Cohen & Co Inc. - COMMON STOCK, PAR VALUE $0.01 PER SHARE (COHN)

CUSIP: 19249M102

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 6 signals
Share change
-4,693
SEC-reported price per share
$8.34
Number of holders
11
Value change
-$40,978
Number of buys
8
Number of sells
2
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
2,035,474

Security key

19249M102

Report period

Q4 2022

Institutions

11

Top holders

10

Ownership snapshot

Top reported holders of COHN - Cohen & Co Inc. - COMMON STOCK, PAR VALUE $0.01 PER SHARE (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
AE Wealth Management LLC
Disclosed value leader
AE Wealth Management LLC
Comparable rows
10/10
Latest evidence
30 Sep 2022
13F Lead comparable stake: 3.1% Showing 1-6 of 10 holder rows.

Quick read

AE Wealth Management LLC leads the comparable SEC ownership view at 3.1%.

10 of 10 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens AE Wealth Management LLC's linked filing trail.
Comparable ownership Top 5
AE Wealth Management LLC 3.1%
BlackRock Finance, Inc. 1.3%
VANGUARD GROUP INC 0.58%
ROYAL BANK OF CANADA 0.57%
UBS Group AG 0.12%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 10 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
AE Wealth Management LLC
13F
Company
13F
3.1%
$540,000
63,501 shares
30 Sep 2022
BlackRock Finance, Inc.
13F
Company
13F
1.3%
$233,000
27,465 shares
30 Sep 2022
VANGUARD GROUP INC
13F
Company
13F
0.58%
$100,000
11,794 shares
30 Sep 2022
ROYAL BANK OF CANADA
13F
Company
13F
0.57%
$99,000
11,542 shares
30 Sep 2022
UBS Group AG
13F
Company
13F
0.12%
$21,000
2,415 shares
30 Sep 2022
Tower Research Capital LLC (TRC)
13F
Company
13F
0.04%
$8,000
912 shares
30 Sep 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
11
Shares
113,475
Rows available
11
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2022 vs Q1 2026 Across Filers

Q1 2026 holders
13
Q4 2022 holders
11
Holder diff
-2
Investor Q1 2026 Shares Q4 2022 Shares Share Diff Share Chg % Q1 2026 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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