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Boston Omaha

122 hedge funds and large institutions have $262M invested in Boston Omaha in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
42
Reduced
27
Closed
32
Calls
$43K
Puts
$125K
Net Calls
-$82K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$3.27K +$431 +32 +15%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.56K +217 +586%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.95K
T
104
Tidemark
California
$2.89K
NSIM
105
North Star Investment Management
Illinois
$2.49K +$2.49K +185 New
MG
106
Mather Group
Illinois
$2.32K +$2.32K +150 New
AF
107
Allworth Financial
California
$1.61K
RA
108
Rise Advisors
New York
$1.12K
GWM
109
Geneos Wealth Management
Colorado
$1.01K
CLOS
110
Compagnie Lombard Odier SCmA
Switzerland
$1.01K
AWM
111
Abound Wealth Management
Tennessee
$956
EWA
112
EverSource Wealth Advisors
Alabama
$926 +$926 +63 New
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$861 +$161 +12 +23%
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$713 +$713 +53 New
QCG
115
Quadrant Capital Group
Ohio
$700 -$6.25K -464 -90%
AF
116
Advisornet Financial
Minnesota
$538
MTIC
117
Missouri Trust & Investment Company
Missouri
$498
CSC
118
Caldwell Sutter Capital
California
$417
PA
119
Parallel Advisors
California
$363
WBC
120
West Branch Capital
Massachusetts
$135
PCWA
121
Pacific Capital Wealth Advisors
California
$40 +$40 +3 New
T. Rowe Price Investment Management
122
T. Rowe Price Investment Management
Maryland
-$8.07M -521,914 Closed
Marshall Wace
123
Marshall Wace
United Kingdom
-$1.32M -85,445 Closed
AC
124
Annandale Capital
Texas
-$776K -50,199 Closed
FCMC
125
Founders Capital Management (Connecticut)
Connecticut
-$526K -34,049 Closed