Filing Research | CADL - CANDEL THERAPEUTICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Tanager Wealth Management LLP	Shares	198.2KSH	$2.0M
2	Y-Intercept (Hong Kong) Ltd	Shares	68.5KSH	$705.3K
3	COOKSON PEIRCE & CO INC	Shares	60.0KSH	$618.0K
4	CARY STREET PARTNERS FINANCIAL LLC	Shares	43.1KSH	$443.9K
5	AlphaCentric Advisors LLC	Shares	36.7KSH	$377.8K
6	Police & Firemen's Retirement System of New Jersey	Shares	18.7KSH	$192.5K
7	China Universal Asset Management Co., Ltd.	Shares	11.7KSH	$120.1K
8	DAVENPORT & Co LLC	Shares	10.2KSH	$105.1K
9	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	3.5KSH	$36.3K
10	Mirae Asset Global Investments Co., Ltd.	Shares	3.3KSH	$33.8K
11	GAMMA Investing LLC	Shares	816SH	$8.4K
12	Cape Investment Advisory, Inc.	Shares	555SH	$5.7K
13	SBI Securities Co., Ltd.	Shares	80SH	$824
14	EverSource Wealth Advisors, LLC	Shares	25SH	$258
15	Farther Finance Advisors, LLC	Shares	20SH	$206
16	LifeSteps Financial, Inc.	Shares	1SH	$10

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	Tanager Wealth Management LLP unchanged	Shares	0	+$1.1M	$2.0M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+68.5K	+$705.3K	$705.3K
3	COOKSON PEIRCE & CO INC new	Shares	+60.0K	+$618.0K	$618.0K
4	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+43.1K	+$443.9K	$443.9K
5	AlphaCentric Advisors LLC added	Shares	+370	+$199.9K	$377.8K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+7.5K	+$137.6K	$192.5K
7	DAVENPORT & Co LLC new	Shares	+10.2K	+$105.1K	$105.1K
8	China Universal Asset Management Co., Ltd. trimmed	Shares	-1.3K	+$56.4K	$120.1K
9	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-544	+$15.0K	$33.8K
10	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$9.8K	$36.3K
11	GAMMA Investing LLC added	Shares	+567	+$7.2K	$8.4K
12	Cape Investment Advisory, Inc. new	Shares	+555	+$5.7K	$5.7K
13	SBI Securities Co., Ltd. added	Shares	+60	+$726	$824
14	EverSource Wealth Advisors, LLC new	Shares	+25	+$258	$258
15	Farther Finance Advisors, LLC new	Shares	+20	+$206	$206
16	LifeSteps Financial, Inc. new	Shares	+1	+$10	$10
17	Taylor Financial Group, Inc. exited	Shares	-16.6K	-$81.3K	$0

Filing Research | CADL - CANDEL THERAPEUTICS INC Institutional Holdings