OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

18 hedge funds and large institutions have $2.98M invested in Empire State Realty Series 60 in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$250K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$470K

Top Sellers

1
CIA
1
Choate Investment Advisors
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$182K
3
WQ
3
Wealth Quarterback
New Jersey
$0
4
UBS Group
4
UBS Group
Switzerland
$9
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$470K 50,723 +20 +0%
BPA
2
Beacon Pointe Advisors
California
$299K 32,211 – –
TW
3
Transform Wealth
Colorado
$292K 31,546 – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$250K 25,972 +6,491 +33%
AF
5
Apexium Financial
Texas
$221K 23,845 – –
CAN
6
Cetera Advisor Networks
California
$199K 21,474 – –
NSIM
7
North Star Investment Management
Illinois
$199K 21,474 – –
Morgan Stanley
8
Morgan Stanley
New York
$182K 19,644 -10,178 -34%
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$153K 16,474 – –
SFG
10
Sterling Financial Group
California
$150K 16,218 – –
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$129K 13,038 – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$102K 11,050 – –
OWP
13
Obermeyer Wealth Partners
Colorado
$99.5K 10,738 – –
OGF
14
Orin Green Financial
California
$99.5K 10,737 – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$57.2K 5,947 – –
MA
16
Montag & Associates
Georgia
$49.8K 5,368 – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$24.9K 2,685 – –
UBS Group
18
UBS Group
Switzerland
$9 1 -72 -99%
CIA
19
Choate Investment Advisors
Massachusetts
– – -21,473 Closed
WQ
20
Wealth Quarterback
New Jersey
– – -10,783 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –