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Get Institutions for : 
Columbia Seligman Premium (STK)  
$31.17 0.74 (2.43%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    2
Total shares held : 
 1,994,978  
% of shares held : 
 12.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 53,460  
% of shares held change : 
   0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.41  
Last Quarter's Ending Price : 
 $31.60  
Last Quarter's Average Price : 
 $28.88  
Change from last quarter's     
avg. price to the last closing  : 
2.29 (7.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 25,794
 1.29%
 
Increased Positions :
23
 132,246
 6.63%
 
Unchanged Positions :
13
 64,970
 3.26%
 
Decreased Positions :
14
-81,017
-4.06%
 
Closed Positions :
5
-23,563
-1.18%
 
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
   MORGAN STANLEY 3437 - 2023-12-31 270,176 $8,538,000 6,676
   ROYAL BANK OF CANADA 1547 - 2023-12-31 269,430 $8,514,000 13,341
   JANNEY MONTGOMERY SCOTT LLC 561 - 2023-12-31 259,984 $8,216,000 945
   WELLS FARGO & CO/MN 1619 - 2023-12-31 259,168 $8,190,000 32,563
   INVESCO LTD 2347 - 2023-12-31 105,296 $3,327,000 -7,630
   Advisor Group Holdings Inc. 1623 - 2023-12-31 85,371 $2,698,000 38,402
   BANK OF AMERICA CORP /DE/ 3305 - 2023-12-31 85,281 $2,695,000 -738
   RAYMOND JAMES & ASSOCIATES 1995 - 2023-12-31 74,411 $2,351,000 -9,354
   LPL FINANCIAL CORP 2434 - 2023-12-31 59,551 $1,882,000 3,713
   AMERIPRISE FINANCIAL INC 2946 - 2023-12-31 46,654 $1,470,000 166
   UBS Group AG 3109 - 2023-12-31 46,187 $1,460,000 889
   AVIANCE CAPITAL PARTNERS, LLC 121 - 2024-03-31 42,017 $1,339,000 1,129
   Global Assets Advisory LLC 199 *New 2024-03-31 41,509 $1,300,000 41,509
   Kingsview Wealth Management LLC 459 - 2023-12-31 32,877 $1,039,000 32
   Claraphi Advisory Network LLC 97 - 2022-12-31 31,990 $743,000 -5,167
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 265 - 2024-03-31 23,267 $743,000 -1,892
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1899 - 2023-12-31 21,850 $690,000 -2,901
   Goss Wealth Management LLC 1110 - 2023-12-31 21,571 $690,000 2,635
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1438 - 2024-03-31 20,276 $646,000 151
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2261 - 2023-12-31 19,238 $608,000 2,092
   LVZ Advisors Inc. 59 - 2024-03-31 17,755 $566,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2544 - 2023-12-31 17,798 $562,000 -3,258
   CREATIVE PLANNING 1679 - 2023-12-31 16,635 $526,000 5,152
   IFP Advisors Inc 555 - 2023-12-31 16,266 $514,000 6,508
   NATIONAL ASSET MANAGEMENT, INC. 843 - 2023-12-31 14,677 $468,000 6,678
   FINANCIAL NETWORK 2014 - 2023-12-31 13,285 $420,000 595
   Atomi Financial Group Inc. 326 - 2023-12-31 12,857 $406,000 -307
   Whitcomb & Hess Inc. 37 *New 2024-03-31 12,591 $401,000 12,591
   Beverly Hills Private Wealth LLC 217 *New 2023-12-31 11,800 $373,000 11,800
   Atria Wealth Solutions Inc. 1349 - 2023-12-31 11,465 $365,000 -985
   Capital Market Strategies LLC 82 - 2024-03-31 11,092 $354,000 0
   Owen LaRue LLC 52 - 2023-12-31 10,897 $344,000 -209
   FIXED INCOME SECURITIES INC 1013 - 2023-12-31 10,330 $326,000 -36,569
   L.M. KOHN & COMPANY 174 - 2023-12-31 10,078 $318,000 147
   Strategic Blueprint LLC - 2023-12-31 9,750 $308,000 0
   IHT Wealth Management LLC 778 - 2023-12-31 9,101 $288,000 -4,750
   HILLTOP HOLDINGS INC. 482 - 2023-12-31 8,783 $278,000 8,783
   Sheaff Brock Investment Advisors LLC 367 - 2023-12-31 8,070 $255,000 0
   Foundations Investment Advisors LLC 581 - 2023-12-31 7,692 $251,000 343
   Meridian Wealth Management LLC 531 - 2023-12-31 7,768 $245,000 90
   Ahrens Investment Partners LLC 121 - 2023-03-31 8,740 $243,000 -7,400
   ENVESTNET ASSET MANAGEMENT INC 3748 *New 2023-12-31 7,133 $225,000 7,133
   Envestnet Portfolio Solutions Inc. 1458 *New 2023-12-31 6,861 $217,000 6,861
   BBK Capital Partners LLC 256 - 2023-12-31 6,548 $207,000 6,548
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1681 - 2023-12-31 3,977 $126,000 0
   Parallel Advisors LLC 1018 - 2023-12-31 3,936 $124,000 448
   NBC SECURITIES INC. 934 - 2024-03-31 3,542 $112,000 32
   Register Financial Advisors LLC 280 *New 2024-03-31 2,833 $90,000 2,833
   THOMAS J. HERZFELD ADVISORS, INC. 104 - 2023-12-31 1,790 $57,000 700
   Steward Partners Investment Advisory LLC 2080 - 2023-12-31 1,270 $40,000 0
   PRIVATE TRUST CO NA - 2023-12-31 1,121 $35,000 0
   COMERICA BANK 2812 - 2023-12-31 1,082 $34,000 0
   MOTCO 329 - 2023-12-31 1,000 $32,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 780 $25,000 -861
   Spire Wealth Management 1596 - 2023-12-31 500 $16,000 0
   HANSON MCCLAIN, INC. - 2023-12-31 511 $16,000 8
   Stone House Investment Management LLC 214 - 2023-12-31 144 $5,000 0
   Beacon Capital Management LLC 651 - 2023-12-31 176 $5,000 0
   Creekmur Asset Management LLC - 2023-12-31 114 $4,000 0
   ELEQUIN CAPITAL LP 343 *Closed 2023-12-31 0 $0 -13,854
   J P MORGAN CHASE & CO 6165 *Closed 2023-12-31 0 $0 -2,794
   PROEQUITIES INC. 7588 - 2023-12-31 0 $0 0
   FMR LLC 5184 *Closed 2023-12-31 0 $0 -1
   WOLVERINE ASSET MANAGEMENT LLC 1208 *Closed 2023-12-31 0 $0 -6,905
   CENTAURUS FINANCIAL INC. 806 *Closed 2023-12-31 0 $0 -5,971
  65 Records found
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