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Columbia Balanced Inst2
Q4 2024 vs Q1 2025
Comparing institutional holders between quarters
Quarters
Q1 2025
Q4 2024
Q1 2019
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
Sort by
Q1 2025 shares — high to low
Q1 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Financial Gravity Wealth, Inc.
NEW
Shares
5,840
Change
+5,840
Value
$293.1K
Filed 2025-04-30
Financial Gravity Companies, Inc.
N/A
Shares
—
from 5,812
Change
-5,812
(-100%)
Value
—
Institution
Status
Q1 2025 ↓
Q4 2024
Change
% Change
Q4 2024 Value
Q1 2025 Value
Value Change
Filed
Financial Gravity Wealth, Inc.
NEW
5,840
—
+5,840
—
—
$293.1K
—
2025-04-30
Financial Gravity Companies, Inc.
N/A
—
5,812
-5,812
-100%
$298.0K
—
—
—
Showing 2 of 2 institutions