Filing Research | CMCO - COLUMBUS MCKINNON CORP N Y Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	BERNZOTT CAPITAL ADVISORS	Shares	397.3KSH	$6.0M
2	ISTHMUS PARTNERS, LLC	Shares	134.7KSH	$2.0M
3	SummerHaven Investment Management, LLC	Shares	43.5KSH	$658.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.2KSH	$373.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	7.2KSH	$109.4K
6	Palouse Capital Management, Inc.	Shares	3.1KSH	$46.9K
7	High Note Wealth, LLC	Shares	2.8KSH	$42.7K
8	SIGNATUREFD, LLC	Shares	993SH	$15.0K
9	EverSource Wealth Advisors, LLC	Shares	932SH	$14.1K
10	GAMMA Investing LLC	Shares	830SH	$12.6K
11	True Wealth Design, LLC	Shares	746SH	$11.3K
12	Farther Finance Advisors, LLC	Shares	715SH	$10.8K
13	Versant Capital Management, Inc	Shares	676SH	$10.2K
14	Physician Wealth Advisors, Inc.	Shares	209SH	$3.2K
15	IFP Advisors, Inc	Shares	158SH	$2.4K
16	Blue Trust, Inc.	Shares	128SH	$1.9K
17	Fortitude Family Office, LLC	Shares	106SH	$1.6K
18	SJS Investment Consulting Inc.	Shares	89SH	$1.3K
19	Wealth Enhancement Trust Services, Inc.	Shares	59SH	$893
20	MassMutual Private Wealth & Trust, FSB	Shares	36SH	$545
21	SBI Securities Co., Ltd.	Shares	3SH	$45
22	State of Alaska, Department of Revenue	Shares	1.5KSH	$22

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

24 / 24 loaded

#		Instrument
1	ISTHMUS PARTNERS, LLC added	Shares	+10.6K	+$235.5K	$2.0M
2	SummerHaven Investment Management, LLC unchanged	Shares	0	+$26.1K	$658.5K
3	Palouse Capital Management, Inc. added	Shares	+240	+$5.3K	$46.9K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.3K	$109.4K
5	High Note Wealth, LLC unchanged	Shares	0	+$1.7K	$42.7K
6	Fortitude Family Office, LLC new	Shares	+106	+$1.6K	$1.6K
7	Wealth Enhancement Trust Services, Inc. new	Shares	+59	+$893	$893
8	MassMutual Private Wealth & Trust, FSB added	Shares	+16	+$254	$545
9	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$126	$3.2K
10	Blue Trust, Inc. unchanged	Shares	0	+$77	$1.9K
11	SJS Investment Consulting Inc. added	Shares	+1	+$68	$1.3K
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$22
13	SBI Securities Co., Ltd. trimmed	Shares	-20	-$289	$45
14	True Wealth Design, LLC trimmed	Shares	-188	-$2.3K	$11.3K
15	IFP Advisors, Inc trimmed	Shares	-174	-$2.4K	$2.4K
16	Farther Finance Advisors, LLC trimmed	Shares	-326	-$4.2K	$10.8K
17	GAMMA Investing LLC trimmed	Shares	-439	-$5.9K	$12.6K
18	EverSource Wealth Advisors, LLC trimmed	Shares	-992	-$13.9K	$14.1K
19	Versant Capital Management, Inc trimmed	Shares	-1.3K	-$18.9K	$10.2K
20	SIGNATUREFD, LLC trimmed	Shares	-2.9K	-$41.8K	$15.0K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-7.1K	-$119.1K	$373.5K
22	MOODY NATIONAL BANK TRUST DIVISION exited	Shares	-23.8K	-$346.1K	$0
23	Y-Intercept (Hong Kong) Ltd exited	Shares	-27.2K	-$394.5K	$0
24	BERNZOTT CAPITAL ADVISORS trimmed	Shares	-56.6K	-$583.4K	$6.0M