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 792,447 shares, which have been reported (via 13F filing form) to have a value of $30.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
130,657
shares
|
$5.01 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
116,114
shares
|
$4.45 Million
0.0% of portfolio
|
Q3 2023
Added 20.76%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
73,957
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 87.58%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
68,504
shares
|
$2.63 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
66,934
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
59,089
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 51.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,055
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
29,654
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
26,018
shares
|
$998,050
0.0% of portfolio
|
Q4 2024
Reduced 34.06%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
22,571
shares
|
$865,823
0.12% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19,018
shares
|
$729,530
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,373
shares
|
$666,428
0.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
14,832
shares
|
$568,955
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
11,112
shares
|
$426,256
0.01% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,306
shares
|
$395,338
0.0% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
9,661
shares
|
$370,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,527
shares
|
$327,095
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
7,950
shares
|
$304,962
0.15% of portfolio
|
Q2 2024
Added 9.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,694
shares
|
$256,781
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
6,346
shares
|
$243,432
0.08% of portfolio
|
Q1 2025
Reduced 49.49%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
6,105
shares
|
$234,187
0.06% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,050
shares
|
$232,078
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,921
shares
|
$227,129
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,664
shares
|
$217,271
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
5,607
shares
|
$215,084
0.0% of portfolio
|
Q4 2024
New holding
|