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ChoiceOne Financial Services (COFS) Institutional Ownership

ChoiceOne Financial Services logo
$34.69 +0.13 (+0.38%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for ChoiceOne Financial Services (NASDAQ:COFS)

Current
Institutional Ownership
Percentage
19.90%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$31.72M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$819.74K
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COFS Institutional Buying and Selling by Quarter

ChoiceOne Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025SG Americas Securities LLC3,456$123K0.0%N/A0.039%
12/26/2024JPMorgan Chase & Co.10,887$337K0.0%+157.1%0.122%
11/19/2024Barclays PLC13,347$412K0.0%+173.3%0.149%
11/16/2024Geode Capital Management LLC187,342$5.79M0.0%+21.2%2.091%
11/15/2024Barclays PLC13,347$412K0.0%+173.3%0.149%
11/15/2024Zacks Investment Management117,273$3.63M0.0%N/A1.309%
11/15/2024State Street Corp97,095$3.00M0.0%+6.8%1.084%
11/15/2024Jacobs Asset Management LLC100,000$3.09M2.0%N/A1.116%
11/14/2024Fourthstone LLC354,630$10.96M2.4%N/A3.958%
11/13/2024The Manufacturers Life Insurance Company223,414$6.91M0.0%N/A2.493%
11/12/2024Cerity Partners LLC28,348$876K0.0%-23.1%0.316%
11/12/2024Charles Schwab Investment Management Inc.22,443$694K0.0%+21.6%0.250%
11/8/2024Segall Bryant & Hamill LLC35,373$1.09M0.0%N/A0.395%
11/6/2024Empowered Funds LLC27,060$836K0.0%+5.2%0.302%
11/6/2024Curi RMB Capital LLC70,928$2.19M0.0%N/A0.792%
9/30/2024Mattson Financial Services LLC1,630$47K0.0%N/A0.022%
8/9/2024Renaissance Technologies LLC19,000$544K0.0%+7.3%0.251%
8/9/2024ICA Group Wealth Management LLC2,935$84K0.1%-81.2%0.039%
7/26/2024Bank of New York Mellon Corp21,720$622K0.0%+7.0%0.287%
5/13/2024Shakespeare Wealth Management LLC39,521$1.08M0.3%-11.1%0.522%
5/10/2024Vanguard Group Inc.350,690$9.59M0.0%+0.8%4.639%
5/7/2024Empowered Funds LLC23,920$654K0.0%+7.9%0.316%
4/5/2024CWM LLC4,798$131K0.0%+33.8%0.064%
3/8/2024ICA Group Wealth Management LLC15,253$447K0.1%-5.1%0.202%
2/1/2024CWM LLC3,587$105K0.0%-25.2%0.048%
1/26/2024Cerity Partners LLC46,124$1.35M0.0%N/A0.611%
1/12/2024SG Americas Securities LLC3,800$111K0.0%N/A0.050%
10/24/2023Raymond James Financial Services Advisors Inc.14,115$277K0.0%-6.6%0.187%
9/21/2023Barclays PLC3,836$89K0.0%+57.3%0.051%
8/4/2023American International Group Inc.3,362$77K0.0%N/A0.045%
7/27/2023EA Series Trust18,670$429K0.0%N/A0.248%
7/25/2023Raymond James Financial Services Advisors Inc.15,115$348K0.0%+7.1%0.201%
7/11/2023Gradient Investments LLC1,630$37K0.0%-57.4%0.022%
5/16/2023Fourthstone LLC164,146$4.14M1.5%-14.3%2.182%
5/2/2023LSV Asset Management4,858$123K0.0%N/A0.065%
5/1/2023CWM LLC4,903$124K0.0%N/A0.065%
4/14/2023Raymond James Financial Services Advisors Inc.14,115$356K0.0%+22.2%0.188%
2/14/2023683 Capital Management LLC7,055$205K0.0%N/A0.094%
2/13/2023BHZ Capital Management LP8,910$258K0.1%N/A0.119%
2/8/2023Raymond James Financial Services Advisors Inc.11,555$335K0.0%-28.1%0.154%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

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1/10/2023Gradient Investments LLC3,830$111K0.0%N/A0.051%
1/5/2023 HBW Advisory Services LLC24,629$714K0.2%+7.0%0.328%
10/25/2022Raymond James Financial Services Advisors Inc.16,081$349K0.0%+51.3%0.214%
8/11/2022Jacobs Asset Management LLC114,724$2.31M1.1%+5.0%1.532%
5/16/2022Shakespeare Wealth Management Inc.44,436$1.10M0.4%-5.6%0.591%
5/10/2022Huntington National Bank1,704$43K0.0%-20.6%0.023%
2/10/2022Jacobs Asset Management LLC109,272$2.90M1.3%+26.1%1.443%
2/9/2022Cutler Capital Management LLC46,000$1.22M0.4%+2.2%0.607%
1/21/2022Huntington National Bank2,145$57K0.0%+26.0%0.028%
1/11/2022 HBW Advisory Services LLC23,019$610K0.1%+24.1%0.304%
11/15/2021Gotham Asset Management LLC15,518$338K0.0%N/A0.205%
11/12/2021Renaissance Technologies LLC28,381$702K0.0%-32.7%0.372%
11/12/2021Geode Capital Management LLC56,282$1.38M0.0%+24.3%0.739%
11/9/2021Barclays PLC3,811$94K0.0%-21.3%0.050%
11/9/2021BlackRock Inc.30,941$765K0.0%-1.7%0.406%
10/8/2021 HBW Advisory Services LLC18,550$459K0.1%N/A0.243%
8/25/2021Marshall Wace LLP19,844$481K0.0%N/A0.260%
8/17/2021Millennium Management LLC102,482$2.48M0.0%N/A1.313%
8/16/2021State Street Corp11,497$278K0.0%-90.4%0.147%
8/16/2021Tibra Equities Europe Ltd10,500$254K0.1%N/A0.135%
8/16/2021Marshall Wace LLP19,844$481K0.0%N/A0.254%
8/13/2021Renaissance Technologies LLC42,200$1.02M0.0%+152.7%0.541%
8/13/2021Northern Trust Corp12,868$312K0.0%-81.7%0.165%
8/13/2021LPL Financial LLC18,137$439K0.0%+11.0%0.232%
8/13/2021Geode Capital Management LLC45,296$1.10M0.0%-51.4%0.580%
8/13/2021Vanguard Group Inc.289,493$7.01M0.0%-7.6%3.709%
8/12/2021Ergoteles LLC19,000$460K0.0%N/A0.243%
8/11/2021Bank of New York Mellon Corp16,158$391K0.0%-54.7%0.207%
8/5/2021Fourthstone LLC8,693$217K0.1%N/A0.111%
8/4/2021Cutler Capital Management LLC42,500$1.03M0.4%+37.1%0.544%
5/17/2021Nuveen Asset Management LLC23,070$555K0.0%-3.7%0.296%
5/17/2021Goldman Sachs Group Inc.14,116$339K0.0%N/A0.181%
5/13/2021Barclays PLC7,492$181K0.0%+91.6%0.096%
5/13/2021Renaissance Technologies LLC16,700$402K0.0%+21.9%0.214%
5/13/2021Bank of New York Mellon Corp35,647$857K0.0%-3.3%0.457%
5/12/2021Northern Trust Corp70,329$1.69M0.0%-7.6%0.901%
5/12/2021Geode Capital Management LLC93,263$2.24M0.0%+1.4%1.195%
5/12/2021JPMorgan Chase & Co.22,958$552K0.0%+4.9%0.294%
5/12/2021UBS Group AG8,637$208K0.0%+24.4%0.111%
5/10/2021Russell Investments Group Ltd.8,573$206K0.0%N/A0.110%
5/7/2021BlackRock Inc.423,021$10.17M0.0%+7.2%5.422%
4/22/2021Cutler Capital Management LLC31,000$745K0.3%+3.3%0.397%
4/12/2021 FNY Investment Advisers LLC16,327$392K0.1%N/A0.209%
3/2/2021Capital Asset Advisory Services LLC4,951$153K0.0%N/A0.064%
2/19/2021JPMorgan Chase & Co.21,878$674K0.0%+226.5%0.281%
2/16/2021Nuveen Asset Management LLC23,962$739K0.0%+19.4%0.307%
2/16/2021Charles Schwab Investment Management Inc.18,104$558K0.0%+5.2%0.232%
2/12/2021Raymond James Financial Services Advisors Inc.7,331$226K0.0%-26.4%0.094%
2/12/2021LPL Financial LLC16,335$503K0.0%+5.6%0.210%
2/11/2021Northern Trust Corp76,112$2.35M0.0%-3.0%0.976%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

2/11/2021Barclays PLC3,910$120K0.0%+12.6%0.050%
2/11/2021Citigroup Inc.1,403$43K0.0%+299.7%0.018%
2/10/2021Rhumbline Advisers8,739$269K0.0%N/A0.112%
2/9/2021Wells Fargo & Company MN16,750$516K0.0%+8.5%0.215%
2/9/2021Bank of New York Mellon Corp36,868$1.14M0.0%+68.2%0.473%
2/5/2021BlackRock Inc.394,725$12.16M0.0%+14.4%5.064%
1/25/2021Nisa Investment Advisors LLC2,000$62K0.0%+53.8%0.026%
11/13/2020Morgan Stanley3,773$98K0.0%-21.2%0.048%
(Data available from 1/1/2016 forward)

COFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COFS shares?

During the previous two years, 28 institutional investors and hedge funds held shares of ChoiceOne Financial Services. The most heavily invested institutionals were Fourthstone LLC ($10.96M), Vanguard Group Inc. ($9.59M), The Manufacturers Life Insurance Company ($6.91M), Geode Capital Management LLC ($5.79M), Zacks Investment Management ($3.63M), Jacobs Asset Management LLC ($3.09M), and State Street Corp ($3.00M).Learn more on COFS's institutional investors.

What percentage of ChoiceOne Financial Services stock is owned by institutional investors?

19.90% of ChoiceOne Financial Services stock is owned by institutional investors. Learn more on COFS's institutional investor holdings.

Which institutional investors have been buying ChoiceOne Financial Services stock?

Of the 25 institutional investors that purchased ChoiceOne Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($354.63K), The Manufacturers Life Insurance Company ($223.41K), Zacks Investment Management ($117.27K), Jacobs Asset Management LLC ($100K), Curi RMB Capital LLC ($70.93K), Cerity Partners LLC ($46.12K), and Segall Bryant & Hamill LLC ($35.37K).

How much institutional buying is happening at ChoiceOne Financial Services?

Institutional investors have bought a total of 1,085,739 shares in the last 24 months. This purchase volume represents approximately $33.17M in transactions.

Which ChoiceOne Financial Services major shareholders have been selling company stock?

The following institutional investors have sold ChoiceOne Financial Services stock in the last 24 months: Fourthstone LLC ($27.31K), ICA Group Wealth Management LLC ($13.50K), Cerity Partners LLC ($8.50K), Raymond James Financial Services Advisors Inc. ($5.53K), Shakespeare Wealth Management LLC ($4.92K), Gradient Investments LLC ($2.20K), and CWM LLC ($1.21K).

How much institutional selling is happening at ChoiceOne Financial Services?

Institutional investors have sold a total of 63,158 shares in the last 24 months. This volume of shares sold represents approximately $1.71M in transactions.



This page (NASDAQ:COFS) was last updated on 1/19/2025 by MarketBeat.com Staff
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