Who owns FINANCIAL INVS TR?
- Ticker: CCNR
- CUSIP Number: 31761t886
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Analyze quarterly positions in Financial Invs Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Financial Invs Tr stock
Who bought or sold FINANCIAL INVS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CoreCommodity Management | 8.6M | $319M | 2% | Jun 2026 |
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| Joseph Group Capital Management | 444k | $17M | 3% | Jun 2026 |
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| CLS Investments | 256k | $9.5M | 7% | Jun 2026 |
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| Brookwood Investment Group | 110k | $4.1M | -6% | Jun 2026 |
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| Smart Money Group | 69k | $2.6M | 100% | Jun 2026 |
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| Old Mission Capital | 24k | $894k | 323% | Jun 2026 |
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| Mml Investors Services | 24k | $886k | 8% | Jun 2026 |
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| LPL Financial | 17k | $641k | 4% | Jun 2026 |
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| Lane Brothers & Co | 16k | $593k | 100% | Jun 2026 |
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| Advisor Group Holdings | 9.8k | $366k | 23% | Jun 2026 |
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| Davenport & Co | 7.3k | $272k | 100% | Jun 2026 |
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| Raymond James Financial | 6.8k | $253k | 100% | Jun 2026 |
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| Citadel Advisors | 6.1k | $228k | 100% | Jun 2026 |
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| UBS Group | 63.00 | $2.3k | 100% | Jun 2026 |
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| Wells Fargo & Company | 44.00 | $1.6k | 100% | Jun 2026 |
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Who sold out of Financial Invs Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 20k | $789k |
| Essex Financial Services | Mar 2026 | 5.5k | $223k |
| Commonwealth Equity Services | Mar 2026 | 5.2k | $210k |
| Ameritas Advisory Services | Mar 2026 | 79.00 | $3.2k |