13F QoQ Ownership Changes
CLWT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 2 new · 0 added · 5 reduced · 0 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 291 | +291 | $349 | +$349 | — |
| BNP PARIBAS FINANCIAL MARKETS | 200 | +200 | $240 | +$240 | — |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 166,347 | -9,500 | $199.6K | -$37.8K | -5.4% |
| Onyx Bridge Wealth Group LLC | 15,300 | 0 | $18.4K | -$2.3K | 0.0% |
| OSAIC HOLDINGS, INC. | 788 | 0 | $945 | -$158 | 0.0% |
| SBI Securities Co., Ltd. | 21 | -1 | $25 | -$5 | -4.5% |
| CWM, LLC | 1,783 | 0 | $2 | $0 | 0.0% |