Institutional Ownership Clearfield, Inc. (CLFD)
This table provides information about the institutional ownership of Clearfield, Inc. (CLFD). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
250
shares
|
$10,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
241
shares
|
$10,406
0.0% of portfolio
|
Q1 2025
Reduced 88.23%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
208
shares
|
$8,981
0.0% of portfolio
|
Q1 2025
Reduced 46.11%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
175
shares
|
$7,556
0.0% of portfolio
|
Q1 2025
Added 57.66%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
150
shares
|
$6,477
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
139
shares
|
$6,002
0.0% of portfolio
|
Q2 2025
Added 107.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
135
shares
|
$5,829
0.0% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
118
shares
|
$5,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
86
shares
|
$3,713
0.0% of portfolio
|
Q4 2024
Added 40.98%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
56
shares
|
$2,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
55
shares
|
$2,374
0.0% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
49
shares
|
$2,115
0.0% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
39
shares
|
$1,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
37
shares
|
$1,597
0.0% of portfolio
|
Q1 2025
Reduced 89.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
36
shares
|
$1,554
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
30
shares
|
$1,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23
shares
|
$993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
15
shares
|
$647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
15
shares
|
$647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14
shares
|
$604
0.0% of portfolio
|
Q1 2025
Reduced 99.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11
shares
|
$474
0.0% of portfolio
|
Q4 2024
Reduced 92.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10
shares
|
$431
0.0% of portfolio
|
Q1 2024
Reduced 89.47%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
9
shares
|
$388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
7
shares
|
$302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
5
shares
|
$215
0.0% of portfolio
|
Q1 2025
New holding
|