Purchases and Sales Made in Q2 2023 in New Relic, Inc. (NEWR)
This table provides information about the institutional ownership of New Relic, Inc. (NEWR) during Q2 2023. The information is specifically focused on institutions that hold shares of NEW RELIC, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
85+ 170.0% |
$5.52K - $7.22K
|
135
$0
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
80+ 2.03% |
$5.2K - $6.8K
|
4.02K
$0
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
80+ 2.33% |
$5.2K - $6.8K
|
3.52K
$0
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
72+ 23.0% |
$4.68K - $6.12K
|
385
$0
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 13.66% |
$4.48K - $5.86K
|
574
$0
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53+ 0.27% |
$3.44K - $4.5K
|
20K
$0
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
50New |
$3.25K - $4.25K
|
50
$0
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
42+ 15.79% |
$2.73K - $3.57K
|
308
$0
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42+ 15.79% |
$2.73K - $3.57K
|
308
$0
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 23.72% |
$2.4K - $3.14K
|
193
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37+ 5.53% |
$2.4K - $3.14K
|
706
$0
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$1.43K - $1.87K
|
22
$0
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15New |
$974 - $1.27K
|
15
$0
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$585 - $765
|
9
$0
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 21.88% |
$455 - $595
|
39
$0
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$325 - $425
|
2.68K
$0
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$325 - $425
|
2.68K
$0
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 1.48% |
$130 - $170
|
133
$0
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 20.0% |
$520 - $680
|
32
$0
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 2.93% |
$1.88K - $2.46K
|
962
$0
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-42- 68.85% |
$2.73K - $3.57K
|
19
$0
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-75- 48.7% |
$4.87K - $6.37K
|
79
$0
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-159- 2.26% |
$10.3K - $13.5K
|
6.86K
$0
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-168- 3.97% |
$10.9K - $14.3K
|
4.06K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-172- 97.18% |
$11.2K - $14.6K
|
5
$0
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-274- 1.05% |
$17.8K - $23.3K
|
25.7K
$0
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-276- 6.53% |
$17.9K - $23.4K
|
3.95K
$0
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-384- 36.33% |
$24.9K - $32.6K
|
673
$0
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-432- 11.41% |
$28.1K - $36.7K
|
3.35K
$0
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-453- 3.34% |
$29.4K - $38.5K
|
13.1K
$0
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-600- 9.39% |
$39K - $51K
|
5.79K
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-645- 15.71% |
$41.9K - $54.8K
|
3.46K
$0
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1K- 22.22% |
$65K - $85K
|
3.5K
$0
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.12K- 16.96% |
$72.6K - $95K
|
5.47K
$0
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.14K- 2.1% |
$74.2K - $97K
|
53.3K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14K- 50.11% |
$74.3K - $97.2K
|
1.14K
$0
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.35K- 18.13% |
$87.4K - $114K
|
6.08K
$0
|
|
Aug 14, 2023
Q2 2023
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 1.48% |
$93.6K - $122K
|
95.8K
$0
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.58K- 5.95% |
$102K - $134K
|
24.9K
$0
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.58K- 5.95% |
$102K - $134K
|
24.9K
$0
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.65K- 2.86% |
$107K - $141K
|
56.1K
$0
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.71K- 47.78% |
$111K - $145K
|
1.87K
$0
|
|
Aug 14, 2023
Q2 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-2.15K- 12.59% |
$139K - $182K
|
14.9K
$0
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.17K- 21.16% |
$141K - $185K
|
8.1K
$0
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.26K- 1.74% |
$146K - $192K
|
127K
$0
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.31K- 14.89% |
$150K - $196K
|
13.2K
$0
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.34K- 13.15% |
$152K - $199K
|
15.5K
$0
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.43K- 7.4% |
$158K - $207K
|
30.4K
$0
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.46K- 0.82% |
$160K - $209K
|
298K
$0
|