Columbia Slgmn Prem Tech GRSTK
13F holders, Q4 2024 (December 31)60holders
3new positions
6sold out
$31.96avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding Columbia Slgmn Prem Tech GR (STK) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($12.2M), Royal Bank of Canada ($10.0M) and Morgan Stanley ($8.7M).
- Company
- Columbia Slgmn Prem Tech GR
- CUSIP
- 19842X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $867K |
| Exits | 6 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 133,922 shares bought and 66,980 shares sold, net +66,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Wells Fargo & Company | 0.00% | Add +5.9% | 381,122 | $12.2M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 311,592 | $10.0M |
| Morgan Stanley | 0.00% | Add +0.5% | 272,042 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.7% | 266,143 | $8.5M |
| Invesco Ltd. | 0.00% | Add +20.3% | 179,430 | $5.7M |
| LPL Financial LLC | 0.00% | Add +0.9% | 120,861 | $3.9M |
| Wolverine Asset Management LLC | 0.28% | Add +28.5% | 116,073 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 82,570 | $2.6M |
| Shaker Financial Services, LLC | 0.83% | Add +0.6% | 67,665 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 48,754 | $1.6M |
| UBS Group AG | 0.00% | Reduce -4.8% | 45,865 | $1.5M |
| Aviance Capital Partners, LLC | 0.19% | Reduce -1.7% | 43,308 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 42,793 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.6% | 29,711 | $949K |
| International Assets Investment Management, LLC | 0.08% | Add +10.4% | 28,530 | $917K |
| Kingsview Wealth Management, LLC | 0.02% | No change | 27,052 | $864K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.2% | 21,193 | $677K |
| Consolidated Portfolio Review Corp | 0.10% | Add +3.9% | 20,394 | $652K |
| Alteri Wealth LLC | 0.17% | — | 19,460 | $622K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.2% | 18,916 | $604K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.0% | 18,445 | $589K |
| Readystate Asset Management LP | 0.04% | New | 17,180 | $549K |
| Cetera Investment Advisers | 0.00% | Reduce -14.5% | 16,350 | $522K |
| Smith Asset Management Co., LLC | 0.50% | — | 16,009 | $511K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.5% | 15,457 | $494K |
| LVZ, Inc. | 0.06% | Reduce -11.4% | 15,074 | $482K |
| IHT Wealth Management, LLC | 0.02% | Add +20.9% | 14,636 | $468K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.6% | 12,441 | $397K |
| Creative Planning | 0.00% | Add +5.7% | 12,165 | $389K |
| David J Yvars Group | 0.23% | Add +1.8% | 11,967 | $382K |
| Capital Market Strategies LLC | 0.21% | Add +3.2% | 11,526 | $368K |
| Whitcomb & Hess, Inc. | 0.11% | Reduce -11.7% | 11,113 | $355K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -11.5% | 10,666 | $341K |
| Strategic Blueprint, LLC | 0.02% | Reduce -2.8% | 10,350 | $331K |
| Compass Planning Associates Inc | 0.33% | — | 10,190 | $326K |
| L.M. Kohn & Company | 0.08% | Reduce -4.4% | 9,639 | $308K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,518 | $304K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.7% | 9,008 | $288K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.0% | 8,076 | $258K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 7,365 | $235K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.0% | 6,466 | $228K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -17.3% | 6,941 | $222K |
| Parallel Advisors, LLC | 0.00% | Add +6.0% | 6,725 | $215K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.4% | 6,380 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,545 | $177K |
| Thomas J. Herzfeld Advisors, Inc. | 0.04% | Add +16.7% | 3,997 | $128K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.2% | 2,931 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,970 | $63K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,825 | $58K |
| Private Trust Co. NA | 0.00% | No change | 1,131 | $36K |
| Comerica Bank | 0.00% | No change | 1,091 | $35K |
| Motco | 0.00% | No change | 1,000 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 829 | $26K |
| Allworth Financial LP | 0.00% | Add +11.3% | 599 | $20K |
| Spire Wealth Management | 0.00% | No change | 500 | $16K |
| Larson Financial Group LLC | 0.00% | New | 438 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 212 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 200 | $7K |
| Parvin Asset Management, LLC | 0.00% | — | 50 | $2K |
| Lanark Financial, Inc. | 0.02% | — | 5 | $174 |
"% 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.