Institutional Ownership Columbia Financial, Inc. (CLBK)
This table provides information about the institutional ownership of Columbia Financial, Inc. (CLBK). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
206
shares
|
$3,096
0.0% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
172
shares
|
$2,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
113
shares
|
$1,698
0.0% of portfolio
|
Q1 2025
Added 117.31%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
98
shares
|
$1,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
91
shares
|
$1,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$1,262
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
82
shares
|
$1,232
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
76
shares
|
$1,142
0.0% of portfolio
|
Q1 2025
Reduced 54.49%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
56
shares
|
$841
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
23
shares
|
$345
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
21
shares
|
$315
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
19
shares
|
$285
0.0% of portfolio
|
Q1 2025
Added 216.67%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
18
shares
|
$270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
13
shares
|
$195
0.0% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
12
shares
|
$180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
9
shares
|
$135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
7
shares
|
$105
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5
shares
|
$75
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$45
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
3
shares
|
$45
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$30
0.0% of portfolio
|
Q1 2025
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
|