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Get Institutions for : 
Cim Real Estate Fin Ord Shs (CMRF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    1
Total shares held : 
101,492  
% of shares held : 
1.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
24,710  
% of shares held change : 
  0.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 47,614
 46.91%
 
Increased Positions :
2
 13,266
 13.07%
 
Unchanged Positions :
2
 27,961
 27.55%
 
Decreased Positions :
1
-70
-0.07%
 
Closed Positions :
3
-36,100
-35.57%
 
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
   NORTH STAR ASSET MANAGEMENT INC 299 - 2024-03-31 12,024 $73,000 0
   BARTLETT & CO. LLC 698 *New 2023-12-31 7,578 $48,000 7,578
   Strategic Investment Solutions Inc. /IL 291 - 2023-12-31 5,766 $36,000 5,766
   Main Street Group LTD 256 - 2024-03-31 5,232 $32,000 -10,705
   TUCKER ASSET MANAGEMENT LLC 368 - 2023-12-31 3,200 $20,000 0
   ANCORA ADVISORS, LLC 1174 - 2024-03-31 2,495 $15,000 0
   Tradition Wealth Management LLC 497 *Closed 2024-03-31 0 $0 -17,001
   KINGSWOOD WEALTH ADVISORS LLC 625 *Closed 2024-03-31 0 $0 -17,656
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1120 *Closed 2024-03-31 0 $0 -7,578
   PATTEN & PATTEN INC/TN 321 *Closed 2024-03-31 0 $0 -15,457

  10 Records found
  1    
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