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 64 institutions that hold shares in the stock, with a total of 862,102 shares, which have been reported (via 13F filing form) to have a value of $41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
133,726
shares
|
$6.3 Million
0.54% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
116,114
shares
|
$5.47 Million
0.0% of portfolio
|
Q3 2023
Added 20.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
86,884
shares
|
$4.09 Million
0.3% of portfolio
|
Q4 2024
Added 144.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
69,879
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
68,818
shares
|
$3.24 Million
2.11% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,280
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
39,459
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 164.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,427
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 1149.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
39,022
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
29,847
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
22,570
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
19,241
shares
|
$905,866
0.0% of portfolio
|
Q3 2024
Added 38.66%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,054
shares
|
$849,982
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
12,563
shares
|
$591,466
0.2% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,762
shares
|
$553,754
0.02% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,306
shares
|
$485,206
0.0% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,992
shares
|
$470,423
0.0% of portfolio
|
Q3 2024
Reduced 61.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
9,661
shares
|
$454,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,527
shares
|
$401,451
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
7,950
shares
|
$374,286
0.18% of portfolio
|
Q2 2024
Added 9.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
6,320
shares
|
$297,545
0.12% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
6,061
shares
|
$285,351
0.0% of portfolio
|
Q4 2024
Added 25.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,050
shares
|
$284,834
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,934
shares
|
$279,372
0.0% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,670
shares
|
$266,943
0.06% of portfolio
|
Q2 2024
New holding
|