Filing Research | CLDX - CELLDEX THERAPEUTICS INC NEW Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	788.7KSH	$29.3M
2	Mirador Capital Partners LP	Shares	181.1KSH	$6.7M
3	Simplify Asset Management Inc.	Shares	53.1KSH	$2.0M
4	Hennion & Walsh Asset Management, Inc.	Shares	47.1KSH	$1.8M
5	Y-Intercept (Hong Kong) Ltd	Shares	32.3KSH	$1.2M
6	Diversified Trust Co	Shares	31.3KSH	$1.2M
7	Apella Capital, LLC	Shares	26.7KSH	$1.1M
8	Police & Firemen's Retirement System of New Jersey	Shares	23.1KSH	$857.8K
9	SBI Okasan Asset Management Co.Ltd.	Shares	16.4KSH	$614.0K
10	PSP Research LLC	Shares	13.0KSH	$483.7K
11	AlphaCentric Advisors LLC	Shares	12.8KSH	$475.7K
12	Abel Hall, LLC	Shares	5.8KSH	$217.2K
13	Versant Capital Management, Inc	Shares	689SH	$25.6K
14	SIGNATUREFD, LLC	Shares	423SH	$15.7K
15	EverSource Wealth Advisors, LLC	Shares	377SH	$14.0K
16	GAMMA Investing LLC	Shares	356SH	$13.2K
17	Curated Wealth Partners LLC	Shares	10.0KSH	$11.0K
18	IFP Advisors, Inc	Shares	259SH	$9.6K
19	Farther Finance Advisors, LLC	Shares	216SH	$8.0K
20	SJS Investment Consulting Inc.	Shares	51SH	$1.9K
21	True Wealth Design, LLC	Shares	40SH	$1.5K
22	Handelsbanken Fonder AB	Shares	27.2KSH	$1.0K
23	Wealth Enhancement Trust Services, Inc.	Shares	24SH	$893
24	MassMutual Private Wealth & Trust, FSB	Shares	18SH	$670
25	SBI Securities Co., Ltd.	Shares	18SH	$670
26	Fortitude Family Office, LLC	Shares	16SH	$595
27	GHP Investment Advisors, Inc.	Shares	3SH	$112
28	Hughes Financial Services, LLC	Shares	1SH	$37
29	TSFG, LLC	Shares	50SH	$2
30	Capital Advisors, Ltd. LLC	Shares	1SH	$0

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

33 / 33 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+642.2K	+$24.7M	$29.3M
2	Mirador Capital Partners LP added	Shares	+3.0K	+$1.1M	$6.7M
3	Diversified Trust Co added	Shares	+24.3K	+$943.1K	$1.2M
4	Apella Capital, LLC added	Shares	+9.6K	+$476.3K	$1.1M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+4.9K	+$282.8K	$857.8K
6	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-412	+$245.6K	$1.8M
7	Abel Hall, LLC new	Shares	+5.8K	+$217.2K	$217.2K
8	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$130.5K	$614.0K
9	AlphaCentric Advisors LLC added	Shares	+170	+$75.6K	$475.7K
10	PSP Research LLC unchanged	Shares	0	+$71.4K	$483.7K
11	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.0K	$11.0K
12	IFP Advisors, Inc added	Shares	+254	+$9.5K	$9.6K
13	GAMMA Investing LLC added	Shares	+80	+$4.5K	$13.2K
14	Versant Capital Management, Inc unchanged	Shares	0	+$3.8K	$25.6K
15	SIGNATUREFD, LLC unchanged	Shares	0	+$2.3K	$15.7K
16	SJS Investment Consulting Inc. new	Shares	+51	+$1.9K	$1.9K
17	True Wealth Design, LLC added	Shares	+25	+$1.0K	$1.5K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+24	+$893	$893
19	Handelsbanken Fonder AB added	Shares	+1.3K	+$190	$1.0K
20	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$99	$670
21	SBI Securities Co., Ltd. unchanged	Shares	0	+$99	$670
22	Fortitude Family Office, LLC unchanged	Shares	0	+$87	$595
23	Hughes Financial Services, LLC unchanged	Shares	0	+$5	$37
24	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
25	FNY Investment Advisers, LLC exited	CALL	-16	$0	$0
26	TSFG, LLC unchanged	Shares	0	$0	$2
27	Scarborough Advisors, LLC exited	Shares	-6	-$190	$0
28	GHP Investment Advisors, Inc. trimmed	Shares	-22	-$681	$112
29	EverSource Wealth Advisors, LLC trimmed	Shares	-105	-$1.3K	$14.0K
30	Farther Finance Advisors, LLC trimmed	Shares	-108	-$2.1K	$8.0K
31	Sound Income Strategies, LLC exited	Shares	-454	-$14.2K	$0
32	Simplify Asset Management Inc. trimmed	Shares	-15.9K	-$211.4K	$2.0M
33	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-12.9K	-$233.2K	$1.2M