Cohen & CO Inc. COHN
We take great care to ensure that the data presented and summarized in this overview for Cohen & Co Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding COHN
View all-
Black Rock Inc. New York, NY24.7KShares$243,3150.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny18.4KShares$181,4240.0% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8KShares$106,1130.0% of portfolio
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Ubs Group Ag8.22KShares$81,0490.0% of portfolio
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Tower Research Capital LLC (Trc) New York, NY512Shares$5,0480.0% of portfolio
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Householder Group Estate & Retirement Specialist, LLC345Shares$3,4010.0% of portfolio
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Morgan Stanley New York, NY208Shares$2,0500.0% of portfolio
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Bank Of America Corp Charlotte, NC7Shares$690.0% of portfolio
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Jpmorgan Chase & CO New York, NY3Shares$290.0% of portfolio
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Wells Fargo & Company San Francisco, CA1Shares$90.0% of portfolio
Latest Institutional Activity in COHN
Top Purchases
Top Sells
About COHN
Cohen & Company Inc. is a publicly owned investment manager. The firm primarily provides its services to individuals and institutions. It manages separate client-focused fixed income portfolios. Institutional Financial Markets, Inc. also manages funds and collateralized debt obligations for its clients. It invests in the fixed income and alternative investment markets across the globe. The firm's fixed income investments include U.S. trust preferred securities, European hybrid capital securities, Asian commercial real estate debt, mortgage backed securities, and asset backed securities. The firm was formerly known as Institutional Financial Markets, Inc. Cohen & Company Inc. was founded in 1999 and is based in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
Insider Transactions at COHN
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jul 01
2024
|
Daniel G Cohen Executive Chairman |
SELL
Bona fide gift
|
Direct |
20,000
-83.27%
|
-
|
|
Jun 07
2024
|
Joseph W. Pooler Jr. EVP, CFO and Treasurer |
SELL
Open market or private sale
|
Direct |
10,000
-14.54%
|
$110,000
$11.64 P/Share
|
|
Feb 01
2024
|
Douglas Listman Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,337
-10.03%
|
$9,359
$7.23 P/Share
|
|
Feb 01
2024
|
Joseph W. Pooler Jr. EVP, CFO and Treasurer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,352
-5.95%
|
$30,464
$7.23 P/Share
|
|
Dec 21
2023
|
Joseph W. Pooler Jr. EVP, CFO and Treasurer |
BUY
Grant, award, or other acquisition
|
Direct |
15,500
+17.49%
|
-
|
|
Dec 21
2023
|
Jack Haraburda Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+9.5%
|
-
|
|
Dec 21
2023
|
Diana Louise Liberto Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+7.03%
|
-
|
|
Dec 21
2023
|
Douglas Listman Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
5,000
+27.27%
|
-
|
|
Dec 21
2023
|
Jack Di Maio Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+5.25%
|
-
|
|
Dec 21
2023
|
G Steven Dawson Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+50.0%
|
-
|
|
Mar 14
2023
|
Douglas Listman Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
2,332
-21.86%
|
$18,656
$8.76 P/Share
|
|
Feb 01
2023
|
Joseph W. Pooler Jr. EVP, CFO and Treasurer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,379
-7.06%
|
$35,032
$8.83 P/Share
|
|
Feb 01
2023
|
Douglas Listman Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,834
-14.67%
|
$14,672
$8.83 P/Share
|
|
Dec 20
2022
|
Jack Di Maio Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+5.55%
|
-
|
|
Dec 20
2022
|
Diana Louise Liberto Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+7.57%
|
-
|
|
Dec 20
2022
|
Douglas Listman Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
5,000
+28.57%
|
-
|
|
Dec 20
2022
|
Jack Haraburda Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+10.49%
|
-
|
|
Dec 20
2022
|
Joseph W. Pooler Jr. EVP, CFO and Treasurer |
BUY
Grant, award, or other acquisition
|
Direct |
15,500
+20.0%
|
-
|
|
Dec 20
2022
|
G Steven Dawson Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,100
+50.0%
|
-
|
|
Nov 28
2022
|
G Steven Dawson Director |
SELL
Open market or private sale
|
Indirect |
254
-0.94%
|
$2,032
$8.54 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 24.9K shares |
|---|
| Bona fide gift | 20K shares |
|---|---|
| Payment of exercise price or tax liability | 5.69K shares |
| Open market or private sale | 10K shares |