Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Creative Media & Community Trust Corporation include
Cerity Partners LLC,
Harel Insurance Investments & Financial Services Ltd.,
FSMAX - Fidelity Extended Market Index Fund,
Advisor Group Holdings, Inc.,
FCFMX - Fidelity Series Total Market Index Fund,
CIM Real Assets & Credit Fund,
Bank Of America Corp /de/,
BlackRock, Inc.,
VEXMX - Vanguard Extended Market Index Fund Investor Shares,
FFBYX - First Foundation Fixed Income Fund Class Y,
Morgan Stanley,
UBS Group AG,
FSKAX - Fidelity Total Market Index Fund,
Caldwell Securities, Inc,
Wells Fargo & Company/mn,
Tower Research Capital LLC (TRC),
Royal Bank Of Canada,
Global Retirement Partners, LLC,
Nisa Investment Advisors, Llc,
and
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
34 |
|
0 |
|
|
| 2025-07-31 |
13F |
Nisa Investment Advisors, Llc
|
|
|
|
28 |
|
0 |
|
|
| 2025-08-13 |
13F |
Cerity Partners LLC
|
|
|
|
11,173 |
|
90 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
100 |
|
1 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
2,177 |
|
17 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
200 |
|
2 |
|
|
| 2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
6 |
|
0 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
2,902 |
|
23 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
3,489 |
|
27 |
|
|
| 2025-07-11 |
13F |
Caldwell Securities, Inc
|
|
|
|
121 |
|
1 |
|
|
| 2025-08-05 |
13F |
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
4,584 |
|
0 |
|
|
| 2025-08-28 |
NP |
FFBYX - First Foundation Fixed Income Fund Class Y
|
|
|
|
271 |
|
2 |
|
|
| 2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
162 |
|
1 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
254 |
|
2 |
|
|
| 2025-08-19 |
13F |
Newbridge Financial Services Group, Inc.
|
|
|
|
20 |
|
0 |
|
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
72 |
|
1 |
|
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
103 |
|
1 |
|
|
| 2025-07-22 |
13F |
HFM Investment Advisors, LLC
|
|
|
|
20 |
|
0 |
|
|
| 2025-08-26 |
NP |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
23 |
|
0 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
932 |
|
7 |
|
|
| 2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
761 |
|
6 |
|
|
| 2025-08-29 |
NP |
CIM Real Assets & Credit Fund
|
|
|
|
1,584 |
|
13 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
849 |
|
7 |
|
|
