Latest Institutional Transactions on Conifer Holdings, Inc. (CNFR)
This table provides information on the latest institutional transactions involving Conifer Holdings, Inc. (CNFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4+ 16.67% |
$2.6 - $7.44
|
28
$29.1
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.96K- 61.03% |
$3.22K - $9.22K
|
3.17K
$3.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.5K+ 340.76% |
$6.82K - $19.5K
|
13.6K
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-8.69K- 25.78% |
$5.65K - $16.2K
|
25K
$26K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.67K+ 48.9% |
$5.63K - $16.1K
|
26.4K
$27.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-247- 62.85% |
$161 - $459
|
146
$152
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$6.16 - $10.1
|
8
$8.32
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4KNew |
$14.7K - $21.1K
|
14.4K
$15K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4KNew |
$4.08K - $5.88K
|
4K
$4.16K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.03K- 5.89% |
$1.05K - $1.52K
|
16.5K
$17.1K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14K- 68.21% |
$772 - $1.57K
|
529
$550
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 9.52% |
$1.36 - $2.76
|
23
$23.9
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
10.2KNew |
$11.4K - $17.3K
|
10.2K
$10.6K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.3KNew |
$15.9K - $18K
|
10.3K
$10.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
405KNew |
$624K - $705K
|
405K
$422K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Aegis Financial Corp
Mc Lean, VA |
BUY
|
- |
7.39K+ 1.58% |
$10.9K - $14.2K
|
475K
$493K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-30K- 69.77% |
$40.2K - $50.1K
|
13K
$13.5K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11.1K- 27.5% |
$17.9K - $263K
|
29.3K
$30.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27KClosed |
$576K - $675K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.87KClosed |
$138K - $147K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
250KNew |
$6.06M - $6.33M
|
250K
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-11KClosed |
$267K - $279K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-154Closed |
$3.73K - $3.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
833New |
$20.5K - $21.1K
|
833
$866
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
12.9KNew |
$299K - $323K
|
12.9K
$13.4K
|
|
|
May 03, 2021
Q1 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-16.9KClosed |
$392K - $423K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-14Closed |
$239 - $307
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-581Closed |
$9.44K - $12K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Eidelman Virant Capital
|
SELL
|
- |
-256KClosed |
$5.45M - $6.36M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-4KClosed |
$81.2K - $93.8K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-100Closed |
$2.18K - $2.5K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-15KClosed |
$326K - $375K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4KClosed |
$356K - $409K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
New Vernon Investment Management LLC
Highland Park, IL |
SELL
|
- |
-16.9KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-36.3KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-7.21KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
|
Jan 19, 2018
Q4 2017
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
143+ 82.18% |
N/A
|
317
$330
|
|