Creative Media & Community Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 18.97 K | $70.00 K | 20.38% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 16.22 K | $60.18 K | 100.00% | 0.02% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 14.74 K | $55.00 K | 100.00% | 0.02% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 02/03/2026 | 14.58 K | $54.09 K | 100.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 14.00 K | $51.94 K | 100.00% | 0.02% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 11.70 K | $43.40 K | 100.00% | 0.01% |
| CERITY PARTNERS LLC | 02/11/2026 | 11.62 K | $43.12 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.33 K | $27.19 K | 152.52% | 0.01% |
| MORGAN STANLEY | 02/13/2026 | 6.61 K | $24.51 K | 2,501.18% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 2.34 K | $8.70 K | 117,100.00% | 0.00% |
| BLACKROCK, INC. | 02/12/2026 | 846 | $3.14 K | 0.12% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 629 | $2.33 K | -30.50% | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 02/13/2026 | 622 | $2.31 K | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 103 | $382 | 0.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 103 | $321 | 0.00% | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 93 | $345 | -23.14% | 0.00% |
| TIDEMARK, LLC | 02/10/2026 | 51 | $189 | 0.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 28 | $104 | 0.00% | 0.00% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
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Creative Media & Community Trust institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Creative Media & Community Trust. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 2.31 M
Seros Financial, LLC: 289,318
Avantax Planning Partners, Inc.: 185,753
LPL Financial LLC: 135,943
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 118,974
Newbridge Financial Services Group, Inc.: 63,975
0.13% of Creative Media & Community Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.79 M shares in the last 24 months. This purchase volume represents approximately $7.50 M in transactions.