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 89,523 shares, which have been reported (via 13F filing form) to have a value of $7.38 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
30,376
shares
|
$2.51 Million
1.13% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,027
shares
|
$827,127
0.0% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Nov 06, 2024 Q3 2024 |
9,900
shares
|
$816,651
6.51% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
8,636
shares
|
$712,383
0.49% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,700
shares
|
$470,192
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,180
shares
|
$344,808
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,137
shares
|
$258,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
3,122
shares
|
$257,533
0.08% of portfolio
|
Q1 2022
Reduced 9.16%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,079
shares
|
$253,986
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$253,986
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$247,469
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,874
shares
|
$237,076
0.0% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,321
shares
|
$108,969
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
642
shares
|
$52,958
0.0% of portfolio
|
Q3 2024
Added 164.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
450
shares
|
$37,120
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|