NYC

American Strategic Investment Co
NYC

Overview Fund Activity

20 hedge funds and large institutions have $265K invested in American Strategic Investment Co in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$80.1K
2
Geode Capital Management
Geode Capital Management
Massachusetts
$141K
3
CAS
Coppell Advisory Solutions
Texas
$3.84K
4
Morgan Stanley
Morgan Stanley
New York
$1.85K
5
BFPW
BOK Financial Private Wealth
Colorado
$104

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$20K
3
TRCT
Tower Research Capital (TRC)
New York
$5.68K
4
BlackRock
BlackRock
New York
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
1
Geode Capital Management
Massachusetts
$141K +$12.6K +1,584 +10%
AWM
2
AE Wealth Management
Kansas
$80.1K +$80.1K +10,368 New
Osaic Holdings
3
Osaic Holdings
Arizona
$20K -$28.1K -3,533 -58%
TRCT
4
Tower Research Capital (TRC)
New York
$5.68K -$12.1K -1,523 -68%
CAS
5
Coppell Advisory Solutions
Texas
$3.84K +$3.84K +482 New
SS
6
Sunbelt Securities
Texas
$2.67K -$598 -75 -18%
Morgan Stanley
7
Morgan Stanley
New York
$1.85K +$1.2K +150 +183%
Bank of America
8
Bank of America
North Carolina
$1.82K +$80 +10 +5%
WTA
9
Washington Trust Advisors
Massachusetts
$1.79K – – –
GRP
10
Global Retirement Partners
California
$1.54K – – –
UBS Group
11
UBS Group
Switzerland
$1.17K +$88 +11 +8%
NFSG
12
Newbridge Financial Services Group
Florida
$1.04K -$661 -83 -39%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SL
14
Salomon & Ludwin
Virginia
$564 – – –
Wells Fargo
15
Wells Fargo
California
$355 -$137 -17 -28%
GWMIA
16
Global Wealth Management Investment Advisory
Florida
$295 -$933 -117 -76%
BFPW
17
BOK Financial Private Wealth
Colorado
$104 +$104 +13 New
CP
18
Castleview Partners
Texas
$80 – – –
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$16 -$1.56K -195 -99%
Vanguard Group
20
Vanguard Group
Pennsylvania
– -$669K -73,500 Closed
BlackRock
21
BlackRock
New York
– -$3.86K -424 Closed
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
– -$1.54K -169 Closed
KA
23
Kozak & Associates
Colorado
– -$1.38K -154 Closed
NS
24
NBC Securities
Alabama
– -$1K -138 Closed
BCMLT
25
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$807 -102 Closed
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