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Netcapital
NCPL

Overview Fund Activity

12 hedge funds and large institutions have $2.04M invested in Netcapital in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
1
Sabby Management
Florida
$422K
2
WAG
2
Winthrop Advisory Group
Massachusetts
$101K
3
GSC
3
Ground Swell Capital
South Carolina
$11.6K
4
LWCFA
4
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.22K
5
UBS Group
5
UBS Group
Switzerland
$1.89K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$6.27K
2
BA
2
Bard Associates
Illinois
$1.41M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BA
1
Bard Associates
Illinois
$1.41M 1,276,335 -3,175 -0.2%
SM
2
Sabby Management
Florida
$422K 381,301 +357,798 +1,522%
WAG
3
Winthrop Advisory Group
Massachusetts
$101K 91,199 +44,444 +95%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.2K 45,304 – –
SSWM
5
Sheets Smith Wealth Management
North Carolina
$33.2K 30,000 – –
GSC
6
Ground Swell Capital
South Carolina
$11.6K 10,536 +10,536 New
TRCT
7
Tower Research Capital (TRC)
New York
$6.27K 5,660 -4,908 -46%
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.22K 2,000 +2,000 New
UBS Group
9
UBS Group
Switzerland
$1.89K 1,708 +1,708 New
Morgan Stanley
10
Morgan Stanley
New York
$1.55K 1,397 +100 +8%
Wells Fargo
11
Wells Fargo
California
$34 31 +2 +7%
Deutsche Bank
12
Deutsche Bank
Germany
$1 1 – –
Osaic Holdings
13
Osaic Holdings
Arizona
– – -1,800 Closed
AAS
14
Ameritas Advisory Services
Nebraska
– – -1,400 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –