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Calumet (CLMT) Institutional Ownership

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$17.14 +0.04 (+0.23%)
Closing price 04:00 PM Eastern
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$17.13 -0.01 (-0.06%)
As of 04:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calumet (NASDAQ:CLMT)

Current
Institutional Ownership
Percentage
34.41%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$9.81M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$567.05K
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CLMT Institutional Buying and Selling by Quarter

Calumet Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025 Valeo Financial Advisors LLC38,568$608K0.0%-2.7%0.045%
7/22/2025 O Keefe Stevens Advisory Inc.26,817$423K0.1%+12.1%0.031%
7/21/2025 Wasserstein Debt Opportunities Management L.P.5,817,012$91.65M100.0%+3.2%6.747%
7/11/2025 Caldwell Sutter Capital Inc.19,483$307K0.1%+29.9%0.023%
7/8/2025 Adams Asset Advisors LLC5,406,271$85.18M12.0%+0.9%6.271%
6/27/2025Goldman Sachs Group Inc.465,269$5.90M0.0%+33.5%0.540%
10/10/2024 Valeo Financial Advisors LLC39,641$706K0.0%-3.9%0.049%
8/26/2024Founders Financial Alliance LLC48,400$777K0.2%+8.4%0.060%
8/16/2024Creative Planning62,459$1.00M0.0%+46.4%0.078%
8/14/2024DRW Securities LLC55,956$898K0.0%N/A0.070%
8/12/2024O Brien Greene & Co. Inc29,200$469K0.1%-52.7%0.036%
8/7/2024Wedbush Securities Inc.10,550$169K0.0%N/A0.013%
8/2/2024 Wasserstein Debt Opportunities Management L.P.6,891,314$110.61M100.0%+2.9%8.572%
7/29/2024FAS Wealth Partners Inc.54,126$869K0.1%+4.5%0.067%
7/19/2024Raymond James & Associates572,057$9.18M0.0%+13.4%0.712%
7/17/2024ARS Investment Partners LLC31,500$506K0.0%+16.7%0.039%
7/15/2024 Sapient Capital LLC11,501$185K0.0%+9.5%0.014%
7/10/2024 Adams Asset Advisors LLC5,251,160$84.28M11.0%-3.7%6.532%
5/7/2024Deuterium Capital Management LLC10,703$159K0.3%N/A0.013%
5/3/2024 GSA Capital Partners LLP33,204$493K0.0%N/A0.041%
4/30/2024J.W. Cole Advisors Inc.20,600$306K0.0%+4.3%0.026%
4/30/2024Mcintyre Freedman & Flynn Investment Advisers Inc.11,500$171K0.1%N/A0.014%
4/29/2024FAS Wealth Partners Inc.51,818$770K0.1%-5.6%0.065%
4/22/2024 PFG Investments LLC10,411$155K0.0%N/A0.013%
4/22/2024Raymond James & Associates504,368$7.50M0.0%+11.0%0.629%
4/15/2024 Future Financial Wealth Managment LLC8,000$119K0.1%N/A0.010%
4/9/2024 Adams Asset Advisors LLC5,450,591$81.00M10.5%+0.1%6.795%
3/8/2024ICA Group Wealth Management LLC6,516$116K0.0%N/A0.008%
2/15/2024West Tower Group LLC18,549$331K0.7%N/A0.023%
2/15/2024Grizzlyrock Capital LLC498,532$8.91M6.7%N/A0.623%
2/14/2024 Wasserstein Debt Opportunities Management L.P.6,698,251$119.70M100.0%N/A8.376%
2/9/2024Corient Private Wealth LLC465,158$8.31M0.0%N/A0.582%
2/8/2024ING Groep NV95,000$1.70M0.0%+31.9%0.119%
2/8/2024Brown Advisory Inc.85,613$1.53M0.0%+6.2%0.107%
2/8/2024Independent Advisor Alliance50,412$901K0.0%+11.4%0.063%
2/7/2024Jump Financial LLC14,000$250K0.0%N/A0.018%
2/6/2024 Sheets Smith Wealth Management12,202$218K0.0%+11.2%0.015%
2/6/2024 Sapient Capital LLC10,501$188K0.0%N/A0.013%
2/5/2024Pekin Hardy Strauss Inc.22,750$407K0.1%N/A0.028%
2/2/2024O Brien Greene & Co. Inc50,000$894K0.3%+4.2%0.063%
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2/2/2024Atria Wealth Solutions Inc.27,000$482K0.0%-25.0%0.034%
2/1/2024Gimbal Financial27,045$483K0.5%N/A0.034%
1/31/2024J.W. Cole Advisors Inc.19,750$353K0.0%+23.4%0.025%
1/26/2024Cerity Partners LLC22,000$393K0.0%N/A0.028%
1/23/2024FAS Wealth Partners Inc.54,868$980K0.1%+36.8%0.069%
1/16/2024Raymond James Financial Services Advisors Inc.29,131$521K0.0%+46.9%0.036%
1/16/2024Raymond James & Associates454,360$8.12M0.0%+39.5%0.568%
1/12/2024 Adams Asset Advisors LLC5,446,477$97.33M13.1%+0.1%6.811%
1/12/2024Advisor Resource Council12,060$216K0.0%N/A0.015%
11/8/2023O Brien Greene & Co. Inc48,000$917K0.3%N/A0.060%
11/8/2023HighTower Advisors LLC21,566$412K0.0%-22.0%0.027%
11/8/2023Atria Wealth Solutions Inc.36,000$688K0.0%+2.9%0.045%
11/7/2023Barclays PLC200,870$3.84M0.0%+38.1%0.251%
11/6/2023F M Investments LLC549,655$10.50M7.8%-3.8%0.687%
10/30/2023Barnett & Company Inc.285,682$5.46M4.3%-0.9%0.357%
10/24/2023J.W. Cole Advisors Inc.16,000$306K0.0%-5.9%0.020%
10/24/2023Raymond James Financial Services Advisors Inc.19,831$379K0.0%+34.6%0.025%
10/24/2023Raymond James & Associates325,667$6.22M0.0%+8.9%0.407%
10/24/2023FinTrust Capital Advisors LLC1,400$27K0.0%-51.7%0.002%
10/23/2023FAS Wealth Partners Inc.40,098$766K0.1%N/A0.050%
10/11/2023AE Wealth Management LLC14,622$279K0.0%N/A0.018%
9/21/2023Barclays PLC145,500$2.31M0.0%+272.8%0.182%
8/15/2023Bienville Capital Management LLC341,101$5.41M1.8%-4.2%0.427%
8/14/2023Price Jennifer C.571,155$9.06M3.1%N/A0.714%
8/9/2023 Sheets Smith Wealth Management10,600$168K0.0%N/A0.013%
8/3/2023Atria Wealth Solutions Inc.35,000$555K0.0%-10.3%0.044%
8/3/2023Barclays PLC145,500$2.31M0.0%+272.8%0.182%
7/31/2023LPL Financial LLC148,533$2.36M0.0%+2.6%0.186%
7/31/2023F M Investments LLC571,155$9.06M6.7%N/A0.714%
7/28/2023Independent Advisor Alliance45,262$718K0.0%-2.2%0.057%
7/27/2023J.W. Cole Advisors Inc.17,000$270K0.0%+5.3%0.021%
7/25/2023Raymond James Financial Services Advisors Inc.14,731$234K0.0%+11.3%0.018%
7/25/2023Raymond James & Associates299,082$4.74M0.0%+0.4%0.374%
7/11/2023ARS Investment Partners LLC27,000$428K0.1%+31.7%0.034%
5/16/2023Springhouse Capital Management LP146,911$2.55M3.4%+5.5%0.184%
5/9/2023Column Capital Advisors LLC65,638$1.14M0.2%+1.0%0.082%
5/9/2023Wedbush Securities Inc.13,831$240K0.0%-10.4%0.017%
5/4/2023Barclays PLC39,030$678K0.0%+742.8%0.049%
4/28/2023 Ameritas Advisory Services LLC4,400$76K0.0%-58.5%0.006%
4/14/2023Raymond James & Associates297,821$5.18M0.0%+13.6%0.373%
4/5/2023ARS Investment Partners LLC20,500$356K0.0%N/A0.026%
2/13/2023 GSA Capital Partners LLP14,540$245K0.0%-19.2%0.018%
2/13/2023Atria Wealth Solutions Inc.39,000$658K0.0%+95.0%0.049%
2/13/2023CIBC Private Wealth Group LLC12,000$203K0.0%N/A0.015%
2/13/2023Knott David M Jr4,325,000$73.01M27.6%-2.6%5.462%
2/13/2023ING Groep NV72,000$1.22M0.0%N/A0.091%
2/10/2023 Ameritas Advisory Services LLC10,600$179K0.0%N/A0.013%
2/9/2023HighTower Advisors LLC37,987$642K0.0%+120.5%0.048%
2/8/2023Raymond James & Associates262,132$4.43M0.0%-14.6%0.331%
2/7/2023LPL Financial LLC96,189$1.62M0.0%-31.6%0.121%
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2/7/2023Valmark Advisers Inc.12,194$206K0.0%N/A0.015%
2/6/2023SCP Investment LP18,800$317K0.3%N/A0.024%
2/2/2023Windsor Group LTD419,653$7.03M1.5%-0.3%0.530%
1/26/2023Barnett & Company Inc.288,182$4.87M3.7%-1.2%0.364%
1/19/2023PSI Advisors LLC1,500$25K0.0%N/A0.002%
1/18/2023Evermore Global Advisors LLC801,055$13.52M51.4%-27.6%1.012%
11/15/2022Financial Advocates Investment Management13,193$169K0.0%N/A0.017%
11/14/2022Bienville Capital Management LLC284,602$3.65M1.4%+5.6%0.360%
11/14/2022Brown Advisory Inc.63,113$808K0.0%+13.5%0.080%
11/10/2022Prescott Group Capital Management L.L.C.47,385$607K0.2%N/A0.060%
(Data available from 1/1/2016 forward)

CLMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLMT shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Calumet. The most heavily invested institutionals were Wasserstein Debt Opportunities Management L.P. ($91.65M), Adams Asset Advisors LLC ($85.18M), F M Investments LLC ($10.50M), Raymond James & Associates ($9.18M), Price Jennifer C. ($9.06M), Grizzlyrock Capital LLC ($8.91M), and Corient Private Wealth LLC ($8.31M).Learn more on Calumet's institutional investors.

What percentage of Calumet's stock is owned by institutional investors?

34.41% of Calumet's stock is owned by institutional investors. Learn more on CLMT's institutional investor holdings.

Which institutional investors have been buying Calumet's stock?

Of the 40 institutional investors that purchased Calumet's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasserstein Debt Opportunities Management L.P. ($7.07M), F M Investments LLC ($571.16K), Price Jennifer C. ($571.16K), Grizzlyrock Capital LLC ($498.53K), Corient Private Wealth LLC ($465.16K), Raymond James & Associates ($274.24K), and Barclays PLC ($268.31K).

How much institutional buying is happening at Calumet?

Institutional investors have bought a total of 639,735 shares in the last 24 months. This purchase volume represents approximately $9.81M in transactions.

Which of Calumet's major shareholders have been selling company stock?

The following institutional investors have sold Calumet stock in the last 24 months: O Brien Greene & Co. Inc ($32.50K), Valeo Financial Advisors LLC ($2.67K), and Inspire Investing LLC ($1.47K).

How much institutional selling is happening at Calumet?

Institutional investors have sold a total of 36,641 shares in the last 24 months. This volume of shares sold represents approximately $590.18K in transactions.



This page (NASDAQ:CLMT) was last updated on 7/24/2025 by MarketBeat.com Staff
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