Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Mutual Fund
-
Total 13F shares
-
70,433
-
Share change
-
+11,655
-
Total reported value
-
$2,646,138
-
Price per share
-
$37.57
-
Number of holders
-
4
-
Value change
-
+$437,865
-
Number of buys
-
3
-
Number of sells
-
1
Institutional Holders of COLUMBIA DIVIDEND INCOME FUND INST2 CLASS - Mutual Fund as of Q3 2025
As of 30 Sep 2025 COLUMBIA DIVIDEND INCOME FUND INST2 CLASS - Mutual Fund had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 70,433 shares of stock of the company.
Largest 4 holders included Redwood Wealth Management Group, LLC, Sequent Asset Management, LLC, KELLEHER FINANCIAL ADVISORS, and OAKWORTH CAPITAL, INC..
This table shows 4 institutional shareholders of the security as of 30 Sep 2025.
| 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.