Cbdmd Inc (LEVBUSD)

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Rothschild Wealth LLC

NEW

Shares24,106

Change+24,106

Value$33.7K

Filed 2023-08-14

AXS Investments LLC

CLOSED

Shares0 from 1,937,041

Change-1,937,041 (-100%)

Value$0 (-$377.7K)

Filed 2023-08-10

Vanguard Group Inc

CLOSED

Shares0 from 1,339,841

Change-1,339,841 (-100%)

Value$0 (-$261.3K)

Filed 2023-08-14

AdvisorShares Investments LLC

CLOSED

Shares0 from 839,083

Change-839,083 (-100%)

Value$0 (-$163.6K)

Filed 2023-08-09

Penserra Capital Management LLC

CLOSED

Shares0 from 546,020

Change-546,020 (-100%)

Value$0 (-$106)

Filed 2023-08-11

BlackRock Inc.

CLOSED

Shares0 from 524,533

Change-524,533 (-100%)

Value$0 (-$102.3K)

Filed 2023-08-11

Geode Capital Management, LLC

CLOSED

Shares0 from 327,609

Change-327,609 (-100%)

Value$0 (-$63.9K)

Filed 2023-08-11

Cambria Investment Management, L.P.

CLOSED

Shares0 from 271,188

Change-271,188 (-100%)

Value$0 (-$52.9K)

Filed 2023-08-10

Renaissance Technologies LLC

CLOSED

Shares0 from 234,575

Change-234,575 (-100%)

Value$0 (-$46)

Filed 2023-08-11

Millennium Management LLC

CLOSED

Shares0 from 195,945

Change-195,945 (-100%)

Value$0 (-$38)

Filed 2023-08-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 149,999

Change-149,999 (-100%)

Value$0 (-$29.3K)

Filed 2023-07-25

Jane Street Group, LLC

CLOSED

Shares0 from 144,998

Change-144,998 (-100%)

Value$0 (-$28.3K)

Filed 2023-08-14

State Street Corp

CLOSED

Shares0 from 114,303

Change-114,303 (-100%)

Value$0 (-$22.3K)

Filed 2023-08-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 110,439

Change-110,439 (-100%)

Value$0 (-$21.5K)

Filed 2023-08-11

Group One Trading LLC

CLOSED

Shares0 from 72,821

Change-72,821 (-100%)

Value$0 (-$14.2K)

Filed 2023-08-09

Northern Trust Corp

CLOSED

Shares0 from 72,495

Change-72,495 (-100%)

Value$0 (-$14.1K)

Filed 2023-08-11

Choreo, LLC

CLOSED

Shares0 from 50,000

Change-50,000 (-100%)

Value$0 (-$9.8K)

Filed 2023-08-04

Bank of New York Mellon Corp

CLOSED

Shares0 from 49,534

Change-49,534 (-100%)

Value$0 (-$9.7K)

Filed 2023-08-03

Goldman Sachs Group Inc

CLOSED

Shares0 from 37,123

Change-37,123 (-100%)

Value$0 (-$7.2K)

Filed 2024-05-14

Virtu Financial LLC

CLOSED

Shares0 from 31,253

Change-31,253 (-100%)

Value$0 (-$6)

Filed 2023-07-27

Bank of America Corp

CLOSED

Shares0 from 22,000

Change-22,000 (-100%)

Value$0 (-$4.3K)

Filed 2023-08-14

Citadel Advisors LLC

CLOSED

Shares0 from 20,823

Change-20,823 (-100%)

Value$0 (-$4.1K)

Filed 2023-08-14

Two Sigma Securities, LLC

CLOSED

Shares0 from 20,661

Change-20,661 (-100%)

Value$0 (-$4.0K)

Filed 2023-08-14

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 15,203

Change-15,203 (-100%)

Value$0 (-$3)

Filed 2023-08-14

Creative Planning

CLOSED

Shares0 from 15,150

Change-15,150 (-100%)

Value$0 (-$3.0K)

Filed 2023-07-21

Two Sigma Advisers, LP

CLOSED

Shares0 from 14,500

Change-14,500 (-100%)

Value$0 (-$2.8K)

Filed 2023-08-14

Engineers Gate Manager LP

CLOSED

Shares0 from 11,115

Change-11,115 (-100%)

Value$0 (-$2.2K)

Filed 2023-08-14

AMG National Trust Bank

CLOSED

Shares0 from 11,029

Change-11,029 (-100%)

Value$0 (-$2.2K)

Filed 2023-08-03

Resolute Wealth Strategies, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$2.0K)

Filed 2023-08-08

Royal Bank of Canada

CLOSED

Shares0 from 8,858

Change-8,858 (-100%)

Value$0 (-$1.0K)

Filed 2023-08-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 5,300

Change-5,300 (-100%)

Value$0 (-$1.0K)

Filed 2023-08-21

Nfsg Corp

CLOSED

Shares0 from 3,600

Change-3,600 (-100%)

Value$0 (-$702)

Filed 2023-07-21

Morgan Stanley

CLOSED

Shares0 from 3,250

Change-3,250 (-100%)

Value$0 (-$634)

Filed 2023-08-14

Macroview Investment Management LLC

CLOSED

Shares0 from 3,051

Change-3,051 (-100%)

Value$0 (-$595)

Filed 2023-07-14

HHM Wealth Advisors, LLC

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$585)

Filed 2023-08-14

Allworth Financial LP

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$488)

Filed 2023-07-18

Ten Capital Wealth Advisors, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$390)

Filed 2023-07-31

Farther Finance Advisors, LLC

CLOSED

Shares0 from 1,824

Change-1,824 (-100%)

Value$0 (-$356)

Filed 2024-05-14

Advisory Services Network, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$195)

Filed 2023-08-09

Castleview Partners, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$195)

Filed 2023-08-15

Simplex Trading, LLC

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 ($0)

Filed 2023-08-04

UBS Group AG

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$98)

Filed 2023-08-11

Wells Fargo & Company

CLOSED

Shares0 from 285

Change-285 (-100%)

Value$0 (-$56)

Filed 2023-08-15

NewEdge Advisors, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$39)

Filed 2023-08-14

Barclays PLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$20)

Filed 2023-09-20

Toronto Dominion Bank

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 ($0)

Filed 2024-02-14

JPMorgan Chase & Co

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 ($0)

Filed 2023-08-11

Valley National Advisers Inc

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 ($0)

Filed 2023-07-31

FMR LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$2)

Filed 2026-11-05

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

	Status
Rothschild Wealth LLC	NEW	24,106	—	+24,106	—	—	$33.7K	—	2023-08-14
AXS Investments LLC	CLOSED	0	1,937,041	-1,937,041	-100%	$377.7K	$0	-$377.7K	2023-08-10
Vanguard Group Inc	CLOSED	0	1,339,841	-1,339,841	-100%	$261.3K	$0	-$261.3K	2023-08-14
AdvisorShares Investments LLC	CLOSED	0	839,083	-839,083	-100%	$163.6K	$0	-$163.6K	2023-08-09
Penserra Capital Management LLC	CLOSED	0	546,020	-546,020	-100%	$106	$0	-$106	2023-08-11
BlackRock Inc.	CLOSED	0	524,533	-524,533	-100%	$102.3K	$0	-$102.3K	2023-08-11
Geode Capital Management, LLC	CLOSED	0	327,609	-327,609	-100%	$63.9K	$0	-$63.9K	2023-08-11
Cambria Investment Management, L.P.	CLOSED	0	271,188	-271,188	-100%	$52.9K	$0	-$52.9K	2023-08-10
Renaissance Technologies LLC	CLOSED	0	234,575	-234,575	-100%	$46	$0	-$46	2023-08-11
Millennium Management LLC	CLOSED	0	195,945	-195,945	-100%	$38	$0	-$38	2023-08-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	149,999	-149,999	-100%	$29.3K	$0	-$29.3K	2023-07-25
Jane Street Group, LLC	CLOSED	0	144,998	-144,998	-100%	$28.3K	$0	-$28.3K	2023-08-14
State Street Corp	CLOSED	0	114,303	-114,303	-100%	$22.3K	$0	-$22.3K	2023-08-14
Susquehanna International Group, LLP	CLOSED	0	110,439	-110,439	-100%	$21.5K	$0	-$21.5K	2023-08-11
Group One Trading LLC	CLOSED	0	72,821	-72,821	-100%	$14.2K	$0	-$14.2K	2023-08-09
Northern Trust Corp	CLOSED	0	72,495	-72,495	-100%	$14.1K	$0	-$14.1K	2023-08-11
Choreo, LLC	CLOSED	0	50,000	-50,000	-100%	$9.8K	$0	-$9.8K	2023-08-04
Bank of New York Mellon Corp	CLOSED	0	49,534	-49,534	-100%	$9.7K	$0	-$9.7K	2023-08-03
Goldman Sachs Group Inc	CLOSED	0	37,123	-37,123	-100%	$7.2K	$0	-$7.2K	2024-05-14
Virtu Financial LLC	CLOSED	0	31,253	-31,253	-100%	$6	$0	-$6	2023-07-27
Bank of America Corp	CLOSED	0	22,000	-22,000	-100%	$4.3K	$0	-$4.3K	2023-08-14
Citadel Advisors LLC	CLOSED	0	20,823	-20,823	-100%	$4.1K	$0	-$4.1K	2023-08-14
Two Sigma Securities, LLC	CLOSED	0	20,661	-20,661	-100%	$4.0K	$0	-$4.0K	2023-08-14
Tower Research Capital LLC (TRC)	CLOSED	0	15,203	-15,203	-100%	$3	$0	-$3	2023-08-14
Creative Planning	CLOSED	0	15,150	-15,150	-100%	$3.0K	$0	-$3.0K	2023-07-21
Two Sigma Advisers, LP	CLOSED	0	14,500	-14,500	-100%	$2.8K	$0	-$2.8K	2023-08-14
Engineers Gate Manager LP	CLOSED	0	11,115	-11,115	-100%	$2.2K	$0	-$2.2K	2023-08-14
AMG National Trust Bank	CLOSED	0	11,029	-11,029	-100%	$2.2K	$0	-$2.2K	2023-08-03
Resolute Wealth Strategies, LLC	CLOSED	0	10,000	-10,000	-100%	$2.0K	$0	-$2.0K	2023-08-08
Royal Bank of Canada	CLOSED	0	8,858	-8,858	-100%	$1.0K	$0	-$1.0K	2023-08-14
Osaic Holdings, Inc.	CLOSED	0	5,300	-5,300	-100%	$1.0K	$0	-$1.0K	2023-08-21
Nfsg Corp	CLOSED	0	3,600	-3,600	-100%	$702	$0	-$702	2023-07-21
Morgan Stanley	CLOSED	0	3,250	-3,250	-100%	$634	$0	-$634	2023-08-14
Macroview Investment Management LLC	CLOSED	0	3,051	-3,051	-100%	$595	$0	-$595	2023-07-14
HHM Wealth Advisors, LLC	CLOSED	0	3,000	-3,000	-100%	$585	$0	-$585	2023-08-14
Allworth Financial LP	CLOSED	0	2,500	-2,500	-100%	$488	$0	-$488	2023-07-18
Ten Capital Wealth Advisors, LLC	CLOSED	0	2,000	-2,000	-100%	$390	$0	-$390	2023-07-31
Farther Finance Advisors, LLC	CLOSED	0	1,824	-1,824	-100%	$356	$0	-$356	2024-05-14
Advisory Services Network, LLC	CLOSED	0	1,000	-1,000	-100%	$195	$0	-$195	2023-08-09
Castleview Partners, LLC	CLOSED	0	1,000	-1,000	-100%	$195	$0	-$195	2023-08-15
Simplex Trading, LLC	CLOSED	0	700	-700	-100%	$0	$0	$0	2023-08-04
UBS Group AG	CLOSED	0	500	-500	-100%	$98	$0	-$98	2023-08-11
Wells Fargo & Company	CLOSED	0	285	-285	-100%	$56	$0	-$56	2023-08-15
NewEdge Advisors, LLC	CLOSED	0	200	-200	-100%	$39	$0	-$39	2023-08-14
Barclays PLC	CLOSED	0	100	-100	-100%	$20	$0	-$20	2023-09-20
Toronto Dominion Bank	CLOSED	0	41	-41	-100%	$0	$0	$0	2024-02-14
JPMorgan Chase & Co	CLOSED	0	17	-17	-100%	$0	$0	$0	2023-08-11
Valley National Advisers Inc	CLOSED	0	10	-10	-100%	$0	$0	$0	2023-07-31
FMR LLC	CLOSED	0	9	-9	-100%	$2	$0	-$2	2026-11-05
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2023-08-10

Showing 50 of 50 institutions