Latest Institutional Transactions on Cohen & CO Inc. (COHN)
This table provides information on the latest institutional transactions involving Cohen & CO Inc. (COHN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.48% |
$7.76 - $9.96
|
208
$2.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2+ 40.0% |
$15.5 - $19.9
|
7
$72.9
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-257- 33.42% |
$1.99K - $2.56K
|
512
$5.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-66- 0.8% |
$512 - $657
|
8.22K
$85.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$7.76 - $9.96
|
1
$10.4
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1K+ 20.26% |
$24.1K - $30.9K
|
18.4K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 25.0% |
$7.76 - $9.96
|
3
$31.2
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.29K- 14.8% |
$26.4K - $51.8K
|
24.7K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.85K- 26.35% |
$23.7K - $46.5K
|
10.8K
$112K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
10New |
$61.5 - $121
|
10
$104
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
345New |
$2.12K - $4.17K
|
345
$3.59K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4K+ 70394.74% |
$85.3K - $105K
|
13.4K
$139K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
259New |
$1.46K - $2.07K
|
259
$2.7K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 3.85% |
$28.1 - $40.1
|
135
$1.41K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17KNew |
$67.1K - $200K
|
17K
$176K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 3.07% |
$14.5K - $19.3K
|
66.8K
$695K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 33.33% |
$24.7 - $31.7
|
6
$62.5
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
446+ 3.93% |
$3.79K - $6.11K
|
11.8K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
213New |
$1.81K - $2.92K
|
213
$2.22K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.49% |
$21.5 - $33.7
|
404
$4.21K
|
|
|
Aug 12, 2022
Q2 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-11.7KClosed |
$126K - $197K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-101Closed |
$1.09K - $1.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-26- 15.66% |
$385 - $575
|
140
$1.46K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-24.6KClosed |
$439K - $665K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-36.3KClosed |
$649K - $982K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-13.4KClosed |
$248K - $474K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-7Closed |
$130 - $248
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-57Closed |
$898 - $2.34K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.9KClosed |
$123K - $455K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-200Closed |
$1.54K - $5.72K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-48Closed |
$142 - $648
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-1Closed |
$3.13 - $5.11
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4Closed |
$12.5 - $20.4
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-3Closed |
$8.85 - $15.4
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-200Closed |
$590 - $1.03K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-28Closed |
$126 - $192
|
0
$0
|
|