Institutional Ownership Curiosity Stream Inc. (CURI)
This table provides information about the institutional ownership of Curiosity Stream Inc. (CURI). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 5.21 Million shares, which have been reported (via 13F filing form) to have a value of $15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,000
shares
|
$51,660
0.0% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,605
shares
|
$47,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ajo Vista, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,266
shares
|
$46,683
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
14,900
shares
|
$42,763
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,140
shares
|
$40,581
0.01% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
13,472
shares
|
$38,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
11,329
shares
|
$32,514
0.0% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
10,797
shares
|
$30,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,409
shares
|
$21,263
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,465
shares
|
$12,814
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$6,127
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,622
shares
|
$4,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,422
shares
|
$4,081
0.0% of portfolio
|
Q4 2024
Reduced 32.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
991
shares
|
$2,844
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
951
shares
|
$2,729
0.0% of portfolio
|
Q2 2024
Reduced 17.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
798
shares
|
$2,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
475
shares
|
$1,363
0.0% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
450
shares
|
$1,291
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
317
shares
|
$909
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
300
shares
|
$861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
64
shares
|
$183
0.0% of portfolio
|
Q3 2024
Reduced 53.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
54
shares
|
$154
0.0% of portfolio
|
Q4 2024
Reduced 31.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|