Callan Jmb Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 08/13/2026 | 255.69 K | $205.58 K | 0.00% | 4.53% |
| BARD ASSOCIATES INC | 08/12/2026 | 229.25 K | $184.32 K | -6.61% | 4.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 32.09 K | $25.80 K | 100.00% | 0.57% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 25.00 K | $20.10 K | 100.00% | 0.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 15.67 K | $12.60 K | -31.77% | 0.28% |
| FINANCIAL PLAN, INC. | 08/14/2026 | 13.50 K | $10.85 K | 100.00% | 0.24% |
| CITIGROUP INC | 08/03/2026 | 13.42 K | $10.79 K | 100.00% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 12.50 K | $10.05 K | 0.00% | 0.22% |
| XTX TOPCO LTD | 08/14/2026 | 11.29 K | $9.08 K | 100.00% | 0.20% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 6.66 K | $5.36 K | 0.00% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 5.64 K | $4.54 K | 245.35% | 0.10% |
| QSEMBLE CAPITAL MANAGEMENT, LP | 08/03/2026 | 1.56 K | $377.67 K | -67.67% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 434 | $349 | -79.03% | 0.01% |
| BARCLAYS PLC | 08/14/2026 | 1 | $1 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 1 | $1 | -50.00% | 0.00% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Callan Jmb Inc institutional Ownership - FAQ's
During the previous two years, 18 institutional investors and hedge funds held shares of Callan Jmb Inc. The most heavily invested institutionals were:
Creative Planning: 255,693
BARD ASSOCIATES INC: 229,250
CITADEL ADVISORS LLC: 32,086
AXXCESS WEALTH MANAGEMENT, LLC: 25,000
GEODE CAPITAL MANAGEMENT, LLC: 15,672
Financial Plan, Inc.: 13,500
11.03% of Callan Jmb Inc stock is owned by institutional investors.
Institutional investors have bought a total of 622.72 K shares in the last 24 months. This purchase volume represents approximately $1.09 M in transactions.