Creative Media & Community Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 118.97 K | $60.87 K | 100.00% | 75.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 2.31 M | $1.42 M | 100.00% | 25.13% |
| SEROS FINANCIAL, LLC | 05/05/2026 | 289.32 K | $177.76 K | 100.00% | 3.15% |
| AVANTAX PLANNING PARTNERS, INC. | 05/04/2026 | 185.75 K | $114.13 K | 100.00% | 2.02% |
| LPL FINANCIAL LLC | 05/06/2026 | 135.94 K | $83.52 K | 100.00% | 1.48% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 87.77 K | $53.92 K | 100.00% | 0.96% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 05/05/2026 | 63.98 K | $39.31 K | 100.00% | 0.70% |
| CWM, LLC | 05/14/2026 | 54.58 K | $33.53 K | 100.00% | 0.59% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 53.12 K | $32.40 K | 100.00% | 0.58% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 46.99 K | $28.87 K | 100.00% | 0.51% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 40.98 K | $25.18 K | 100.00% | 0.45% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 31.86 K | $19.58 K | 100.00% | 0.35% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 31.06 K | $19.00 K | 100.00% | 0.34% |
| WINCAP FINANCIAL LLC | 04/09/2026 | 27.06 K | $16.62 K | 100.00% | 0.29% |
| STONEX GROUP INC. | 05/14/2026 | 20.00 K | $12.29 K | 100.00% | 0.22% |
| LEXAURUM ADVISORS, LLC | 04/13/2026 | 16.56 K | $10.17 K | 100.00% | 0.18% |
| LINEWEAVER WEALTH ADVISORS, LLC | 04/08/2026 | 16.38 K | $10.06 K | 100.00% | 0.18% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 12.97 K | $8.00 K | 100.00% | 0.14% |
| HRT FINANCIAL LP | 05/14/2026 | 11.70 K | $7.00 K | 100.00% | 0.13% |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 05/11/2026 | 11.14 K | $6.84 K | 100.00% | 0.12% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 10.94 K | $6.72 K | 100.00% | 0.12% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 10.94 K | $6.72 K | 100.00% | 0.12% |
| CX INSTITUTIONAL | 04/06/2026 | 10.69 K | $7.00 K | 100.00% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 10.16 K | $6.00 K | 100.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 7.11 K | $4.37 K | 100.00% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 5.37 K | $3.30 K | 100.00% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 4.37 K | $2.68 K | 100.00% | 0.05% |
| UBS GROUP AG | 05/05/2026 | 3.87 K | $2.38 K | 100.00% | 0.04% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 3.66 K | $2.25 K | 100.00% | 0.04% |
| US BANCORP \DE\ | 05/15/2026 | 3.39 K | $2.08 K | 100.00% | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.19 K | $1.23 K | 100.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 804 | $494 | 100.00% | 0.01% |
| 05/08/2026 | 683 | $420 | 100.00% | 0.01% | |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 210 | $1.34 K | 100.00% | 0.00% |
| 05/15/2026 | 141 | $87 | 100.00% | 0.00% | |
| BLACKROCK, INC. | 05/13/2026 | 83 | $51 | 100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 15 | $9 | 100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 04/30/2026 | 3 | $2 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CERITY PARTNERS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Creative Media & Community Trust institutional Ownership - FAQ's
During the previous two years, 54 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
Cetera Investment Advisers: 87,765
39.61% of Creative Media & Community Trust stock is owned by institutional investors.
Institutional investors have bought a total of 4.02 M shares in the last 24 months. This purchase volume represents approximately $7.97 M in transactions.