CAPL Institutional Ownership
CrossAmerica Partners LP
1W: +1.8%
1M: -5.1%
3M: -2.7%
YTD: +8.6%
1Y: +7.6%
3Y: +26.7%
5Y: +66.7%
$21.78
+0.26 (+1.21%)
Weekly Expected Move ±2.2%
$21
$21
$22
$22
$23
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Institutional Ownership — CAPL
68
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$199M
Total Invested
8
New Positions
18
Increased
20
Reduced
8
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 5,720,129 | $$125M | — | +0.0% | 29Q | SEC ↗ |
| 2 | Clearbridge Investments, LLC | 623,747 | $$14M | +118,600 | +23.5% | 47Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 381,219 | $$8M | -43,656 | -10.3% | 15Q | SEC ↗ |
| 4 | MORGAN STANLEY | 376,109 | $$8M | +107,434 | +40.0% | 47Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 313,105 | $$7M | +3,798 | +1.2% | 7Q | SEC ↗ |
| 6 | FIRST TRUST ADVISORS LP | 210,463 | $$5M | +20,457 | +10.8% | 23Q | SEC ↗ |
| 7 | Quadrant Private Wealth Management, LL | 163,356 | $$4M | +812 | +0.5% | 15Q | SEC ↗ |
| 8 | ACADIAN ASSET MANAGEMENT LLC | 126,680 | $$3M | +52,986 | +71.9% | 6Q | SEC ↗ |
| 9 | Blackstone Inc. | 125,747 | $$3M | -5,851 | -4.4% | 14Q | SEC ↗ |
| 10 | LPL Financial LLC | 115,174 | $$3M | -6,837 | -5.6% | 16Q | SEC ↗ |
| 11 | NewEdge Wealth, LLC | 93,175 | $$2M | -800 | -0.9% | 8Q | SEC ↗ |
| 12 | U.S. Capital Wealth Advisors, LLC | 80,000 | $$2M | — | +0.0% | 19Q | SEC ↗ |
| 13 | Arax Advisory Partners NEW | 80,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 74,684 | $$2M | +60,760 | +436.4% | 13Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 58,084 | $$1M | +9,157 | +18.7% | 15Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 55,284 | $$1M | +1,000 | +1.8% | 14Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 39,868 | $$868K | -2,151 | -5.1% | 2Q | SEC ↗ |
| 18 | Mariner, LLC | 37,652 | $$820K | -35,891 | -48.8% | 15Q | SEC ↗ |
| 19 | UBS Group AG | 35,014 | $$763K | -15,853 | -31.2% | 47Q | SEC ↗ |
| 20 | GSA CAPITAL PARTNERS LLP | 34,475 | $$751K | — | +0.0% | 13Q | SEC ↗ |
| 21 | SEI INVESTMENTS CO | 33,335 | $$726K | +19,933 | +148.7% | 2Q | SEC ↗ |
| 22 | Private Advisor Group, LLC NEW | 29,944 | $$652K | — | +0.0% | 1Q | SEC ↗ |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 27,190 | $$592K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Corient Private Wealth LP | 25,000 | $$544K | — | +0.0% | 14Q | SEC ↗ |
| 25 | PHILADELPHIA TRUST CO | 21,000 | $$457K | — | +0.0% | 26Q | SEC ↗ |
| 26 | IFG Advisory, LLC | 19,230 | $$419K | — | +0.0% | 2Q | SEC ↗ |
| 27 | EXCHANGE TRADED CONCEPTS, LLC | 17,998 | $$392K | -872 | -4.6% | 13Q | SEC ↗ |
| 28 | HRT FINANCIAL LP | 17,513 | $$381K | -30,355 | -63.4% | 2Q | SEC ↗ |
| 29 | Apollon Wealth Management, LLC | 16,372 | $$357K | +109 | +0.7% | 16Q | SEC ↗ |
| 30 | ING GROEP NV NEW | 16,000 | $$348K | — | +0.0% | 1Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 15,250 | $$332K | +750 | +5.2% | 4Q | SEC ↗ |
| 32 | AMERICAN FINANCIAL GROUP INC | 15,000 | $$327K | — | +0.0% | 24Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 14,899 | $$325K | -3,641 | -19.6% | 47Q | SEC ↗ |
| 34 | BROWN ADVISORY INC | 12,195 | $$266K | +30 | +0.2% | 8Q | SEC ↗ |
| 35 | FRANKLIN RESOURCES INC | 11,000 | $$240K | — | +0.0% | 6Q | SEC ↗ |
| 36 | Cetera Investment Advisers NEW | 10,050 | $$219K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Morton Brown Family Wealth, LLC | 9,996 | $$218K | -6,317 | -38.7% | 16Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 7,394 | $$161K | — | +0.0% | 47Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 5,351 | $$117K | +227 | +4.4% | 47Q | SEC ↗ |
| 40 | North Star Investment Management Corp. | 5,047 | $$110K | — | +0.0% | 2Q | SEC ↗ |
| 41 | BNP PARIBAS FINANCIAL MARKETS | 3,397 | $$74K | +510 | +17.7% | 18Q | SEC ↗ |
| 42 | CWM, LLC | 3,387 | $$74K | — | +0.0% | 13Q | SEC ↗ |
| 43 | EverSource Wealth Advisors, LLC | 3,200 | $$70K | -250 | -7.2% | 15Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 2,659 | $$58K | +29 | +1.1% | 26Q | SEC ↗ |
| 45 | Farther Finance Advisors, LLC | 2,571 | $$56K | — | +0.0% | 2Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 2,100 | $$46K | — | +0.0% | 15Q | SEC ↗ |
| 47 | Allworth Financial LP | 2,000 | $$44K | — | +0.0% | 7Q | SEC ↗ |
| 48 | Geneos Wealth Management Inc. | 1,200 | $$26K | — | +0.0% | 8Q | SEC ↗ |
| 49 | MB, LEVIS & ASSOCIATES, LLC | 1,187 | $$26K | +26 | +2.2% | 15Q | SEC ↗ |
| 50 | ARMSTRONG ADVISORY GROUP, INC | 863 | $$19K | +19 | +2.3% | 15Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 80,000 | $$2M |
| Private Advisor Group, LLC | 29,944 | $$652K |
| INDEPENDENT FINANCIAL GROUP, LLC | 27,190 | $$592K |
| ING GROEP NV | 16,000 | $$348K |
| Cetera Investment Advisers | 10,050 | $$219K |
| Tower Research Capital LLC (TRC) | 284 | $$6K |
| Integrated Wealth Concepts LLC | 220 | $$5K |
| Clearstead Advisors, LLC | 50 | $$1K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bramshill Investments, LLC | 30,383 | $$662K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 28,427 | $$619K |
| Outlook Wealth Advisors, LLC | 22,250 | $$485K |
| Sanctuary Advisors, LLC | 17,821 | $$388K |
| Gateway Wealth Partners, LLC | 10,280 | $$224K |
| CITIGROUP INC | 4,211 | $$92K |
| EASTERN BANK | 1,250 | $$27K |
| Hilltop National Bank | 1,000 | $$22K |
| PNC FINANCIAL SERVICES GROUP, INC. | 700 | $$15K |
| THURSTON, SPRINGER, MILLER, HERD & | 200 | $$4K |
| BANK OF AMERICA CORP /DE | 173 | $$4K |
| Smallwood Wealth Investment Managem | 100 | $$2K |
| BARCLAYS PLC | 68 | $$1K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Clearbridge Investments, LLC | +118,600 | +23.5% | 623,747 |
| MORGAN STANLEY | +107,434 | +40.0% | 376,109 |
| CITADEL ADVISORS LLC | +60,760 | +436.4% | 74,684 |
| ACADIAN ASSET MANAGEMENT LLC | +52,986 | +71.9% | 126,680 |
| FIRST TRUST ADVISORS LP | +20,457 | +10.8% | 210,463 |
| SEI INVESTMENTS CO | +19,933 | +148.7% | 33,335 |
| GOLDMAN SACHS GROUP INC | +9,157 | +18.7% | 58,084 |
| RAYMOND JAMES FINANCIAL INC | +3,798 | +1.2% | 313,105 |
| STIFEL FINANCIAL CORP | +1,000 | +1.8% | 55,284 |
| Quadrant Private Wealth Management, | +812 | +0.5% | 163,356 |
| TRUIST FINANCIAL CORP | +750 | +5.2% | 15,250 |
| BNP PARIBAS FINANCIAL MARKETS | +510 | +17.7% | 3,397 |
| WELLS FARGO & COMPANY/MN | +227 | +4.4% | 5,351 |
| Apollon Wealth Management, LLC | +109 | +0.7% | 16,372 |
| BROWN ADVISORY INC | +30 | +0.2% | 12,195 |
| OSAIC HOLDINGS, INC. | +29 | +1.1% | 2,659 |
| MB, LEVIS & ASSOCIATES, LLC | +26 | +2.2% | 1,187 |
| ARMSTRONG ADVISORY GROUP, INC | +19 | +2.3% | 863 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -43,656 | -10.3% | 381,219 |
| Mariner, LLC | -35,891 | -48.8% | 37,652 |
| HRT FINANCIAL LP | -30,355 | -63.4% | 17,513 |
| UBS Group AG | -15,853 | -31.2% | 35,014 |
| LPL Financial LLC | -6,837 | -5.6% | 115,174 |
| Morton Brown Family Wealth, LLC | -6,317 | -38.7% | 9,996 |
| Blackstone Inc. | -5,851 | -4.4% | 125,747 |
| Janney Montgomery Scott LLC | -3,641 | -19.6% | 14,899 |
| JANE STREET GROUP, LLC | -2,151 | -5.1% | 39,868 |
| EXCHANGE TRADED CONCEPTS, LLC | -872 | -4.6% | 17,998 |
| NewEdge Wealth, LLC | -800 | -0.9% | 93,175 |
| EverSource Wealth Advisors, LLC | -250 | -7.2% | 3,200 |