Filing Research | CDRE - CADRE HLDGS INC COM Institutional Holdings

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	2.7MSH	$78.1M
2	Catawba River Capital	Shares	597.9KSH	$17.0M
3	Hennion & Walsh Asset Management, Inc.	Shares	91.4KSH	$2.6M
4	OAK RIDGE INVESTMENTS LLC	Shares	17.9KSH	$510.1K
5	ARS Investment Partners, LLC	Shares	16.2KSH	$462.5K
6	Police & Firemen's Retirement System of New Jersey	Shares	9.4KSH	$268.5K
7	Curated Wealth Partners LLC	Shares	75.0KSH	$85.5K
8	FINANCIAL CONSULATE, INC	Shares	514SH	$14.7K
9	Investors Research Corp	Shares	170SH	$4.8K
10	EverSource Wealth Advisors, LLC	Shares	160SH	$4.6K
11	MassMutual Private Wealth & Trust, FSB	Shares	120SH	$3.4K
12	GAMMA Investing LLC	Shares	62SH	$1.8K
13	IFP Advisors, Inc	Shares	18SH	$513
14	SBI Securities Co., Ltd.	Shares	18SH	$513
15	Farther Finance Advisors, LLC	Shares	17SH	$478
16	GHP Investment Advisors, Inc.	Shares	2SH	$58
17	State of Alaska, Department of Revenue	Shares	2.0KSH	$57

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

21 / 21 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+500.5K	+$9.4M	$78.1M
2	Catawba River Capital added	Shares	+337.6K	+$8.7M	$17.0M
3	Curated Wealth Partners LLC new	Shares	+75.0K	+$85.5K	$85.5K
4	ARS Investment Partners, LLC added	Shares	+3.9K	+$84.5K	$462.5K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$27.4K	$268.5K
6	FINANCIAL CONSULATE, INC added	Shares	+187	+$4.6K	$14.7K
7	EverSource Wealth Advisors, LLC added	Shares	+159	+$4.5K	$4.6K
8	MassMutual Private Wealth & Trust, FSB added	Shares	+30	+$660	$3.4K
9	IFP Advisors, Inc new	Shares	+18	+$513	$513
10	Farther Finance Advisors, LLC added	Shares	+3	+$28	$478
11	GHP Investment Advisors, Inc. unchanged	Shares	0	-$4	$58
12	State of Alaska, Department of Revenue unchanged	Shares	0	-$5	$57
13	SBI Securities Co., Ltd. unchanged	Shares	0	-$39	$513
14	Hughes Financial Services, LLC exited	Shares	-2	-$61	$0
15	Premier Fund Managers Ltd exited	Shares	-8.2K	-$241	$0
16	Investors Research Corp unchanged	Shares	0	-$369	$4.8K
17	GAMMA Investing LLC trimmed	Shares	-112	-$3.6K	$1.8K
18	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-132	-$4.0K	$0
19	Hennion & Walsh Asset Management, Inc. added	Shares	+4.4K	-$63.7K	$2.6M
20	CONGRESS ASSET MANAGEMENT CO exited	Shares	-54.4K	-$1.7M	$0
21	OAK RIDGE INVESTMENTS LLC trimmed	Shares	-70.2K	-$2.2M	$510.1K