Purchases and Sales Made in Q1 2025 in Renaissance Cap Greenwich Fds (IPO)
This table provides information about the institutional ownership of Renaissance Cap Greenwich Fds (IPO) during Q1 2025. The information is specifically focused on institutions that hold shares of RENAISSANCE CAP GREENWICH FDS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.4K+ 126.02% |
$1.4M - $1.8M
|
67K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
435+ 7.67% |
$16.3K - $20.9K
|
6.11K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
217+ 3.87% |
$8.15K - $10.4K
|
5.82K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150New |
$5.63K - $7.21K
|
150
$5.75K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150+ 50.0% |
$5.63K - $7.21K
|
450
$17.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122+ 1.86% |
$4.58K - $5.86K
|
6.69K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118+ 0.18% |
$4.43K - $5.67K
|
67.1K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 1.88% |
$113 - $144
|
163
$6.25K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.0% |
$37.6 - $48.1
|
22.6K
$866K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.15% |
$37.6 - $48.1
|
672
$25.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-78- 88.64% |
$2.93K - $3.75K
|
10
$384
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-140- 2.31% |
$5.26K - $6.73K
|
5.92K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-520- 34.41% |
$19.5K - $25K
|
991
$38K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-650- 5.53% |
$24.4K - $31.2K
|
11.1K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-881- 13.46% |
$33.1K - $42.3K
|
5.66K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-6.22K- 49.49% |
$233K - $299K
|
6.35K
$243K
|