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 68 institutions that hold shares in the stock, with a total of 792,893 shares, which have been reported (via 13F filing form) to have a value of $30.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,948
shares
|
$191,586
0.0% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,892
shares
|
$189,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,148
shares
|
$160,610
0.0% of portfolio
|
Q4 2024
Reduced 58.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,003
shares
|
$77,556
0.0% of portfolio
|
Q1 2020
Reduced 20.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,800
shares
|
$69,696
0.0% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$58,080
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
991
shares
|
$38,371
0.04% of portfolio
|
Q1 2025
Reduced 34.41%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
671
shares
|
$25,981
0.0% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$19,360
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
480
shares
|
$18,585
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
450
shares
|
$17,424
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
310
shares
|
$12,003
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
296
shares
|
$11,461
0.0% of portfolio
|
Q4 2024
Added 214.89%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
286
shares
|
$11,073
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
285
shares
|
$11,035
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
275
shares
|
$10,648
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
250
shares
|
$9,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
244
shares
|
$9,447
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
210
shares
|
$8,131
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
200
shares
|
$7,744
0.0% of portfolio
|
Q2 2023
Reduced 74.36%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
163
shares
|
$6,311
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
150
shares
|
$5,808
0.0% of portfolio
|
Q4 2024
Reduced 95.95%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,872
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$3,872
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,872
0.0% of portfolio
|
Q4 2024
New holding
|