Purchases and Sales Made in Q4 2024 in Japan Smaller Capitalization Fund Inc (JOF)
This table provides information about the institutional ownership of Japan Smaller Capitalization Fund Inc (JOF) during Q4 2024. The information is specifically focused on institutions that hold shares of JAPAN SMALLER CAPITALIZATION FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
98.2K+ 37.22% |
$736K - $810K
|
362K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.4KNew |
$708K - $779K
|
94.4K
$749K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
70.5K+ 225.31% |
$529K - $582K
|
102K
$807K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
39.2KNew |
$294K - $323K
|
39.2K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
30.5K+ 340.24% |
$229K - $252K
|
39.5K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
8.9K+ 2.35% |
$66.7K - $73.4K
|
387K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.2KNew |
$31.5K - $34.7K
|
4.2K
$33.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
690+ 0.93% |
$5.18K - $5.69K
|
74.9K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113+ 2.49% |
$848 - $932
|
4.66K
$36.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8+ 0.04% |
$60 - $66
|
22.8K
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-41- 0.06% |
$308 - $338
|
72.9K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-835- 4.4% |
$6.26K - $6.89K
|
18.1K
$144K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.4K- 11.46% |
$33K - $36.3K
|
34K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 22.28% |
$37.5K - $41.3K
|
17.5K
$138K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-5.96K- 3.06% |
$44.7K - $49.2K
|
189K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-12.7K- 51.63% |
$95.3K - $105K
|
11.9K
$94.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-18.4K- 26.98% |
$138K - $152K
|
49.8K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-476K- 8.32% |
$3.57M - $3.92M
|
5.24M
$41.5M
|