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 67 institutions that hold shares in the stock, with a total of 824,492 shares, which have been reported (via 13F filing form) to have a value of $37 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
76
shares
|
$3,409
0.0% of portfolio
|
Q4 2023
Reduced 38.71%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
58
shares
|
$2,601
0.0% of portfolio
|
Q3 2021
Reduced 14.71%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
50
shares
|
$2,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
36
shares
|
$1,614
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25
shares
|
$1,121
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
20
shares
|
$897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
10
shares
|
$448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$448
0.0% of portfolio
|
Q1 2025
Reduced 88.64%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
7
shares
|
$314
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$134
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2
shares
|
$89
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2
shares
|
$89
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q1 2024
Reduced 98.04%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|