Institutional Ownership Cedar Fair L P (FUN)
This table provides information about the institutional ownership of Cedar Fair L P (FUN). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
9,011
shares
|
$489,747
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
8,700
shares
|
$472,845
0.37% of portfolio
|
Q3 2022
New holding
|
|
Nicholas Company, Inc.
|
May 14, 2024 Q1 2024 |
8,646
shares
|
$469,910
0.01% of portfolio
|
Q3 2019
Reduced 80.33%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
8,030
shares
|
$436,430
0.01% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
Glenview Trust CO
Louisville, KY |
May 14, 2024 Q1 2024 |
8,000
shares
|
$434,800
0.01% of portfolio
|
Q2 2020
New holding
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
7,922
shares
|
$430,560
0.01% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
7,872
shares
|
$427,843
0.0% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
Saxon Interests, Inc.
|
Apr 18, 2024 Q1 2024 |
7,717
shares
|
$419,418
0.15% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
7,652
shares
|
$415,886
0.0% of portfolio
|
Q1 2024
Reduced 70.54%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,278
shares
|
$395,559
0.0% of portfolio
|
Q3 2023
Added 0.54%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
7,181
shares
|
$390,287
0.01% of portfolio
|
Q1 2024
Reduced 16.83%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
7,128
shares
|
$387,406
0.0% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
7,066
shares
|
$384,037
0.0% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
6,439
shares
|
$349,959
0.04% of portfolio
|
Q1 2024
Added 14.55%
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
6,431
shares
|
$349,524
0.07% of portfolio
|
Q4 2020
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
6,115
shares
|
$332,350
0.25% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
6,068
shares
|
$329,795
0.0% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 09, 2024 Q1 2024 |
6,020
shares
|
$327,187
0.04% of portfolio
|
Q4 2022
Added 17.58%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 29, 2024 Q1 2024 |
6,000
shares
|
$326,100
0.01% of portfolio
|
Q1 2024
New holding
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
5,600
shares
|
$304,360
0.0% of portfolio
|
Q4 2023
Reduced 29.11%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
3,132
shares
|
$170,224
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
3,000
shares
|
$163,050
0.0% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
2,985
shares
|
$162,234
0.01% of portfolio
|
Q1 2024
Added 7.72%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
2,901
shares
|
$157,669
0.01% of portfolio
|
Q1 2024
Added 0.52%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
2,200
shares
|
$119,570
0.0% of portfolio
|
Q1 2024
New holding
|