MJP ASSOCIATES INC /ADV historic quarter change: USA Bonds: Convertible Notes, New
In convertible notes that pay a coupon (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MJP ASSOCIATES INC /ADV opened 1 positions, added to 0, reduced 0 and sold out of 1.
- Q1 2026: Stock REDFIN CORP; Country of operation United States; Class NOTE 0.500% 4/0; Principal before $0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 715113), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Mayflower Financial Advisors, LLC | United States | $0.824B | 444 |
| Parkside Investments, LLC | United States | $0.823B | 98 |
| Volterra Technologies LP | United States | $0.823B | 301 |
| SIRIOS CAPITAL MANAGEMENT L P | United States | $0.825B | 81 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | United States | $0.822B | 214 |
| Fort Point Capital Partners LLC | United States | $0.825B | 225 |
| Arista Wealth Management, LLC | United States | $0.822B | 253 |
| CADIAN CAPITAL MANAGEMENT, LP | United States | $0.821B | 23 |
| Alley Investment Management Company, LLC | United States | $0.821B | 85 |
| Wealth Enhancement Trust Services, Inc. | United States | $0.826B | 1,109 |