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New England Realty Associates
NEN
NEN
USD
At close
Updated
Pre-market
After hours
1 day
5 days
1 month
3 months
6 months
Year to date
1 year
5 years
10 years
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 |
1
LPL Financial
San Diego,
California
| $1.75M | +$868K | +17,321 | +100% |
|
| 2 |
2
CIBC Private Wealth Group
Atlanta,
Georgia
| $897K | – | – | – |
|
| 3 |
UFA
3
US Financial Advisors
Braintree,
Massachusetts
| $421K | -$5.46K | -109 | -1% |
|
| 4 |
4
Morgan Stanley
New York
| $287K | +$10K | +200 | +4% |
|
| 5 |
5
California Public Employees Retirement System
Sacramento,
California
| $202K | +$200K | +4,000 | New |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $35K | – | – | – |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $16K | +$15.7K | +313 | +4,471% |
|
| 8 |
8
AssetMark Inc
Concord,
California
| $13K | +$12.5K | +249 | New |
|
| 9 |
9
Citigroup
New York
| – | -$15K | -319 | Closed |
|
| 10 |
10
Wells Fargo
San Francisco,
California
| – | -$15K | -300 | -100% |
|