Unlock New Features with Sage Tracker!

The Webull app is equipped with various resources to help you with your investment choices, and one such resource is Sage Tracker.

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.

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All information and data contained in this website are for reference only and no historical data should be considered as the basis for predicting future trading trends. Investors should be aware that system responses, execution price, speed, liquidity, market data, and account access times may be affected by many factors, including market volatility, size and type of order, market conditions, system performance and other factors. Information provided is for informational purposes only, unless otherwise stated. Distribution of investment products to, or services offered to, any person is not intended in any jurisdiction where such distribution or use would contravene prevailing laws or regulations. Services are only intended for persons in jurisdictions or countries where it is legal for such persons to receive them.