Callan JMB Inc. Common Stock
Callan JMB Inc. Common Stock is a publicly traded company on NASDAQ, with a market cap of $7.9M. As of Q3 2025, 17% of shares are held by 9 institutional investors, with BARD ASSOCIATES INC as the largest holder at 8.81%.
Overview
Overview of institutional ownership in CJMB as of Q3 2025 with a market cap of $21.9M
All Institutions
- Institutions
- 9
- Value Held
- $3.7M
- Shares Held
- 749.8K
- Avg Position
- $406.6K
- Median Position
- $61.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $638.6K
- Shares Held
- 130.9K
- Avg Position
- $638.6K
- Median Position
- $638.6K
Ownership Breakdown
Based on market cap of $21.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in CJMB as of Q3 2025
| Institution | Position Value |
|---|---|
 BARD ASSOCIATES INC RIA/Wealth | $1.9M 0.51% of portfolio |
 Creative Planning RIA/Wealth | $829.6K 0.00% of portfolio |
 Cable Car Capital LLC Hedge Fund•Long/Short | $638.6K 0.54% of portfolio |
 UBS Group AG Institution | $133.7K 0.00% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $61.0K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $56.7K 0.00% of portfolio |
 VALLEY NATIONAL ADVISERS INC RIA/Wealth | $9.8K 0.00% of portfolio |
T Tower Research Capital LLC Institution | $3.9K 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $59.0 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CJMB in Q3 2025
- Traded
- +$238.5K
- Buyers
- 1
- Sellers
- 5
- Total Bought
- +$244.0K
- Total Sold
- −$5.5K
- Avg Position
- $406.6K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Creative Planning RIA/Wealth | +$244.0K +50.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
BARD ASSOCIATES INC RIA/Wealth | −$2.0K −400.0 shares |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | −$1.2K −250.0 shares |
T Tower Research Capital LLC Institution | −$917.4 −188.0 shares |
UBS Group AG Institution | −$868.6 −178.0 shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | −$580.7 −119.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CJMB in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in CJMB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CJMB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Cable Car Capital LLC Hedge Fund•Long/Short | 0.54% $638.6K |
BARD ASSOCIATES INC RIA/Wealth | 0.51% $1.9M |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | 0.00% $9.8K |
Creative Planning RIA/Wealth | 0.00% $829.6K |
T Tower Research Capital LLC Institution | 0.00% $3.9K |
HighTower Advisors, LLC RIA/Wealth | 0.00% $61.0K |
UBS Group AG Institution | 0.00% $133.7K |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | 0.00% $56.7K |
BANK OF AMERICA CORP /DE/ Institution | 0.00% $59.0 |
Hedge Fund Spotlight
Discover hedge funds investing in CJMB
- Portfolio Value
- $119.3M
- Positions
- 48
- Last Reported
- Q3 2025
Position in Callan JMB Inc. Common Stock
- Market Value
- $638.6K
- Shares Held
- 130.9K
- Portfolio Weight
- 0.54%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $15.4M | 12.91% | |
Unknown Unknown | $10.9M | 9.11% | |
Unknown Unknown | $9.6M | 8.06% |
