OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

18 hedge funds and large institutions have $2.2M invested in Empire State Realty Series 60 in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$142K
2
SFG
2
Sterling Financial Group
California
$115K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$192K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
UBS Group
2
UBS Group
Switzerland
$17.6K
Name Market Value Shares Shares
Change 		Shares
Change %
YWP
1
YorkBridge Wealth Partners
New York
$213K 32,211 – –
TW
2
Transform Wealth
Colorado
$208K 31,546 – –
Morgan Stanley
3
Morgan Stanley
New York
$197K 29,822 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$192K 29,152 +29 +0.1%
AF
5
Apexium Financial
Texas
$173K 26,189 – –
OC
6
Oppenheimer & Co
New York
$142K 21,474 – –
CAN
7
Cetera Advisor Networks
California
$142K 21,474 +21,474 New
RWA
8
Ropes Wealth Advisors
Massachusetts
$142K 21,473 – –
RWP
9
Ridgecrest Wealth Partners
California
$139K 21,045 – –
SFG
10
Sterling Financial Group
California
$115K 17,468 +17,468 New
WFAG
11
Wescott Financial Advisory Group
Pennsylvania
$109K 16,474 – –
TF
12
TIAA FSB
Florida
$86.1K 13,038 – –
Baird Financial Group
13
Baird Financial Group
Wisconsin
$80K 12,050 – –
OWP
14
Obermeyer Wealth Partners
Colorado
$70.9K 10,738 – –
OGF
15
Orin Green Financial
California
$70.9K 10,737 – –
NSIM
16
North Star Investment Management
Illinois
$70.9K 10,737 – –
MA
17
Montag & Associates
Georgia
$35.4K 5,368 – –
UBS Group
18
UBS Group
Switzerland
$17.6K 2,671 -19,847 -88%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -32,494 Closed
Wells Fargo
20
Wells Fargo
California
– – -1 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –