Purchases and Sales Made in Q4 2023 in Celsius Holdings, Inc. (CELH)
This table provides information about the institutional ownership of Celsius Holdings, Inc. (CELH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66+ 200.0% |
$3.24K - $11.8K
|
99
$2.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 36.46% |
$3.24K - $11.8K
|
247
$6.26K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
60New |
$2.95K - $10.8K
|
60
$1.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
60New |
$2.95K - $10.8K
|
60
$1.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60New |
$2.95K - $10.8K
|
60
$1.52K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
51+ 24.29% |
$2.5K - $9.14K
|
261
$6.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 166.67% |
$2.45K - $8.96K
|
80
$2.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 369.23% |
$2.36K - $8.6K
|
61
$1.55K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46+ 383.33% |
$2.26K - $8.25K
|
58
$1.47K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
44+ 338.46% |
$2.16K - $7.89K
|
57
$1.45K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44+ 275.0% |
$2.16K - $7.89K
|
60
$1.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41+ 227.78% |
$2.01K - $7.35K
|
59
$1.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 200.0% |
$1.87K - $6.81K
|
57
$1.45K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
36New |
$1.77K - $6.45K
|
36
$913
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
36New |
$1.77K - $6.45K
|
36
$913
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30New |
$1.47K - $5.38K
|
30
$761
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
30New |
$1.47K - $5.38K
|
30
$761
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
29New |
$1.42K - $5.2K
|
29
$735
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
27New |
$1.33K - $4.84K
|
27
$685
|
|
|
Feb 14, 2024
Q4 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
20+ 200.0% |
$982 - $3.59K
|
30
$761
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
20+ 200.0% |
$982 - $3.59K
|
30
$761
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15New |
$736 - $2.69K
|
15
$380
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
15New |
$736 - $2.69K
|
15
$380
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 166.67% |
$736 - $2.69K
|
24
$609
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$736 - $2.69K
|
15
$380
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 140.0% |
$687 - $2.51K
|
24
$609
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 133.33% |
$589 - $2.15K
|
21
$533
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$589 - $2.15K
|
12
$304
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 200.0% |
$491 - $1.79K
|
15
$380
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 200.0% |
$491 - $1.79K
|
15
$380
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$344 - $1.25K
|
7
$178
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 140.0% |
$344 - $1.25K
|
12
$304
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
6New |
$295 - $1.08K
|
6
$152
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6New |
$295 - $1.08K
|
6
$152
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
6+ 600.0% |
$295 - $1.08K
|
7
$178
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 200.0% |
$196 - $717
|
6
$152
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$196 - $717
|
4
$101
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3New |
$147 - $538
|
3
$76.1
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$147 - $538
|
3
$76.1
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 150.0% |
$147 - $538
|
5
$127
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 150.0% |
$147 - $538
|
5
$127
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 40.0% |
$98.2 - $359
|
7
$178
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 200.0% |
$98.2 - $359
|
3
$76.1
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$49.1 - $179
|
1
$25.4
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$49.1 - $179
|
2
$50.7
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-24- 17.39% |
$1.18K - $4.3K
|
114
$2.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-630- 98.13% |
$30.9K - $113K
|
12
$304
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.14K- 28.93% |
$56.1K - $205K
|
2.81K
$71.2K
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1.2KClosed |
$58.7K - $214K
|
0
$0
|