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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,200
shares
|
$94,794
0.0% of portfolio
|
Q4 2017
Reduced 33.93%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,800
shares
|
$85,766
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,648
shares
|
$82,335
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,500
shares
|
$56,425
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$45,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,800
shares
|
$40,626
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,500
shares
|
$33,855
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,345
shares
|
$30,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,200
shares
|
$27,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
1,057
shares
|
$23,856
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$22,570
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
800
shares
|
$18,056
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
751
shares
|
$16,950
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
501
shares
|
$11,307
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$11,285
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
500
shares
|
$11,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
409
shares
|
$9,231
0.0% of portfolio
|
Q4 2018
Reduced 21.04%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
249
shares
|
$5,619
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
200
shares
|
$4,514
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
200
shares
|
$4,514
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
100
shares
|
$2,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
45
shares
|
$1,015
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
44
shares
|
$993
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|