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Get Institutions for : 
Cushing Renaissance Fund (SZC)  
$7.85 0.00 (0.00%) as of 4:30 Fri 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    3
Total shares held : 
516,377  
% of shares held : 
19.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-368,403  
% of shares held change : 
  -14.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 27,188
 5.27%
 
Increased Positions :
7
 58,357
 11.3%
 
Unchanged Positions :
8
 55,654
 10.78%
 
Decreased Positions :
14
-411,784
-79.74%
 
Closed Positions :
5
-42,164
-8.17%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SIT INVESTMENT ASSOCIATES INC 336 - 2023-12-31 36,662 $1,303,000 10,451
   CLOUGH CAPITAL PARTNERS L P 100 - 2023-12-31 32,646 $1,160,000 26,300
   RAYMOND JAMES & ASSOCIATES 2563 - 2024-03-31 26,017 $1,011,000 6,603
   Sea Otter Advisors LLC 27 - 2023-12-31 22,045 $783,000 17,839
   COMMONWEALTH EQUITY SERVICES LLC. 2526 - 2024-03-31 17,435 $678,000 28
   CSS LLC/IL 299 - 2023-12-31 8,397 $298,000 251
   Atria Wealth Solutions Inc. 1520 - 2023-12-31 7,942 $282,000 1,501
   LPL FINANCIAL CORP 4359 - 2024-03-31 5,566 $216,000 5,566
   KESTRA PRIVATE WEALTH SERVICES LLC 1180 - 2024-03-31 5,263 $205,000 5,263
   ANCORA ADVISORS, LLC 811 - 2023-12-31 2,082 $74,000 1,682

  10 Records found
  1    
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