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Barrons 400 ETF (BFOR) Institutional Ownership

$66.86
+0.48 (+0.72%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Barrons 400 ETF (NYSEARCA:BFOR)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$953.90K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$11.45K
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BFOR Institutional Buying and Selling by Quarter

Barrons 400 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2024 RVW Wealth LLC3,068$208K0.0%N/A0.131%
2/13/2024 CWA Asset Management Group LLC3,500$218K0.0%N/A0.149%
11/28/2023 ASB Consultores LLC16,000$901K0.4%+20.7%0.681%
10/12/2023 RVW Wealth LLC3,069$173K0.0%N/A0.131%
7/31/2023 LPL Financial LLC10,440$598K0.0%-1.9%0.444%
7/27/2023 CWA Asset Management Group LLC3,500$200K0.0%N/A0.149%
2/13/2023 ASB Consultores LLC13,252$706K0.3%+136.6%0.557%
2/7/2023 LPL Financial LLC11,682$623K0.0%-3.4%0.491%
11/14/2022 MML Investors Services LLC5,944$292K0.0%-27.1%0.250%
11/9/2022 CWA Asset Management Group LLC6,500$319K0.0%-48.0%0.273%
4/21/2022 CWA Asset Management Group LLC12,500$742K0.1%N/A0.510%
2/24/2022 Options Solutions LLC10,000$644K0.6%N/A0.408%
2/22/2022 Tyler Stone Wealth Management400$26K0.0%N/A0.016%
2/9/2022 Geneos Wealth Management Inc.5,355$345K0.0%N/A0.219%
2/8/2022 Raymond James Financial Services Advisors Inc.5,721$369K0.0%+8.0%0.234%
2/8/2022 Bank of America Corp DE36,135$2.33M0.0%-12.0%1.475%
2/4/2022 Envestnet Asset Management Inc.3,131$202K0.0%N/A0.128%
2/3/2022 Advisor Group Holdings Inc.2,962$191K0.0%+29.2%0.121%
1/24/2022 National Bank of Canada FI700$45K0.0%N/A0.029%
11/16/2021 MML Investors Services LLC5,963$352K0.0%N/A0.239%
11/15/2021 Flow Traders U.S. LLC27,418$1.62M0.1%N/A1.097%
11/15/2021 Morgan Stanley341,219$20.12M0.0%+1.8%13.649%
11/12/2021 Rockefeller Capital Management L.P.682$40K0.0%+127.3%0.027%
11/9/2021 First Horizon Advisors Inc.2,862$169K0.0%N/A0.114%
11/5/2021 Advisor Group Holdings Inc.2,292$136K0.0%+17.8%0.092%
11/2/2021 Raymond James Financial Services Advisors Inc.5,297$312K0.0%-30.8%0.212%
10/12/2021 Activest Wealth Management870$51K0.0%N/A0.036%
8/16/2021 Bank of America Corp DE37,489$2.23M0.0%+4.6%1.530%
8/16/2021 Royal Bank of Canada6,952$413K0.0%-74.4%0.284%
8/16/2021 Morgan Stanley335,091$19.91M0.0%+2.4%13.677%
8/13/2021 LPL Financial LLC14,597$867K0.0%-21.0%0.596%
8/11/2021Susquehanna International Group LLP10,545$626K0.0%+136.4%0.430%
8/2/2021 Advisor Group Holdings Inc.1,945$116K0.0%-25.6%0.081%
5/18/2021 Morgan Stanley327,361$18.46M0.0%+3.9%13.640%
5/17/2021 Royal Bank of Canada27,143$1.53M0.0%-12.6%1.131%
5/12/2021 Texas Yale Capital Corp.6,335$357K0.0%-76.8%0.264%
5/12/2021 UBS Group AG19,823$1.12M0.0%-15.0%0.826%
5/7/2021 Sowell Financial Services LLC3,700$218K0.0%-44.8%0.154%
4/2/2021 RVW Wealth LLC3,967$1M0.1%-8.2%0.165%
3/26/2021Susquehanna International Group LLP11,333$564K0.0%-66.4%0.472%
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2/16/2021 Morgan Stanley315,033$15.68M0.0%+4.2%12.858%
2/12/2021 LPL Financial LLC18,848$938K0.0%+22.2%0.769%
2/9/2021 Wells Fargo & Company MN9,010$448K0.0%+7.5%0.368%
1/11/2021 RVW Wealth LLC4,320$1M0.1%-15.3%0.173%
11/13/2020 Morgan Stanley302,429$12.70M0.0%+1.1%11.860%
11/9/2020 LPL Financial LLC15,421$648K0.0%+17.0%0.605%
11/5/2020 Wells Fargo & Company MN8,378$352K0.0%+227.9%0.329%
10/9/2020 RVW Wealth LLC5,103$214K0.0%-11.3%0.200%
8/14/2020 Bank of America Corp DE27,800$1.09M0.0%-28.3%1.049%
8/14/2020 Advisor Group Holdings Inc.4,601$180K0.0%-8.2%0.174%
8/12/2020 Rockefeller Capital Management L.P.49,886$1.96M0.0%-3.5%1.882%
7/31/2020 UBS Group AG28,051$1.10M0.0%-24.8%1.059%
7/17/2020 Raymond James Financial Services Advisors Inc.7,655$300K0.0%-36.5%0.284%
7/13/2020 RVW Wealth LLC5,751$225K0.0%-75.5%0.213%
6/16/2020 Royal Bank of Canada25,903$809K0.0%-70.1%0.942%
5/26/2020 Morgan Stanley326,389$10.19M0.0%+12.6%11.869%
5/18/2020 Advisor Group Holdings Inc.5,010$158K0.0%N/A0.176%
5/15/2020 Jane Street Group LLC29,690$927K0.0%+77.2%1.042%
5/15/2020 Morgan Stanley326,389$10.19M0.0%+12.6%11.452%
5/12/2020 Sowell Financial Services LLC7,700$240K0.0%-18.1%0.270%
5/1/2020 UBS Group AG37,319$1.17M0.0%-3.4%1.309%
(Data available from 1/1/2016 forward)

BFOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BFOR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Barrons 400 ETF shares: ASB Consultores LLC ($901K), LPL Financial LLC ($598K), MML Investors Services LLC ($292K), and CWA Asset Management Group LLC ($218K), RVW Wealth LLC ($208K).Learn more on BFOR's institutional investors.

Which institutional investors have been buying Barrons 400 ETF stock?

The following institutional investors have purchased Barrons 400 ETF stock in the last 24 months: ASB Consultores LLC ($10.40K), CWA Asset Management Group LLC ($7K), and RVW Wealth LLC ($6.14K).

How much institutional buying is happening at Barrons 400 ETF?

Institutional investors have bought a total of 23,537 shares in the last 24 months. This purchase volume represents approximately $1.36M in transactions.

Which Barrons 400 ETF major shareholders have been selling company stock?

The following institutional investors have sold Barrons 400 ETF stock in the last 24 months: CWA Asset Management Group LLC ($6K), MML Investors Services LLC ($2.21K), and LPL Financial LLC ($613.00).

How much institutional selling is happening at Barrons 400 ETF?

Institutional investors have sold a total of 8,827 shares in the last 24 months. This volume of shares sold represents approximately $437.13K in transactions.


This page (NYSEARCA:BFOR) was last updated on 6/2/2024 by MarketBeat.com Staff

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