Latest Institutional Transactions on New England Realty Associates Limited Partnership (NEN)
This table provides information on the latest institutional transactions involving New England Realty Associates Limited Partnership (NEN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.14KNew |
$218K - $260K
|
3.14K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
399+ 164.2% |
$27.7K - $33.1K
|
642
$51.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$69.5 - $83
|
1.32K
$105K
|
|
|
Nov 06, 2024
Q3 2024
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-2.78K- 21.89% |
$193K - $230K
|
9.9K
$790K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 0.22% |
$625 - $747
|
4.18K
$334K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.75K- 77.68% |
$190K - $200K
|
790
$63K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.96K- 6.07% |
$136K - $143K
|
30.4K
$2.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-280- 54.05% |
$19.3K - $20.4K
|
238
$19K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.03% |
$68.3 - $71.9
|
2.87K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
556+ 6.88% |
$38K - $40K
|
8.64K
$689K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.08KNew |
$210K - $221K
|
3.08K
$246K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3KNew |
$195K - $212K
|
3K
$239K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
225+ 2.3% |
$15.3K - $16.5K
|
10K
$800K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
800New |
$56K - $62.6K
|
800
$63.8K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.7KNew |
$420K - $473K
|
5.7K
$455K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-315- 9.16% |
$21.4K - $26K
|
3.12K
$249K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35KClosed |
$2.07M - $2.4M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.08KNew |
$182K - $211K
|
3.08K
$246K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
450New |
$26.7K - $28.4K
|
450
$35.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-70Closed |
$3.92K - $4.53K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-660Closed |
$30.7K - $34.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-15.6KClosed |
$640K - $850K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4KClosed |
$180K - $259K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-600Closed |
$34.4K - $37.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.19KClosed |
$187K - $210K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-750Closed |
$44K - $49.5K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Assetmark, Inc
|
SELL
|
- |
-249Closed |
$13.9K - $16.4K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-260Closed |
$14.5K - $17.1K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 02, 2018
Q2 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11KClosed |
$722K - $775K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$72.4K - $78.4K
|
1.04K
$83.2K
|
|