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AXS Change Finance ESG ETF (CHGX) Institutional Ownership

AXS Change Finance ESG ETF logo
$39.69 +0.55 (+1.41%)
(As of 01:30 PM ET)

Institutional Ownership Changes (13F Filings) for AXS Change Finance ESG ETF (NYSEARCA:CHGX)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.13M
Number of
Institutional Sellers
(last 12 months)
0
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CHGX Institutional Buying and Selling by Quarter

AXS Change Finance ESG ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2024 WCG Wealth Advisors LLC253,075$9.15M0.7%+13.0%7.336%
7/16/2024 ORG Partners LLC2,320$84K0.0%N/A0.067%
11/13/2023 WCG Wealth Advisors LLC224,642$7.09M0.5%-0.9%5.616%
8/23/2022 WCG Wealth Advisors LLC185,217$4.85M0.7%N/A5.145%
8/23/2022 Captrust Financial Advisors4,056$106K0.0%N/A0.113%
8/13/2022 Concourse Financial Group Securities Inc.11,383$298K0.0%+10.2%0.316%
7/19/2022Commonwealth Equity Services LLC75,115$1.97M0.0%+9.9%2.087%
7/13/2022 Private Advisor Group LLC18,390$482K0.0%N/A0.511%
5/11/2022Raymond James Financial Services Advisors Inc.106,580$3.35M0.0%+72.5%2.768%
5/10/2022 Mercer Global Advisors Inc. ADV15,655$491K0.0%-6.0%0.407%
5/9/2022 Concourse Financial Group Securities Inc.10,331$324K0.0%+6.6%0.268%
5/5/2022Financial Architects Inc11,496$361K0.1%+20.6%0.299%
5/4/2022Commonwealth Equity Services LLC68,318$2.14M0.0%+5.1%1.774%
5/2/2022 Steward Partners Investment Advisory LLC2,031$64K0.0%N/A0.053%
(Data available from 1/1/2016 forward)

CHGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHGX shares?

During the previous two years, the following institutional investors and hedge funds held shares of AXS Change Finance ESG ETF shares: WCG Wealth Advisors LLC ($9.15M), ORG Partners LLC ($84K).Learn more on CHGX's institutional investors.

Which institutional investors have been buying AXS Change Finance ESG ETF stock?

The following institutional investors have purchased AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($29.06K), and ORG Partners LLC ($2.32K).

How much institutional buying is happening at AXS Change Finance ESG ETF?

Institutional investors have bought a total of 31,378 shares in the last 24 months. This purchase volume represents approximately $1.13M in transactions.

Which AXS Change Finance ESG ETF major shareholders have been selling company stock?

The following institutional investors have sold AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($2.08K).

How much institutional selling is happening at AXS Change Finance ESG ETF?

Institutional investors have sold a total of 2,080 shares in the last 24 months. This volume of shares sold represents approximately $61.57K in transactions.



This page (NYSEARCA:CHGX) was last updated on 11/21/2024 by MarketBeat.com Staff
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