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TCW Flexible Income ETF (FLXR) Institutional Ownership

$38.62 +0.08 (+0.21%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$69.58M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$58.08K
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 M&T Bank Corp1,156,777$46.05M0.2%+2.9%0.000%
11/18/2024 Arete Wealth Advisors LLC6,698$267K0.0%N/A0.000%
11/15/2024 M&T Bank Corp1,156,777$46.05M0.1%+2.9%0.000%
11/15/2024 Stifel Financial Corp17,102$681K0.0%N/A0.000%
11/14/2024 Captrust Financial Advisors3,528,110$140.45M0.4%+6.5%0.000%
11/7/2024 CAP Partners LLC13,997$557K0.4%+8.5%0.000%
10/30/2024 Cary Street Partners Asset Management LLC588,718$23.44M3.0%+64.5%0.000%
10/24/2024 Arkadios Wealth Advisors16,492$657K0.0%+6.2%0.000%
10/22/2024 Litman Gregory Wealth Management LLC6,404$255K0.0%-18.6%0.000%
10/22/2024 FSC Wealth Advisors LLC13,746$547K0.4%+5.0%0.000%
10/9/2024 Morton Capital Management LLC CA1,214,664$48.36M9.5%+13.9%0.000%
8/13/2024 Capstone Triton Financial Group LLC8,954$342K0.2%N/A0.000%
8/8/2024 Envestnet Asset Management Inc.854,919$32.64M0.0%N/A0.000%
8/2/2024Gries Financial LLC30,665$1.17M0.2%N/A0.000%
7/29/2024 Arkadios Wealth Advisors15,531$593K0.0%N/A0.000%
7/19/2024 CAP Partners LLC12,901$493K0.4%N/A0.000%
7/19/2024 TCW Group Inc.183,922$7.02M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 14 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($140.45M), Morton Capital Management LLC CA ($48.36M), M&T Bank Corp ($46.05M), Envestnet Asset Management Inc. ($32.64M), Cary Street Partners Asset Management LLC ($23.44M), TCW Group Inc. ($7.02M), and Gries Financial LLC ($1.17M).Learn more on FLXR's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF stock?

Of the 13 institutional investors that purchased TCW Flexible Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($854.92K), Cary Street Partners Asset Management LLC ($230.91K), Captrust Financial Advisors ($215.58K), TCW Group Inc. ($183.92K), Morton Capital Management LLC CA ($148.69K), M&T Bank Corp ($64.36K), and Gries Financial LLC ($30.67K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 1,792,939 shares in the last 24 months. This purchase volume represents approximately $69.58M in transactions.

Which TCW Flexible Income ETF major shareholders have been selling company stock?

The following institutional investors have sold TCW Flexible Income ETF stock in the last 24 months: Litman Gregory Wealth Management LLC ($1.46K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 1,459 shares in the last 24 months. This volume of shares sold represents approximately $58.08K in transactions.



This page (NYSEARCA:FLXR) was last updated on 12/22/2024 by MarketBeat.com Staff
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