Purchases and Sales Made in Q4 2024 in Renaissance Cap Greenwich Fds (IPO)
This table provides information about the institutional ownership of Renaissance Cap Greenwich Fds (IPO) during Q4 2024. The information is specifically focused on institutions that hold shares of RENAISSANCE CAP GREENWICH FDS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
51.3K+ 144.08% |
$2.15M - $2.41M
|
86.9K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.66KNew |
$404K - $454K
|
9.66K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.89KNew |
$205K - $230K
|
4.89K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.34K+ 17.37% |
$140K - $157K
|
22.6K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 25.85% |
$52.1K - $58.5K
|
6.06K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
673+ 11.92% |
$28.2K - $31.6K
|
6.32K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
624+ 11.5% |
$26.1K - $29.3K
|
6.05K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
526+ 11.08% |
$22K - $24.7K
|
5.27K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
160New |
$6.7K - $7.52K
|
160
$7.53K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
10+ 0.08% |
$419 - $470
|
12.6K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10New |
$419 - $470
|
10
$471
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$83.7 - $94
|
2
$94.2
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 50.0% |
$1.05K - $1.18K
|
25
$1.18K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-29- 4.14% |
$1.21K - $1.36K
|
671
$31.6K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 33.33% |
$6.28K - $7.05K
|
300
$14.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-250- 2.08% |
$10.5K - $11.8K
|
11.8K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-575- 10.7% |
$24.1K - $27K
|
4.8K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.7K- 14.18% |
$71.3K - $80K
|
10.3K
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.3K- 40.01% |
$138K - $155K
|
4.95K
$233K
|