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AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) Institutional Ownership

$38.36 +0.28 (+0.74%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Oct ETF (NYSEARCA:OCTT)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$65.19K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$178.76K
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OCTT Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer10 Oct ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2024 Blue Bell Private Wealth Management LLC43,874$1.62M0.3%-6.5%3.989%
4/24/2024 Blue Bell Private Wealth Management LLC46,931$1.69M0.4%-1.9%4.266%
4/23/2024 Nations Financial Group Inc. IA ADV8,150$293K0.0%+4.3%0.741%
2/8/2024 First Heartland Consultants Inc.24,291$830K0.1%+4.9%1.913%
1/25/2024 Blue Bell Private Wealth Management LLC47,825$1.63M0.4%+0.9%3.766%
1/19/2024 AdvisorNet Financial Inc1,145$39K0.0%-46.6%0.090%
11/9/2023 First Heartland Consultants Inc.23,151$732K0.1%-28.7%1.823%
10/30/2023 Blue Bell Private Wealth Management LLC47,410$1.50M0.4%-5.1%3.733%
7/26/2023 First Heartland Consultants Inc.32,460$1.05M0.1%N/A1.496%
7/26/2023 Creative Financial Designs Inc. ADV900$29K0.0%N/A0.041%
7/14/2023 AdvisorNet Financial Inc2,145$69K0.0%N/A0.099%
(Data available from 1/1/2016 forward)

OCTT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTT shares?

During the previous two years, the following institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Oct ETF shares: Blue Bell Private Wealth Management LLC ($1.62M), First Heartland Consultants Inc. ($830K), Nations Financial Group Inc. IA ADV ($293K), and AdvisorNet Financial Inc ($39K), Creative Financial Designs Inc. ADV ($29K).Learn more on OCTT's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Oct ETF stock?

The following institutional investors have purchased AllianzIM U.S. Large Cap Buffer10 Oct ETF stock in the last 24 months: First Heartland Consultants Inc. ($33.60K), AdvisorNet Financial Inc ($2.15K), Creative Financial Designs Inc. ADV ($900.00), Blue Bell Private Wealth Management LLC ($415.00), and Nations Financial Group Inc. IA ADV ($336.00).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Oct ETF?

Institutional investors have bought a total of 37,396 shares in the last 24 months. This purchase volume represents approximately $1.21M in transactions.

Which AllianzIM U.S. Large Cap Buffer10 Oct ETF major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer10 Oct ETF stock in the last 24 months: First Heartland Consultants Inc. ($9.31K), Blue Bell Private Wealth Management LLC ($6.48K), and AdvisorNet Financial Inc ($1K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Oct ETF?

Institutional investors have sold a total of 16,793 shares in the last 24 months. This volume of shares sold represents approximately $553.29K in transactions.



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