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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 |
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.24M | -$21.4K | -300 | -0.9% |
|
| 2 |
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $829K | -$711K | -9,954 | -45% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $667K | +$16.1K | +225 | +2% |
|
| 4 |
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $545K | -$80.7K | -1,130 | -12% |
|
| 5 |
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $395K | +$1.57K | +22 | +0.4% |
|
| 6 |
6
Cerity Partners
New York
| $379K | – | – | – |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| $235K | – | – | – |
|
| 8 |
8
Morgan Stanley
New York
| $218K | – | – | – |
|
| 9 |
UFA
9
US Financial Advisors
Braintree,
Massachusetts
| $208K | – | – | – |
|
| 10 |
10
Wells Fargo
San Francisco,
California
| $90.4K | – | – | – |
|
| 11 |
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $44K | – | – | – |
|
| 12 |
12
JP Morgan Chase
New York
| $30.6K | – | – | – |
|
| 13 |
13
UBS Group
Zurich,
Switzerland
| $11.4K | +$12.3K | +172 | New |
|
| 14 |
RJA
14
Raymond James & Associates
St Petersburg,
Florida
| – | -$219K | -3,000 | Closed |
|