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Alger Concentrated Equity ETF (CNEQ) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Alger Concentrated Equity ETF (NYSEARCA:CNEQ)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.51M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$445.86K
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CNEQ Institutional Buying and Selling by Quarter

Alger Concentrated Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025 Creative Financial Designs Inc. ADV1,689$38K0.0%+93.0%0.156%
4/9/2025 Castle Rock Wealth Management LLC33,861$779K0.2%-24.9%3.386%
3/5/2025 Castle Rock Wealth Management LLC45,099$1.27M0.3%-14.0%6.013%
2/17/2025Focus Partners Wealth7,908$205K0.0%N/A3.515%
2/14/2025Harvest Investment Services LLC55,285$1.43M0.4%N/A24.571%
2/10/2025Commonwealth Equity Services LLC11,046$286K0.0%N/A4.909%
1/27/2025Onyx Bridge Wealth Group LLC32,000$828K0.1%+10.3%14.222%
10/17/2024Onyx Bridge Wealth Group LLC29,015$670K0.1%+71.4%12.896%
10/9/2024 Castle Rock Wealth Management LLC52,438$1.22M0.3%N/A23.306%
(Data available from 1/1/2016 forward)

CNEQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CNEQ shares?

During the previous two years, the following institutional investors and hedge funds held shares of Alger Concentrated Equity ETF shares: Harvest Investment Services LLC ($1.43M), Onyx Bridge Wealth Group LLC ($828K), Castle Rock Wealth Management LLC ($779K), Commonwealth Equity Services LLC ($286K), and Focus Partners Wealth ($205K), Creative Financial Designs Inc. ADV ($38K).Learn more on CNEQ's institutional investors.

Which institutional investors have been buying Alger Concentrated Equity ETF stock?

The following institutional investors have purchased Alger Concentrated Equity ETF stock in the last 24 months: Harvest Investment Services LLC ($55.29K), Castle Rock Wealth Management LLC ($52.44K), Onyx Bridge Wealth Group LLC ($15.07K), Commonwealth Equity Services LLC ($11.05K), Focus Partners Wealth ($7.91K), and Creative Financial Designs Inc. ADV ($814.00).

How much institutional buying is happening at Alger Concentrated Equity ETF?

Institutional investors have bought a total of 142,561 shares in the last 24 months. This purchase volume represents approximately $3.51M in transactions.

Which Alger Concentrated Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Alger Concentrated Equity ETF stock in the last 24 months: Castle Rock Wealth Management LLC ($18.58K).

How much institutional selling is happening at Alger Concentrated Equity ETF?

Institutional investors have sold a total of 18,577 shares in the last 24 months. This volume of shares sold represents approximately $445.86K in transactions.



This page (NYSEARCA:CNEQ) was last updated on 4/25/2025 by MarketBeat.com Staff
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