Calidi Biotherapeutics, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 11/03/2025 | 20.82 K | $31.65 K | -91.67% | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 253 | $149 | -99.05% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BARRETT & COMPANY, INC. | 10/31/2025 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 11/10/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 11/05/2025 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 10/30/2025 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ARMISTICE CAPITAL, LLC | 11/17/2025 | 0 | $0 | -100.00% | 0.00% |
| FINEPOINT CAPITAL LP | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 10/21/2025 | 0 | $0 | -100.00% | 0.00% |
| DELTA INVESTMENT MANAGEMENT, LLC | 10/20/2025 | 0 | $0 | -100.00% | 0.00% |
| CPR INVESTMENTS INC. | 10/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CVA FAMILY OFFICE, LLC | 10/30/2025 | 0 | $0 | -100.00% | 0.00% |
| RED WAVE INVESTMENTS LLC | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 0 | $0 | -100.00% | 0.00% |
| DRIVE WEALTH MANAGEMENT, LLC | 10/31/2025 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Calidi Biotherapeutics, Inc. institutional Ownership - FAQ's
During the previous two years, 36 institutional investors and hedge funds held shares of Calidi Biotherapeutics, Inc.. The most heavily invested institutionals were:
Belpointe Asset Management LLC: 20,821
ADVISOR GROUP HOLDINGS, INC.: 253
SBI Securities Co., Ltd.: 0
VANGUARD GROUP INC: 0
HIGHBRIDGE CAPITAL MANAGEMENT LLC: 0
HighTower Advisors, LLC: 0
0.73% of Calidi Biotherapeutics, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 33.66 K shares in the last 24 months. This purchase volume represents approximately $52.85 K in transactions.