LPL Financial
CTRM icon

LPL Financial’s Castor Maritime CTRM Stock Holding History

LPL Financial’s Portfolio CTRM Stock Details CTRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,755
Closed -$288K – 4507
2022
Q4 		$288K Buy
25,755
+860
+3% +$10.7K ﹤0.01% 3669
2022
Q3 		$279K Sell
24,895
-20
-0.1% -$286 ﹤0.01% 3653
2022
Q2 		$334K Buy
+24,915
New +$461K ﹤0.01% 3548
2022
Q1 		– Sell
-18,819
Closed -$267K – 4224
2021
Q4 		$267K Buy
18,819
+6,031
+47% +$124K ﹤0.01% 3765
2021
Q3 		$312K Buy
12,788
+10,897
+576% +$245K ﹤0.01% 3618
2021
Q2 		$49K Buy
+1,891
New +$76.8K ﹤0.01% 4144

Other funds holding CTRM

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

LPL Financial's CTRM Position: Q1 2023 in Review

LPL Financial sold out of Castor Maritime (CTRM) in Q1 2023, closing a stake of 25,755 shares — an estimated $288K sold.

LPL Financial first reported a position in CTRM in Q2 2021 and held it in 6 quarters. The position peaked at $334K in Q2 2022. 29 funds tracked by Wall St. Rank hold CTRM as of Q1 2023.

  • LPL Financial reported no remaining Castor Maritime position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 25,755 Castor Maritime shares in Q1 2023, an estimated $288K.
  • LPL Financial first reported a position in Castor Maritime in Q2 2021 and held it in 6 quarters.
  • LPL Financial's Castor Maritime position peaked at $334K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Castor Maritime as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.