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 792,448 shares, which have been reported (via 13F filing form) to have a value of $30.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
76
shares
|
$2,915
0.0% of portfolio
|
Q4 2023
Reduced 38.71%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
58
shares
|
$2,224
0.0% of portfolio
|
Q3 2021
Reduced 14.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
50
shares
|
$1,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
50
shares
|
$1,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
37
shares
|
$1,419
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36
shares
|
$1,380
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25
shares
|
$959
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
10
shares
|
$383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
10
shares
|
$383
0.0% of portfolio
|
Q1 2025
Reduced 88.64%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
10
shares
|
$383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
7
shares
|
$268
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$115
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$76
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$76
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q1 2024
Reduced 98.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|