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Credit Suisse X-Links Silver Shares Covered Call ETN (SLVO) Institutional Ownership

$82.84
+1.20 (+1.47%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for Credit Suisse X-Links Silver Shares Covered Call ETN (NASDAQ:SLVO)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$2.39M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$535.10K
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SLVO Institutional Buying and Selling by Quarter

Credit Suisse X-Links Silver Shares Covered Call ETN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.4,296$300K0.0%+13.2%1.048%
4/25/2024 HTLF Bank14,525$1.09M0.1%-28.2%3.543%
3/15/2024 B. Riley Wealth Advisors Inc.3,796$280K0.0%-11.6%0.926%
2/7/2024 Principal Securities Inc.898$66K0.0%N/A0.219%
1/31/2024 HTLF Bank20,225$1.49M0.2%N/A4.933%
12/1/2023 B. Riley Wealth Advisors Inc.4,296$300K0.0%-18.9%1.048%
10/27/2023Dubuque Bank & Trust Co19,725$1.38M0.2%+36.0%4.811%
7/27/2023 B. Riley Wealth Advisors Inc.5,296$389K0.0%+30.9%1.292%
7/17/2023Dubuque Bank & Trust Co.14,500$1.06M0.1%+45.1%3.537%
4/13/2023Dubuque Bank & Trust Co.9,996$813K0.1%+185.6%2.438%
3/15/2023 B. Riley Wealth Advisors Inc.3,846$340K0.0%-15.4%0.938%
3/6/2023 OLD Mission Capital LLC4,731$418K0.0%-62.3%1.154%
2/7/2023 Envestnet Asset Management Inc.16,383$1.45M0.0%+295.3%3.996%
2/3/2023Dubuque Bank & Trust Co.3,500$309K0.0%N/A0.854%
1/25/2023 Stephens Inc. AR7,780$688K0.0%N/A1.898%
1/10/2023Cambridge Trust Co.3,386$299K0.0%N/A0.826%
11/16/2022 Kingsview Wealth Management LLC13,677$1.05M0.0%-46.9%3.336%
11/14/2022 OLD Mission Capital LLC12,544$966K0.0%-13.9%3.060%
11/8/2022IFP Advisors Inc9,718$74K0.0%-6.4%2.370%
11/2/2022 Lee Financial Co945$73K0.0%N/A0.230%
9/9/2022B. Riley Wealth Management Inc.186,475$776K0.0%+180.4%2.299%
8/13/2022 Flow Traders U.S. LLC10,452$43K0.0%N/A0.129%
8/5/2022 OLD Mission Capital LLC14,571$61K0.0%-96.8%0.180%
7/27/2022 Dynamic Advisor Solutions LLC37,500$156K0.0%-13.3%0.462%
7/22/2022 Geneos Wealth Management Inc.69,708$283K0.0%-10.8%0.860%
5/12/2022Cambridge Trust Co.47,735$249K0.0%N/A0.589%
5/10/2022B. Riley Wealth Management Inc.66,500$346K0.0%+27.9%0.820%
2/10/2022 OLD Mission Capital LLC661,647$3.36M0.1%+15.2%8.158%
2/10/2022B. Riley Wealth Management Inc.52,000$264K0.0%+35.1%0.641%
2/9/2022 Geneos Wealth Management Inc.80,948$411K0.0%-4.0%0.998%
2/4/2022 Envestnet Asset Management Inc.59,138$300K0.0%+4.5%0.729%
2/3/2022 Cambridge Investment Research Advisors Inc.24,271$123K0.0%+118.7%0.299%
2/3/2022 Advisor Group Holdings Inc.59,803$303K0.0%+5.2%0.737%
1/28/2022Dubuque Bank & Trust Co.402,000$2.04M0.2%+3.1%4.957%
11/16/2021 Two Sigma Securities LLC20,601$104K0.0%N/A0.254%
11/15/2021 Flow Traders U.S. LLC12,655$64K0.0%N/A0.156%
11/12/2021 OLD Mission Capital LLC574,508$2.91M0.1%+177.7%7.084%
11/12/2021B. Riley Wealth Management Inc.38,500$195K0.0%+92.5%0.475%
11/10/2021 D Orazio & Associates Inc.5,860$30K0.0%+144.2%0.072%
11/9/2021 Geneos Wealth Management Inc.84,348$432K0.0%+6.5%1.040%
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11/9/2021Dubuque Bank & Trust Co.390,000$1.97M0.2%+17.1%4.809%
11/5/2021 Advisor Group Holdings Inc.56,844$287K0.0%+95.5%0.701%
11/2/2021 Cambridge Investment Research Advisors Inc.11,100$56K0.0%-26.0%0.137%
10/28/2021 Dynamic Advisor Solutions LLC42,750$216K0.0%-28.8%0.527%
10/19/2021Dfpg Investments LLC16,902$90K0.0%+15.0%0.208%
8/13/2021 OLD Mission Capital LLC206,879$1.26M0.0%+4.2%2.551%
8/12/2021B. Riley Wealth Management Inc.20,000$122K0.0%N/A0.247%
8/10/2021 Dynamic Advisor Solutions LLC60,000$365K0.0%+45.5%0.740%
8/10/2021 Cambridge Investment Research Advisors Inc.15,000$91K0.0%N/A0.185%
8/9/2021 Jaffetilchin Investment Partners LLC19,460$118K0.0%N/A0.240%
8/9/2021 Pasadena Private Wealth LLC27,579$168K0.1%N/A0.340%
8/4/2021 Envestnet Asset Management Inc.29,082$177K0.0%+36.1%0.359%
8/2/2021 Advisor Group Holdings Inc.29,082$177K0.0%+31.7%0.359%
5/18/2021 Flow Traders U.S. LLC15,691$95K0.0%N/A0.193%
5/18/2021 Jane Street Group LLC26,154$159K0.0%N/A0.322%
5/14/2021Mark Stevens189,500$1.15M0.1%+738.5%2.337%
5/12/2021 UBS Group AG12,500$76K0.0%N/A0.154%
5/4/2021 Envestnet Asset Management Inc.21,367$130K0.0%+77.6%0.263%
4/27/2021 Dynamic Advisor Solutions LLC41,250$251K0.0%+142.6%0.509%
2/12/2021 LPL Financial LLC13,341$88K0.0%+25.3%0.413%
2/10/2021Dubuque Bank & Trust22,600$149K0.0%N/A0.699%
2/3/2021 Dynamic Advisor Solutions LLC17,000$112K0.0%N/A0.526%
11/9/2020 LPL Financial LLC10,648$66K0.0%N/A0.329%
8/17/2020 Jane Street Group LLC14,015$89K0.0%+36.2%0.469%
7/23/2020 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,687$99K0.1%N/A0.525%
5/15/2020 Jane Street Group LLC10,291$55K0.0%-49.7%0.337%
(Data available from 1/1/2016 forward)

SLVO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLVO shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Credit Suisse X-Links Silver Shares Covered Call ETN. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.45M), Dubuque Bank & Trust Co ($1.38M), HTLF Bank ($1.09M), Dubuque Bank & Trust Co. ($1.06M), Kingsview Wealth Management LLC ($1.05M), B. Riley Wealth Management Inc. ($776K), and Stephens Inc. AR ($688K).Learn more on SLVO's institutional investors.

Which institutional investors have been buying Credit Suisse X-Links Silver Shares Covered Call ETN stock?

Of the 11 institutional investors that purchased Credit Suisse X-Links Silver Shares Covered Call ETN stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: B. Riley Wealth Management Inc. ($119.98K), HTLF Bank ($20.23K), Dubuque Bank & Trust Co. ($14.50K), Envestnet Asset Management Inc. ($12.24K), Flow Traders U.S. LLC ($10.45K), Stephens Inc. AR ($7.78K), and Dubuque Bank & Trust Co ($5.23K).

How much institutional buying is happening at Credit Suisse X-Links Silver Shares Covered Call ETN?

Institutional investors have bought a total of 197,375 shares in the last 24 months. This purchase volume represents approximately $30.05M in transactions.

Which Credit Suisse X-Links Silver Shares Covered Call ETN major shareholders have been selling company stock?

The following institutional investors have sold Credit Suisse X-Links Silver Shares Covered Call ETN stock in the last 24 months: OLD Mission Capital LLC ($453.42K), Kingsview Wealth Management LLC ($12.09K), Geneos Wealth Management Inc. ($8.40K), Dynamic Advisor Solutions LLC ($5.75K), HTLF Bank ($5.70K), B. Riley Wealth Advisors Inc. ($2.20K), and IFP Advisors Inc ($665.00).

How much institutional selling is happening at Credit Suisse X-Links Silver Shares Covered Call ETN?

Institutional investors have sold a total of 488,220 shares in the last 24 months. This volume of shares sold represents approximately $80.48M in transactions.


This page (NASDAQ:SLVO) was last updated on 5/29/2024 by MarketBeat.com Staff

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