Filing Research | CRBU - CARIBOU BIOSCIENCES INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	MILESTONE ASSET MANAGEMENT, LLC	Shares	200.1KSH	$352.1K
2	Nelson Capital Management, LLC	Shares	58.7KSH	$103.3K
3	Thrive Wealth Management, LLC	Shares	32.0KSH	$56.3K
4	Police & Firemen's Retirement System of New Jersey	Shares	27.1KSH	$47.7K
5	China Universal Asset Management Co., Ltd.	Shares	15.8KSH	$27.8K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.0KSH	$21.2K
7	J.W. COLE ADVISORS, INC.	Shares	11.3KSH	$19.8K
8	Mirae Asset Global Investments Co., Ltd.	Shares	4.4KSH	$7.8K
9	Nvest Wealth Strategies, Inc.	Shares	2.5KSH	$4.4K
10	Tradewinds Capital Management, LLC	Shares	800SH	$1.4K
11	Fortitude Family Office, LLC	Shares	646SH	$1.1K
12	Farther Finance Advisors, LLC	Shares	100SH	$176
13	SBI Securities Co., Ltd.	Shares	79SH	$139

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

15 / 15 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey new	Shares	+27.1K	+$47.7K	$47.7K
2	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+38.0K	+$44.2K	$352.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.0K	+$21.2K	$21.2K
4	J.W. COLE ADVISORS, INC. new	Shares	+11.3K	+$19.8K	$19.8K
5	Farther Finance Advisors, LLC unchanged	Shares	0	-$23	$176
6	SBI Securities Co., Ltd. trimmed	Shares	-13	-$36	$139
7	Tradewinds Capital Management, LLC unchanged	Shares	0	-$112	$1.4K
8	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$354	$4.4K
9	Fortitude Family Office, LLC trimmed	Shares	-318	-$695	$1.1K
10	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-439	-$1.5K	$7.8K
11	China Universal Asset Management Co., Ltd. trimmed	Shares	-802	-$3.7K	$27.8K
12	Thrive Wealth Management, LLC unchanged	Shares	0	-$4.5K	$56.3K
13	Nelson Capital Management, LLC unchanged	Shares	0	-$8.2K	$103.3K
14	Scarborough Advisors, LLC exited	Shares	-8.4K	-$16.0K	$0
15	Westmount Partners, LLC exited	Shares	-19.6K	-$37.3K	$0

Filing Research | CRBU - CARIBOU BIOSCIENCES INC Institutional Holdings