5 institutions reported holding $4.3M of COLUMBIA DIVIDEND INCOME FUND (CDDYX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($2.0M), Diversified Trust Co ($1.0M), Wealthspire Advisors, LLC ($835,206), Fulton Bank, N.A. ($220,793), NORTH STAR ASSET MANAGEMENT INC ($216,373). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $2.0M | 48,844 | Added |
| 2 | Diversified Trust Co | $1.0M | 25,004 | Added |
| 3 | Wealthspire Advisors, LLC | $835,206 | 20,592 | New |
| 4 | Fulton Bank, N.A. | $220,793 | 5,443 | Hold |
| 5 | NORTH STAR ASSET MANAGEMENT INC | $216,373 | 5,335 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30