Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Cartesian Therapeutics, Inc. include
Susquehanna International Group, Llp,
Jacobs Levy Equity Management, Inc,
Citadel Advisors Llc,
Alliancebernstein L.p.,
Miller Financial Services LLC,
Alerus Financial Na,
Smallwood Wealth Investment Management, LLC,
and
Allworth Financial LP
.
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.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-08-18 |
NP |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
330 |
|
3 |
|
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
55 |
|
1 |
|
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
13,300 |
|
138 |
|
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
24,981 |
19.32 |
260 |
-5.82 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
47 |
291.67 |
0 |
|
|
2025-06-24 |
NP |
SWTSX - Schwab Total Stock Market Index Fund
|
|
|
|
4,493 |
125.44 |
54 |
39.47 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
4,437 |
280.21 |
46 |
206.67 |
|
2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
5,207 |
74.85 |
54 |
38.46 |
|
2025-08-27 |
NP |
RYRRX - Russell 2000 Fund Class A
|
|
|
|
22 |
22.22 |
0 |
|
|
2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
11,895 |
|
124 |
|
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
39 |
18.18 |
0 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
51,055 |
9.33 |
488 |
-44.48 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
18,300 |
667.30 |
190 |
512.90 |
|
2025-08-28 |
NP |
IWN - iShares Russell 2000 Value ETF
|
|
|
|
70,774 |
|
735 |
|
|
2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
41,602 |
147.76 |
0 |
|
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
2,985 |
30.86 |
31 |
3.33 |
|
2025-07-08 |
13F |
Parallel Advisors, LLC
|
|
|
|
103 |
3,333.33 |
0 |
|
|
2025-08-18 |
NP |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
|
|
|
573 |
|
6 |
|
|
2025-07-21 |
13F |
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
4,718 |
2.77 |
11 |
-15.38 |
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
13 |
18.18 |
0 |
|
|
2025-08-14 |
13F |
Jacobs Levy Equity Management, Inc
|
|
|
|
41,317 |
|
429 |
|
|
2025-08-12 |
13F |
Miller Financial Services LLC
|
|
|
|
11,643 |
|
121 |
|
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
47 |
34.29 |
0 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
29,213 |
63.66 |
304 |
28.94 |
|
2025-08-27 |
NP |
BBVSX - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
3,569 |
|
37 |
|
|
2025-08-13 |
13F |
Alerus Financial Na
|
|
|
|
1,000 |
|
10 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
2,034 |
10.01 |
21 |
-12.50 |
|
2025-04-25 |
13F |
Smallwood Wealth Investment Management, LLC
|
|
|
|
350 |
|
0 |
|
|
2025-08-12 |
13F |
Twin Focus Capital Partners, Llc
|
|
|
|
19,000 |
26.67 |
197 |
0.00 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
1,146 |
|
12 |
|
|
2025-06-25 |
NP |
BBC - Virtus LifeSci Biotech Clinical Trials ETF
|
|
|
|
8,165 |
170.36 |
98 |
67.24 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
223 |
1,492.86 |
2 |
|
|
2025-07-28 |
NP |
IBBQ - Invesco Nasdaq Biotechnology ETF
|
|
|
|
997 |
3.00 |
10 |
-50.00 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
105,397 |
4.51 |
1,265 |
-35.08 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
6,071 |
4.82 |
73 |
-35.14 |
|
2025-05-29 |
NP |
JAEWX - Small Cap Index Trust NAV
|
|
|
|
2,110 |
3.94 |
28 |
-25.00 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
13,933 |
132.95 |
145 |
84.62 |
|
2025-08-14 |
13F |
683 Capital Management, LLC
|
|
|
|
219,000 |
46.00 |
2,275 |
15.07 |
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
46,481 |
1.74 |
444 |
-48.37 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
2,201 |
30.93 |
26 |
-18.75 |
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
1,378 |
35.36 |
14 |
7.69 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
15 |
66.67 |
0 |
|
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
8,849 |
|
92 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
553 |
41.07 |
0 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
15 |
|
0 |
|
|
2025-07-24 |
NP |
FCGSX - Fidelity Series Growth Company Fund
|
|
|
|
91,431 |
2.81 |
874 |
-47.82 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
4,938 |
142.30 |
51 |
96.15 |
|
2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
82,630 |
114.04 |
859 |
68.90 |
|
2025-08-13 |
13F |
Virtus Investment Advisers, Inc.
|
|
|
|
9,183 |
12.54 |
95 |
-11.21 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
4,967 |
14.00 |
52 |
-10.53 |
|
2025-08-28 |
13F |
China Universal Asset Management Co., Ltd.
|
|
|
|
5,213 |
2.26 |
54 |
-19.40 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
46,500 |
|
483 |
|
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
5,833 |
17.72 |
61 |
-7.69 |
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
19,500 |
|
203 |
|
|
2025-03-31 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
92 |
217.24 |
2 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
15 |
15.38 |
0 |
|
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
11,999 |
4.97 |
115 |
-46.98 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
304 |
192.31 |
3 |
200.00 |
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
13,171 |
1.27 |
137 |
-20.47 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
30,675 |
113.48 |
0 |
|
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
1,170 |
2.45 |
14 |
-36.36 |
|