Institutional Ownership Cross America Partners LP (CAPL)
This table provides information about the institutional ownership of Cross America Partners LP (CAPL). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 9.53 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,000
shares
|
$42,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,700
shares
|
$35,955
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$31,724
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,473
shares
|
$31,153
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,250
shares
|
$26,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,200
shares
|
$25,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
1,108
shares
|
$23,434
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
1,000
shares
|
$21,150
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
806
shares
|
$17,046
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
800
shares
|
$16,920
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
627
shares
|
$13,261
0.0% of portfolio
|
Q3 2025
Added 637.65%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
501
shares
|
$10,596
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$10,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
500
shares
|
$10,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
500
shares
|
$10,575
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
415
shares
|
$8,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
409
shares
|
$8,650
0.0% of portfolio
|
Q4 2018
Reduced 21.04%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
249
shares
|
$5,266
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
200
shares
|
$4,230
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
100
shares
|
$2,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
52
shares
|
$1,099
0.0% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
47
shares
|
$994
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
44
shares
|
$930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
10
shares
|
$211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|