Nisa Investment Advisors
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Nisa Investment Advisors’s ClearPoint Neuro CLPT Stock Holding History

Nisa Investment Advisors’s Portfolio CLPT Stock Details CLPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$238 – 3049
2025
Q1 		$238 Sell
20
-45
-69% -$700 ﹤0.01% 2907
2024
Q4 		$1K Hold
65
– – ﹤0.01% 2681
2024
Q3 		$729 Hold
65
– – ﹤0.01% 2649
2024
Q2 		$350 Sell
65
-25
-28% -$145 ﹤0.01% 2748
2024
Q1 		$612 Buy
90
+15
+20% +$105 ﹤0.01% 2468
2023
Q4 		$509 Sell
75
-1,530
-95% -$8.66K ﹤0.01% 2402
2023
Q3 		$8.04K Buy
+1,605
New +$9.55K ﹤0.01% 2218
2023
Q1 		– Sell
-2,100
Closed -$18K – 2558
2022
Q4 		$18K Hold
2,100
– – ﹤0.01% 2081
2022
Q3 		$21K Hold
2,100
– – ﹤0.01% 2036
2022
Q2 		$27K Buy
+2,100
New +$21.5K ﹤0.01% 1950

Other funds holding CLPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Nisa Investment Advisors's CLPT Position: Q2 2025 in Review

Nisa Investment Advisors sold out of ClearPoint Neuro (CLPT) in Q2 2025, closing a stake of 20 shares — an estimated $238 sold.

Nisa Investment Advisors first reported a position in CLPT in Q2 2022 and held it in 10 quarters. The position peaked at $27K in Q2 2022. 96 funds tracked by Wall St. Rank hold CLPT as of Q2 2025.

  • Nisa Investment Advisors reported no remaining ClearPoint Neuro position as of Q2 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 20 ClearPoint Neuro shares in Q2 2025, an estimated $238.
  • Nisa Investment Advisors first reported a position in ClearPoint Neuro in Q2 2022 and held it in 10 quarters.
  • Nisa Investment Advisors's ClearPoint Neuro position peaked at $27K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2025.

Based on Nisa Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.