Institutional Ownership Curiosity Stream Inc. (CURI)
This table provides information about the institutional ownership of Curiosity Stream Inc. (CURI). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 7.37 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,147
shares
|
$9,983
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,775
shares
|
$8,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,681
shares
|
$7,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
991
shares
|
$4,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
952
shares
|
$4,426
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
795
shares
|
$3,696
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
588
shares
|
$2,734
0.0% of portfolio
|
Q1 2025
Reduced 95.64%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
585
shares
|
$2,720
0.0% of portfolio
|
Q1 2025
Reduced 63.93%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
475
shares
|
$2,208
0.0% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
450
shares
|
$2,092
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
344
shares
|
$1,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
321
shares
|
$1,492
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
314
shares
|
$1,460
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
300
shares
|
$1,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
204
shares
|
$948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
64
shares
|
$297
0.0% of portfolio
|
Q3 2024
Reduced 53.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
54
shares
|
$251
0.0% of portfolio
|
Q4 2024
Reduced 31.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|