Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Stock
-
Total 13F shares
-
652,341
-
Share change
-
+19,513
-
Total reported value
-
$544,865
-
Price per share
-
$0.8410
-
Number of holders
-
14
-
Value change
-
+$10,496
-
Number of buys
-
5
-
Number of sells
-
5
Institutional Holders of CaliberCos Inc. - Stock (CWD) as of Q2 2024
As of 30 Jun 2024 CaliberCos Inc. - Stock (CWD) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 652,341 shares of stock of the company.
Largest 10 holders included Mariner, LLC, CAPITAL INSIGHT PARTNERS, LLC, Koshinski Asset Management, Inc., Fortitude Family Office, LLC, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, 1776 Wealth LLC, Royal Bank of Canada, VANGUARD GROUP INC, and BANK OF AMERICA CORP /DE/.
This table shows 14 institutional shareholders of the security as of 30 Jun 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.