CAPITOL SER TR's ticker is and the CUSIP is 14064D550. A total of 24 filers reported holding CAPITOL SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,000 | -35.7% | 26,936 | -32.4% | 0.00% | -50.0% |
| Q2 2023 | $945,000 | +3.7% | 39,855 | +6.2% | 0.00% | 0.0% |
| Q1 2023 | $911,000 | +175.2% | 37,520 | +165.9% | 0.00% | +100.0% |
| Q4 2022 | $331,000 | +2.5% | 14,112 | -2.2% | 0.00% | 0.0% |
| Q3 2022 | $323,000 | -17.2% | 14,423 | -12.0% | 0.00% | 0.0% |
| Q2 2022 | $390,000 | – | 16,383 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2,298,267 | $52,078,730 | 9.73% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 72,646 | $1,659,961 | 1.47% |
| Vantage Financial Partners, LLC | 124,296 | $2,816,551 | 1.11% |
| Lokken Investment Group LLC | 56,254 | $1,274,716 | 0.84% |
| Hudock, Inc. | 75,448 | $1,709,660 | 0.41% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 285,314 | $6,465,215 | 0.35% |
| Insight Wealth Partners, LLC | 42,141 | $954,926 | 0.18% |
| Core Wealth Advisors, Inc. | 16,182 | $366,675 | 0.15% |
| STIFEL FINANCIAL CORP | 1,313,280 | $29,758,936 | 0.04% |
| Wealthcare Advisory Partners LLC | 31,594 | $715,912 | 0.03% |