Purchases and Sales Made in Q1 2023 in Celsius Holdings, Inc. (CELH)
This table provides information about the institutional ownership of Celsius Holdings, Inc. (CELH) during Q1 2023. The information is specifically focused on institutions that hold shares of Celsius Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 85.71% |
$490 - $676
|
13
$335
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$490 - $676
|
6
$155
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 33.33% |
$408 - $563
|
20
$516
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
2New |
$163 - $225
|
2
$51.6
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$163 - $225
|
2
$51.6
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$163 - $225
|
2
$51.6
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 200.0% |
$163 - $225
|
3
$77.3
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$81.6 - $113
|
1
$25.8
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.57% |
$81.6 - $113
|
175
$4.51K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 27.27% |
$245 - $338
|
8
$206
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 55.56% |
$408 - $563
|
4
$103
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.45% |
$816 - $1.13K
|
2.22K
$57.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 10.34% |
$980 - $1.35K
|
104
$2.68K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12- 0.47% |
$980 - $1.35K
|
2.56K
$66.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-14- 0.19% |
$1.14K - $1.58K
|
7.39K
$191K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-20- 52.63% |
$1.63K - $2.25K
|
18
$464
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-21- 0.18% |
$1.71K - $2.37K
|
11.7K
$302K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-21- 5.9% |
$1.71K - $2.37K
|
335
$8.64K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 82.14% |
$1.88K - $2.59K
|
5
$129
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-30- 42.86% |
$2.45K - $3.38K
|
40
$1.03K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-33- 1.25% |
$2.69K - $3.72K
|
2.61K
$67.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-33- 1.21% |
$2.69K - $3.72K
|
2.7K
$69.5K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-41- 0.05% |
$3.35K - $4.62K
|
88.7K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-47- 0.4% |
$3.84K - $5.3K
|
11.8K
$305K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-54- 1.19% |
$4.41K - $6.08K
|
4.47K
$115K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-55- 8.03% |
$4.49K - $6.2K
|
630
$16.2K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-75- 1.2% |
$6.12K - $8.45K
|
6.17K
$159K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-85- 1.5% |
$6.94K - $9.58K
|
5.57K
$144K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.11% |
$8.16K - $11.3K
|
90.2K
$2.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.66% |
$8.16K - $11.3K
|
3.66K
$94.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.93% |
$8.16K - $11.3K
|
10.7K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-103- 0.02% |
$8.41K - $11.6K
|
458K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-105- 25.3% |
$8.57K - $11.8K
|
310
$7.99K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-114- 17.84% |
$9.31K - $12.8K
|
525
$13.5K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 63.73% |
$10K - $13.9K
|
70
$1.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-126- 64.29% |
$10.3K - $14.2K
|
70
$1.8K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-144- 65.45% |
$11.8K - $16.2K
|
76
$1.96K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-144- 12.53% |
$11.8K - $16.2K
|
1.01K
$25.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-146- 40.22% |
$11.9K - $16.5K
|
217
$5.59K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-187- 0.69% |
$15.3K - $21.1K
|
26.8K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-200- 0.87% |
$16.3K - $22.5K
|
22.9K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-205- 6.0% |
$16.7K - $23.1K
|
3.21K
$82.8K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-213- 9.24% |
$17.4K - $24K
|
2.09K
$54K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-222- 35.69% |
$18.1K - $25K
|
400
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-242- 6.68% |
$19.8K - $27.3K
|
3.38K
$87.2K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-253- 0.17% |
$20.7K - $28.5K
|
150K
$3.86M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-256- 7.68% |
$20.9K - $28.8K
|
3.08K
$79.4K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-293- 9.91% |
$23.9K - $33K
|
2.67K
$68.7K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-310- 1.83% |
$25.3K - $34.9K
|
16.6K
$429K
|