Callan Jmb Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 05/12/2026 | 255.69 K | $319.62 K | 24.31% | 5.84% |
| BARD ASSOCIATES INC | 05/08/2026 | 245.48 K | $306.85 K | -12.22% | 5.61% |
| JANE STREET GROUP, LLC | 05/12/2026 | 28.26 K | $35.33 K | 100.00% | 0.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 22.97 K | $28.71 K | 75.24% | 0.52% |
| HRT FINANCIAL LP | 05/14/2026 | 18.72 K | $23.00 K | 100.00% | 0.43% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 12.50 K | $15.63 K | 0.00% | 0.29% |
| 05/15/2026 | 6.66 K | $8.33 K | 100.00% | 0.15% | |
| QSEMBLE CAPITAL MANAGEMENT, LP | 05/07/2026 | 4.83 K | $1.03 M | 100.00% | 0.11% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 2.07 K | $2.59 K | 100.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.07 K | $2.59 K | -43.55% | 0.05% |
| UBS GROUP AG | 05/05/2026 | 1.63 K | $2.04 K | 100.00% | 0.04% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 2 | $2 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| DRW SECURITIES, LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CABLE CAR CAPITAL LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
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Callan Jmb Inc institutional Ownership - FAQ's
During the previous two years, 17 institutional investors and hedge funds held shares of Callan Jmb Inc. The most heavily invested institutionals were:
Creative Planning: 255,693
BARD ASSOCIATES INC: 245,482
JANE STREET GROUP, LLC: 28,263
GEODE CAPITAL MANAGEMENT, LLC: 22,969
HRT FINANCIAL LP: 18,715
HighTower Advisors, LLC: 12,500
13.72% of Callan Jmb Inc stock is owned by institutional investors.
Institutional investors have bought a total of 594.23 K shares in the last 24 months. This purchase volume represents approximately $1.04 M in transactions.