OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

17 hedge funds and large institutions have $2.04M invested in Empire State Realty Series 60 in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$349K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$76.1K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$45.4K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$18.5K

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
OC
2
Oppenheimer & Co
New York
$0
3
RWP
3
Ridgecrest Wealth Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$349K 50,680 +21,500 +74%
TW
2
Transform Wealth
Colorado
$217K 31,546 – –
Morgan Stanley
3
Morgan Stanley
New York
$205K 29,822 – –
AF
4
Apexium Financial
Texas
$164K 23,845 – –
CAN
5
Cetera Advisor Networks
California
$148K 21,474 – –
RWA
6
Ropes Wealth Advisors
Massachusetts
$148K 21,473 – –
SFG
7
Sterling Financial Group
California
$120K 17,468 – –
WFAG
8
Wescott Financial Advisory Group
Pennsylvania
$113K 16,474 – –
TF
9
TIAA FSB
Florida
$96.9K 13,038 – –
Baird Financial Group
10
Baird Financial Group
Wisconsin
$82.9K 12,050 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$76.1K 10,144 +10,144 New
OWP
12
Obermeyer Wealth Partners
Colorado
$73.9K 10,738 – –
OGF
13
Orin Green Financial
California
$73.9K 10,737 – –
NSIM
14
North Star Investment Management
Illinois
$73.9K 10,737 – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$45.4K 6,047 +6,047 New
MA
16
Montag & Associates
Georgia
$36.9K 5,368 – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$18.5K 2,685 +2,685 New
Corient Private Wealth
18
Corient Private Wealth
Florida
– – -26,842 Closed
OC
19
Oppenheimer & Co
New York
– – -21,474 Closed
RWP
20
Ridgecrest Wealth Partners
California
– – -21,045 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –