Institutional Ownership Renaissance Cap Greenwich Fds (IPO)
This table provides information about the institutional ownership of Renaissance Cap Greenwich Fds (IPO). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 810,766 shares, which have been reported (via 13F filing form) to have a value of $36.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
5,395
shares
|
$243,800
0.0% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
5,372
shares
|
$242,760
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,816
shares
|
$217,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,747
shares
|
$214,516
0.01% of portfolio
|
Q3 2024
Reduced 79.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,945
shares
|
$178,274
0.0% of portfolio
|
Q3 2024
Added 4188.04%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,706
shares
|
$167,474
0.0% of portfolio
|
Q3 2024
Added 2370.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,789
shares
|
$126,034
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,418
shares
|
$109,269
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,003
shares
|
$90,515
0.0% of portfolio
|
Q1 2020
Reduced 20.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$81,342
0.0% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$31,633
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$22,595
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
480
shares
|
$21,691
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
450
shares
|
$20,335
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
310
shares
|
$14,008
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
286
shares
|
$12,924
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
285
shares
|
$12,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
275
shares
|
$12,427
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
250
shares
|
$11,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
210
shares
|
$9,489
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
200
shares
|
$9,038
0.0% of portfolio
|
Q2 2023
Reduced 74.36%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
158
shares
|
$7,140
0.0% of portfolio
|
Q3 2024
Reduced 94.95%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$4,519
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
100
shares
|
$4,519
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
94
shares
|
$4,247
0.0% of portfolio
|
Q3 2024
New holding
|