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Harbor International Compounders ETF (OSEA) Institutional Ownership

$25.91 -0.25 (-0.96%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Harbor International Compounders ETF (NYSEARCA:OSEA)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$127.81M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$487.41K
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OSEA Institutional Buying and Selling by Quarter

Harbor International Compounders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Synovus Financial Corp9,186$266K0.0%N/A0.198%
11/25/2024 World Investment Advisors LLC191,996$5.55M0.1%N/A4.147%
11/15/2024 Jane Street Group LLC140,664$4.07M0.0%+142.4%3.038%
11/15/2024 Kovitz Investment Group Partners LLC344,744$9.97M0.1%+23.2%7.446%
11/14/2024 Rockefeller Capital Management L.P.55,790$1.61M0.0%+2.0%1.205%
11/13/2024 Private Trust Co. NA1,000$29K0.0%N/A0.022%
11/12/2024 Studio Investment Management LLC13,527$391K0.1%N/A0.292%
11/6/2024 Summit Asset Management LLC38,942$1.13M0.2%+53.5%0.841%
11/4/2024 Venturi Wealth Management LLC615,009$17.79M0.9%-2.7%13.283%
11/1/2024 Nordwand Advisors LLC149,085$4.31M1.2%N/A3.220%
10/31/2024 Consolidated Planning Corp8,503$246K0.0%N/A0.184%
10/31/2024 Ascension Capital Advisors Inc.27,095$784K0.4%+79.8%0.585%
10/30/2024 Legacy CG LLC380,466$11.01M3.6%+2.4%8.217%
10/24/2024 Arkadios Wealth Advisors7,717$223K0.0%N/A0.167%
10/23/2024 Financial Management Network Inc.54,183$1.55M0.3%+5.5%1.170%
10/16/2024 Riversedge Advisors LLC630,672$18.25M4.1%+20.7%13.621%
10/16/2024 Amplius Wealth Advisors LLC701,249$20.29M2.2%+40.4%15.146%
10/15/2024 FMA Wealth Management LLC173,884$5.03M3.7%+20.6%3.756%
10/10/2024 CRA Financial Services LLC16,227$469K0.1%N/A0.350%
10/9/2024 San Luis Wealth Advisors LLC163,103$4.72M1.0%+10.4%3.523%
10/4/2024 AMI Investment Management Inc.412,318$11.93M4.0%+8.4%8.905%
8/8/2024 Fiduciary Group LLC63,285$1.75M0.2%+36.6%1.367%
7/31/2024Commonwealth Equity Services LLC23,116$639K0.0%+80.1%0.499%
7/27/2024 Riversedge Advisors LLC522,505$14.45M3.5%N/A11.285%
7/25/2024 AMI Investment Management Inc.380,222$10.52M3.7%N/A8.212%
7/23/2024 Amplius Wealth Advisors LLC499,557$13.82M1.5%N/A10.790%
7/22/2024 Legacy CG LLC371,491$10.28M3.5%+143.5%8.024%
7/19/2024 SFG Wealth Management LLC.54,721$1.51M0.9%N/A1.182%
7/19/2024 FMA Wealth Management LLC144,209$3.99M3.2%+20.8%3.115%
7/17/2024 Arlington Financial Advisors LLC1,456,340$40.28M8.8%+0.1%31.454%
5/6/2024 Manchester Capital Management LLC36,563$1M0.1%N/A0.988%
4/23/2024 Venturi Wealth Management LLC248,460$6.80M0.4%+54.2%7.575%
4/22/2024 Legacy CG LLC152,593$4.17M1.5%N/A4.652%
4/18/2024 Arlington Financial Advisors LLC1,454,841$39.79M8.7%N/A44.355%
2/9/2024 FMA Wealth Management LLC95,510$2.50M2.3%N/A11.939%
2/5/2024 Fiduciary Group LLC37,756$988K0.1%N/A4.720%
1/23/2024 Venturi Wealth Management LLC161,160$4.22M0.3%+34.3%20.145%
11/2/2023 Venturi Wealth Management LLC120,001$2.75M0.2%+191.0%15.000%
8/11/2023 Cibc World Market Inc.38,376$979K0.0%N/A4.797%
7/24/2023 Venturi Wealth Management LLC41,236$1.05M0.1%+20,518.0%7.497%
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(Data available from 1/1/2016 forward)

OSEA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OSEA shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Harbor International Compounders ETF. The most heavily invested institutionals were Arlington Financial Advisors LLC ($40.28M), Amplius Wealth Advisors LLC ($20.29M), Riversedge Advisors LLC ($18.25M), Venturi Wealth Management LLC ($17.79M), AMI Investment Management Inc. ($11.93M), Legacy CG LLC ($11.01M), and Kovitz Investment Group Partners LLC ($9.97M).Learn more on OSEA's institutional investors.

Which institutional investors have been buying Harbor International Compounders ETF stock?

Of the 27 institutional investors that purchased Harbor International Compounders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arlington Financial Advisors LLC ($1.46M), Amplius Wealth Advisors LLC ($701.25K), Riversedge Advisors LLC ($630.67K), AMI Investment Management Inc. ($412.32K), Legacy CG LLC ($380.47K), Venturi Wealth Management LLC ($248.26K), and World Investment Advisors LLC ($192.00K).

How much institutional buying is happening at Harbor International Compounders ETF?

Institutional investors have bought a total of 4,763,487 shares in the last 24 months. This purchase volume represents approximately $131.64M in transactions.

Which Harbor International Compounders ETF major shareholders have been selling company stock?

The following institutional investors have sold Harbor International Compounders ETF stock in the last 24 months: Venturi Wealth Management LLC ($16.85K).

How much institutional selling is happening at Harbor International Compounders ETF?

Institutional investors have sold a total of 16,848 shares in the last 24 months. This volume of shares sold represents approximately $487.41K in transactions.



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