New England Realty Associates
NEN
NEN
13 hedge funds and large institutions have $5.89M invested in New England Realty Associates in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
LPL Financial
San Diego,
California
|
$667K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$11.4K |
| 3 |
3
Commonwealth Equity Services
Waltham,
Massachusetts
|
$395K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.24M | 33,639 | -300 | -0.9% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $829K | 12,150 | -9,954 | -45% |
|
|
3
LPL Financial
San Diego,
California
| $667K | 10,027 | +225 | +2% |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $545K | 7,960 | -1,130 | -12% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $395K | 5,947 | +22 | +0.4% |
|
6
Cerity Partners
New York
| $379K | 5,700 | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $235K | 3,540 | – | – |
|
8
Morgan Stanley
New York
| $218K | 3,273 | – | – |
|
|
UFA
9
US Financial Advisors
Braintree,
Massachusetts
| $208K | 3,122 | – | – |
|
10
Wells Fargo
San Francisco,
California
| $90.4K | 1,321 | – | – |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $44K | 660 | – | – |
|
12
JPMorgan Chase & Co
New York
| $30.6K | 450 | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| $11.4K | 172 | +172 | New |
|
|
RJA
14
Raymond James & Associates
St Petersburg,
Florida
| – | – | -3,000 | Closed |
|
|
CFGS
15
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|