Columbia Dividend Income-I3CDDYX
13F holders, Q3 2025 (September 30)3holders +1
2new positions
1sold out
$37.64avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Columbia Dividend Income-I3 (CDDYX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($1.0M), Diversified Trust Co. ($843K) and Fulton Bank, N.A. ($205K).
- Company
- Columbia Dividend Income-I3
- CUSIP
- 19766M840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.2M |
| Exits | 1 | $14K |
All 13F filers, Q2 2025 → Q3 2025: 32,591 shares bought and 6,625 shares sold, net +25,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.26% | New | 27,148 | $1.0M |
| Diversified Trust Co. | 0.02% | Reduce -21.8% | 22,408 | $843K |
| Fulton Bank, N.A. | 0.01% | New | 5,443 | $205K |
"% of holder's portfolio" is CDDYX's weight in each manager's 13F, not the share of Columbia Dividend Income-I3 the manager owns.