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CaliberCos (CWD) Institutional Ownership

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$0.52 +0.03 (+6.07%)
(As of 02:45 PM ET)

Institutional Ownership Changes (13F Filings) for CaliberCos (NASDAQ:CWD)

Current
Institutional Ownership
Percentage
4.06%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$119.85K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$114.49K
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CWD Institutional Buying and Selling by Quarter

CaliberCos Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2024 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.



This page (NASDAQ:CWD) was last updated on 11/21/2024 by MarketBeat.com Staff
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