Filing Research | COSTAMARE BULKERS HLDGS LTD COM SHS Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	GAMMA Investing LLC	Shares	2.6KSH	$44.9K
2	Police & Firemen's Retirement System of New Jersey	Shares	1.8KSH	$32.4K
3	Blue Trust, Inc.	Shares	1.4KSH	$25.0K
4	SIGNATUREFD, LLC	Shares	776SH	$13.6K
5	Curated Wealth Partners LLC	Shares	10.0KSH	$11.5K
6	MassMutual Private Wealth & Trust, FSB	Shares	185SH	$3.2K
7	Torren Management, LLC	Shares	176SH	$3.1K
8	EverSource Wealth Advisors, LLC	Shares	99SH	$1.7K
9	ARMSTRONG ADVISORY GROUP, INC	Shares	90SH	$1.6K
10	Versant Capital Management, Inc	Shares	64SH	$1.1K
11	Farther Finance Advisors, LLC	Shares	55SH	$966
12	IFP Advisors, Inc	Shares	38SH	$667
13	SJS Investment Consulting Inc.	Shares	22SH	$388
14	Physician Wealth Advisors, Inc.	Shares	21SH	$369

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

14 / 14 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.5K	$11.5K
2	GAMMA Investing LLC trimmed	Shares	-43	+$4.7K	$44.9K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$3.9K	$32.4K
4	SIGNATUREFD, LLC trimmed	Shares	-59	+$710	$13.6K
5	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$387	$3.2K
6	Torren Management, LLC unchanged	Shares	0	+$368	$3.1K
7	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$188	$1.6K
8	Versant Capital Management, Inc unchanged	Shares	0	+$134	$1.1K
9	Farther Finance Advisors, LLC added	Shares	+1	+$94	$966
10	IFP Advisors, Inc unchanged	Shares	0	+$79	$667
11	SJS Investment Consulting Inc. added	Shares	+2	+$78	$388
12	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$44	$369
13	EverSource Wealth Advisors, LLC trimmed	Shares	-124	-$1.7K	$1.7K
14	Blue Trust, Inc. trimmed	Shares	-328	-$2.1K	$25.0K

Filing Research | COSTAMARE BULKERS HLDGS LTD COM SHS Institutional Holdings