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. | 07/30/2026 | 214.65 K | $698.00 K | 100.00% | 7.89% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 08/12/2026 | 59.16 K | $192.28 K | 100.00% | 2.17% |
| BLACKHAWK CAPITAL PARTNERS LLC. | 07/20/2026 | 56.32 K | $183.04 K | 100.00% | 2.07% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 41.00 K | $133.24 K | 100.00% | 1.51% |
| SEROS FINANCIAL, LLC | 08/13/2026 | 16.28 K | $52.91 K | 100.00% | 0.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 14.08 K | $45.75 K | 100.00% | 0.52% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 11.62 K | $39.51 K | 100.00% | 0.43% |
| STONEX GROUP INC. | 08/12/2026 | 11.40 K | $48.96 K | 100.00% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 10.32 K | $33.53 K | 100.00% | 0.38% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 10.20 K | $33.13 K | 100.00% | 0.37% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/14/2026 | 4.76 K | $15.45 K | 100.00% | 0.17% |
| MORGAN STANLEY | 08/13/2026 | 3.86 K | $12.54 K | 100.00% | 0.14% |
| ROYAL BANK OF CANADA | 08/14/2026 | 905 | $3.00 K | 100.00% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 469 | $1.52 K | 100.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 436 | $1.42 K | 100.00% | 0.02% |
| US BANCORP \DE\ | 08/12/2026 | 339 | $1.10 K | 100.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 218 | $709 | 100.00% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 218 | $709 | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 163 | $530 | 100.00% | 0.01% |
| SHP WEALTH MANAGEMENT | 08/11/2026 | 68 | $221 | 100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 8 | $26 | 100.00% | 0.00% |
| BLACKROCK, INC. | 08/07/2026 | 8 | $26 | 100.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3 | $10 | 100.00% | 0.00% |
| ALLIED PRIVATE WEALTH LLC | 07/09/2026 | 1 | $3 | 100.00% | 0.00% |
| US BANCORP \DE\ | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| AVANTAX PLANNING PARTNERS, INC. | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| BROOKSTONE CAPITAL MANAGEMENT | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LINEWEAVER WEALTH ADVISORS, LLC | 07/09/2026 | 0 | $0 | -100.00% | 0.00% |
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Creative Media & Community Trust institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of Creative Media & Community Trust. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 214,645
Clear Harbor Asset Management, LLC: 59,164
Blackhawk Capital Partners LLC.: 56,321
VANGUARD CAPITAL MANAGEMENT LLC: 40,997
Seros Financial, LLC: 16,280
GEODE CAPITAL MANAGEMENT, LLC: 14,077
16.77% of Creative Media & Community Trust stock is owned by institutional investors.
Institutional investors have bought a total of 895.22 K shares in the last 24 months. This purchase volume represents approximately $1.77 M in transactions.