Institutional Ownership Caixa Bank (CAIXY)

CAIXY Quotes by TradingView

This table provides information about the institutional ownership of Caixa Bank (CAIXY). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 143,194 shares, which have been reported (via 13F filing form) to have a value of $357,000.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Rhumbline Advisers

Boston, MA

 		Apr 08, 2025 Q1 2025
96,987
shares
$242,467 0.0% of portfolio
Q1 2025 Added 51.81%
Gamma Investing LLC

Foster City, CA

 		Apr 07, 2025 Q1 2025
19,350
shares
$48,375 0.04% of portfolio
Q1 2025 Reduced 61.24%
Svb Wealth LLC

Boston, MA

 		Feb 05, 2025 Q4 2024
15,780
shares
$39,450 0.0% of portfolio
Q4 2024 New holding
Principal Street Partners, LLC

Memphis, TN

 		Nov 13, 2024 Q3 2024
10,803
shares
$27,007 0.0% of portfolio
Q4 2023 Reduced 50.0%
Tucker Asset Management LLC

Littleton, CO

 		Feb 12, 2025 Q4 2024
274
shares
$685 0.0% of portfolio
Q3 2023 Reduced 76.66%

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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