Stock TransactionsPHOENIX ED PARTNERS INC

Total Bought
1,289,030
63 transactions
Total Sold
1,156,066
34 transactions
Net
+132,964
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WELLINGTON MANAGEMENT GROUP LLP501,115743,112+241,9970.000.00+0.00buy
First Eagle Investment Management, LLC275,810415,510+139,7000.010.02+0.01buy
MORGAN STANLEY073,233+73,2330.000.00+0.00buy
HEARTLAND ADVISORS INC073,005+73,0050.000.11+0.11buy
SEGALL BRYANT & HAMILL, LLC27,26183,821+56,5600.010.03+0.02buy
AMERICAN CENTURY COMPANIES INC40,25994,623+54,3640.000.00+0.00buy
BlackRock, Inc.332,112384,179+52,0670.000.00+0.00buy
Trexquant Investment LP051,273+51,2730.000.01+0.01buy
JPMORGAN CHASE & CO042,684+42,6840.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS20,66760,380+39,7130.000.00+0.00buy
Sixth Street Partners Management Company, L.P.035,856+35,8560.000.00+0.00buy
BANK OF AMERICA CORP /DE/033,020+33,0200.000.00+0.00buy
HRT FINANCIAL LP032,720+32,7200.000.00+0.00buy
Walleye Capital LLC16,16247,493+31,3310.000.01+0.00buy
PDT Partners, LLC029,100+29,1000.000.05+0.05buy
JACOBS LEVY EQUITY MANAGEMENT, INC026,413+26,4130.000.00+0.00buy
Pacific Ridge Capital Partners, LLC025,067+25,0670.000.15+0.15buy
Jump Financial, LLC022,504+22,5040.000.01+0.01buy
XTX Topco Ltd16,06137,252+21,1910.010.02+0.01buy
CWC Advisors, LLC.019,150+19,1500.000.28+0.28buy
Nuveen, LLC018,954+18,9540.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP27,61546,296+18,6810.000.00+0.00buy
STATE STREET CORP98,053115,975+17,9220.000.00+0.00buy
EQUITABLE TRUST CO015,576+15,5760.000.02+0.02buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP013,584+13,5840.000.00+0.00buy
Point72 Asset Management, L.P.011,075+11,0750.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC16,00526,379+10,3740.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC110,859119,736+8,8770.000.00-0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH08,557+8,5570.000.00+0.00buy
Aquatic Capital Management LLC07,862+7,8620.000.01+0.01buy
Brevan Howard Capital Management LP06,873+6,8730.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC06,600+6,6000.000.00+0.00buy
Invesco Ltd.06,423+6,4230.000.00+0.00buy
MEEDER ASSET MANAGEMENT INC05,811+5,8110.000.01+0.01buy
NORTHERN TRUST CORP34,79939,216+4,4170.000.00+0.00buy
MetLife Investment Management, LLC03,444+3,4440.000.00+0.00buy
WELLS FARGO & COMPANY/MN1,8204,851+3,0310.000.00+0.00buy
DEUTSCHE BANK AG\10,82413,183+2,3590.000.00+0.00buy
CITIGROUP INC2512,501+2,2500.000.00+0.00buy
RHUMBLINE ADVISERS3,7766,001+2,2250.000.00+0.00buy
Man Group plc12,62914,798+2,1690.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC33,86935,856+1,9870.000.00-0.00buy
New Vernon Capital Holdings II LLC01,849+1,8490.000.03+0.03buy
Legal & General Group Plc4441,956+1,5120.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV01,135+1,1350.000.00+0.00buy
STRS OHIO9002,000+1,1000.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC01,000+1,0000.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0800+8000.000.00+0.00buy
Arax Advisory Partners20665+6450.000.00+0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM0452+4520.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,3432,460+1170.000.00-0.00buy
PRUDENTIAL FINANCIAL INC6,7006,810+1100.000.00-0.00buy
Bank of New York Mellon Corp10,96911,063+940.000.00-0.00buy
Allworth Financial LP41103+620.000.00+0.00buy
Quarry LP060+600.000.00+0.00buy
EverSource Wealth Advisors, LLC1851+330.000.00+0.00buy
Covestor Ltd1638+220.000.00-0.00buy
SBI Securities Co., Ltd.015+150.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC1631+150.000.00+0.00buy
Curated Wealth Partners LLC65,00065,005+50.260.19-0.07buy
Clearstead Advisors, LLC03+30.000.00+0.00buy
Apollo Management Holdings, L.P.24,901,31924,901,320+113.0811.49-1.59buy
SJS Investment Consulting Inc.12+10.000.00+0.00buy
Ameritas Investment Partners, Inc.40240200.000.00-0.00hold
Harbor Advisors LLC10,00010,00000.050.04-0.00hold
True Wealth Design, LLC2200.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey1,3321,33200.000.00-0.00hold
FIL Ltd250,000250,00000.010.01-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND1,7001,70000.000.00-0.00hold
IFP Advisors, Inc74-30.000.00-0.00sell
MAI Capital Management80-80.000.00-0.00sell
Root Financial Partners, LLC230-230.000.00-0.00sell
Sterling Capital Management LLC7024-460.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM26870-1980.000.00-0.00sell
Tower Research Capital LLC (TRC)1,5011,182-3190.000.00-0.00sell
Russell Investments Group, Ltd.3920-3920.000.00-0.00sell
READYSTATE ASSET MANAGEMENT LP21,85421,252-6020.040.03-0.01sell
HSBC HOLDINGS PLC9,4398,458-9810.000.00-0.00sell
R Squared Ltd9,5388,315-1,2230.160.14-0.02sell
Quadrature Capital Ltd7,7566,475-1,2810.000.00-0.00sell
BARCLAYS PLC10,5648,477-2,0870.000.00-0.00sell
UBS Group AG26,03523,680-2,3550.000.00-0.00sell
State of Wyoming4,7962,376-2,4200.020.01-0.01sell
BALYASNY ASSET MANAGEMENT L.P.2,8130-2,8130.000.00-0.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC4,390945-3,4450.000.00-0.00sell
State of Tennessee, Department of Treasury17,2629,168-8,0940.000.00-0.00sell
JANE STREET GROUP, LLC11,5260-11,5260.000.00-0.00sell
GOLDMAN SACHS GROUP INC67,32049,956-17,3640.000.00-0.00sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/677,332659,360-17,9720.010.01-0.00sell
Ghisallo Capital Management LLC20,0000-20,0000.020.00-0.02sell
Longaeva Partners L.P.20,5680-20,5680.030.00-0.03sell
STATE OF WISCONSIN INVESTMENT BOARD20,8240-20,8240.000.00-0.00sell
LMR Partners LLP21,0000-21,0000.010.00-0.01sell
MILLENNIUM MANAGEMENT LLC46,16918,159-28,0100.000.00-0.00sell
Van Berkom & Associates Inc.1,370,3811,340,935-29,4461.401.42+0.02sell
SEVEN GRAND MANAGERS, LLC50,0000-50,0000.110.00-0.11sell
Bastion Asset Management Inc.67,8170-67,8170.640.00-0.64sell
FMR LLC92,1571,292-90,8650.000.00-0.00sell
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC107,2940-107,2940.010.00-0.01sell
CITADEL ADVISORS LLC147,16736,677-110,4900.000.00-0.00sell
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