Purchases and Sales Made in Q1 2023 in New England Realty Associates Limited Partnership (NEN)
This table provides information about the institutional ownership of New England Realty Associates Limited Partnership (NEN) during Q1 2023. The information is specifically focused on institutions that hold shares of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.28K+ 19.07% |
$0 - $402K
|
32.9K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
199+ 2.17% |
$0 - $15.2K
|
9.39K
$749K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$0 - $76.3
|
1.32K
$106K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-360- 8.5% |
$0 - $27.5K
|
3.87K
$309K
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-12.7K- 50.3% |
$0 - $969K
|
12.6K
$1M
|