Wealthspire Advisors, L.P. - CORPORATE CAP TR INC ownership

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of CORPORATE CAP TR INC
ValueSharesWeighting
Q3 2018$10,0000.0%6510.0%0.00%0.0%
Q2 2018$10,000
-9.1%
6510.0%0.00%0.0%
Q1 2018$11,000
+10.0%
6510.0%0.00%0.0%
Q4 2017$10,0006510.00%
Other shareholders
CORPORATE CAP TR INC shareholders Q3 2023
NameSharesValueWeighting ↓
Ironsides Partners LLC 187,500$3,169,0003.94%
Muzinich & Co., Inc. 1,064,155$17,984,0003.02%
NorthRock Partners, LLC 498,170$8,611,0002.80%
West Family Investments, Inc. 564,487$9,242,0002.44%
Greenwich Investment Management, Inc. 91,010$1,538,0001.83%
GOLDEN GATE PRIVATE EQUITY, INC. 126,000$2,129,0001.76%
Keystone Financial Group 126,362$2,129,0001.18%
Pinkerton Retirement Specialists, LLC 163,223$2,758,0001.17%
Aveo Capital Partners, LLC 156,314$2,642,0001.10%
Sequoia Wealth Management, LLC 66,711$1,125,0001.09%
View complete list of CORPORATE CAP TR INC shareholders