Institutional Ownership Copa Holdings, S.A. (CPA)
This table provides information about the institutional ownership of Copa Holdings, S.A. (CPA). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
24
shares
|
$2,194
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$1,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16
shares
|
$1,463
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
15
shares
|
$1,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
14
shares
|
$1,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
13
shares
|
$1,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8
shares
|
$731
0.0% of portfolio
|
Q3 2024
Reduced 97.58%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
8
shares
|
$731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
7
shares
|
$640
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
6
shares
|
$548
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
6
shares
|
$548
0.0% of portfolio
|
Q1 2025
Reduced 97.77%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
6
shares
|
$548
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
6
shares
|
$548
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5
shares
|
$457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
5
shares
|
$457
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
4
shares
|
$365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$91
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|