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FRE
FREDDIE MAC D/B/A VOTING
FRE
FRE
Delisted
FRE was delisted on the 7th of July, 2010.
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 |
|
|---|---|---|---|---|---|---|
| 1 |
PL
1
Parkwood LLC
Cleveland,
Ohio
| $1.52M | – | – | – |
|
| 2 |
CA
2
CapWealth Advisors
Franklin,
Tennessee
| $371K | +$136K | +97,460 | +58% |
|
| 3 |
AFG
3
Albion Financial Group
Salt Lake City,
Utah
| $66K | – | – | – |
|
| 4 |
SFPG
4
Stonebridge Financial Planning Group
Orlando,
Florida
| $31K | -$2.69K | -1,900 | -8% |
|
| 5 |
CAM
5
Carret Asset Management
New York
| $22K | – | – | – |
|
| 6 |
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $8K | +$8K | +6,000 | New |
|
| 7 |
EWM
7
Edge Wealth Management
New York
| $6K | – | – | – |
|
| 8 |
PAM
8
Panagora Asset Management
Boston,
Massachusetts
| $5K | – | – | – |
|
| 9 |
EFSCE
9
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $3K | – | – | – |
|
| 10 |
WAS
10
Winch Advisory Services
Appleton,
Wisconsin
| $1K | – | – | – |
|
| 11 |
EAM
11
Erste Asset Management
Vienna,
Austria
| $85 | – | – | – |
|
| 12 |
FIA
12
FNY Investment Advisers
New York
| – | -$38K | -12,800 | Closed |
|
| 13 |
AA
13
Ancora Advisors
Cleveland,
Ohio
| – | -$26K | -8,800 | Closed |
|