Columbia Slgmn Prem Tech GRSTK
13F holders, Q1 2024 (March 31)55holders
$31.85avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding Columbia Slgmn Prem Tech GR (STK) in their 13F filings. The largest holders were Wells Fargo & Company ($9.8M), Royal Bank of Canada ($8.8M) and Morgan Stanley ($8.5M).
- Company
- Columbia Slgmn Prem Tech GR
- CUSIP
- 19842X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.0M |
| Exits | 8 | $1.9M |
Ownership 55 holders
| Wells Fargo & Company | 0.00% | Add +18.7% | 307,743 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +2.8% | 276,948 | $8.8M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 265,349 | $8.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.0% | 265,194 | $8.5M |
| Invesco Ltd. | 0.00% | Add +15.0% | 121,122 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +17.8% | 100,543 | $3.2M |
| Bank of America Corp. | 0.00% | Add +4.3% | 88,929 | $2.8M |
| LPL Financial LLC | 0.00% | Add +35.5% | 80,673 | $2.6M |
| Raymond James & Associates | 0.00% | Reduce -4.0% | 71,404 | $2.3M |
| UBS Group AG | 0.00% | Add +3.5% | 47,805 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.1% | 42,876 | $1.4M |
| Aviance Capital Partners, LLC | 0.20% | Add +2.8% | 42,017 | $1.3M |
| Wolverine Asset Management LLC | 0.09% | New | 31,068 | $990K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -7.4% | 30,436 | $970K |
| International Assets Investment Management, LLC | 0.08% | Reduce -7.5% | 23,267 | $743K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 21,992 | $701K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.8% | 20,276 | $646K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.7% | 19,378 | $618K |
| Cetera Investment Advisers | 0.00% | New | 19,348 | $617K |
| LVZ, Inc. | 0.08% | No change | 17,755 | $566K |
| IFP Advisors, Inc | 0.02% | Add +6.8% | 17,366 | $553K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.6% | 15,730 | $501K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.5% | 14,341 | $457K |
| Compound Planning, Inc. | 0.04% | Add +0.4% | 12,910 | $411K |
| Whitcomb & Hess, Inc. | 0.13% | New | 12,591 | $401K |
| Creative Planning | 0.00% | Reduce -30.9% | 11,497 | $366K |
| Capital Market Strategies LLC | 0.27% | No change | 11,092 | $354K |
| Strategic Blueprint, LLC | 0.02% | Add +12.8% | 11,000 | $351K |
| L.M. Kohn & Company | 0.09% | Add +2.2% | 10,298 | $328K |
| IHT Wealth Management, LLC | 0.01% | Add +5.4% | 9,594 | $306K |
| EP Wealth Advisors, LLC | 0.00% | New | 8,391 | $267K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 8,070 | $257K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 7,415 | $236K |
| Owen LaRue, LLC | 0.15% | Reduce -33.2% | 7,283 | $232K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 7,094 | $226K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.9% | 6,921 | $221K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -45.5% | 7,999 | $218K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -42.5% | 6,598 | $210K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +56.2% | 6,211 | $198K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 4,019 | $128K |
| Lanark Financial, Inc. | 0.01% | Add +0.9% | 3,542 | $112K |
| CoreCap Advisors, LLC | 0.01% | New | 2,937 | $94K |
| Register Financial Advisors LLC | 0.05% | New | 2,833 | $90K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | Add +34.0% | 2,399 | $76K |
| Global Assets Advisory, LLC | 0.03% | New | 1,300 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,270 | $40K |
| Private Trust Co. NA | 0.00% | Add +0.9% | 1,131 | $36K |
| Comerica Bank | 0.00% | Add +0.8% | 1,091 | $35K |
| Motco | 0.00% | No change | 1,000 | $32K |
| Allworth Financial LP | 0.00% | Add +2.4% | 523 | $17K |
| Spire Wealth Management | 0.00% | No change | 500 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | New | 200 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 176 | $6K |
| Stone House Investment Management, LLC | 0.00% | No change | 144 | $5K |
| Highlander Capital Management, LLC | 0.00% | Reduce -99.4% | 5 | $159 |
"% of holder's portfolio" is STK's weight in each manager's 13F, not the share of Columbia Slgmn Prem Tech GR the manager owns.