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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 |
OCAM
226
Onex Canada Asset Management
Toronto,
Ontario, Canada
| – | -$281K | -21,000 | Closed |
|
| 227 |
DTL
227
Dynamic Technology Lab
Singapore
| – | -$177K | -13,256 | Closed |
|
| 228 |
MSL
228
Mackay Shields LLC
New York
| – | -$174K | -13,000 | Closed |
|
| 229 |
FTDI
229
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$67K | -4,989 | Closed |
|
| 230 |
230
Lazard Asset Management
New York
| – | -$12K | -953 | Closed |
|
| 231 |
VCG
231
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$9K | -700 | Closed |
|
| 232 |
PWPS
232
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$6K | -496 | Closed |
|
| 233 |
APC
233
Aspire Private Capital
Cornelius,
North Carolina
| – | -$4K | -270 | Closed |
|
| 234 |
PHK
234
Point72 Hong Kong
Hong Kong
| – | -$3K | -257 | Closed |
|
| 235 |
ASN
235
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -90 | Closed |
|
| 236 |
HGWM
236
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -74 | Closed |
|
| 237 |
MPWT
237
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | +$398 | +26 | New |
|