Who owns FUNDVANTAGE TR?
- Ticker: PCLG
- CUSIP Number: 36087t395
Tip: Access positions for across all investors
Analyze quarterly positions in Fundvantage Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fundvantage Tr stock
Who bought or sold FUNDVANTAGE TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sontag Advisory | 1.2M | $27M | -20% | Jun 2026 |
|
| Riverview Capital Advisers | 453k | $9.9M | -10% | Jun 2026 |
|
| Jane Street | 23k | $499k | 83% | Jun 2026 |
|
| Burk Holdings | 15k | $336k | -35% | Jun 2026 |
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| Bank of New York Mellon | 15k | $326k | 100% | Jun 2026 |
|
| Apollon Wealth Management | 11k | $254k | 0% | Sep 2026 |
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| Birch Financial Group | 1.0k | $23k | 100% | Sep 2026 |
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| American Capital Advisory | 21.00 | $478.999500 | 0% | Sep 2026 |
|
Who sold out of Fundvantage Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Foguth Wealth Management | Jun 2026 | 28k | $608k |
| Citadel Advisors | Mar 2026 | 12k | $239k |
| UBS Group | Mar 2026 | 276.00 | $5.6k |