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Custom Truck One Source (CTOS) Institutional Ownership

Custom Truck One Source logo
$5.09 -0.01 (-0.20%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Custom Truck One Source (NYSE:CTOS)

Current
Institutional Ownership
Percentage
90.07%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$34.33M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$12.46M
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CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC1,202,892$4.15M0.0%-3.3%0.515%
11/15/2024Barclays PLC84,526$291K0.0%+349.6%0.036%
11/15/2024Jane Street Group LLC89,432$309K0.0%+4.9%0.038%
11/15/2024 Quadrature Capital Ltd18,891$65K0.0%-66.9%0.008%
11/15/2024 Portolan Capital Management LLC574,300$1.98M0.1%-51.6%0.246%
11/15/2024 Paloma Partners Management Co256,146$884K0.0%+17.5%0.110%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC109,626$378K0.0%+15.7%0.047%
11/14/2024 MetLife Investment Management LLC12,012$41K0.0%-60.1%0.005%
11/13/2024 FMR LLC28,846$100K0.0%+1,234.8%0.012%
11/13/2024 D.A. Davidson & CO.29,240$101K0.0%+20.5%0.013%
11/12/2024 Charles Schwab Investment Management Inc.446,464$1.54M0.0%-5.9%0.191%
11/9/2024 Intech Investment Management LLC16,233$56K0.0%N/A0.007%
11/6/2024 Black Diamond Financial LLC1,427,000$4.92M0.8%+906.8%0.604%
11/5/2024 GSA Capital Partners LLP277,545$958K0.1%-36.7%0.117%
10/19/2024 Allspring Global Investments Holdings LLC4,715,225$16.27M0.0%-4.4%1.961%
10/11/2024 Creative Planning18,235$63K0.0%-40.4%0.008%
10/3/2024 SG Americas Securities LLC18,610$64K0.0%N/A0.008%
8/29/2024 Maven Securities LTD500,000$2.18M0.0%N/A0.208%
8/27/2024 Clearbridge Investments LLC1,874,190$8.15M0.0%-2.3%0.780%
8/16/2024 Algert Global LLC163,463$711K0.0%-38.7%0.068%
8/15/2024 ECP ControlCo LLC25,757,628$112.05M34.6%+0.1%10.714%
8/13/2024 Sei Investments Co.111,286$484K0.0%-10.3%0.046%
8/12/2024 First Eagle Investment Management LLC305,338$1.33M0.0%N/A0.127%
8/9/2024 Dimensional Fund Advisors LP2,246,060$9.77M0.0%+22.4%0.934%
8/9/2024 Black Diamond Financial LLC141,735$617K0.1%+16.5%0.059%
8/8/2024 Federated Hermes Inc.2,780,000$12.09M0.0%-0.2%1.156%
8/5/2024 Victory Capital Management Inc.10,781$47K0.0%N/A0.004%
7/26/2024 Allspring Global Investments Holdings LLC4,934,780$21.47M0.0%+190.2%2.053%
7/26/2024 Bank of New York Mellon Corp266,415$1.16M0.0%+4.7%0.111%
7/25/2024 First Merchants Corp20,000$87K0.0%N/A0.008%
7/12/2024 Sendero Wealth Management LLC162,800$708K0.1%+6.5%0.068%
7/12/2024 Register Financial Advisors LLC162,800$708K0.4%-9.2%0.068%
5/24/2024Cetera Advisors LLC11,755$68K0.0%N/A0.005%
5/16/2024 California State Teachers Retirement System60,084$350K0.0%-6.2%0.025%
5/16/2024 Janus Henderson Group PLC291,185$1.70M0.0%-3.8%0.121%
5/16/2024 Paloma Partners Management Co205,000$1.19M0.1%N/A0.085%
5/15/2024 Aristides Capital LLC22,409$130K0.0%N/A0.009%
5/15/2024 Price T Rowe Associates Inc. MD16,395$96K0.0%+21.3%0.007%
5/15/2024 Quadrature Capital Ltd21,765$127K0.0%-27.1%0.009%
5/14/2024 MQS Management LLC12,970$75K0.0%N/A0.005%
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5/13/2024 Clearbridge Investments LLC1,917,468$11.16M0.0%+2.1%0.798%
5/10/2024 Vanguard Group Inc.3,191,740$18.58M0.0%+2.6%1.328%
5/9/2024 Koshinski Asset Management Inc.10,000$58K0.0%N/A0.004%
5/7/2024 Sei Investments Co.124,103$722K0.0%-8.6%0.052%
5/7/2024 Heartland Advisors Inc.422,047$2.46M0.1%N/A0.176%
5/6/2024 Black Diamond Financial LLC121,635$752K0.2%-69.4%0.051%
5/3/2024 GSA Capital Partners LLP285,810$1.66M0.1%+48.4%0.119%
5/1/2024 Mirae Asset Global Investments Co. Ltd.1,817,365$10.58M0.0%-15.0%0.756%
4/23/2024 Canvas Wealth Advisors LLC3,487,228$20.30M6.7%+2.2%1.451%
4/18/2024 Allspring Global Investments Holdings LLC1,700,194$9.90M0.0%-9.2%0.708%
4/16/2024 Register Financial Advisors LLC179,300$1.04M0.5%+410.8%0.075%
3/25/2024 Quadrature Capital Ltd29,875$184K0.0%+9.7%0.012%
2/13/2024 Tower Research Capital LLC TRC16,011$99K0.0%+851.3%0.007%
2/12/2024Pine Valley Investments Ltd Liability Co73,000$451K0.0%-6.4%0.030%
2/9/2024 Clearbridge Investments LLC1,878,893$11.61M0.0%+3.9%0.774%
2/8/2024 Bedel Financial Consulting Inc.45,227$280K0.1%-8.7%0.019%
2/7/2024 Jump Financial LLC54,294$336K0.0%N/A0.022%
2/6/2024M&T Bank Corp29,489$183K0.0%+9.8%0.012%
2/6/2024 Swiss National Bank121,300$750K0.0%-9.4%0.050%
2/2/2024 Arbor Wealth Advisors LLC15,260$94K0.1%N/A0.006%
1/25/2024 Allspring Global Investments Holdings LLC1,873,017$11.58M0.0%-19.7%0.771%
1/24/2024 Mirae Asset Global Investments Co. Ltd.2,137,541$13.21M0.0%-0.9%0.880%
1/17/2024 Canvas Wealth Advisors LLC3,413,242$21.30M7.7%+4.8%1.405%
1/17/2024 Sendero Wealth Management LLC152,800$944K0.2%+15.1%0.063%
1/12/2024 SG Americas Securities LLC84,169$520K0.0%+330.2%0.035%
1/12/2024 Register Financial Advisors LLC35,100$217K0.1%+602.0%0.014%
12/18/2023 Vanguard Group Inc.3,251,103$20.16M0.0%+1.6%1.339%
11/15/2023 GSA Capital Partners LLP141,766$879K0.1%-26.1%0.058%
11/15/2023 Schroder Investment Management Group1,237,499$7.67M0.0%-11.8%0.503%
11/14/2023 Quadrature Capital Ltd27,239$169K0.0%N/A0.011%
11/14/2023 Sherbrooke Park Advisers LLC14,315$89K0.0%N/A0.006%
11/14/2023 Teza Capital Management LLC41,702$259K0.0%N/A0.017%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.64,323$399K0.0%N/A0.026%
11/13/2023 Algert Global LLC46,325$287K0.0%-18.2%0.019%
11/13/2023 Federated Hermes Inc.4,741,662$29.40M0.1%+0.1%1.925%
11/13/2023 Clearbridge Investments LLC1,808,888$11.22M0.0%-2.9%0.735%
11/13/2023 FMR LLC2,658,773$16.48M0.0%-67.3%1.080%
11/13/2023 DekaBank Deutsche Girozentrale4,959$31K0.0%N/A0.002%
11/9/2023 Loomis Sayles & Co. L P867,306$5.38M0.0%+3.7%0.352%
11/9/2023R.P. Boggs & Co.994,203$6.16M4.8%+5.2%0.404%
11/8/2023 Campbell & CO Investment Adviser LLC22,270$138K0.0%+28.5%0.009%
11/8/2023 New York Life Investment Management LLC52,436$325K0.0%-13.6%0.021%
11/7/2023Barclays PLC21,307$132K0.0%-16.1%0.009%
10/27/2023 Allspring Global Investments Holdings LLC2,333,943$14.47M0.0%-1.8%0.948%
10/26/2023 Mirae Asset Global Investments Co. Ltd.2,156,983$13.37M0.0%+9.4%0.876%
10/24/2023 Bank of New York Mellon Corp229,823$1.43M0.0%+3.3%0.093%
10/24/2023 Canvas Wealth Advisors LLC3,257,232$19.02M7.6%-0.2%1.323%
10/13/2023 SG Americas Securities LLC19,563$121K0.0%N/A0.008%
10/13/2023 Register Financial Advisors LLC5,000$31K0.0%+66.7%0.002%
9/21/2023Barclays PLC25,409$171K0.0%-16.0%0.010%
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8/14/2023 Portolan Capital Management LLC861,933$5.81M0.5%-14.7%0.350%
8/11/2023 Campbell & CO Investment Adviser LLC17,336$117K0.0%N/A0.007%
8/11/2023 Clearbridge Investments LLC1,863,562$12.56M0.0%+1.0%0.757%
8/11/2023 Schroder Investment Management Group1,402,477$9.45M0.0%+0.4%0.570%
8/11/2023 ExodusPoint Capital Management LP46,615$314K0.0%+158.9%0.019%
8/10/2023 Mirae Asset Global Investments Co. Ltd.1,971,711$13.29M0.0%+8.8%0.801%
8/7/2023 New York Life Investment Management LLC60,697$409K0.0%-13.7%0.025%
8/4/2023 American International Group Inc.27,309$184K0.0%-5.2%0.011%
8/1/2023 Arizona State Retirement System17,282$116K0.0%N/A0.007%
7/27/2023R.P. Boggs & Co.945,208$6.37M5.1%+10.3%0.384%
(Data available from 1/1/2016 forward)

CTOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTOS shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Custom Truck One Source. The most heavily invested institutionals were ECP ControlCo LLC ($112.05M), Canvas Wealth Advisors LLC ($20.30M), Hawkeye Capital Management LLC ($19.69M), Gilder Gagnon Howe & Co. LLC ($18.64M), Vanguard Group Inc. ($18.58M), Allspring Global Investments Holdings LLC ($16.27M), and Federated Hermes Inc. ($12.09M).Learn more on CTOS's institutional investors.

What percentage of Custom Truck One Source stock is owned by institutional investors?

90.07% of Custom Truck One Source stock is owned by institutional investors. Learn more on CTOS's institutional investor holdings.

Which institutional investors have been buying Custom Truck One Source stock?

Of the 50 institutional investors that purchased Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($3.23M), Black Diamond Financial LLC ($1.31M), Canvas Wealth Advisors LLC ($764.79K), Mirae Asset Global Investments Co. Ltd. ($682.75K), Maven Securities LTD ($500K), Heartland Advisors Inc. ($422.05K), and Dimensional Fund Advisors LP ($410.90K).

How much institutional buying is happening at Custom Truck One Source?

Institutional investors have bought a total of 9,998,702 shares in the last 24 months. This purchase volume represents approximately $49.98M in transactions.

Which Custom Truck One Source major shareholders have been selling company stock?

Of the 30 institutional investors that sold Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.50M), Allspring Global Investments Holdings LLC ($1.04M), Gilder Gagnon Howe & Co. LLC ($999.51K), Portolan Capital Management LLC ($934.21K), Clearbridge Investments LLC ($621.58K), Mirae Asset Global Investments Co. Ltd. ($386.25K), and Canvas Wealth Advisors LLC ($353.44K).

How much institutional selling is happening at Custom Truck One Source?

Institutional investors have sold a total of 11,145,485 shares in the last 24 months. This volume of shares sold represents approximately $66.49M in transactions.



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