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ROIC
Retail Opportunity Investments Corp.
ROIC
ROIC
Delisted
ROIC was delisted on the 12th of February, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 226 |
226
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -153 | Closed |
|
| 227 |
PFWA
227
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -145 | Closed |
|
| 228 |
228
AssetMark Inc
Concord,
California
| – | -$147 | -12 | -27% |
|
| 229 |
OSAM
229
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$269 | +22 | New |
|
| 230 |
ONST
230
Old North State Trust
Greensboro,
North Carolina
| – | +$453 | +37 | New |
|