BPTRX
Baron Partners Fund
1W: -0.7%
1M: -2.3%
3M: -5.7%
YTD: +6.1%
1Y: +22.0%
3Y: +87.1%
5Y: +53.1%
$271.84
+6.72 (+2.53%)
Weekly Expected Move ±2.8%
$250
$258
$265
$272
$280
Institutional Ownership — BPTRX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLC | 58,165 | $16M | +12,643 | +27.8% | 7Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 784 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 3 | KELLEHER FINANCIAL ADVISORS NEW | 247 | $67K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 784 | $213K |
| KELLEHER FINANCIAL ADVISORS | 247 | $67K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Redwood Wealth Management Group, LL | +12,643 | +27.8% | 58,165 |
Biggest Decreases (0)
None.