OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

20 hedge funds and large institutions have $2.85M invested in Empire State Realty Series 60 in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$258K
2
CIA
2
Choate Investment Advisors
Massachusetts
$172K
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$104K
4
WQ
4
Wealth Quarterback
New Jersey
$86.3K
5
NSIM
5
North Star Investment Management
Illinois
$172K

Top Sellers

1
RWA
1
Ropes Wealth Advisors
Massachusetts
$0
2
SFG
2
Sterling Financial Group
California
$130K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$88.4K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$53.2K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$406K 50,703 +23 +0%
BPA
2
Beacon Pointe Advisors
California
$258K 32,211 +32,211 New
TW
3
Transform Wealth
Colorado
$252K 31,546 – –
Morgan Stanley
4
Morgan Stanley
New York
$239K 29,822 – –
AF
5
Apexium Financial
Texas
$191K 23,845 – –
CAN
6
Cetera Advisor Networks
California
$172K 21,474 – –
NSIM
7
North Star Investment Management
Illinois
$172K 21,474 +10,737 +100%
CIA
8
Choate Investment Advisors
Massachusetts
$172K 21,473 +21,473 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$156K 19,481 +9,337 +92%
WFAG
10
Wescott Financial Advisory Group
Pennsylvania
$132K 16,474 – –
SFG
11
Sterling Financial Group
California
$130K 16,218 -1,250 -7%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$104K 13,038 +13,038 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$88.4K 11,050 -1,000 -8%
WQ
14
Wealth Quarterback
New Jersey
$86.3K 10,783 +10,783 New
OWP
15
Obermeyer Wealth Partners
Colorado
$85.9K 10,738 – –
OGF
16
Orin Green Financial
California
$85.9K 10,737 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$53.2K 5,947 -100 -2%
MA
18
Montag & Associates
Georgia
$42.9K 5,368 – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$21.5K 2,685 – –
UBS Group
20
UBS Group
Switzerland
$584 73 +73 New
RWA
21
Ropes Wealth Advisors
Massachusetts
– – -21,473 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –