Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3KNew |
$195K - $212K
|
3K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
1.55K+ 12.76% |
$101K - $109K
|
13.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
120+ 1.51% |
$7.8K - $8.46K
|
8.08K
$645K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.03% |
$65 - $70.5
|
2.87K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-142- 21.52% |
$9.23K - $10K
|
518
$41.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-400- 12.22% |
$26K - $28.2K
|
2.87K
$229K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.3K- 3.86% |
$84.5K - $91.7K
|
32.3K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.84K- 30.89% |
$119K - $130K
|
4.11K
$328K
|