CPZ(CPZ)
CPZ
Institutional Ownership
Top 74 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 981.25K | Mar 31, 26 | +70.49K | 5.00% |
| SIT INVESTMENT ASSOCIATES INC | 978.91K | Mar 31, 26 | -- | 4.99% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 462.51K | Mar 31, 26 | -26.70K | 2.36% |
| RAYMOND JAMES FINANCIAL INC | 364.25K | Mar 31, 26 | -9.68K | 1.86% |
| Penserra Capital Management LLC | 341.71K | Mar 31, 26 | +8.03K | 1.74% |
| LPL Financial LLC | 262.52K | Mar 31, 26 | +21.44K | 1.34% |
| WELLS FARGO & COMPANY/MN | 238.15K | Mar 31, 26 | +3.21K | 1.21% |
| OPPENHEIMER & CO INC | 225.51K | Mar 31, 26 | +4.47K | 1.15% |
| Advisors Asset Management, Inc. | 192.54K | Mar 31, 26 | -147.71K | 0.98% |
| UBS Group AG | 130.96K | Mar 31, 26 | -23.69K | 0.67% |
| Shaker Financial Services, LLC | 123.96K | Mar 31, 26 | -1.79K | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 93.80K | Mar 31, 26 | +5.09K | 0.48% |
| TrueMark Investments, LLC | 84.88K | Mar 31, 26 | +4.32K | 0.43% |
| Janney Montgomery Scott LLC | 83.90K | Mar 31, 26 | +4.16K | 0.43% |
| STIFEL FINANCIAL CORP | 79.05K | Mar 31, 26 | +465 | 0.40% |
| STEPHENS INC /AR/ | 63.89K | Mar 31, 26 | +1.77K | 0.33% |
| Private Advisor Group, LLC | 62.15K | Mar 31, 26 | +1.50K | 0.32% |
| ROYAL BANK OF CANADA | 58.47K | Mar 31, 26 | +7.58K | 0.30% |
| INTEGRITY WEALTH ADVISORS, INC. | 57.06K | Mar 31, 26 | +10.40K | 0.29% |
| Kestra Advisory Services, LLC | 55.51K | Mar 31, 26 | -193 | 0.28% |
| Concurrent Investment Advisors, LLC | 51.86K | Mar 31, 26 | +12.33K | 0.26% |
| READYSTATE ASSET MANAGEMENT LP | 50.01K | Mar 31, 26 | +36.11K | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 45.83K | Mar 31, 26 | +5.82K | 0.23% |
| Fortis Capital Advisors, LLC | 41.87K | Mar 31, 26 | +30.99K | 0.21% |
| Belpointe Asset Management LLC | 41.87K | Mar 31, 26 | +30.99K | 0.21% |
| Pathstone Holdings, LLC | 41.54K | Mar 31, 26 | -139.60K | 0.21% |
| Brookstone Capital Management | 38.26K | Mar 31, 26 | +1.54K | 0.19% |
| Cetera Investment Advisers | 36.47K | Mar 31, 26 | +653 | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 36.29K | Mar 31, 26 | -1.39K | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 34.60K | Mar 31, 26 | +971 | 0.18% |
| Logan Stone Capital, LLC | 34.18K | Mar 31, 26 | +7.94K | 0.17% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 30.99K | Mar 31, 26 | -1.65K | 0.16% |
| GUGGENHEIM CAPITAL LLC | 26.78K | Mar 31, 26 | -39.47K | 0.14% |
| Apollon Wealth Management, LLC | 19.66K | Mar 31, 26 | -- | 0.10% |
| VestGen Advisors, LLC | 19.20K | Mar 31, 26 | -1.51K | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.38K | Mar 31, 26 | +41 | 0.09% |
| FIFTH THIRD BANCORP | 16.87K | Mar 31, 26 | +16.87K | 0.09% |
| Sovran Advisors, LLC | 16.58K | Mar 31, 26 | +3.96K | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 16.48K | Mar 31, 26 | +16.48K | 0.08% |
| JANE STREET GROUP, LLC | 16.12K | Mar 31, 26 | -41.05K | 0.08% |
| WEDBUSH SECURITIES INC | 14.52K | Mar 31, 26 | +229 | 0.07% |
| B. Riley Wealth Advisors, Inc. | 14.29K | Mar 31, 26 | -18.34K | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.48K | Mar 31, 26 | -2.11K | 0.07% |
| Invesco Ltd. | 11.24K | Mar 31, 26 | +34 | 0.06% |
| Integrated Advisors Network LLC | 10.31K | Mar 31, 26 | -1.25K | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.06K | Mar 31, 26 | +10.06K | 0.05% |
| AdvisorNet Financial, Inc | 2.42K | Mar 31, 26 | -566 | 0.01% |
| Quarry LP | 2.36K | Mar 31, 26 | +2.36K | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 1.15K | Mar 31, 26 | +1.15K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.01K | Mar 31, 26 | -1.23K | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.00K | Mar 31, 26 | -1.25K | 0.01% |
| Geneos Wealth Management Inc. | 864 | Mar 31, 26 | -- | 0.00% |
| Capital Analysts, LLC | 739 | Mar 31, 26 | -- | 0.00% |
| Spire Wealth Management | 415 | Mar 31, 26 | +11 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 200 | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 119 | Mar 31, 26 | +119 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | -- | Mar 31, 26 | -26 | -- |
| Almitas Capital LLC | -- | Mar 31, 26 | -25.20K | -- |
| XTX Topco Ltd | -- | Mar 31, 26 | -14.65K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -108.84K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Mar 31, 26 | -2.56K | -- |
| COMERICA BANK | 17.77K | Dec 31, 25 | +2 | 0.09% |
| ORG Partners LLC | 1.50K | Dec 31, 25 | -- | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 26.56K | Sep 30, 25 | +600 | 0.14% |
| Atria Wealth Solutions, Inc. | 67.37K | Jun 30, 25 | +134 | 0.34% |
| Raymond James Financial Services Advisors, Inc. | 159.65K | Sep 30, 24 | +12.50K | 0.81% |
| RAYMOND JAMES & ASSOCIATES | 92.60K | Sep 30, 24 | +19.80K | 0.47% |
| Cetera Advisor Networks LLC | 18.60K | Mar 31, 24 | -279 | 0.09% |
| First Capital Advisors Group, LLC. | 6.72K | Jun 30, 23 | +6.72K | 0.03% |
| Ahrens Investment Partners LLC | 11.45K | Mar 31, 23 | +218 | 0.06% |
| MUFG Americas Holdings Corp | 10.00K | Sep 30, 22 | +10.00K | 0.05% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 142.88K | Mar 31, 22 | -33.08K | 0.73% |
| NEXT Financial Group, Inc | 19.09K | Dec 31, 21 | -427 | 0.10% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.25K | Dec 31, 19 | +1.25K | 0.01% |