New England Realty Associates Limited Partnership Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 30,376 | $2.43 M | 0.00% | 0.86% |
| LPL FINANCIAL LLC | 11/08/2024 | 10,027 | $802,160 | 0.00% | 0.28% |
| WARBERG ASSET MANAGEMENT LLC | 11/06/2024 | 9,900 | $808,335 | -21.89% | 0.28% |
| EPACRIA CAPITAL PARTNERS, LLC | 11/14/2024 | 8,636 | $716,788 | 0.00% | 0.24% |
| CERITY PARTNERS LLC | 11/12/2024 | 5,700 | $456,000 | 0.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 4,180 | $334,000 | 0.22% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 3,137 | $260,371 | 100.00% | 0.09% |
| US FINANCIAL ADVISORS, LLC | 10/31/2024 | 3,122 | $249,760 | 0.00% | 0.09% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 10/11/2024 | 3,079 | $246,320 | 0.00% | 0.09% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 3,000 | $240,000 | 0.00% | 0.08% |
| MORGAN STANLEY | 11/14/2024 | 2,874 | $229,967 | 0.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1,321 | $109,632 | 0.08% | 0.04% |
| UBS GROUP AG | 11/14/2024 | 642 | $51,360 | 164.20% | 0.02% |
| JPMORGAN CHASE & CO | 12/26/2024 | 450 | $37,350 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 0 | $0 | -100.00% | 0.00% |
New England Realty Associates Limited Partnershipinstitutional Ownership - FAQ's
During the previous two years, 21 institutional investors and hedge funds held shares of New England Realty Associates Limited Partnership. The most heavily invested institutionals were:
CALDWELL SUTTER CAPITAL, INC.: 30,376
LPL Financial LLC: 10,027
Warberg Asset Management LLC: 9,900
EPACRIA CAPITAL PARTNERS, LLC: 8,636
Cerity Partners LLC: 5,700
COMMONWEALTH EQUITY SERVICES, LLC: 4,180
2.44% of New England Realty Associates Limited Partnership stock is owned by institutional investors.
Institutional investors have bought a total of 100,500 shares in the last 24 months. This purchase volume represents approximately $8.36 M in transactions.