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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 08/09/2023 | MERLIN CAPITAL LLC | 1.25 M | $550 | 100.00% | 52.55% |
| 08/14/2023 | SENTINUS, LLC | 24,106 | $33,748 | 100.00% | 1.01% |
| 08/14/2023 | BANK OF AMERICA CORP /DE/ | 0 | $0 | -100.00% | 0.00% |
| 08/15/2023 | WELLS FARGO & COMPANY/MN | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | NORTHERN TRUST CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | STATE STREET CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | VANGUARD GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | FMR LLC | 0 | $0 | -100.00% | 0.00% |
| 05/14/2024 | GOLDMAN SACHS GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | MORGAN STANLEY | 0 | $0 | -100.00% | 0.00% |
| 08/09/2023 | GROUP ONE TRADING, L.P. | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | ROYAL BANK OF CANADA | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | RENAISSANCE TECHNOLOGIES LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | MILLENNIUM MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | BLACKROCK INC. | 0 | $0 | -100.00% | 0.00% |
| 08/03/2023 | AMG NATIONAL TRUST BANK | 0 | $0 | -100.00% | 0.00% |
| 08/03/2023 | BANK OF NEW YORK MELLON CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | CITADEL ADVISORS LLC | 0 | $0 | -100.00% | 0.00% |
| 08/09/2023 | ADVISORSHARES INVESTMENTS LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | TWO SIGMA SECURITIES, LLC | 0 | $0 | -100.00% | 0.00% |
| 07/25/2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | TWO SIGMA ADVISERS, LP | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0 | $0 | -100.00% | 0.00% |
| 07/27/2023 | VIRTU FINANCIAL LLC | 0 | $0 | -100.00% | 0.00% |
| 07/21/2023 | CREATIVE PLANNING | 0 | $0 | -100.00% | 0.00% |
| 07/14/2023 | MACROVIEW INVESTMENT MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 07/18/2023 | ALLWORTH FINANCIAL LP | 0 | $0 | -100.00% | 0.00% |
| 08/09/2023 | ADVISORY SERVICES NETWORK, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | PENSERRA CAPITAL MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | JANE STREET GROUP, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | UBS GROUP AG | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | ENGINEERS GATE MANAGER LP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | NEWEDGE ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/21/2023 | ADVISOR GROUP HOLDINGS, INC. | 0 | $0 | -100.00% | 0.00% |
| 08/04/2023 | CHOREO, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/15/2023 | CASTLEVIEW PARTNERS, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | HHM WEALTH ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | AXS INVESTMENTS LLC | 0 | $0 | -100.00% | 0.00% |
| 07/31/2023 | TEN CAPITAL WEALTH ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
| 07/21/2023 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0 | $0 | -100.00% | 0.00% |
| 08/08/2023 | RESOLUTE WEALTH STRATEGIES, LLC | 0 | $0 | -100.00% | 0.00% |
| 05/14/2024 | FARTHER FINANCE ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 4 institutional investors and hedge funds held shares of cbdMD, Inc.. The most heavily invested institutionals were:
Ten Capital Wealth Advisors, LLC: 0
ACT CAPITAL MANAGEMENT, LLC: 125,000
WIPFLI FINANCIAL ADVISORS LLC,: 40
Advisor Group, Inc.: 2,250
A. 53.56% of cbdMD, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 127,290 shares in the last 24 months. This purchase volume represents approximately $73,828 in transactions.
