Institutional Ownership Carnival PLC (CUK)
This table provides information about the institutional ownership of Carnival PLC (CUK). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
200
shares
|
$5,462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
198
shares
|
$5,407
0.0% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
181
shares
|
$4,943
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
161
shares
|
$4,396
0.0% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
160
shares
|
$4,369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
125
shares
|
$3,413
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
119
shares
|
$3,249
0.0% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
105
shares
|
$2,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
100
shares
|
$2,731
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$2,731
0.0% of portfolio
|
Q4 2022
Reduced 85.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
100
shares
|
$2,731
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
100
shares
|
$2,731
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
100
shares
|
$2,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
100
shares
|
$2,731
0.0% of portfolio
|
Q4 2024
Reduced 56.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
100
shares
|
$2,731
0.0% of portfolio
|
Q1 2023
Added 334.78%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
100
shares
|
$2,731
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91
shares
|
$2,485
0.0% of portfolio
|
Q2 2020
Added 12.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
72
shares
|
$1,966
0.0% of portfolio
|
Q4 2023
Reduced 92.94%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
67
shares
|
$1,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
58
shares
|
$1,583
0.0% of portfolio
|
Q2 2025
Added 114.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
39
shares
|
$1,065
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
29
shares
|
$791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$136
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|