Callan Jmb Inc. (CJMB) Institutional Ownership

Ownership Summary

Recent 13F filings as of December 2025 show that 12 institutional investors hold a position in Callan Jmb Inc. (NASDAQ:CJMB).

• The collective stake of institutional investors in Callan Jmb moved to 18.8% in December 2025, a shift down from the 19.2% reported for September 2025.
• The company experienced a 1.65% quarterly change in institutional shares held, alongside an unavailable change in total owners annually.
• Among the 12 institutional holders of Callan Jmb, 8 added to their stakes while 1 trimmed their positions and 3 held steady.
• The total number of shares held by institutions in Callan Jmb increased to 732.31K as of December 2025, a net change of up by 11.87K shares quarter on quarter, and down N/A shares year over year.
• The top institutional stake in Callan Jmb as of December 31, 2025 belongs to BARD ASSOCIATES INC, which owns 279.65K shares, or 7.18% of the company.
• Among the most significant buyers of Callan Jmb during December 2025 were CITADEL ADVISORS LLC (44.00K), Creative Planning (35.69K), Financial Plan, Inc. (21.11K), RENAISSANCE TECHNOLOGIES LLC (11.40K), DRW Securities, LLC (10.30K).
• Leading sellers of Callan Jmb stock in December 2025 included BARD ASSOCIATES INC (114.99K).
• The top 10 institutional holders of Callan Jmb for the quarter ending December 2025 included BARD ASSOCIATES INC (279.65K), Creative Planning (205.69K), Cable Car Capital, LP (130.86K), CITADEL ADVISORS LLC (44.00K), Financial Plan, Inc. (21.11K), GEODE CAPITAL MANAGEMENT, LLC (13.11K), HighTower Advisors, LLC (12.50K), RENAISSANCE TECHNOLOGIES LLC (11.40K), DRW Securities, LLC (10.30K), Tower Research Capital LLC (TRC) (3.67K).