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Institutional Holdings
CLMOwnership Summary
Institutions Holding
5
Total Shares Held
10,660
Total Value Held
$79,963
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
2
10,660 shares
Sold Out Positions
3
70 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 6,960 | $51,991 | New position | 0.01% | 2026-06-30 |
| Corsicana & Co. | 3,700 | $27,972 | New position | 0.01% | 2026-06-30 |
| Parvin Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| DANSKE BANK A/S | 0 | $0 | Sold out | 2026-06-30 | |
| First Command Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 |