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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
| $2.42M | – | – | – |
|
| 2 |
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $930K | +$120K | +1,479 | +15% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $799K | – | – | – |
|
| 4 |
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $714K | – | – | – |
|
| 5 |
5
Cerity Partners
New York
| $454K | – | – | – |
|
| 6 |
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $382K | +$49.3K | +610 | +15% |
|
| 7 |
UFA
7
US Financial Advisors
Braintree,
Massachusetts
| $249K | – | – | – |
|
| 8 |
EAM
8
Empirical Asset Management
Wellesley,
Massachusetts
| $245K | – | – | – |
|
| 9 |
9
Raymond James Financial
St Petersburg,
Florida
| $239K | +$243K | +3,000 | New |
|
| 10 |
10
Morgan Stanley
New York
| $229K | -$81 | -1 | -0% |
|
| 11 |
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $222K | -$36.2K | -448 | -14% |
|
| 12 |
12
Wells Fargo
San Francisco,
California
| $109K | – | – | – |
|
| 13 |
13
JP Morgan Chase
New York
| $37.5K | – | – | – |
|
| 14 |
14
UBS Group
Zurich,
Switzerland
| $35.1K | -$16.3K | -202 | -31% |
|