Sage Tracker offers in-depth analysis of US institutional movements, monitoring the actions of more than 9,000 US institutions. It aids users in grasping the ownership patterns and trading practices of significant players such as asset manager, hedge funds and managed funds. For example, you can view the trading strategies of famous investors such as Berkshire Hathaway and BlackRock. To enhance your access to crucial information concerning prominent institutions, we have incorporated some additional features:
- Press Release Section: Each Sage Tracker page now includes a dedicated section for press releases, featuring quarterly reports, annual reports, and ownership disclosures. With this, you can easily view information such as letters to shareholders, to understand more about the current state of the institution.
- Historical Trade Records: You can now download historical trade records from these institutions to learn about how they invest. Please note that only the most recent quarter is free; accessing holding changes from other quarters requires a paid subscription.
- Institution Holding Page Redirection: With Webull’s DIY Portfolio tool, you can view the institution holdings from Sage Tracker and use these famous trading strategies in your own portfolio. On the symbol selection page, where you see institution holdings, you can now click on the institution to view more information about them. You can also search for specific institution names such as Berkshire Hathway.