Institutional Ownership Citizens Community Bancorp Inc. (CZWI)
This table provides information about the institutional ownership of Citizens Community Bancorp Inc. (CZWI). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 5.63 Million shares, which have been reported (via 13F filing form) to have a value of $89.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,254
shares
|
$328,374
0.0% of portfolio
|
Q2 2024
Added 10.39%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
18,778
shares
|
$290,120
0.02% of portfolio
|
Q3 2019
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
18,327
shares
|
$283,152
0.0% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,628
shares
|
$241,452
0.0% of portfolio
|
Q3 2024
Reduced 63.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,990
shares
|
$231,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
12,352
shares
|
$190,838
0.0% of portfolio
|
Q3 2024
Added 308700.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$97,335
0.0% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,945
shares
|
$60,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
3,416
shares
|
$52,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,436
shares
|
$22,186
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$20,085
0.0% of portfolio
|
Q3 2024
Added 93.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$15,450
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
291
shares
|
$4,495
0.0% of portfolio
|
Q3 2024
Reduced 89.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
74
shares
|
$1,143
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
35
shares
|
$540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$15
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|