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Seven Hills Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.66M +$210K +18,714 +4%
IAA
2
Independent Advisor Alliance
North Carolina
$4.33M +$4.71M +420,303 New
MC
3
Matisse Capital
Oregon
$2.97M -$163K -14,587 -5%
BI
4
Bulldog Investors
New Jersey
$2.76M
RJA
5
Raymond James & Associates
Florida
$2.74M -$128K -11,433 -4%
MIG
6
Mariner Investment Group
New York
$1.47M +$206K +18,430 +15%
LCM
7
Landscape Capital Management
New Jersey
$1.1M -$246K -22,000 -17%
RR
8
Robotti Robert
$642K
Goldman Sachs
9
Goldman Sachs
New York
$606K
PAG
10
Private Advisor Group
New Jersey
$378K +$175K +15,600 +74%
Wells Fargo
11
Wells Fargo
California
$284K -$14.8K -1,326 -5%
SC
12
Scotia Capital
Ontario, Canada
$272K -$5.6K -500 -2%
Bank of America
13
Bank of America
North Carolina
$247K -$86.7K -7,745 -24%
Citadel Advisors
14
Citadel Advisors
Florida
$117K +$127K +11,366 New
RJT
15
Raymond James Trust
Florida
$108K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$93K -$8.34K -745 -8%
UBS Group
17
UBS Group
Switzerland
$80K -$16.4K -1,469 -16%
FIA
18
FNY Investment Advisers
New York
$30K +$33.6K +3,003 New
Osaic Holdings
19
Osaic Holdings
Arizona
$25K
TFM
20
TFC Financial Management
Massachusetts
$15K
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$6K
APA
22
American Portfolios Advisors
New York
$1.05K
AA
23
Ancora Advisors
Ohio
$1K
SWM
24
Spire Wealth Management
Virginia
$1K
TJHA
25
Thomas J. Herzfeld Advisors
Florida
-$2.23M -187,276 Closed