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 68 institutions that hold shares in the stock, with a total of 849,764 shares, which have been reported (via 13F filing form) to have a value of $39.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,670
shares
|
$264,505
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,273
shares
|
$245,985
0.01% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,948
shares
|
$230,824
0.0% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,892
shares
|
$228,211
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
4,797
shares
|
$223,780
0.15% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,148
shares
|
$193,504
0.0% of portfolio
|
Q4 2024
Reduced 58.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,003
shares
|
$93,439
0.0% of portfolio
|
Q1 2020
Reduced 20.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,800
shares
|
$83,970
0.0% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,511
shares
|
$70,488
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
671
shares
|
$31,302
0.0% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$23,325
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
480
shares
|
$22,392
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
310
shares
|
$14,461
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
300
shares
|
$13,995
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
296
shares
|
$13,808
0.0% of portfolio
|
Q4 2024
Added 214.89%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
286
shares
|
$13,341
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
285
shares
|
$13,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
275
shares
|
$12,828
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
250
shares
|
$11,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
210
shares
|
$9,796
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
200
shares
|
$9,330
0.0% of portfolio
|
Q2 2023
Reduced 74.36%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
160
shares
|
$7,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
150
shares
|
$6,997
0.0% of portfolio
|
Q4 2024
Reduced 95.95%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$4,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$4,665
0.0% of portfolio
|
Q1 2024
New holding
|