Panagram BBB-B CLO ETF (CLOZ) Institutional Ownership $27.17 -0.01 (-0.04%) Closing price 02/21/2025 04:10 PM EasternExtended Trading$27.20 +0.02 (+0.09%) As of 02/21/2025 07:59 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnership Institutional Ownership Changes (13F Filings) for Panagram BBB-B CLO ETF (NYSEARCA:CLOZ)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$49.08MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$13.45M Get CLOZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Panagram BBB-B CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CLOZ Institutional Buying and Selling by Quarter Panagram BBB-B CLO ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/14/2025 Kovitz Investment Group Partners LLC804,642$21.69M0.1%+211.2%7.450% 2/12/2025 Knott David M Jr47,807$1.29M0.5%-91.2%0.443% 2/12/2025 OLD Mission Capital LLC55,143$1.49M0.0%N/A0.511% 2/6/2025 Ethos Financial Group LLC16,069$437K0.1%N/A0.149% 2/6/2025 Lindbrook Capital LLC10,500$283K0.0%+23.5%0.097% 2/6/2025 Schechter Investment Advisors LLC1,342,277$36.17M2.8%+28.9%12.428% 2/4/2025 Security Benefit Life Insurance Co. KS684,170$18.44M5.9%N/A6.335% 1/30/2025 Valeo Financial Advisors LLC123,764$3.34M0.1%-3.1%1.146% 11/14/2024 Flow Traders U.S. LLC120,519$3.24M0.2%+205.7%1.116% 11/1/2024 Lindbrook 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% 1/17/2024 Schechter Investment Advisors LLC320,524$8.46M0.7%N/A11.053% 11/6/2023 Black Swift Group LLC238,965$6.25M2.0%N/A8.240% 10/20/2023 Valeo Financial Advisors LLC26,291$687K0.0%N/A0.907% 8/9/2023 Flow 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, 11 institutional investors and hedge funds held shares of Panagram BBB-B CLO ETF. The most heavily invested institutionals were Schechter Investment Advisors LLC ($36.17M), Kovitz Investment Group Partners LLC ($21.69M), Security Benefit Life Insurance Co. KS ($18.44M), Black Swift Group LLC ($6.25M), Valeo Financial Advisors LLC ($3.34M), Flow Traders U.S. LLC ($3.24M), and OLD Mission Capital LLC ($1.49M).Learn more on CLOZ's institutional investors. Which institutional investors have been buying Panagram BBB-B CLO ETF stock? Of the 10 institutional investors that purchased Panagram BBB-B CLO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Security Benefit Life Insurance Co. KS ($1.60M), Schechter Investment Advisors LLC ($621.80K), Kovitz Investment Group Partners LLC ($546.06K), Black Swift Group LLC ($238.97K), Flow Traders U.S. LLC ($152.27K), Valeo Financial Advisors LLC ($150.84K), and OLD Mission Capital LLC ($55.14K). How much institutional buying is happening at Panagram BBB-B CLO ETF? Institutional investors have bought a total of 3,402,331 shares in the last 24 months. This purchase volume represents approximately $89.56M in transactions. Which Panagram BBB-B CLO ETF major shareholders have been selling company stock? The following institutional investors have sold Panagram BBB-B CLO ETF stock in the last 24 months: Knott David M Jr ($495.06K), and Valeo Financial Advisors LLC ($4K). How much institutional selling is happening at Panagram BBB-B CLO ETF? Institutional investors have sold a total of 499,061 shares in the last 24 months. This volume of shares sold represents approximately $13.45M in transactions. 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