CNFINANCE HLDGS LTD's ticker is CNF and the CUSIP is 18979T105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,541,765 | +29.4% | 3,053,377 | 0.0% | 0.40% | +24.7% |
| Q2 2023 | $8,921,968 | +18.3% | 3,053,377 | 0.0% | 0.32% | +20.8% |
| Q1 2023 | $7,541,841 | +44.4% | 3,053,377 | 0.0% | 0.26% | +10.4% |
| Q4 2022 | $5,221,275 | -32.1% | 3,053,377 | 0.0% | 0.24% | -31.4% |
| Q3 2022 | $7,695,000 | – | 3,053,377 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gagnon Advisors, LLC | 784,717 | $1,977,000 | 1.28% |
| GAGNON SECURITIES LLC | 1,663,379 | $4,192,000 | 0.92% |
| Paloma Partners Management Co | 3,053,377 | $7,695,000 | 0.35% |
| AXXCESS WEALTH MANAGEMENT, LLC | 979,098 | $2,467,000 | 0.23% |
| JBF Capital, Inc. | 60,255 | $152,000 | 0.04% |
| RBF Capital, LLC | 58,755 | $148,000 | 0.01% |
| Cyrus J. Lawrence, LLC | 20,086 | $51,000 | 0.01% |
| Morton Brown Family Wealth, LLC | 250 | $1,000 | 0.00% |
| TRUIST FINANCIAL CORP | 106,266 | $267,000 | 0.00% |
| FIL Ltd | 250,093 | $632,000 | 0.00% |