There is a long list of 53 institutional holders of CDL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CDL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CDL table below, the initial column indicates the name of each top institutional holder of CDL, with a link to that fund's top holdings. The next columns indicate the amount of CDL stock held by each of the institutional holders of CDL, followed by the CDL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 438,198 | $25,617 | 12/31/2023 |
CDL | 438,198 | $25,617 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 376,672 | $22,020 | 12/31/2023 |
CDL | 376,672 | $22,020 | 12/31/2023 |
Bank of America Corp DE | 284,780 | $16,648 | 12/31/2023 |
CDL | 284,780 | $16,648 | 12/31/2023 |
HighTower Advisors LLC | 169,404 | $9,905 | 12/31/2023 |
CDL | 169,404 | $9,905 | 12/31/2023 |
Ameriprise Financial Inc. | 116,927 | $6,836 | 12/31/2023 |
CDL | 116,927 | $6,836 | 12/31/2023 |
Private Advisor Group LLC | 116,701 | $6,822 | 12/31/2023 |
CDL | 116,701 | $6,822 | 12/31/2023 |
TAP Consulting LLC | 92,187 | $5,730 | 03/31/2024 |
CDL | 92,187 | $5,730 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 76,534 | $4,474 | 12/31/2023 |
CDL | 76,534 | $4,474 | 12/31/2023 |
LPL Financial LLC | 73,140 | $4,276 | 12/31/2023 |
CDL | 73,140 | $4,276 | 12/31/2023 |
Stifel Financial Corp | 69,404 | $4,057 | 12/31/2023 |
CDL | 69,404 | $4,057 | 12/31/2023 |
Members Advisory Group LLC | 59,091 | $3,454 | 12/31/2023 |
CDL | 59,091 | $3,454 | 12/31/2023 |
Commonwealth Equity Services LLC | 54,282 | $3,173 | 12/31/2023 |
CDL | 54,282 | $3,173 | 12/31/2023 |
Wells Fargo & Company MN | 44,417 | $2,597 | 12/31/2023 |
CDL | 44,417 | $2,597 | 12/31/2023 |
Royal Bank of Canada | 42,014 | $2,457 | 12/31/2023 |
CDL | 42,014 | $2,457 | 12/31/2023 |
Lincoln National Corp | 41,777 | $2,442 | 12/31/2023 |
CDL | 41,777 | $2,442 | 12/31/2023 |
Truist Financial Corp | 40,625 | $2,375 | 12/31/2023 |
CDL | 40,625 | $2,375 | 12/31/2023 |
Goldman Sachs Group Inc. | 32,185 | $1,882 | 12/31/2023 |
CDL | 32,185 | $1,882 | 12/31/2023 |
UBS Group AG | 31,825 | $1,860 | 12/31/2023 |
CDL | 31,825 | $1,860 | 12/31/2023 |
Envestnet Asset Management Inc. | 24,528 | $1,434 | 12/31/2023 |
CDL | 24,528 | $1,434 | 12/31/2023 |
Raymond James & Associates | 21,407 | $1,331 | 03/31/2024 |
CDL | 21,407 | $1,331 | 03/31/2024 |
Investors Research Corp | 20,388 | $1,192 | 12/31/2023 |
CDL | 20,388 | $1,192 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 19,109 | $1,188 | 03/31/2024 |
CDL | 19,109 | $1,188 | 03/31/2024 |
Level Four Advisory Services LLC | 20,278 | $1,185 | 12/31/2023 |
CDL | 20,278 | $1,185 | 12/31/2023 |
Sloy Dahl & Holst LLC | 18,178 | $1,130 | 03/31/2024 |
CDL | 18,178 | $1,130 | 03/31/2024 |
Avaii Wealth Management LLC | 17,763 | $1,038 | 12/31/2023 |
CDL | 17,763 | $1,038 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 16,681 | $1,037 | 03/31/2024 |
CDL | 16,681 | $1,037 | 03/31/2024 |
Susquehanna International Group LLP | 15,275 | $893 | 12/31/2023 |
CDL | 15,275 | $893 | 12/31/2023 |
Fort Point Capital Partners LLC | 13,600 | $795 | 12/31/2023 |
CDL | 13,600 | $795 | 12/31/2023 |
SageView Advisory Group LLC | 13,472 | $792 | 12/31/2023 |
CDL | 13,472 | $792 | 12/31/2023 |
StoneX Group Inc. | 12,220 | $714 | 12/31/2023 |
CDL | 12,220 | $714 | 12/31/2023 |
Baird Financial Group Inc. | 11,000 | $643 | 12/31/2023 |
CDL | 11,000 | $643 | 12/31/2023 |
Integrated Wealth Concepts LLC | 10,026 | $586 | 12/31/2023 |
CDL | 10,026 | $586 | 12/31/2023 |
Keystone Financial Group | 8,980 | $525 | 12/31/2023 |
CDL | 8,980 | $525 | 12/31/2023 |
Stratos Wealth Partners LTD. | 7,474 | $465 | 03/31/2024 |
CDL | 7,474 | $465 | 03/31/2024 |
Yarger Wealth Strategies LLC | 7,762 | $454 | 12/31/2023 |
CDL | 7,762 | $454 | 12/31/2023 |
Great Valley Advisor Group Inc. | 7,022 | $411 | 12/31/2023 |
CDL | 7,022 | $411 | 12/31/2023 |
Advisor Group Holdings Inc. | 6,554 | $383 | 12/31/2023 |
CDL | 6,554 | $383 | 12/31/2023 |
Comerica Bank | 6,271 | $367 | 12/31/2023 |
CDL | 6,271 | $367 | 12/31/2023 |
EverSource Wealth Advisors LLC | 5,022 | $294 | 12/31/2023 |
CDL | 5,022 | $294 | 12/31/2023 |
Cetera Advisor Networks LLC | 4,854 | $284 | 12/31/2023 |
CDL | 4,854 | $284 | 12/31/2023 |
Private Trust Co. NA | 4,217 | $262 | 03/31/2024 |
CDL | 4,217 | $262 | 03/31/2024 |
Eagle Bay Advisors LLC | 4,172 | $244 | 12/31/2023 |
CDL | 4,172 | $244 | 12/31/2023 |
North Star Investment Management Corp. | 3,735 | $218 | 12/31/2023 |
CDL | 3,735 | $218 | 12/31/2023 |
Private Client Services LLC | 3,522 | $206 | 12/31/2023 |
CDL | 3,522 | $206 | 12/31/2023 |
FMR LLC | 1,883 | $110 | 12/31/2023 |
CDL | 1,883 | $110 | 12/31/2023 |
GWM Advisors LLC | 1,044 | $61 | 12/31/2023 |
CDL | 1,044 | $61 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 955 | $56 | 12/31/2023 |
CDL | 955 | $56 | 12/31/2023 |
NBC Securities Inc. | 650 | $41 | 03/31/2024 |
CDL | 650 | $41 | 03/31/2024 |
Armstrong Advisory Group Inc. | 444 | $26 | 03/31/2024 |
CDL | 444 | $26 | 03/31/2024 |
Citigroup Inc. | 433 | $25 | 12/31/2023 |
CDL | 433 | $25 | 12/31/2023 |
See All: Funds Holding CDL
See Details: Top 10 Hedge Funds Holding CDL
Also See: CDL Holdings Changes
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