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Clough Select Equity ETF (CBSE) Institutional Ownership

Clough Select Equity ETF logo
$34.88 -0.80 (-2.24%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Clough Select Equity ETF (NYSEARCA:CBSE)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$10.99M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$325.69K
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CBSE Institutional Buying and Selling by Quarter

Clough Select Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Waverly Advisors LLC150,808$4.99M0.1%+5.4%30.162%
2/13/2025 Jaffetilchin Investment Partners LLC19,034$630K0.0%-4.6%3.807%
2/12/2025 JPMorgan Chase & Co.183,385$6.07M0.0%+15.5%36.677%
1/31/2025 Beta Wealth Group Inc.19,926$660K0.3%-2.6%3.985%
1/31/2025 Sanctuary Advisors LLC22,500$790K0.0%+76.0%4.500%
12/26/2024 JPMorgan Chase & Co.158,792$4.94M0.0%+455.5%31.758%
11/25/2024 Sanctuary Advisors LLC12,783$438K0.0%-27.3%2.557%
11/4/2024 Jaffetilchin Investment Partners LLC19,942$621K0.0%-17.2%3.988%
9/5/2024 Sanctuary Advisors LLC17,583$535K0.0%N/A3.517%
7/30/2024 Jaffetilchin Investment Partners LLC24,081$732K0.1%N/A4.816%
5/16/2024 Waverly Advisors LLC154,271$4.28M0.1%N/A30.854%
2/12/2024 Beta Wealth Group Inc.29,073$731K0.4%+4.7%11.629%
3/6/2023 OLD Mission Capital LLC4,900$107K0.0%N/A1.885%
(Data available from 1/1/2016 forward)

CBSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBSE shares?

During the previous two years, the following institutional investors and hedge funds held shares of Clough Select Equity ETF shares: JPMorgan Chase & Co. ($6.07M), Waverly Advisors LLC ($4.99M), Sanctuary Advisors LLC ($790K), Beta Wealth Group Inc. ($660K), and Jaffetilchin Investment Partners LLC ($630K), OLD Mission Capital LLC ($107K).Learn more on CBSE's institutional investors.

Which institutional investors have been buying Clough Select Equity ETF stock?

The following institutional investors have purchased Clough Select Equity ETF stock in the last 24 months: Waverly Advisors LLC ($161.98K), JPMorgan Chase & Co. ($154.80K), Sanctuary Advisors LLC ($27.30K), Jaffetilchin Investment Partners LLC ($24.08K), OLD Mission Capital LLC ($4.90K), and Beta Wealth Group Inc. ($1.30K).

How much institutional buying is happening at Clough Select Equity ETF?

Institutional investors have bought a total of 374,350 shares in the last 24 months. This purchase volume represents approximately $11.13M in transactions.

Which Clough Select Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Clough Select Equity ETF stock in the last 24 months: Jaffetilchin Investment Partners LLC ($5.05K), Sanctuary Advisors LLC ($4.80K), and Beta Wealth Group Inc. ($522.00).

How much institutional selling is happening at Clough Select Equity ETF?

Institutional investors have sold a total of 10,369 shares in the last 24 months. This volume of shares sold represents approximately $325.69K in transactions.



This page (NYSEARCA:CBSE) was last updated on 2/22/2025 by MarketBeat.com Staff
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