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Harbor International Compounders ETF (OSEA) Institutional Ownership

$27.41
+0.09 (+0.33%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$118.69M
Number of
Institutional Sellers
(last 12 months)
0
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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
11/1/2024Nordwand 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%
8/8/2024Fiduciary 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%
7/19/2024SFG 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%
7/17/2024Arlington Financial Advisors LLC1,456,340$40.28M8.8%+0.1%31.454%
5/6/2024Manchester Capital Management LLC36,563$1M0.1%N/A0.988%
4/23/2024Venturi Wealth Management LLC248,460$6.80M0.4%+54.2%7.575%
4/22/2024 Legacy CG LLC152,593$4.17M1.5%N/A4.652%
4/18/2024Arlington 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%
2/5/2024Fiduciary Group LLC37,756$988K0.1%N/A4.720%
1/23/2024Venturi Wealth Management LLC161,160$4.22M0.3%+34.3%20.145%
11/2/2023Venturi Wealth Management LLC120,001$2.75M0.2%+191.0%15.000%
8/11/2023Cibc World Market Inc.38,376$979K0.0%N/A4.797%
7/24/2023Venturi Wealth Management LLC41,236$1.05M0.1%+20,518.0%7.497%
(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, 19 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), AMI Investment Management Inc. ($11.93M), Legacy CG LLC ($11.01M), Venturi Wealth Management LLC ($6.80M), and FMA Wealth Management LLC ($5.03M).Learn more on OSEA's institutional investors.

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

Of the 19 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 FMA Wealth Management LLC ($150.05K).

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

Institutional investors have bought a total of 4,385,680 shares in the last 24 months. This purchase volume represents approximately $120.71M in transactions.



This page (NYSEARCA:OSEA) was last updated on 11/2/2024 by MarketBeat.com Staff
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