Calidi Biotherapeutics Inc (CLDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Farther Finance Advisors, LLC

DECREASED

Shares625 from 10,000

Change-9,375 (-94%)

Value$669 (-$1.0K)

Filed 2026-10-08

RS Crum Inc.

CLOSED

Shares0 from 43,239

Change-43,239 (-100%)

Value$0 (-$7.4K)

Filed 2026-10-19

RFG Advisory, LLC

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$2.0K)

Filed 2026-11-03

Citigroup Inc

CLOSED

Shares0 from 4,594

Change-4,594 (-100%)

Value$0 (-$781)

Filed 2026-11-04

SBI Securities Co., Ltd.

CLOSED

Shares0 from 375

Change-375 (-100%)

Value$0 (-$64)

Filed 2026-10-22

Tradewinds Capital Management, LLC

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$18)

Filed 2026-10-23

Reyes Financial Architecture, Inc.

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$17)

Filed 2026-10-22

Evermay Wealth Management LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2026-11-05

Geode Capital Management, LLC

N/A

Shares— from 114,550

Change-114,550 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 83,523

Change-83,523 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 54,274

Change-54,274 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 37,345

Change-37,345 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 25,509

Change-25,509 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 19,921

Change-19,921 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 17,758

Change-17,758 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 13,244

Change-13,244 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,882

Change-7,882 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,650

Change-2,650 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,396

Change-1,396 (-100%)

Value—

Finepoint Capital LP

N/A

Shares— from 1,042

Change-1,042 (-100%)

Value—

Highbridge Capital Management LLC

N/A

Shares— from 1,042

Change-1,042 (-100%)

Value—

	Status
Farther Finance Advisors, LLC	DECREASED	625	10,000	-9,375	-94%	$1.7K	$669	-$1.0K	2026-10-08
RS Crum Inc.	CLOSED	0	43,239	-43,239	-100%	$7.4K	$0	-$7.4K	2026-10-19
RFG Advisory, LLC	CLOSED	0	12,000	-12,000	-100%	$2.0K	$0	-$2.0K	2026-11-03
Citigroup Inc	CLOSED	0	4,594	-4,594	-100%	$781	$0	-$781	2026-11-04
SBI Securities Co., Ltd.	CLOSED	0	375	-375	-100%	$64	$0	-$64	2026-10-22
Tradewinds Capital Management, LLC	CLOSED	0	101	-101	-100%	$18	$0	-$18	2026-10-23
Reyes Financial Architecture, Inc.	CLOSED	0	100	-100	-100%	$17	$0	-$17	2026-10-22
Evermay Wealth Management LLC	CLOSED	0	1	-1	-100%	$1	$0	-$1	2026-11-05
Geode Capital Management, LLC	N/A	—	114,550	-114,550	-100%	$19.5K	—	—	—
HighTower Advisors, LLC	N/A	—	83,523	-83,523	-100%	$14.2K	—	—	—
Jane Street Group, LLC	N/A	—	54,274	-54,274	-100%	$9.2K	—	—	—
Independent Advisor Alliance	N/A	—	45,000	-45,000	-100%	$7.7K	—	—	—
Arax Advisory Partners	N/A	—	37,345	-37,345	-100%	$6.3K	—	—	—
Private Advisor Group, LLC	N/A	—	30,000	-30,000	-100%	$5.1K	—	—	—
Vanguard Capital Management LLC	N/A	—	25,509	-25,509	-100%	$4.3K	—	—	—
Belpointe Asset Management LLC	N/A	—	19,921	-19,921	-100%	$3.4K	—	—	—
Northern Trust Corp	N/A	—	17,758	-17,758	-100%	$3.0K	—	—	—
Morgan Stanley	N/A	—	13,244	-13,244	-100%	$2.3K	—	—	—
UBS Group AG	N/A	—	7,882	-7,882	-100%	$1.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,650	-2,650	-100%	$450	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,396	-1,396	-100%	$237	—	—	—
Finepoint Capital LP	N/A	—	1,042	-1,042	-100%	$177	—	—	—
Highbridge Capital Management LLC	N/A	—	1,042	-1,042	-100%	$177	—	—	—

Showing 23 of 23 institutions