CDDRX
Columbia Dividend Income Fund
1W: -1.3%
1M: -3.6%
3M: -2.0%
YTD: +7.8%
1Y: +6.9%
3Y: +50.8%
5Y: +57.6%
$40.37
+0.24 (+0.60%)
Weekly Expected Move ±1.0%
$39
$40
$40
$41
$41
Institutional Ownership — CDDRX
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLC | 60,044 | $2M | -40 | -0.1% | 7Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS | 4,820 | $195K | -1,023 | -17.5% | 4Q | SEC ↗ |
| 3 | Kohmann Bosshard Financial Services, L | 0 | $0K | -3,797 | -100.0% | 2Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | $0K | -8,157 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 8,157 | $329K |
| Kohmann Bosshard Financial Services | 3,797 | $153K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | -1,023 | -17.5% | 4,820 |
| Redwood Wealth Management Group, LL | -40 | -0.1% | 60,044 |