Institutional Ownership Rocky Mountain Chocolate Factory, Inc. (RMCF)
This table provides information about the institutional ownership of Rocky Mountain Chocolate Factory, Inc. (RMCF). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 805,436 shares, which have been reported (via 13F filing form) to have a value of $1.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
298,218
shares
|
$483,113
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
102,140
shares
|
$165,466
0.06% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
98,796
shares
|
$160,049
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
97,457
shares
|
$157,880
0.0% of portfolio
|
Q3 2025
Reduced 50.79%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
51,447
shares
|
$83,344
0.0% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
40,371
shares
|
$65,401
0.02% of portfolio
|
Q3 2024
Added 32.27%
|
|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
23,567
shares
|
$38,178
0.02% of portfolio
|
Q3 2025
Added 53.08%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
23,500
shares
|
$38,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
17,740
shares
|
$28,738
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
15,600
shares
|
$25,272
0.02% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
12,500
shares
|
$20,250
0.0% of portfolio
|
Q3 2025
Reduced 49.12%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
11,035
shares
|
$17,876
0.0% of portfolio
|
Q1 2023
Reduced 92.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,436
shares
|
$7,186
0.0% of portfolio
|
Q2 2024
Reduced 63.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,022
shares
|
$6,515
0.0% of portfolio
|
Q3 2025
Added 44.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,224
shares
|
$1,982
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,004
shares
|
$1,626
0.0% of portfolio
|
Q3 2025
Added 100300.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$1,620
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
720
shares
|
$1,166
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
323
shares
|
$523
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$324
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
21
shares
|
$34
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
10
shares
|
$16
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5
shares
|
$8
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|