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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
| $1.9M | – | – | – |
|
| 2 |
2
CIBC Private Wealth Group
Atlanta,
Georgia
| $953K | – | – | – |
|
| 3 |
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $444K | +$417K | +8,227 | New |
|
| 4 |
CFMC
4
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $404K | +$380K | +7,500 | New |
|
| 5 |
UFA
5
US Financial Advisors
Braintree,
Massachusetts
| $377K | -$65.4K | -1,291 | -16% |
|
| 6 |
6
Morgan Stanley
New York
| $273K | -$30.4K | -600 | -11% |
|
| 7 |
7
California Public Employees Retirement System
Sacramento,
California
| $215K | – | – | – |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| $37K | – | – | – |
|
| 9 |
9
AssetMark Inc
Concord,
California
| $13K | – | – | – |
|
| 10 |
TRCT
10
Tower Research Capital (TRC)
New York
| $13K | +$12.2K | +240 | New |
|
| 11 |
11
Citigroup
New York
| $2K | +$1.77K | +35 | New |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| – | -$16K | -320 | Closed |
|
| 13 |
13
Wells Fargo
San Francisco,
California
| – | +$51 | +1 | +100% |
|