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 66 institutions that hold shares in the stock, with a total of 821,658 shares, which have been reported (via 13F filing form) to have a value of $35.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,664
shares
|
$246,214
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,003
shares
|
$87,070
0.0% of portfolio
|
Q1 2020
Reduced 20.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,800
shares
|
$78,246
0.0% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,500
shares
|
$65,205
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
991
shares
|
$43,078
0.04% of portfolio
|
Q1 2025
Reduced 34.41%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
672
shares
|
$29,211
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$21,735
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
480
shares
|
$20,865
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
450
shares
|
$19,561
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
310
shares
|
$13,475
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
286
shares
|
$12,432
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
285
shares
|
$12,388
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
275
shares
|
$11,954
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
261
shares
|
$11,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
250
shares
|
$10,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
244
shares
|
$10,606
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
210
shares
|
$9,128
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201
shares
|
$8,737
0.0% of portfolio
|
Q1 2025
Added 302.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
200
shares
|
$8,694
0.0% of portfolio
|
Q2 2023
Reduced 74.36%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
163
shares
|
$7,085
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
150
shares
|
$6,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
100
shares
|
$4,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$4,347
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
100
shares
|
$4,347
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
76
shares
|
$3,303
0.0% of portfolio
|
Q4 2023
Reduced 38.71%
|