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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 |
WAM
1
Warberg Asset Management
Winnetka,
Illinois
| $1.26M | +$842K | +10,699 | +214% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $785K | – | – | – |
|
| 3 |
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $474K | – | – | – |
|
| 4 |
4
Morgan Stanley
New York
| $339K | -$15.7K | -200 | -5% |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $287K | – | – | – |
|
| 6 |
UFA
6
US Financial Advisors
Braintree,
Massachusetts
| $250K | -$24.8K | -315 | -9% |
|
| 7 |
PPW
7
Pinnacle Private Wealth
Andover,
Massachusetts
| $247K | – | – | – |
|
| 8 |
RJA
8
Raymond James & Associates
St Petersburg,
Florida
| $240K | – | – | – |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| $106K | – | – | – |
|
| 10 |
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $53K | – | – | – |
|
| 11 |
11
JP Morgan Chase
New York
| $36K | – | – | – |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| $17K | +$14.9K | +190 | +864% |
|
| 13 |
13
Cerity Partners
New York
| – | -$386K | -5,700 | Closed |
|