Latest Institutional Transactions on Castellum, Inc. (CTM)
This table provides information on the latest institutional transactions involving Castellum, Inc. (CTM) 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20KNew |
$18.8K - $25.4K
|
20K
$25.6K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
482+ 2677.78% |
$453 - $612
|
500
$640
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
500New |
$470 - $635
|
500
$640
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.7KNew |
$13.8K - $18.7K
|
14.7K
$18.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.9KNew |
$2.5K - $18.7K
|
3.9K
$4.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.3KNew |
$22K - $165K
|
34.3K
$43.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
20KNew |
$12.8K - $96K
|
20K
$25.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50KNew |
$32K - $240K
|
50K
$64K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73.5KNew |
$47.1K - $353K
|
73.5K
$94.1K
|
|