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AXS Astoria Inflation Sensitive ETF (PPI) Institutional Ownership

AXS Astoria Inflation Sensitive ETF logo
$15.64 +0.20 (+1.30%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for AXS Astoria Inflation Sensitive ETF (NYSEARCA:PPI)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$35.35M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.32M
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PPI Institutional Buying and Selling by Quarter

AXS Astoria Inflation Sensitive ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2024Sard Wealth Management Group LLC18,190$282K0.2%-38.7%0.456%
10/17/2024Onyx Bridge Wealth Group LLC48,760$756K0.1%+13.9%1.222%
8/15/2024 AlTi Global Inc.12,630$188K0.0%N/A0.317%
8/6/2024 Waddell & Associates LLC30,098$448K0.1%N/A0.754%
8/6/2024 Ellis Investment Partners LLC45,998$685K0.1%+93.2%1.153%
8/5/2024 Private Advisor Group LLC41,515$619K0.0%+101.9%1.040%
7/31/2024Commonwealth Equity Services LLC22,791$340K0.0%+80.8%0.571%
7/26/2024 Harbour Investments Inc.8,960$134K0.0%+76.1%0.225%
7/26/2024 Latitude Advisors LLC89,393$1.33M0.8%+96.4%2.240%
7/24/2024Family Firm Inc.22,567$336K0.0%N/A0.566%
7/22/2024Onyx Bridge Wealth Group LLC42,794$638K0.1%+122.6%1.073%
7/22/2024 Hobbs Group Advisors LLC911,050$13.58M5.2%N/A22.833%
7/16/2024 Wealth Enhancement Advisory Services LLC25,432$379K0.0%N/A0.637%
7/15/2024RFG Advisory LLC11,687$174K0.0%+47.9%0.293%
7/9/2024 Astoria Portfolio Advisors LLC.1,553,264$23.14M8.3%+101.6%38.929%
4/30/2024 Private Advisor Group LLC20,565$655K0.0%-48.5%1.039%
4/29/2024Onyx Bridge Wealth Group LLC19,227$600K0.1%+12.7%0.971%
4/26/2024 Latitude Advisors LLC45,509$1.45M0.9%-11.8%2.310%
4/23/2024KLR Investment Advisors LLC29,257$904K0.6%-15.0%1.485%
4/16/2024 Astoria Portfolio Advisors LLC.770,279$24.32M9.4%-1.1%39.100%
4/11/2024RFG Advisory LLC7,901$252K0.0%-27.1%0.329%
2/16/2024 Hobbs Group Advisors LLC427,782$11.72M5.2%N/A17.824%
2/12/2024 Avestar Capital LLC93,713$2.57M0.3%+21.0%3.905%
2/8/2024KLR Investment Advisors LLC34,412$942K0.7%-2.3%1.434%
2/7/2024 Astoria Portfolio Advisors LLC.778,675$21.52M8.8%+4.0%32.445%
2/6/2024 Private Advisor Group LLC39,946$1.09M0.0%+15.3%1.664%
1/31/2024Onyx Bridge Wealth Group LLC17,054$467K0.1%+3.3%0.711%
1/30/2024 Latitude Advisors LLC51,624$1.41M1.0%-1.9%2.151%
1/29/2024 Ellis Investment Partners LLC24,834$680K0.2%-35.3%1.035%
1/25/2024RFG Advisory LLC10,839$297K0.0%-64.2%0.452%
1/22/2024 One Plus One Wealth Management LLC10,418$285K0.2%N/A0.434%
11/13/2023 PNC Financial Services Group Inc.1,486$38K0.0%N/A0.062%
11/8/2023KLR Investment Advisors LLC35,221$882K0.8%-3.2%1.468%
11/7/2023 Kingsview Wealth Management LLC26,024$667K0.0%+3.0%1.084%
11/3/2023 Latitude Advisors LLC52,619$1.35M1.0%-24.0%2.192%
11/3/2023 Private Advisor Group LLC34,652$888K0.0%+15.5%1.444%
11/1/2023 Ellis Investment Partners LLC38,373$983K0.3%-29.6%1.599%
10/27/2023 Astoria Portfolio Advisors LLC.748,648$18.74M9.0%-0.4%31.194%
10/23/2023Commonwealth Equity Services LLC66,102$1.69M0.0%-52.4%2.754%
10/20/2023 Avestar Capital LLC77,417$1.99M0.3%N/A3.226%
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10/16/2023RFG Advisory LLC30,237$775K0.0%-48.0%1.260%
8/10/2023Commonwealth Equity Services LLC138,832$3.54M0.0%-21.9%5.785%
8/10/2023 Private Advisor Group LLC30,013$785K0.0%+21.8%1.251%
8/8/2023KLR Investment Advisors LLC36,383$936K0.8%+3.3%1.516%
8/7/2023 Ellis Investment Partners LLC54,481$1.39M0.3%-51.1%2.270%
8/4/2023 Envestnet Asset Management Inc.43,646$1.11M0.0%-7.5%1.819%
8/3/2023RFG Advisory LLC58,113$1.48M0.1%+0.9%2.421%
8/2/2023 Bank of Montreal Can8,982$231K0.0%N/A0.374%
7/31/2023 LPL Financial LLC15,447$394K0.0%-72.9%0.644%
7/31/2023 BlackDiamond Wealth Management Inc.46,228$1.23M1.0%-10.6%1.926%
7/26/2023 Latitude Advisors LLC69,243$1.77M1.2%-10.4%2.473%
7/25/2023Onyx Bridge Wealth Group LLC16,755$427K0.1%+11.5%0.598%
7/14/2023 Astoria Portfolio Advisors LLC.751,465$19.77M7.7%+0.1%26.838%
7/11/2023 Brookstone Capital Management17,115$434K0.0%-4.1%0.611%
5/15/2023KLR Investment Advisors LLC35,221$882K0.8%N/A1.258%
5/11/2023Commonwealth Equity Services LLC177,766$4.45M0.0%+1.3%6.349%
5/10/2023 Ellis Investment Partners LLC111,414$2.79M0.7%-12.8%3.979%
5/10/2023 Private Advisor Group LLC24,644$617K0.0%N/A0.880%
5/1/2023Truadvice LLC16,087$401K0.2%+4.8%0.575%
4/27/2023 Latitude Advisors LLC77,246$1.94M1.4%+14.9%2.759%
4/19/2023 Brookstone Capital Management17,849$454K0.0%-66.9%0.637%
4/10/2023Onyx Bridge Wealth Group LLC15,031$377K0.2%+12.9%0.601%
4/5/2023 Astoria Portfolio Advisors LLC.750,640$18.81M7.9%+11.1%30.026%
2/13/2023 Kingsview Wealth Management LLC24,693$627K0.0%+5.1%0.988%
2/10/2023 Advisor Group Holdings Inc.85,272$2.16M0.0%+37.8%3.411%
2/9/2023 Sowell Financial Services LLC19,995$507K0.0%N/A0.800%
2/7/2023Commonwealth Equity Services LLC175,570$4.46M0.0%-1.6%7.023%
2/7/2023 Envestnet Asset Management Inc.47,573$1.21M0.0%-6.7%1.903%
1/31/2023 Ellis Investment Partners LLC127,804$3.24M0.9%-54.1%5.112%
1/31/2023 Threadgill Financial LLC67,258$1.71M0.8%N/A2.690%
1/27/2023 Latitude Advisors LLC67,258$1.71M1.3%-21.8%2.690%
1/23/2023 Astoria Portfolio Advisors LLC.675,815$18.10M8.5%+13.3%28.159%
1/20/2023Truadvice LLC15,355$409K0.2%-9.1%0.640%
1/18/2023 BlackDiamond Wealth Management Inc.52,082$1.36M1.5%+0.9%2.170%
1/11/2023Onyx Bridge Wealth Group LLC13,315$345K0.1%N/A0.555%
1/9/2023 Brookstone Capital Management53,916$1.40M0.0%-1.1%2.247%
11/15/2022 Ellis Investment Partners LLC278,505$6.24M1.7%+5.3%11.140%
11/15/2022Commonwealth Equity Services LLC178,500$4.00M0.0%+4.4%7.140%
11/7/2022Truadvice LLC16,897$426K0.2%-9.8%0.676%
11/3/2022 Astoria Portfolio Advisors LLC.596,696$13.38M9.1%-2.8%23.868%
11/1/2022 Hartline Investment Corp86,057$1.93M1.6%N/A3.442%
10/26/2022 BlackDiamond Wealth Management Inc.51,639$1.28M1.5%-9.8%2.066%
10/14/2022 Brookstone Capital Management54,512$1.28M0.0%+1.4%2.180%
8/15/2022Laurel Wealth Advisors Inc.10,905$254K0.0%N/A0.419%
8/13/2022RFG Advisory LLC49,275$1.22M0.1%+11.2%1.895%
8/12/2022Truadvice LLC18,728$459K0.2%+13.7%0.720%
8/1/2022 Ellis Investment Partners LLC264,374$6.15M1.6%+28.6%10.168%
7/28/2022 Latitude Advisors LLC160,962$3.74M3.4%-67.2%6.191%
7/22/2022 BlackDiamond Wealth Management Inc.57,229$1.37M1.7%+9.5%2.044%
7/19/2022Commonwealth Equity Services LLC170,967$3.98M0.0%+156.8%6.106%
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7/11/2022 Brookstone Capital Management53,771$1.24M0.0%N/A1.854%
7/7/2022 Astoria Portfolio Advisors LLC.613,763$14.27M10.4%+18.1%21.164%
6/1/2022 Astoria Portfolio Advisors LLC.519,723$14.84M11.6%N/A20.789%
5/11/2022RFG Advisory LLC44,317$1.27M0.1%N/A4.924%
5/10/2022Truadvice LLC16,474$450K0.3%N/A1.830%
5/9/2022 Mutual Advisors LLC13,173$376K0.0%N/A1.464%
5/4/2022 BlackDiamond Wealth Management Inc.52,251$1.49M1.8%N/A5.806%
5/4/2022Commonwealth Equity Services LLC66,567$1.90M0.0%N/A7.396%
5/3/2022 Ellis Investment Partners LLC205,553$5.87M1.4%N/A22.839%
4/29/2022 Latitude Advisors LLC491,285$14.03M3.2%N/A54.587%
(Data available from 1/1/2016 forward)

PPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PPI shares?

During the previous two years, 28 institutional investors and hedge funds held shares of AXS Astoria Inflation Sensitive ETF. The most heavily invested institutionals were Astoria Portfolio Advisors LLC. ($23.14M), Hobbs Group Advisors LLC ($13.58M), Avestar Capital LLC ($2.57M), Advisor Group Holdings Inc. ($2.16M), Threadgill Financial LLC ($1.71M), Latitude Advisors LLC ($1.33M), and BlackDiamond Wealth Management Inc. ($1.23M).Learn more on PPI's institutional investors.

Which institutional investors have been buying AXS Astoria Inflation Sensitive ETF stock?

Of the 24 institutional investors that purchased AXS Astoria Inflation Sensitive ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hobbs Group Advisors LLC ($1.34M), Astoria Portfolio Advisors LLC. ($967.78K), Avestar Capital LLC ($93.71K), Threadgill Financial LLC ($67.26K), Private Advisor Group LLC ($60.90K), Latitude Advisors LLC ($53.87K), and Onyx Bridge Wealth Group LLC ($49.01K).

How much institutional buying is happening at AXS Astoria Inflation Sensitive ETF?

Institutional investors have bought a total of 2,868,651 shares in the last 24 months. This purchase volume represents approximately $41.13M in transactions.

Which AXS Astoria Inflation Sensitive ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold AXS Astoria Inflation Sensitive ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ellis Investment Partners LLC ($253.67K), Commonwealth Equity Services LLC ($114.59K), Latitude Advisors LLC ($50.54K), RFG Advisory LLC ($50.21K), LPL Financial LLC ($41.50K), Brookstone Capital Management ($37.40K), and Private Advisor Group LLC ($19.38K).

How much institutional selling is happening at AXS Astoria Inflation Sensitive ETF?

Institutional investors have sold a total of 611,039 shares in the last 24 months. This volume of shares sold represents approximately $7.97M in transactions.



This page (NYSEARCA:PPI) was last updated on 11/21/2024 by MarketBeat.com Staff
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