Callan JMB Inc.
Callan JMB Inc. (CJMB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CJMB · as of Sep 30, 2025
Ownership Breakdown
9
Institutional Holders
$3.66M
Total Inst. Value
▲ $66,674 vs Q2
4.38M
Shares Outstanding
freeFloat 31.62%
749,827
13F Shares Held
▲ 48,865 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CJMB largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 9 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BARD ASSOCIATES INC services-business services, nec | 394.6K | 8.79% | 8.79% | $1.93B | Nov 14, 2025 | ▼ 400 |
CREATIVE PLANNING services-business services, nec | 170.0K | 3.79% | 3.79% | $829.64M | Nov 14, 2025 | ▲ 50.0K |
CABLE CAR CAPITAL LLC services-business services, nec | 130.9K | 2.91% | 2.91% | $638.61M | Nov 14, 2025 | — held |
UBS GROUP AG services-business services, nec | 27.4K | 61.00% | 61.00% | $133.66M | Nov 13, 2025 | ▼ 178 |
HIGHTOWER ADVISORS, LLC services-business services, nec | 12.5K | 27.84% | 27.84% | $61.00M | Nov 7, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC services-business services, nec | 11.6K | 25.90% | 25.90% | $56.75M | Nov 12, 2025 | ▼ 119 |
VALLEY NATIONAL ADVISERS INC services-business services, nec | 2.0K | 4.45% | 4.45% | $9.00M | Oct 17, 2025 | ▼ 250 |
TOWER RESEARCH CAPITAL LLC (TRC) services-business services, nec | 791 | 1.76% | 1.76% | $3.86M | Nov 14, 2025 | ▼ 188 |
BANK OF AMERICA CORP /DE/ services-business services, nec | 12 | 0.03% | 0.03% | $59,000 | Feb 3, 2026 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
1
Increased
+50.0K shares0
New Positions
first time holders5
Decreased
−1.1K shares0
Sold Out
fully exitedNet shares change (top 50)
+48.9K
+50.0K / −1.1K
Net new holders
-4
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CJMB insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
8
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Dial Gerald director | Dec 30, 2025 | Purchase | 10,000 | $0.76 | $7.6K | 12.0K | Form 4 ↗ |
Croyle David J Chief Medical Officer | Mar 20, 2026 | Purchase | 10,195 | $1.75 | $17.8K | 800.0K | Form 4 ↗ |
Croyle David J Chief Medical Officer | Mar 6, 2026 | Purchase | 14,805 | $1.76 | $26.1K | 789.8K | Form 4 ↗ |
Dial Gerald director | Feb 4, 2025 | Award | 25,000 | — | — | 25.0K | Form 4 ↗ |
Dial Gerald director | Dec 30, 2025 | Purchase | 1,539 | $1.20 | $1.8K | 2.0K | Form 4 ↗ |
Dial Gerald director | Dec 30, 2025 | Purchase | 461 | $1.22 | $562.42 | 461 | Form 4 ↗ |
Williams Wayne D CEO, Chairman and President | Dec 16, 2025 | Purchase | 5,000 | $1.73 | $8.7K | 84.4K | Form 4 ↗ |
Williams Wayne D CEO, Chairman and President | Dec 12, 2025 | Purchase | 4,926 | $1.75 | $8.6K | 2.27M | Form 4 ↗ |
Williams Wayne D CEO, Chairman and President | Dec 11, 2025 | Purchase | 62 | $1.79 | $110.98 | 2.26M | Form 4 ↗ |
Williams Wayne D CEO, Chairman and President | Dec 15, 2025 | Purchase | 10,810 | $1.70 | $18.4K | 79.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Callan JMB Inc. (CJMB) is primarily owned by institutional investors, who hold approximately 17.1% of total shares outstanding. Company insiders own approximately 68.38%, while retail and public investors account for the remaining 14.50%.
The largest institutional shareholder of Callan JMB Inc. is BARD ASSOCIATES INC, holding approximately 394,635 shares — equal to 8.79% of outstanding shares — as of September 30, 2025.
A total of 9 institutional investors currently hold CJMB stock, with a combined institutional value of approximately $3,658,396 as of the most recent 13F filing period.
Frequently asked questions
CJMB ownershipCallan JMB Inc. (CJMB) is primarily owned by institutional investors, who hold approximately 17.1% of shares. The largest shareholder is BARD ASSOCIATES INC with a 8.79% stake. Company insiders hold 68.38%. Data sourced from SEC Form 13F as of September 30, 2025.