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Get Institutions for : 
New England Realty Associates Limited Partnership (NEN)  
$70.85 0.00 (0.00%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    1
Total shares held : 
 88,780  
% of shares held : 
 2.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 819  
% of shares held change : 
   0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.00  
Last Quarter's Ending Price : 
 $69.70  
Last Quarter's Average Price : 
 $68.28  
Change from last quarter's     
avg. price to the last closing  : 
2.57 (3.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
3
 4,670
 5.26%
 
Unchanged Positions :
7
 24,160
 27.21%
 
Decreased Positions :
4
-3,679
-4.14%
 
Closed Positions :
1
-172
-0.19%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CALDWELL SUTTER CAPITAL INC. 15 - 2024-03-31 32,339 $2,325,000 0
   Warberg Asset Management LLC 8 - 2024-03-31 15,979 $1,137,000 2,279
   LPL FINANCIAL CORP 3397 - 2024-03-31 10,027 $721,000 0
   EPACRIA CAPITAL PARTNERS LLC 43 - 2024-03-31 8,636 $621,000 556
   HPM Partners LLC 1699 - 2024-03-31 5,700 $410,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3240 - 2024-03-31 4,161 $299,000 51
   BANK OF AMERICA CORP /DE/ 4772 - 2024-03-31 3,540 $255,000 0
   US FINANCIAL ADVISORS LLC 75 - 2024-03-31 3,122 $224,000 0
   Empirical Asset Management LLC 250 *New 2024-03-31 3,079 $221,000 3,079
   RAYMOND JAMES & ASSOCIATES 3522 - 2024-03-31 3,000 $216,000 0
   MORGAN STANLEY 5518 - 2024-03-31 2,874 $207,000 1
   WELLS FARGO & CO/MN 4359 - 2024-03-31 1,321 $95,000 0
   CWM LLC 2481 - 2024-03-31 518 $37,000 0
   J P MORGAN CHASE & CO 4825 - 2024-03-31 450 $32,000 0
   PROEQUITIES INC. 4271 - 2024-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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