Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
225+ 2.3% |
$15.3K - $16.5K
|
10K
$800K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
172New |
$11.7K - $12.6K
|
172
$13.7K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22+ 0.37% |
$1.5K - $1.62K
|
5.95K
$475K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-300- 0.88% |
$20.4K - $22.1K
|
33.6K
$2.68M
|
|
Nov 13, 2023
Q3 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-1.13K- 12.43% |
$76.8K - $83.1K
|
7.96K
$635K
|
|
Nov 13, 2023
Q3 2023
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-9.95K- 45.03% |
$677K - $732K
|
12.2K
$970K
|