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 725,191 shares, which have been reported (via 13F filing form) to have a value of $35.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
128
shares
|
$6,286
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$4,911
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
100
shares
|
$4,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$4,911
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
58
shares
|
$2,848
0.0% of portfolio
|
Q3 2021
Reduced 14.71%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
50
shares
|
$2,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
39
shares
|
$1,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
36
shares
|
$1,767
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
10
shares
|
$491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$491
0.0% of portfolio
|
Q1 2025
Reduced 88.64%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
6
shares
|
$294
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5
shares
|
$245
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$147
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2
shares
|
$98
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2
shares
|
$98
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2024
Reduced 98.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|