Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,602,970
+$169,143 QoQ
Shares Held
9,442
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#531
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Moors & Cabot, Inc. holds $9,295,675 across 4 Healthcare Plans names. CI ranks #2 (28.0% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,602,970 | 9,442 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,433,827 | 9,124 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,535,693 | 9,213 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,626,534 | 9,112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,541,172 | 10,712 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,008,705 | 9,145 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,600,134 | 9,416 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,434,952 | 9,915 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,281,237 | 9,926 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,578,511 | 9,853 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,814,530 | 9,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,658,734 | 9,294 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,633,711 | 9,386 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,386,139 | 9,338 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,099,023 | 9,353 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,601,836 | 9,377 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,477,088 | 9,400 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,177,336 | 9,087 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,910,521 | 8,320 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,731,784 | 8,652 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,684,856 | 7,107 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,741,978 | 7,206 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,497,022 | 7,191 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,165,032 | 6,877 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,319,367 | 7,031 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,262,407 | 7,125 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||