CaliberCos (CWD) Institutional Ownership $0.54 +0.02 (+3.85%) (As of 12/20/2024 05:16 PM ET) Add Compare Share Share Ownership Stock AnalysisChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for CaliberCos (NASDAQ:CWD)CurrentInstitutional OwnershipPercentage4.06%Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$119.85KNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$114.49K Get CWD Insider Trade Alerts Want to know when executives and insiders are buying or selling CaliberCos stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CWD Institutional Buying and Selling by Quarter Ad InvestorPlaceWall Street Icon: “You must get on the right side of this thing”I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.This market shakeup is going to be much more intense. CaliberCos Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/10/2024 Koshinski Asset Management Inc.110,000$69K0.0%+90.0%0.504% 10/9/2024 Capital Insight Partners LLC47,194$29K0.0%-32.1%0.216% 5/9/2024 Koshinski Asset Management Inc.25,000$25K0.0%N/A0.174% 4/16/2024 Capital Insight Partners LLC80,637$81K0.0%-29.3%0.582% 1/24/2024 Capital Insight Partners LLC114,011$147K0.0%-31.4%0.823% 1/12/2024 Fortitude Family Office LLC48,313$62K0.0%N/A0.349% 8/2/2023 1776 Wealth LLC20,000$38K0.0%N/A0.145% (Data available from 1/1/2016 forward) CWD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CWD shares? During the previous two years, the following institutional investors and hedge funds held shares of CaliberCos shares: Koshinski Asset Management Inc. ($69K), Fortitude Family Office LLC ($62K), and 1776 Wealth LLC ($38K), Capital Insight Partners LLC ($29K).Learn more on CWD's institutional investors. What percentage of CaliberCos stock is owned by institutional investors? 4.06% of CaliberCos stock is owned by institutional investors. Learn more on CWD's institutional investor holdings. Which institutional investors have been buying CaliberCos stock? The following institutional investors have purchased CaliberCos stock in the last 24 months: Koshinski Asset Management Inc. ($77.09K), Fortitude Family Office LLC ($48.31K), and 1776 Wealth LLC ($20K). How much institutional buying is happening at CaliberCos? Institutional investors have bought a total of 145,407 shares in the last 24 months. This purchase volume represents approximately $158.25K in transactions. Which CaliberCos major shareholders have been selling company stock? The following institutional investors have sold CaliberCos stock in the last 24 months: Capital Insight Partners LLC ($107.76K). How much institutional selling is happening at CaliberCos? Institutional investors have sold a total of 107,758 shares in the last 24 months. This volume of shares sold represents approximately $114.49K in transactions. 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