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. | 04/16/2025 | 30.43 K | $2.48 M | 0.16% | 0.86% |
| LPL FINANCIAL LLC | 05/07/2025 | 10.03 K | $817.55 K | 0.00% | 0.28% |
| WARBERG ASSET MANAGEMENT LLC | 05/09/2025 | 9.65 K | $785.01 K | -15.20% | 0.27% |
| EPACRIA CAPITAL PARTNERS, LLC | 05/15/2025 | 8.64 K | $703.24 K | 0.00% | 0.24% |
| CERITY PARTNERS LLC | 04/30/2025 | 5.70 K | $464.75 K | 0.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 4.87 K | $397.00 K | 1.73% | 0.14% |
| US FINANCIAL ADVISORS, LLC | 05/08/2025 | 3.12 K | $254.55 K | 0.00% | 0.09% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 05/12/2025 | 3.08 K | $251.04 K | 0.00% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 3.00 K | $244.60 K | 0.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 2.95 K | $240.12 K | 9.52% | 0.08% |
| MORGAN STANLEY | 05/15/2025 | 2.87 K | $234.36 K | 0.03% | 0.08% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 1.32 K | $107.74 K | 0.00% | 0.04% |
| UBS GROUP AG | 05/13/2025 | 673 | $54.87 K | 52.95% | 0.02% |
| JPMORGAN CHASE & CO | 05/12/2025 | 450 | $36.69 K | 0.00% | 0.01% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
New England Realty Associates Limited Partnership institutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of New England Realty Associates Limited Partnership. The most heavily invested institutionals were:
CALDWELL SUTTER CAPITAL, INC.: 30,426
LPL Financial LLC: 10,027
Warberg Asset Management LLC: 9,649
EPACRIA CAPITAL PARTNERS, LLC: 8,636
Cerity Partners LLC: 5,700
COMMONWEALTH EQUITY SERVICES, LLC: 4,873
2.45% of New England Realty Associates Limited Partnership stock is owned by institutional investors.
Institutional investors have bought a total of 103.83 K shares in the last 24 months. This purchase volume represents approximately $7.60 M in transactions.