CUSTOMERS B 9.7009 PFD (CUBIPRE)
Institutional ownership reported to the SEC as of Q1 2025, across 3 quarters.
2
Reporting holders
$43.2K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ORG Partners LLC | $40.6K | 1,600 | 0.01% | 2q | HELD |
| Strategic Investment Solutions, Inc. /IL | $2.6K | 100 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 2 | $43.2K | 1,700 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 2 | $43.8K | 1,700 | 2 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $135.0K | 5,600 | 1 | 0 | 0 | 0.0% |