Calumet, Inc.
CLMT- Exchange
- Nasdaq
- Industry
- Petroleum Refining
- SEC CIK
- 0002013745
In the last 90 days, Calumet, Inc. insiders filed 0 open-market purchases and 1 sale; 188 institutions reported holding it in 13F filings for Q2 2026, worth $1.66B in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Calumet, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 69 | 2 | 74 | +7 |
| Shares | 15.8M | 484.7K | 23.2M | +7.83M (+51.0%) |
| Value | $302.7M | $9.26M | $414.5M | +$121.1M (+41.3%) |
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Calumet, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wasserstein Debt Opportunities Management, L.P. | 6,698,251 | $119.7M | 100.00% |
| Grizzlyrock Capital, LLC | 498,532 | $8.91M | 6.69% |
| CI Private Wealth, LLC | 465,158 | $8.31M | 0.02% |
| Gimbal Financial | 27,045 | $483.3K | 0.48% |
| Pekin Hardy Strauss, Inc. | 22,750 | $406.5K | 0.06% |
| Cerity Partners LLC | 22,000 | $393.1K | 0.00% |
| West Tower Group, LLC | 18,549 | $331.5K | 0.67% |
| Jump Financial, LLC | 14,000 | $250.2K | 0.01% |
| Mariner, LLC | 13,318 | $238.0K | 0.00% |
| Advisor Resource Council | 12,060 | $215.5K | 0.03% |
| Sapient Capital LLC | 10,501 | $187.7K | 0.00% |
| ICA Group Wealth Management, LLC | 6,516 | $116.4K | 0.03% |
| Advisory Services Network, LLC | 4,800 | $85.8K | 0.00% |
| Farmers & Merchants Investments Inc | 700 | $12.5K | 0.00% |
| Planned Solutions, Inc. | 550 | $9.83K | 0.00% |
| Pacific Capital Wealth Advisors, Inc | 6 | $107 | 0.00% |
Sold out (9)
Institutions that held Calumet, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Moneta Group Investment Advisors LLC | 26,600 | $508.1K |
| Wolverine Trading, LLC | 25,723 | $491.3K |
| Oasis Management Co Ltd. | 20,667 | $394.7K |
| Change Path, LLC | 13,117 | $251.0K |
| Gsa Capital Partners LLP | 10,280 | $196.0K |
| FinTrust Capital Advisors, LLC | 1,400 | $26.7K |
| Sunbelt Securities, Inc. | 500 | $9.55K |
| Register Financial Advisors LLC | 400 | $7.64K |
| Tower Research Capital LLC (TRC) | 17 | $325 |
Not filed for Q4 2023 yet (2)
Institutions that held Calumet, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Windsor Group LTD | 419,653 | $8.02M |
| Column Capital Advisors, LLC | 65,010 | $1.24M |