OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

16 hedge funds and large institutions have $2.38M invested in Empire State Realty Series 60 in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OGF
1
Orin Green Financial
California
$94.2K
2
Cerity Partners
2
Cerity Partners
New York
$92.3K
3
UBS Group
3
UBS Group
Switzerland
$17.8K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
MA
2
Montag & Associates
Georgia
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$221K
4
AF
4
Apexium Financial
Texas
$194K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$434K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$434K 49,517 -1,301 -3%
TW
2
Transform Wealth
Colorado
$277K 31,546 – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$221K 25,123 -2,501 -9%
AF
4
Apexium Financial
Texas
$194K 22,134 -1,711 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$188K 21,474 – –
NSIM
6
North Star Investment Management
Illinois
$188K 21,474 – –
WFAG
7
Wescott Financial Advisory Group
Pennsylvania
$144K 16,474 – –
Morgan Stanley
8
Morgan Stanley
New York
$133K 15,190 – –
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$119K 13,038 – –
Baird Financial Group
10
Baird Financial Group
Wisconsin
$96.9K 11,050 – –
OWP
11
Obermeyer Wealth Partners
Colorado
$94.2K 10,738 – –
OGF
12
Orin Green Financial
California
$94.2K 10,737 +10,737 New
Cerity Partners
13
Cerity Partners
New York
$92.3K 10,522 +10,522 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$58.9K 5,947 – –
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$23.5K 2,685 – –
UBS Group
16
UBS Group
Switzerland
$17.8K 2,031 +1,520 +297%
BPA
17
Beacon Pointe Advisors
California
– – -32,211 Closed
MA
18
Montag & Associates
Georgia
– – -5,368 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –