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Get Institutions for : 
CrossAmerica Partners LP (CAPL)  
$20.24 0.90 (4.26%) as of 4:30 Fri 5/10


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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  : 
1.93 (8.71%)  




 
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 681 - 2023-12-31 5,720,129 $130,419,000 0
   U.S. Capital Wealth Advisors LLC 246 - 2023-12-31 80,000 $1,824,000 0
   BLACKSTONE GROUP L.P. 95 - 2023-12-31 75,163 $1,714,000 0
   Atlantic Trust Group LLC 770 - 2023-12-31 24,500 $559,000 0
   Apollon Wealth Management LLC 822 - 2024-03-31 15,154 $345,000 0
   Outlook Wealth Advisors LLC 226 - 2024-03-31 11,700 $267,000 0
   PHILADELPHIA TRUST CO 194 - 2023-12-31 11,000 $251,000 0
   BRYN MAWR TRUST CO/PA 314 - 2023-09-30 11,000 $239,000 0
   PNC FINANCIAL SERVICES GROUP INC 2289 - 2023-12-31 7,200 $164,000 0
   ROYAL BANK OF CANADA 4856 - 2023-12-31 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
   Goss Wealth Management LLC 2347 - 2023-12-31 1,500 $34,000 0
   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 1467 - 2023-12-31 531 $12,000 0
   VALLEY NATIONAL ADVISERS INC 608 - 2024-03-31 500 $11,000 0
   NATIONAL BANK OF CANADA /FI/ 2007 - 2023-12-31 400 $9,000 0
   Sutton Wealth Advisors Inc. 485 - 2023-09-30 409 $9,000 0
   IFP Advisors Inc 2319 - 2023-12-31 249 $6,000 0
   PRIVATE TRUST CO NA 1899 - 2024-03-31 200 $5,000 0
   PROEQUITIES INC. 3932 - 2024-03-31 0 $0 0

  22 Records found
  1    
  Page 1 of 1
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