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Funds Holding CCSO

On this page, we present all of the funds holding CCSO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CCSO, with a link to that fund's top holdings. The next columns indicate the amount of CCSO stock held by each of the funds holding CCSO, followed by the CCSO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 9 funds holding CCSO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Citadel Advisors LLC. For more details on the positions held by Citadel Advisors LLC (or by any of the other funds holding CCSO), click the fund name in the "Holder" column of the funds-holding-CCSO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Citadel Advisors LLC16,791$330 12/31/2023
     CCSO16,791$330 12/31/2023
Coldstream Capital Management Inc.12,021$232 03/31/2024
     CCSO12,021$232 03/31/2024
Transcend Wealth Collective LLC10,516$203 03/31/2024
     CCSO10,516$203 03/31/2024
Royal Bank of Canada5,575$109 12/31/2023
     CCSO5,575$109 12/31/2023
Bartlett & CO. Wealth Management LLC869$17 03/31/2024
     CCSO869$17 03/31/2024
Bartlett & Co. LLC869$17 12/31/2023
     CCSO869$17 12/31/2023
Crewe Advisors LLC58$1 03/31/2024
     CCSO58$1 03/31/2024
Proequities Inc.0$0 03/31/2024
     CCSO0$0 03/31/2024
UBS Group AG11$0 03/31/2024
     CCSO11$0 03/31/2024
Morgan Stanley1$0 12/31/2023
     CCSO1$0 12/31/2023

See Summary: Institutional Holders of CCSO
See Details: Top 10 Hedge Funds Holding CCSO

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