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Anfield U.S. Equity Sector Rotation ETF (AESR) Institutional Ownership

$17.30 -0.30 (-1.70%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Anfield U.S. Equity Sector Rotation ETF (BATS:AESR)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$85.02K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$27.42M
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AESR Institutional Buying and Selling by Quarter

Anfield U.S. Equity Sector Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/8/2024 Avior Wealth Management LLC29,027$492K0.0%-12.7%0.476%
10/5/2024 First International Bank & Trust1,074,855$18.27M5.9%-3.8%17.621%
7/31/2024 Anfield Capital Management LLC808,754$13.23M6.4%+0.6%13.258%
7/3/2024 First International Bank & Trust1,116,866$18.27M6.3%-2.8%18.309%
1/30/2024 Avior Wealth Management LLC69,587$960K0.1%-27.2%0.761%
1/9/2024 First International Bank & Trust1,868,412$25.80M10.1%-49.9%20.420%
10/17/2023 Avior Wealth Management LLC95,592$1.17M0.1%-5.1%1.045%
10/12/2023 First International Bank & Trust3,732,955$45.62M16.4%-11.4%40.797%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC100,709$1.29M0.1%-32.4%1.154%
7/17/2023 First International Bank & Trust4,211,941$53.83M17.1%+2.3%48.247%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC149,043$1.79M0.1%-6.9%1.707%
4/14/2023 First International Bank & Trust4,115,963$49.47M16.4%-0.9%47.694%
2/14/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC160,166$1.83M0.1%+1.9%0.000%
2/9/2023 First International Bank & Trust4,152,818$47.55M16.2%+2.1%0.000%
1/30/2023 First Interstate Bank17,202$197K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

AESR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AESR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Anfield U.S. Equity Sector Rotation ETF shares: First International Bank & Trust ($18.27M), Anfield Capital Management LLC ($13.23M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.29M), and Avior Wealth Management LLC ($492K), First Interstate Bank ($197K).Learn more on AESR's institutional investors.

Which institutional investors have been buying Anfield U.S. Equity Sector Rotation ETF stock?

The following institutional investors have purchased Anfield U.S. Equity Sector Rotation ETF stock in the last 24 months: First International Bank & Trust ($180.44K), First Interstate Bank ($17.20K), Anfield Capital Management LLC ($5.20K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($3.03K).

How much institutional buying is happening at Anfield U.S. Equity Sector Rotation ETF?

Institutional investors have bought a total of 205,870 shares in the last 24 months. This purchase volume represents approximately $2.51M in transactions.

Which Anfield U.S. Equity Sector Rotation ETF major shareholders have been selling company stock?

The following institutional investors have sold Anfield U.S. Equity Sector Rotation ETF stock in the last 24 months: First International Bank & Trust ($2.46M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($59.46K), and Avior Wealth Management LLC ($35.35K).

How much institutional selling is happening at Anfield U.S. Equity Sector Rotation ETF?

Institutional investors have sold a total of 2,549,871 shares in the last 24 months. This volume of shares sold represents approximately $34.54M in transactions.



This page (BATS:AESR) was last updated on 11/17/2024 by MarketBeat.com Staff
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