FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.810.76%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.4°C
UV0
Feels32.1°C
Humidity70%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time8:05 PM
13F QoQ Ownership Changes

CLST Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 2 new · 2 added · 16 reduced · 1 exited

New Positions(2)

ManagerSharesΔ SharesValueΔ Value% Δ
Murchinson Ltd.259,067+259,067$4.1M+$4.1M
CITIGROUP INC1+1$16+$16

Added To(2)

ManagerSharesΔ SharesValueΔ Value% Δ
STILWELL VALUE LLC254,697+137,150$4.0M+$2.5M116.7%
RENAISSANCE TECHNOLOGIES LLC23,300+500$367.0K+$66.0K2.2%

Reduced(16)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC215,633-4,206$3.4M+$505.3K-1.9%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC195,126-1,131$3.1M+$492.5K-0.6%
BlackRock, Inc.64,853-486$1.0M+$162.2K-0.7%
Montz Harcus Wealth Management LLC30,0000$472.5K+$78.0K0.0%
GEODE CAPITAL MANAGEMENT, LLC34,540-1,145$544.2K+$74.8K-3.2%
UBS Group AG5-4,588$79-$60.3K-99.9%
NewEdge Advisors, LLC21,5000$338.6K+$55.9K0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO40-3,960$4.8K-$47.8K-99.0%
Summit Financial Wealth Advisors, LLC18,2000$286.6K+$44.6K0.0%
WITTENBERG INVESTMENT MANAGEMENT, INC.13,6690$215.3K+$35.5K0.0%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.11,2460$177.1K+$28.7K0.0%
RAFFLES ASSOCIATES LP10,5550$166.2K+$26.9K0.0%
American Capital Advisory, LLC1250$2.0K+$3250.0%
Golden State Wealth Management, LLC750$1.2K+$1950.0%
BANK OF AMERICA CORP /DE/9-5$142-$42-35.7%
BNP PARIBAS FINANCIAL MARKETS60$94+$150.0%

Sold Out(1)

ManagerSharesΔ SharesValueΔ Value% Δ
BARCLAYS PLC0-2$0-$26