCHANGED Premium Premium Premium Premium20.00
2022-11-14SARISSA CONSULTING LLCNEW Premium Premium Premium Premium9,700
2022-11-14EATON VANCE MANAGEMENTUNCHANGED Premium Premium Premium Premium10,037
2022-11-14S. MUOIO & CO. LLCNEW Premium Premium Premium Premium2,900
2022-11-14REGENTATLANTIC CAPITAL LLCNEW Premium Premium Premium Premium382
2022-11-14Kore Private Wealth LLCUNCHANGED Premium Premium Premium Premium643
2022-11-10AGF Investments LLCNEW Premium Premium Premium Premium1,822
2022-11-03ACG WealthSOLD OFF Premium Premium Premium Premium-
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium113
2022-10-25Hightower 6M Holding, LLCSOLD OFF Premium Premium Premium Premium-
2022-10-19ROOSEVELT INVESTMENT GROUP LLCREDUCED Premium Premium Premium Premium2,003
2022-08-11ADVISOR PARTNERS LLCADDED Premium Premium Premium Premium390
2022-08-05Fieldpoint Private Securities, LLCREDUCED Premium Premium Premium Premium4.00
2022-07-28Private Capital Group, LLCUNCHANGED Premium Premium Premium Premium2.00
2022-07-22Enterprise Trust & Investment CoUNCHANGED Premium Premium Premium Premium130
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium9,496
2022-05-16Parametric Portfolio Associates LLCADDED Premium Premium Premium Premium29,548
2022-05-11NN Investment Partners Holdings N.V.UNCHANGED Premium Premium Premium Premium183
2022-05-06IndexIQ Advisors LLCREDUCED Premium Premium Premium Premium219

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
MARATHON ASSET MANAGEMENT LLP41,19427,479,000 0.33%
Parametric Portfolio Associates LLC29,54825,027,000 0.01%
Velanne Asset Management Ltd25,10416,746,000 5.81%
Granite Investment Advisors, LLC11,4837,170,000 1.16%
EATON VANCE MANAGEMENT10,0378,425,000 0.01%
SARISSA CONSULTING LLC9,7008,142,000 8.40%
Amalgamated Financial Corp.9,4968,043,000 0.06%
PICTET ASSET MANAGEMENT LTD5,3383,561,000 -
S. MUOIO & CO. LLC2,9002,434,000 3.21%
ROOSEVELT INVESTMENT GROUP LLC2,0031,681,000 0.12%

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

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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
SARISSA CONSULTING LLC8,142,000
Amalgamated Financial Corp.8,043,000
S. MUOIO & CO. LLC2,434,000
AGF Investments LLC1,529,000
REGENTATLANTIC CAPITAL LLC320,000
WIPFLI FINANCIAL ADVISORS LLC,95,000
PNC Managed Account Solutions, Inc.39,000
SONORA INVESTMENT MANAGEMENT, LLC2,000