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Get Institutions for : 
CrossAmerica Partners LP (CAPL)  
$20.02 0.11 (0.55%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    5
Total shares held : 
9,136,979  
% of shares held : 
24.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  17  
Amount of shares held : 
216,191  
% of shares held change : 
  0.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$20.74  
Last Quarter's Ending Price : 
$22.80  
Last Quarter's Average Price
$22.17  
Change from last quarter's     
avg. price to the last closing  : 
2.15 (9.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 101,132
 1.11%
 
Increased Positions :
22
 338,682
 3.71%
 
Unchanged Positions :
18
 5,945,264
 65.07%
 
Decreased Positions :
10
-181,686
-1.99%
 
Closed Positions :
2
-41,937
-0.46%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   INVESCO LTD 719 - 2024-03-31 5,720,129 $130,362,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 533 - 2024-03-31 621,427 $12,820,000 -3,718
   CLEARBRIDGE ADVISORS LLC 538 - 2024-03-31 471,012 $10,734,000 -157,829
   J P MORGAN CHASE & CO 2017 - 2024-03-31 461,063 $10,508,000 -40,874
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1164 - 2024-03-31 205,698 $4,688,000 823
   FIRST TRUST ADVISORS LP 1409 - 2024-03-31 175,668 $4,003,000 21,641
   Quadrant Private Wealth Management LLC 27 - 2024-03-31 161,367 $3,678,000 3,226
   MORGAN STANLEY 4375 - 2024-03-31 99,900 $2,277,000 28,292
   WELLS FARGO & CO/MN 2566 - 2024-03-31 88,266 $2,012,000 8,125
   LPL FINANCIAL CORP 2508 - 2024-03-31 86,649 $1,975,000 44,825
   RAYMOND JAMES & ASSOCIATES 2154 - 2024-03-31 86,463 $1,970,000 -1,460
   MARINER WEALTH ADVISORS, LLC 1127 - 2024-03-31 84,141 $1,918,000 -2,022
   U.S. Capital Wealth Advisors LLC 252 - 2024-03-31 80,000 $1,823,000 0
   BLACKSTONE GROUP L.P. 109 - 2024-03-31 75,163 $1,713,000 0
   CITADEL ADVISORS LLC 2633 - 2024-03-31 67,888 $1,547,000 30,268
   Bramshill Investments LLC 37 - 2024-03-31 53,983 $1,230,000 -5,502
   STIFEL FINANCIAL CORP 2222 - 2024-03-31 40,169 $915,000 17,537
   GOLDMAN SACHS GROUP INC/ 3642 - 2024-03-31 38,594 $880,000 -26,335
   GSA CAPITAL PARTNERS LLP 566 - 2024-03-31 36,412 $830,000 16,153
   UBS Group AG 3689 - 2024-03-31 35,076 $799,000 7,521
   BNP PARIBAS ARBITRAGE SA 1937 - 2024-03-31 30,971 $706,000 565
   BANK OF AMERICA CORP /DE/ 4304 - 2024-03-31 26,054 $594,000 18,499
   NATIXIS 575 - 2024-03-31 25,700 $586,000 -27,500
   Atlantic Trust Group LLC 805 - 2024-03-31 24,500 $563,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2140 - 2024-03-31 23,505 $536,000 1,036
   JANNEY MONTGOMERY SCOTT LLC 2026 - 2024-03-31 20,607 $470,000 1,872
   CI Private Wealth LLC 1656 - 2024-03-31 20,441 $466,000 0
   SIMPLEX TRADING LLC 686 - 2024-03-31 20,178 $459,000 20,139
   Morton Brown Family Wealth LLC 35 - 2024-03-31 20,096 $458,000 -160
   KAYNE ANDERSON CAPITAL ADVISORS LP 57 - 2024-03-31 19,300 $440,000 0
   TORTOISE INDEX SOLUTIONS LLC 57 - 2024-03-31 18,900 $431,000 -5,195
   EXCHANGE TRADED CONCEPTS LLC 665 - 2024-03-31 18,900 $431,000 -5,137
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3686 - 2024-03-31 17,785 $405,000 6,829
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2508 - 2024-03-31 16,598 $378,000 5,532
   Apollon Wealth Management LLC 822 - 2024-03-31 15,154 $345,000 0
   SpiderRock Advisors LLC 464 *New 2024-03-31 14,500 $325,000 14,500
   AMERICAN FINANCIAL GROUP INC 57 - 2024-03-31 14,000 $319,000 500
   ING GROEP NV 543 *New 2024-03-31 13,000 $296,000 13,000
   Outlook Wealth Advisors LLC 226 - 2024-03-31 11,700 $267,000 0
   BRYN MAWR TRUST CO/PA 322 - 2024-03-31 11,000 $251,000 0
   PHILADELPHIA TRUST CO 202 - 2024-03-31 11,000 $251,000 0
   CITIGROUP INC 3129 - 2024-03-31 9,032 $206,000 9,015
   NATIONAL ASSET MANAGEMENT, INC. 1262 - 2024-03-31 9,450 $205,000 9,450
   PEAK6 Investments LLC 659 *New 2024-03-31 7,730 $176,000 7,730
   PNC FINANCIAL SERVICES GROUP INC 2312 - 2024-03-31 7,200 $164,000 0
   Advisor Group Holdings Inc. 3931 - 2024-03-31 6,227 $142,000 -2,657
   ROYAL BANK OF CANADA 4522 - 2024-03-31 5,092 $116,000 0
   Hexagon Capital Partners LLC 329 - 2024-03-31 3,800 $87,000 0
   CWM LLC 2197 - 2024-03-31 2,500 $57,000 0
   TOWER RESEARCH CAPITAL LLC 2242 - 2024-03-31 2,265 $52,000 -13,745
   Goss Wealth Management LLC 2418 - 2024-03-31 1,500 $34,000 0
   ACADIAN ASSET MANAGEMENT LLC 1432 *New 2024-03-31 1,393 $31,000 1,393
   Hilltop National Bank 540 - 2024-03-31 1,000 $23,000 0
   Gilliland Jeter Wealth Management LLC 359 *New 2024-03-31 1,000 $23,000 1,000
   UMB BANK N A/MO 1118 - 2024-03-31 800 $18,000 0
   ARMSTRONG ADVISORY GROUP INC 518 - 2024-03-31 681 $16,000 0
   EverSource Wealth Advisors LLC 1485 - 2024-03-31 531 $12,000 0
   VALLEY NATIONAL ADVISERS INC 608 - 2024-03-31 500 $11,000 0
   Cribstone Capital Management LLC 254 *New 2022-12-31 501 $10,000 501
   Sutton Wealth Advisors Inc. 485 - 2023-09-30 409 $9,000 0
   IFP Advisors Inc 2319 - 2023-12-31 249 $6,000 0
   Coppell Advisory Solutions LLC 1068 - 2023-12-31 269 $6,000 25
   PRIVATE TRUST CO NA 1899 - 2024-03-31 200 $5,000 0
   Founders Capital Management 335 - 2024-03-31 41 $1,000 1
   PROEQUITIES INC. 3932 - 2024-03-31 0 $0 0
   BESSEMER GROUP INC 2041 *Closed 2024-03-31 0 $0 -1,500
   NATIONAL BANK OF CANADA /FI/ 2503 *Closed 2024-03-31 0 $0 -400

  67 Records found
  1    
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