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Redwood TR Inc

CUSIP: 758075AD7 | 99 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2024

Weitz Investment Management, Inc.9,000,000
0.5% of portfolio›$9.0M
JPMorgan Chase & Co6,177,000
0.0% of portfolio›$6.2M
Eubel Brady & Suttman Asset Management Inc5,000,000
0.0% of portfolio›$5.0K
Piper Sandler & Co.4,773,000
3.7% of portfolio›$4.7M
Catalyst Capital Advisors LLC4,620,000
0.1% of portfolio›$4.6M
Aequim Alternative Investments LP1,203,000
0.0% of portfolio›$1.2M
Barclays PLC1,032,000
0.0% of portfolio›$1.0M
Stifel Financial Corp674,000
0.0% of portfolio›$672.7K
Seelaus Asset Management LLC236,000
0.2% of portfolio›$234.6K
Raymond James Financial Services Advisors, Inc.175,000
0.0% of portfolio›$173.3K
Raymond James & Associates160,000
0.0% of portfolio›$158.5K
Beacon Investment Advisors LLC121,000
0.1% of portfolio›$119.8K
Obermeyer Wealth Partners55,000
0.0% of portfolio›$54.7K
Northern Trust Corp50,000
0.0% of portfolio›$5.0M
Phillips Financial Management, LLC50,000
0.0% of portfolio›$49.5K
Northwestern Mutual Wealth Management Co45,000
0.0% of portfolio›$44.6K
Wells Fargo & Company30,000
0.0% of portfolio›$30.0K
UMB Bank, n.a.25,000
0.0% of portfolio›$24.8K
Morgan Stanley14,000
0.0% of portfolio›$13.9K
MN Wealth Advisors, LLC12,000
0.0% of portfolio›$11.9K
HighTower Advisors, LLC11,000
0.0% of portfolio›$11.0K
Forum Private Client Group LLC10,000
0.0% of portfolio›$9.9K
Commonwealth Equity Services, LLC10,000
0.0% of portfolio›$10
Capital Market Strategies LLC10,000
0.0% of portfolio›$9.9K
Moneta Group Investment Advisors LLC297
0.0% of portfolio›$29.7K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Weitz Investment Management, Inc.
9,000,000$9.0M0.5%CoreLowOmaha, NE2024-08-14
JPMorgan Chase & Co
6,177,000$6.2M0.0%GrowthMediumNew York, NY2024-12-26
Eubel Brady & Suttman Asset Management Inc
5,000,000$5.0K0.0%Deep ValueMediumMiamisburg, OH2024-08-07
Piper Sandler & Co.
4,773,000$4.7M3.7%GARPVery HighMinneapolis, MN2024-08-08
Catalyst Capital Advisors LLC
4,620,000$4.6M0.1%ETFVery LowSan Juan, PR2024-07-25
Aequim Alternative Investments LP
1,203,000$1.2M0.0%CoreHighMill Valley, CA2024-08-12
Barclays PLC
1,032,000$1.0M0.0%CoreMediumLondon, United Kingdom2026-03-23
Stifel Financial Corp
674,000$672.7K0.0%CoreLowSt. Louis, MO2024-08-13
Seelaus Asset Management LLC
236,000$234.6K0.2%GrowthMediumChatham, NJ2024-08-13
Raymond James Financial Services Advisors, Inc.
175,000$173.3K0.0%GrowthVery LowSt. Petersburg, FL2024-07-19
Raymond James & Associates
160,000$158.5K0.0%N/AN/ASt Petersburg, FL2024-07-19
Beacon Investment Advisors LLC
121,000$119.8K0.1%ValueVery LowGaithersburg, MD2024-08-14
Obermeyer Wealth Partners
55,000$54.7K0.0%GrowthLowAspen, CO2024-08-01
Northern Trust Corp
50,000$5.0M0.0%IndexVery LowChicago, IL2024-08-14
Phillips Financial Management, LLC
50,000$49.5K0.0%ETFVery LowFort Wayne, IN2024-08-08
Northwestern Mutual Wealth Management Co
45,000$44.6K0.0%IndexVery LowMilwaukee, WI2024-08-16
Wells Fargo & Company
30,000$30.0K0.0%CoreLowSan Francisco, CA2024-08-13
UMB Bank, n.a.
25,000$24.8K0.0%CoreLowKansas City, MO2024-07-29
Morgan Stanley
14,000$13.9K0.0%CoreLowNew York, NY2025-05-14
MN Wealth Advisors, LLC
12,000$11.9K0.0%ETFMediumOverland Park, KS2024-07-24
HighTower Advisors, LLC
11,000$11.0K0.0%IndexLowChicago, IL2024-08-13
Forum Private Client Group LLC
10,000$9.9K0.0%ETFVery LowFishers, IN2024-08-13
Commonwealth Equity Services, LLC
10,000$100.0%ETFLowWaltham, MA2024-07-31
Capital Market Strategies LLC
10,000$9.9K0.0%Agg GrowthVery LowPalm Beach Gardens, FL2024-07-01
Moneta Group Investment Advisors LLC
297$29.7K0.0%IndexVery LowSt Louis, MO2024-08-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23