Institutional Ownership Claros Mortgage Trust, Inc. (CMTG)
This table provides information about the institutional ownership of Claros Mortgage Trust, Inc. (CMTG). We have compiled data on the 148 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
400
shares
|
$1,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
400
shares
|
$1,252
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
367
shares
|
$1,148
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
344
shares
|
$1,076
0.0% of portfolio
|
Q1 2025
Reduced 71.69%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
327
shares
|
$1,023
0.0% of portfolio
|
Q2 2025
Added 284.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
303
shares
|
$948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
277
shares
|
$867
0.0% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
222
shares
|
$694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
178
shares
|
$557
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
130
shares
|
$406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
120
shares
|
$375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
117
shares
|
$366
0.0% of portfolio
|
Q1 2025
Reduced 81.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
105
shares
|
$328
0.0% of portfolio
|
Q1 2025
Added 320.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
74
shares
|
$231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
59
shares
|
$184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
48
shares
|
$150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
17
shares
|
$53
0.0% of portfolio
|
Q4 2024
Added 112.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
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
|