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CaliberCos
0.5275
USD
+0.0193
3.8%
At close
Updated
Sep 8, 2:47 PM EDT
Pre-market
After hours
1 day
3.8%
5 days
3.15%
1 month
4.31%
3 months
-37.2%
6 months
-61.21%
Year to date
-62.05%
1 year
-75.47%
5 years
-99.56%
10 years
-99.56%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $51.1K | +$42.9K | +11,514 | New |
|
| 2 |
BIG
2
Brookwood Investment Group
Phoenix,
Arizona
| $50.8K | +$42.7K | +11,452 | New |
|
| 3 |
FFO
3
Fortitude Family Office
Scottsdale,
Arizona
| $10.7K | – | – | – |
|
| 4 |
4
Morgan Stanley
New York
| $7.86K | +$6.6K | +1,770 | New |
|
| 5 |
5
JP Morgan Chase
New York
| $5.84K | +$4.9K | +1,315 | New |
|
| 6 |
TRCT
6
Tower Research Capital (TRC)
New York
| $5.27K | +$2.67K | +717 | +153% |
|
| 7 |
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
| 8 |
8
Citigroup
New York
| $1.44K | +$1.21K | +325 | New |
|
| 9 |
CA
9
Crewe Advisors
Salt Lake City,
Utah
| $538 | -$1.86K | -500 | -81% |
|
| 10 |
10
Bank of America
Charlotte,
North Carolina
| $31 | -$1.29K | -346 | -98% |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$8.36K | -2,367 | Closed |
|
| 12 |
12
Raymond James Financial
St Petersburg,
Florida
| – | -$1.06K | -300 | Closed |
|