Security key
19249M102
Cohen & Co Inc. - COMMON STOCK, PAR VALUE $0.01 PER SHARE (COHN)
CUSIP: 19249M102
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / COMMON STOCK, PAR VALUE $0.01 PER SHARE
- Total 13F shares
- 107,948
- Total 13F value
- $740,110
- Share change
- -5,521
- SEC-reported price per share
- $6.86
- Number of holders
- 9
- Value change
- -$37,910
- Number of buys
- 2
- Number of sells
- 8
- Shares outstanding
- 2,035,474
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
9
Top holders
9
COHN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Cohen & Co Inc. SEC filings
Cohen & Co Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 19249M102
Recent filing periods:
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
11/11
Latest evidence
31 Dec 2022
13F
Lead comparable stake: 3.4%
Showing 1-6 of 11 holder rows.
Quick read
AE Wealth Management LLC leads the comparable SEC ownership view at 3.4%.
11 of 11 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
3.4%
BlackRock Finance, Inc.
1.3%
ROYAL BANK OF CANADA
0.57%
UBS Group AG
0.16%
MORGAN STANLEY
0.06%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 11 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| AE Wealth Management LLC |
13F
Company
|
3.4%
|
$574,515
68,887 shares
|
— | 31 Dec 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
1.3%
|
$229,058
27,465 shares
|
— | 31 Dec 2022 |
| ROYAL BANK OF CANADA |
13F
Company
|
0.57%
|
$96,000
11,542 shares
|
— | 31 Dec 2022 |
| UBS Group AG |
13F
Company
|
0.16%
|
$27,263
3,269 shares
|
— | 31 Dec 2022 |
| MORGAN STANLEY |
13F
Company
|
0.06%
|
$9,374
1,124 shares
|
— | 31 Dec 2022 |
| Tower Research Capital LLC (TRC) |
13F
Company
|
0.05%
|
$9,000
1,058 shares
|
— | 31 Dec 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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
9
Shares
107,948
Rows available
9
| 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 Q1 2023 vs Q1 2026 Across Filers
Q1 2026 holders
13
Q1 2023 holders
9
Holder diff
-4
| Investor | Q1 2026 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend