Institutional Ownership Renaissance Cap Greenwich Fds (IPO)
This table provides information about the institutional ownership of Renaissance Cap Greenwich Fds (IPO). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 1.16 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
6,438
shares
|
$287,263
0.07% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,934
shares
|
$264,775
0.0% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,670
shares
|
$252,995
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
5,647
shares
|
$251,969
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
5,372
shares
|
$239,698
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
5,084
shares
|
$226,848
0.0% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,747
shares
|
$211,811
0.01% of portfolio
|
Q3 2024
Reduced 79.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,945
shares
|
$176,025
0.0% of portfolio
|
Q3 2024
Added 4188.04%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,156
shares
|
$140,820
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Main Management LLC
San Francisco, CA |
Aug 15, 2024 Q2 2024 |
3,129
shares
|
$139,615
0.01% of portfolio
|
Q2 2024
Added 78.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,418
shares
|
$107,891
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,003
shares
|
$89,373
0.0% of portfolio
|
Q1 2020
Reduced 20.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,800
shares
|
$80,316
0.0% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
1,500
shares
|
$66,930
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
1,093
shares
|
$48,769
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$44,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
700
shares
|
$31,234
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
685
shares
|
$30,564
0.0% of portfolio
|
Q4 2023
Added 77.92%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$22,310
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
450
shares
|
$20,079
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
380
shares
|
$16,955
0.0% of portfolio
|
Q1 2021
Added 7.06%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
310
shares
|
$13,832
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
286
shares
|
$12,761
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
285
shares
|
$12,716
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
275
shares
|
$12,270
0.0% of portfolio
|
Q4 2022
New holding
|