3 institutions reported holding $435,052 of COLUMBIA DIVIDEND INCOME INST2 (CDDRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequent Asset Management, LLC ($239,926), KELLEHER FINANCIAL ADVISORS ($195,126), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | $239,926 | 5,927 | Hold |
| 2 | KELLEHER FINANCIAL ADVISORS | $195,126 | 4,820 | Trimmed |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30