CDDYX
Columbia Dividend Income Fund
1W: -1.3%
1M: -3.6%
3M: -2.0%
YTD: +7.8%
1Y: +6.9%
3Y: +50.9%
5Y: +58.0%
$40.45
+0.24 (+0.60%)
Weekly Expected Move ±1.0%
$39
$40
$40
$41
$41
Institutional Ownership — CDDYX
5
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
1
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 48,844 | $2M | +24,517 | +100.8% | 4Q | SEC ↗ |
| 2 | DIVERSIFIED TRUST CO | 25,004 | $1M | +1,866 | +8.1% | 13Q | SEC ↗ |
| 3 | Wealthspire Advisors, LLC NEW | 20,592 | $833K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Fulton Bank, N.A. | 5,443 | $220K | — | +0.0% | 4Q | SEC ↗ |
| 5 | NORTH STAR ASSET MANAGEMENT INC | 5,335 | $216K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 20,592 | $833K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +24,517 | +100.8% | 48,844 |
| DIVERSIFIED TRUST CO | +1,866 | +8.1% | 25,004 |
Biggest Decreases (0)
None.