CrossAmerica Partners LP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 11/12/2024 | 5.72 M | $118.52 M | 0.00% | 15.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 539,143 | $11.17 M | -0.22% | 1.42% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 471,012 | $9.76 M | 0.00% | 1.24% |
| JPMORGAN CHASE & CO | 11/08/2024 | 361,231 | $7.48 M | 8.73% | 0.95% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 252,818 | $5.24 M | 23.47% | 0.66% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 207,004 | $4.29 M | 0.46% | 0.54% |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 11/12/2024 | 163,768 | $3.39 M | 0.63% | 0.43% |
| BLACKSTONE INC. | 11/14/2024 | 113,272 | $2.35 M | 25.68% | 0.30% |
| MARINER, LLC | 11/13/2024 | 108,774 | $2.25 M | 29.38% | 0.29% |
| LPL FINANCIAL LLC | 11/08/2024 | 101,099 | $2.09 M | 4.57% | 0.27% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/22/2024 | 80,000 | $1.66 M | 0.00% | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 77,387 | $1.60 M | -6.27% | 0.20% |
| MORGAN STANLEY | 11/14/2024 | 75,271 | $1.56 M | 25.73% | 0.20% |
| BRAMSHILL INVESTMENTS, LLC | 11/13/2024 | 50,489 | $1.05 M | 0.07% | 0.13% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 42,046 | $871,193 | -0.65% | 0.11% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 39,066 | $809,448 | -0.32% | 0.10% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 36,328 | $753,000 | -6.27% | 0.10% |
| NEWEDGE WEALTH, LLC | 11/12/2024 | 33,496 | $694,037 | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2024 | 32,419 | $671,722 | -62.86% | 0.09% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 28,562 | $591,801 | -64.39% | 0.08% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 27,021 | $560,000 | 18.75% | 0.07% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 25,441 | $527,138 | 0.00% | 0.07% |
| UBS GROUP AG | 11/14/2024 | 24,622 | $510,168 | -13.30% | 0.06% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 24,500 | $507,640 | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2024 | 22,900 | $474,488 | 49.67% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 22,692 | $470,000 | 4.02% | 0.06% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/10/2024 | 21,787 | $451,427 | 1.04% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 21,264 | $441,000 | 2.23% | 0.06% |
| PHILADELPHIA TRUST CO | 11/13/2024 | 21,000 | $435,000 | 90.91% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 20,900 | $433,048 | -43.67% | 0.05% |
| MORTON BROWN FAMILY WEALTH, LLC | 10/24/2024 | 20,096 | $416,389 | 0.00% | 0.05% |
| IFG ADVISORY, LLC | 10/30/2024 | 19,230 | $398,445 | 14.94% | 0.05% |
| 11/25/2024 | 18,554 | $377,017 | 5.70% | 0.05% | |
| LEE FINANCIAL CO | 11/14/2024 | 18,000 | $372,960 | 100.00% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 11/05/2024 | 15,329 | $317,617 | 0.00% | 0.04% |
| SPIDERROCK ADVISORS, LLC | 11/01/2024 | 14,500 | $300,440 | 0.00% | 0.04% |
| AMERICAN FINANCIAL GROUP INC | 11/12/2024 | 14,000 | $290,000 | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 13,100 | $271,432 | -44.49% | 0.03% |
| ING GROEP NV | 11/06/2024 | 13,000 | $269,360 | 0.00% | 0.03% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 12,700 | $278,511 | 100.00% | 0.03% |
| BROWN ADVISORY INC | 11/13/2024 | 11,995 | $248,518 | 100.00% | 0.03% |
| OUTLOOK WEALTH ADVISORS, LLC | 10/23/2024 | 11,700 | $242,424 | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 6,594 | $136,628 | -71.30% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2024 | 5,847 | $121,000 | -4.02% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 4,470 | $92,656 | -38.11% | 0.01% |
| HEXAGON CAPITAL PARTNERS LLC | 10/08/2024 | 3,800 | $78,736 | 0.00% | 0.01% |
| NATIXIS | 11/13/2024 | 3,400 | $70,448 | -69.09% | 0.01% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 2,687 | $55,675 | 100.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/08/2024 | 2,531 | $52,442 | 0.00% | 0.01% |
| CWM, LLC | 10/08/2024 | 2,500 | $52,000 | 0.00% | 0.01% |
CrossAmerica Partners LPinstitutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of CrossAmerica Partners LP. The most heavily invested institutionals were:
Invesco Ltd.: 5.72 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 539,143
Clearbridge Investments, LLC: 471,012
JPMORGAN CHASE & CO: 361,231
FIRST TRUST ADVISORS LP: 252,818
Raymond James Financial Services Advisors, Inc.: 207,004
23.56% of CrossAmerica Partners LP stock is owned by institutional investors.
Institutional investors have bought a total of 14.34 M shares in the last 24 months. This purchase volume represents approximately $312.21 M in transactions.