Purchases and Sales Made in Q1 2025 in Celsius Holdings, Inc. (CELH)
This table provides information about the institutional ownership of Celsius Holdings, Inc. (CELH) during Q1 2025. 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 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
133New |
$2.83K - $4.74K
|
133
$5.07K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
113+ 0.39% |
$2.4K - $4.03K
|
28.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 1244.44% |
$2.38K - $3.99K
|
121
$4.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$2.13K - $3.56K
|
100
$3.81K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100+ 76.34% |
$2.13K - $3.56K
|
231
$8.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.13K - $3.56K
|
100
$3.81K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
93New |
$1.98K - $3.31K
|
93
$3.54K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
90+ 0.38% |
$1.92K - $3.21K
|
23.5K
$895K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
87+ 84.47% |
$1.85K - $3.1K
|
190
$7.24K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
85New |
$1.81K - $3.03K
|
85
$3.24K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
83+ 276.67% |
$1.77K - $2.96K
|
113
$4.31K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
79New |
$1.68K - $2.81K
|
79
$3.01K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
77+ 0.72% |
$1.64K - $2.74K
|
10.8K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52+ 13.27% |
$1.11K - $1.85K
|
444
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
51+ 13.49% |
$1.09K - $1.82K
|
429
$16.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
51+ 86.44% |
$1.09K - $1.82K
|
110
$4.19K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
50New |
$1.06K - $1.78K
|
50
$1.91K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50New |
$1.06K - $1.78K
|
50
$1.91K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49New |
$1.04K - $1.75K
|
49
$1.87K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 184.0% |
$979 - $1.64K
|
71
$2.71K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 12.33% |
$787 - $1.32K
|
337
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31New |
$660 - $1.1K
|
31
$1.18K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
28+ 40.58% |
$596 - $997
|
97
$3.7K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 84.62% |
$468 - $784
|
48
$1.83K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
19New |
$404 - $677
|
19
$724
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18New |
$383 - $641
|
18
$686
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17+ 94.44% |
$362 - $606
|
35
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
17+ 0.61% |
$362 - $606
|
2.81K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.04% |
$319 - $534
|
35K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$213 - $356
|
10
$381
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9New |
$192 - $321
|
9
$343
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 52.94% |
$192 - $321
|
26
$991
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8+ 0.08% |
$170 - $285
|
9.53K
$363K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 266.67% |
$170 - $285
|
11
$419
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
8New |
$170 - $285
|
8
$305
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7New |
$149 - $249
|
7
$267
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$106 - $178
|
5
$191
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3+ 100.0% |
$63.8 - $107
|
6
$229
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 9.09% |
$63.8 - $107
|
36
$1.37K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$42.6 - $71.2
|
2
$76.2
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$42.6 - $71.2
|
2
$76.2
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
2New |
$42.6 - $71.2
|
2
$76.2
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$21.3 - $35.6
|
1
$38.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$21.3 - $35.6
|
8
$305
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 50.0% |
$42.6 - $71.2
|
2
$76.2
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 1.37% |
$85.1 - $142
|
287
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15- 0.01% |
$319 - $534
|
139K
$5.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 3.32% |
$383 - $641
|
524
$20K
|