Institutional Ownership Cross America Partners LP (CAPL)
This table provides information about the institutional ownership of Cross America Partners LP (CAPL). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 9.57 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
25,500
shares
|
$575,535
0.0% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
25,441
shares
|
$574,203
0.0% of portfolio
|
Q2 2024
Added 24.46%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
21,908
shares
|
$494,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
21,000
shares
|
$473,970
0.04% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
20,096
shares
|
$453,566
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
20,096
shares
|
$453,566
0.17% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$451,400
0.0% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
19,230
shares
|
$434,021
0.03% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
18,900
shares
|
$426,573
0.09% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,554
shares
|
$396,193
0.0% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,811
shares
|
$356,854
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,421
shares
|
$348,051
0.0% of portfolio
|
Q1 2025
Reduced 46.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,413
shares
|
$347,871
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,500
shares
|
$327,265
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Financial Group Inc
|
May 08, 2025 Q1 2025 |
14,000
shares
|
$315,980
0.16% of portfolio
|
Q1 2024
Added 3.7%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
13,000
shares
|
$293,410
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
12,700
shares
|
$286,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,049
shares
|
$271,945
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,700
shares
|
$264,069
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,489
shares
|
$236,736
0.0% of portfolio
|
Q1 2025
Added 518.82%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
10,200
shares
|
$230,214
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,172
shares
|
$229,582
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
8,325
shares
|
$187,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,847
shares
|
$131,966
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,461
shares
|
$123,254
0.0% of portfolio
|
Q1 2025
Added 18.28%
|