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Panagram BBB-B CLO ETF (CLOZ) Institutional Ownership

$26.75
-0.17 (-0.63%)
(As of 12:37 PM ET)

Institutional Ownership Changes (13F Filings) for Panagram BBB-B CLO ETF (NYSEARCA:CLOZ)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$18.54M
Number of
Institutional Sellers
(last 12 months)
0
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CLOZ Institutional Buying and Selling by Quarter

Panagram BBB-B CLO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Lindbrook Capital LLC8,500$228K0.0%N/A0.079%
10/10/2024 Valeo Financial Advisors LLC127,764$3.43M0.1%+118.1%1.183%
7/11/2024 Worth Asset Management LLC9,625$259K0.2%N/A0.089%
4/25/2024 Valeo Financial Advisors LLC58,584$1.57M0.0%+77.1%0.574%
4/19/2024 Valeo Financial Advisors LLC56,154$1.51M0.0%+69.8%0.551%
1/29/2024 Valeo Financial Advisors LLC33,080$873K0.0%+25.8%1.141%
1/17/2024Schechter Investment Advisors LLC320,524$8.46M0.7%N/A11.053%
11/6/2023Black Swift Group LLC238,965$6.25M2.0%N/A8.240%
10/20/2023 Valeo Financial Advisors LLC26,291$687K0.0%N/A0.907%
8/9/2023Flow Traders U.S. LLC81,961$2.08M0.1%+659.6%2.826%
5/15/2023 Security Benefit Life Insurance Co. KS916,884$23.10M2.7%N/A114.611%
(Data available from 1/1/2016 forward)

CLOZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOZ shares?

During the previous two years, the following institutional investors and hedge funds held shares of Panagram BBB-B CLO ETF shares: Security Benefit Life Insurance Co. KS ($23.10M), Schechter Investment Advisors LLC ($8.46M), Black Swift Group LLC ($6.25M), Valeo Financial Advisors LLC ($3.43M), Flow Traders U.S. LLC ($2.08M), and Worth Asset Management LLC ($259K), and Lindbrook Capital LLC ($228K).Learn more on CLOZ's institutional investors.

Which institutional investors have been buying Panagram BBB-B CLO ETF stock?

The following institutional investors have purchased Panagram BBB-B CLO ETF stock in the last 24 months: Security Benefit Life Insurance Co. KS ($916.88K), Schechter Investment Advisors LLC ($320.52K), Black Swift Group LLC ($238.97K), Valeo Financial Advisors LLC ($150.84K), Flow Traders U.S. LLC ($71.17K), Worth Asset Management LLC ($9.63K), and Lindbrook Capital LLC ($8.50K).

How much institutional buying is happening at Panagram BBB-B CLO ETF?

Institutional investors have bought a total of 1,716,507 shares in the last 24 months. This purchase volume represents approximately $44.13M in transactions.



This page (NYSEARCA:CLOZ) was last updated on 11/4/2024 by MarketBeat.com Staff
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