Latest Institutional Transactions on Climb Global Solutions Inc Com (CLMB)
This table provides information on the latest institutional transactions involving Climb Global Solutions Inc Com (CLMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$0
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$0
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.25KNew |
N/A
|
8.25K
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.93KClosed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-108Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-9.1KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Roumell Asset Management, LLC
Chevy Chase, MD |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 25.0% |
N/A
|
50
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-243Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
275New |
N/A
|
275
$0
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.2KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 83.33% |
N/A
|
50
$0
|
|
Feb 16, 2021
Q4 2020
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-31.1KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-9.46KClosed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-84.6KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-27.2KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
22 Nw, LP
Seattle, WA |
SELL
|
- |
-19.9KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-268KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-35KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Paradigm Capital Management Inc
|
SELL
|
- |
-18.2KClosed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-74KClosed |
N/A
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Gobi Capital LLC
San Francisco, CA |
SELL
|
- |
-118KClosed |
N/A
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-635Closed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Feb 08, 2018
Q4 2017
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-447Closed |
N/A
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 07, 2017
Q3 2017
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-980Closed |
N/A
|
0
$0
|