Purchases and Sales Made in Q4 2024 in Seven Hills Realty Trust (SEVN)
This table provides information about the institutional ownership of Seven Hills Realty Trust (SEVN) during Q4 2024. The information is specifically focused on institutions that hold shares of Seven Hills Realty Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
52.8KNew |
$648K - $761K
|
52.8K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
23.1K+ 65.25% |
$284K - $333K
|
58.5K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
982New |
$12.1K - $14.2K
|
982
$12.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
630+ 5.14% |
$7.74K - $9.08K
|
12.9K
$168K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
442New |
$5.43K - $6.37K
|
442
$5.76K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
86New |
$1.06K - $1.24K
|
86
$1.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21+ 17.95% |
$258 - $303
|
138
$1.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 200.0% |
$246 - $288
|
30
$391
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64- 1.34% |
$786 - $923
|
4.73K
$61.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.28K- 16.75% |
$15.8K - $18.5K
|
6.38K
$83.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-17.6K- 5.68% |
$216K - $254K
|
292K
$3.81M
|