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Astoria US Quality Kings ETF (ROE) Institutional Ownership

$30.70 +0.30 (+0.99%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Astoria US Quality Kings ETF (NASDAQ:ROE)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$85.54M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$926.64K
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ROE Institutional Buying and Selling by Quarter

Astoria US Quality Kings ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Hobbs Group Advisors LLC1,087,786$33.51M12.0%+7.6%23.444%
11/15/2024 HighTower Advisors LLC22,429$690K0.0%+22.5%0.483%
11/14/2024 CreativeOne Wealth LLC15,027$463K0.0%N/A0.324%
11/8/2024 Prospera Private Wealth LLC8,098$249K0.0%N/A0.175%
11/7/2024 Peterson Financial Group Inc.797$25K0.1%N/A0.017%
11/4/2024 Axxcess Wealth Management LLC9,056$279K0.0%N/A0.195%
11/4/2024 Legacy Capital Wealth Partners LLC16,988$523K0.1%N/A0.366%
11/1/2024 Atria Investments Inc95,835$2.95M0.0%N/A2.065%
10/29/2024 Latitude Advisors LLC54,714$1.69M1.0%-2.4%1.159%
10/24/2024 Astor Investment Management LLC287,520$8.86M4.2%N/A6.092%
10/23/2024 Legacy Capital Group California Inc.66,285$2.04M0.7%N/A1.404%
10/21/2024 Raleigh Capital Management Inc.5,782$178K0.1%N/A0.123%
10/21/2024 Bluesphere Advisors LLC6,936$214K0.1%N/A0.147%
10/17/2024Onyx Bridge Wealth Group LLC10,299$317K0.0%-3.4%0.218%
10/15/2024 NBC Securities Inc.2,212$68K0.0%N/A0.047%
10/8/2024 Mather Group LLC.1,128$35K0.0%N/A0.024%
10/3/2024 Capital Market Strategies LLC26,593$819K0.5%+56.1%0.578%
8/7/2024 Ashton Thomas Private Wealth LLC2,645$77K0.0%N/A0.058%
7/26/2024 Latitude Advisors LLC56,084$1.63M1.0%+1.4%1.219%
7/22/2024 Hobbs Group Advisors LLC1,011,046$29.40M11.2%N/A33.702%
7/1/2024 Capital Market Strategies LLC17,038$495K0.3%N/A0.588%
4/29/2024Onyx Bridge Wealth Group LLC10,731$299K0.1%+20.8%0.370%
4/26/2024 Latitude Advisors LLC55,292$1.61M1.0%+3.4%1.907%
2/16/2024 Hobbs Group Advisors LLC870,001$22.62M10.1%N/A32.222%
2/14/2024 Vermillion & White Wealth Management Group LLC544,231$14.15M13.7%N/A20.157%
2/9/2024 BlackDiamond Wealth Management LLC67,349$1.79M1.3%-27.5%2.494%
1/31/2024Onyx Bridge Wealth Group LLC8,883$231K0.0%-6.6%0.329%
1/30/2024 Latitude Advisors LLC53,468$1.39M1.0%-12.1%1.980%
11/13/2023 PNC Financial Services Group Inc.5,503$129K0.0%N/A0.220%
11/3/2023 Latitude Advisors LLC60,861$1.42M1.0%N/A2.434%
(Data available from 1/1/2016 forward)

ROE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROE shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Astoria US Quality Kings ETF. The most heavily invested institutionals were Hobbs Group Advisors LLC ($33.51M), Vermillion & White Wealth Management Group LLC ($14.15M), Astor Investment Management LLC ($8.86M), Atria Investments Inc ($2.95M), Legacy Capital Group California Inc. ($2.04M), BlackDiamond Wealth Management LLC ($1.79M), and Latitude Advisors LLC ($1.69M).Learn more on ROE's institutional investors.

Which institutional investors have been buying Astoria US Quality Kings ETF stock?

Of the 20 institutional investors that purchased Astoria US Quality Kings ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hobbs Group Advisors LLC ($1.96M), Vermillion & White Wealth Management Group LLC ($544.23K), Astor Investment Management LLC ($287.52K), Atria Investments Inc ($95.84K), Legacy Capital Group California Inc. ($66.29K), Latitude Advisors LLC ($63.48K), and Capital Market Strategies LLC ($26.59K).

How much institutional buying is happening at Astoria US Quality Kings ETF?

Institutional investors have bought a total of 3,121,867 shares in the last 24 months. This purchase volume represents approximately $87.09M in transactions.

Which Astoria US Quality Kings ETF major shareholders have been selling company stock?

The following institutional investors have sold Astoria US Quality Kings ETF stock in the last 24 months: BlackDiamond Wealth Management LLC ($25.58K), Latitude Advisors LLC ($8.76K), and Onyx Bridge Wealth Group LLC ($987.00).

How much institutional selling is happening at Astoria US Quality Kings ETF?

Institutional investors have sold a total of 35,326 shares in the last 24 months. This volume of shares sold represents approximately $926.64K in transactions.



This page (NASDAQ:ROE) was last updated on 12/21/2024 by MarketBeat.com Staff
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