XCTRX

Cb Mlp & Ms Tot Ret Fund Inc

Latest period2024 - Q3Total superinvestors0

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 0 superinvestors own shares of Cb Mlp & Ms Tot Ret Fund Inc (XCTRX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cb Mlp & Ms Tot Ret Fund Inc (XCTRX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cb Mlp & Ms Tot Ret Fund Inc (XCTRX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cb Mlp & Ms Tot Ret Fund Inc (XCTRX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lisa Tamburini@Choreo, Llc
Recent Activity
Exited
0%
$207,938
5,124 shares@ 40.59 avg price
Amy Ardeel@Icon Wealth Advisors, Llc
Recent Activity
Exited
0%
$164,060
4,075 shares@ 40.27 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Exited
0%
$124,197
3,053 shares@ 40.69 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
Exited
0%
$66,675
1,639 shares@ 40.69 avg price
Iryna Northrip@Osaic Holdings, Inc.
Recent Activity
Exited
0%
$25,029
615 shares@ 40.7 avg price
James Robinson@Robinson Capital Management, Llc
Recent Activity
Exited
0%
$21,812
535 shares@ 40.78 avg price
Coolidge E. Rhodes, Jr.@Cullen Frost Bankers, Inc.
Recent Activity
Exited
0%
$19,893
489 shares@ 40.69 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Exited
0%
$12,000
295 shares@ 40.68 avg price
James E. Bogart@Bogart Wealth, Llc
Recent Activity
Exited
0%
$6,894
169 shares@ 40.8 avg price
James Clements@Cwm, Llc
Recent Activity
Exited
0%
$6,000
140 shares@ 42.86 avg price