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BLUE
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BLUE
BLUE
Delisted
BLUE was delisted on the 30th of May, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 226 |
RFS
226
Rockefeller Financial Services
New York
| – | -$195K | -176 | Closed |
|
| 227 |
SEC
227
Seven Eight Capital
New York
| – | -$180K | -162 | Closed |
|
| 228 |
PMAM
228
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$137K | -124 | Closed |
|
| 229 |
SFPIA
229
Stevens First Principles Investment Advisors
Newport Beach,
California
| – | -$103K | -93 | Closed |
|
| 230 |
EWM
230
Evercore Wealth Management
New York
| – | -$77K | -69 | Closed |
|
| 231 |
231
Lazard Asset Management
New York
| – | -$58K | -52 | Closed |
|
| 232 |
AP
232
Atwood & Palmer
Kansas City,
Missouri
| – | -$8K | -7 | Closed |
|
| 233 |
CFA
233
CT Financial Advisors
Chadds Ford,
Pennsylvania
| – | -$4.28K | -4 | Closed |
|
| 234 |
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$3K | -3 | Closed |
|
| 235 |
FAM
235
Fortaleza Asset Management
Chicago,
Illinois
| – | -$1K | -1 | Closed |
|