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MasterBrand

384 hedge funds and large institutions have $812M invested in MasterBrand in 2022 Q4 according to their latest regulatory filings, with 384 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+384
Holders Change %
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
384
Increased
Reduced
Closed
Calls
$82K
Puts
$97K
Net Calls
-$15K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
351
Red Tortoise LLC
Georgia
$468 +$468 +62 New
HWMA
352
Heritage Wealth Management (Arizona)
Arizona
$408 +$408 +54 New
SC
353
Schubert & Co
Texas
$362 +$362 +48 New
HWA
354
Heritage Wealth Advisors
Virginia
$340 +$340 +45 New
EWA
355
EverSource Wealth Advisors
Alabama
$340 +$340 +45 New
PO
356
Private Ocean
California
$333 +$333 +44 New
TC
357
Truvestments Capital
Florida
$302 +$302 +40 New
GWS
358
Glassman Wealth Services
Virginia
$294 +$294 +39 New
SJIM
359
St. Johns Investment Management
Florida
$227 +$227 +30 New
GEA
360
Glen Eagle Advisors
New Jersey
$227 +$227 +30 New
YAL
361
Your Advocates Ltd
Texas
$219 +$219 +29 New
SIC
362
SJS Investment Consulting
Ohio
$196 +$196 +26 New
TCA
363
Trifecta Capital Advisors
Illinois
$174 +$174 +23 New
NC
364
NewSquare Capital
Pennsylvania
$159 +$159 +21 New
BWM
365
BerganKDV Wealth Management
Minnesota
$159 +$159 +21 New
AWM
366
Abound Wealth Management
Tennessee
$151 +$151 +20 New
TWA
367
TCI Wealth Advisors
Arizona
$136 +$136 +18 New
PWMG
368
Prestige Wealth Management Group
New Jersey
$136 +$136 +18 New
MCM
369
Manchester Capital Management
Vermont
$113 +$113 +15 New
MCM
370
MV Capital Management
Maryland
$113 +$113 +15 New
BHWM
371
Beaird Harris Wealth Management
Texas
$76 +$76 +10 New
PP
372
PFS Partners
New Jersey
$76 +$76 +10 New
GFPC
373
Global Financial Private Client
Florida
$76 +$76 +10 New
WPA
374
West Paces Advisors
Georgia
$68 +$68 +9 New
CFB
375
Cullen/Frost Bankers
Texas
$68 +$68 +9 New