NYC

American Strategic Investment Co
NYC

Overview Fund Activity

31 hedge funds and large institutions have $1.01M invested in American Strategic Investment Co in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-13
Holders Change %
-29.55%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
14
Closed
21
Calls
–
Puts
$129K
Net Calls
-$129K
Net Calls Change
-$85K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$104K
2
UBS Group
UBS Group
Switzerland
$12K
3
TRCT
Tower Research Capital (TRC)
New York
$9K
4
BlackRock
BlackRock
New York
$44.3K
5
CP
Castleview Partners
Texas
$6.25K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
Invesco
Invesco
Georgia
$0
3
State Street
State Street
Massachusetts
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
5
LPL Financial
LPL Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$613K -$17 -2 -0%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$124K -$26 -3 -0%
AWM
3
AE Wealth Management
Kansas
$104K +$13.3K +1,562 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$53.6K -$5.05K -586 -9%
BlackRock
5
BlackRock
New York
$44.3K +$7.62K +894 +21%
UBS Group
6
UBS Group
Switzerland
$12K +$9.61K +1,128 +397%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11K +$383 +45 +4%
TRCT
8
Tower Research Capital (TRC)
New York
$9K +$9K +1,015 New
CP
9
Castleview Partners
Texas
$6.25K +$5.07K +595 +431%
SS
10
Sunbelt Securities
Texas
$5.12K -$9.08K -1,112 -64%
IA
11
IFP Advisors
Florida
$4.43K -$24.7K -1,575 -85%
Bank of America
12
Bank of America
North Carolina
$3.14K -$43 -5 -1%
ASN
13
Advisory Services Network
Georgia
$2.47K -$1.09K -128 -31%
Wells Fargo
14
Wells Fargo
California
$2.27K +$34 +4 +2%
GRP
15
Global Retirement Partners
California
$1.67K -$9 -1 -0.5%
KA
16
Kozak & Associates
Colorado
$1.31K -$9 -1 -0.6%
BAM
17
Belpointe Asset Management
Nevada
$1.21K +$51 +6 +4%
WIM
18
WealthPlan Investment Management
Nebraska
$1.07K +$1.07K +125 New
KM
19
Kalos Management
Georgia
$1.06K +$1.06K +124 New
AAS
20
Ameritas Advisory Services
Nebraska
$1.04K +$1.04K +90 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
GFPC
22
Global Financial Private Client
Florida
$907 -$9 -1 -0.9%
BCMLT
23
Beacon Capital Management LLC (Tennessee)
Tennessee
$869 – – –
WP
24
WealthPLAN Partners
Nebraska
$826 +$826 +97 New
AF
25
Allworth Financial
California
$793 -$9 -1 -1%
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