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 65 institutions that hold shares in the stock, with a total of 857,026 shares, which have been reported (via 13F filing form) to have a value of $40.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
76
shares
|
$3,565
0.0% of portfolio
|
Q4 2023
Reduced 38.71%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
58
shares
|
$2,721
0.0% of portfolio
|
Q3 2021
Reduced 14.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
37
shares
|
$1,736
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
36
shares
|
$1,689
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25
shares
|
$1,173
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10
shares
|
$469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10
shares
|
$469
0.0% of portfolio
|
Q2 2024
Reduced 88.24%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
7
shares
|
$328
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$140
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$93
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2024
Reduced 98.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|