Institutional Ownership New England Realty Associates Limited Partnership (NEN)
This table provides information about the institutional ownership of New England Realty Associates Limited Partnership (NEN). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 97,825 shares, which have been reported (via 13F filing form) to have a value of $6.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
32,339
shares
|
$2.28 Million
1.12% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 06, 2024 Q1 2024 |
15,979
shares
|
$1.13 Million
8.14% of portfolio
|
Q1 2024
Added 16.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
10,027
shares
|
$706,903
0.0% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
May 14, 2024 Q1 2024 |
8,636
shares
|
$608,838
0.45% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
5,700
shares
|
$401,850
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
4,161
shares
|
$293,350
0.0% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,540
shares
|
$249,570
0.0% of portfolio
|
Q2 2022
Reduced 1.12%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 13, 2024 Q1 2024 |
3,122
shares
|
$220,101
0.08% of portfolio
|
Q1 2022
Reduced 9.16%
|
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
3,079
shares
|
$217,069
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$217,069
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,000
shares
|
$211,500
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,874
shares
|
$202,617
0.0% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,321
shares
|
$93,130
0.0% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
518
shares
|
$36,519
0.0% of portfolio
|
Q4 2023
Reduced 21.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
450
shares
|
$31,725
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|