Free Trial
→ Trump’s Inauguration Shocker: “Move Your Cash Now” (From InvestorPlace) (Ad) Free PPI Stock Alerts

AXS Astoria Inflation Sensitive ETF (PPI) Institutional Ownership

AXS Astoria Inflation Sensitive ETF logo
$15.63 +0.23 (+1.49%)
As of 01/21/2025 03:59 PM Eastern
Compare

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
Get PPI Insider Trade Alerts

Want to know when executives and insiders are buying or selling AXS Astoria Inflation Sensitive ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PPI Institutional Buying and Selling by Quarter

AXS Astoria Inflation Sensitive ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2024 Sard 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%
8/15/2024AlTi Global Inc.12,630$188K0.0%N/A0.317%
8/6/2024Waddell & Associates LLC30,098$448K0.1%N/A0.754%
8/6/2024Ellis Investment Partners LLC45,998$685K0.1%+93.2%1.153%
8/5/2024Private Advisor Group LLC41,515$619K0.0%+101.9%1.040%
7/31/2024Commonwealth Equity Services LLC22,791$340K0.0%+80.8%0.571%
7/26/2024Harbour Investments Inc.8,960$134K0.0%+76.1%0.225%
7/26/2024Latitude 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%
7/22/2024Hobbs 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%
4/30/2024Private Advisor Group LLC20,565$655K0.0%-48.5%1.039%
4/29/2024Onyx Bridge Wealth Group LLC19,227$600K0.1%+12.7%0.971%
4/26/2024Latitude 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%
2/16/2024Hobbs Group Advisors LLC427,782$11.72M5.2%N/A17.824%
2/12/2024Avestar 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%
2/6/2024Private 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%
1/30/2024Latitude Advisors LLC51,624$1.41M1.0%-1.9%2.151%
1/29/2024Ellis Investment Partners LLC24,834$680K0.2%-35.3%1.035%
1/25/2024RFG Advisory LLC10,839$297K0.0%-64.2%0.452%
1/22/2024One Plus One Wealth Management LLC10,418$285K0.2%N/A0.434%
11/13/2023PNC Financial Services Group Inc.1,486$38K0.0%N/A0.062%
11/8/2023KLR Investment Advisors LLC35,221$882K0.8%-3.2%1.468%
11/7/2023Kingsview Wealth Management LLC26,024$667K0.0%+3.0%1.084%
11/3/2023Latitude Advisors LLC52,619$1.35M1.0%-24.0%2.192%
11/3/2023Private Advisor Group LLC34,652$888K0.0%+15.5%1.444%
11/1/2023Ellis 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%
10/20/2023Avestar Capital LLC77,417$1.99M0.3%N/A3.226%
Did You See Trump’s Manhattan Project Bombshell? (Ad)

This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)... Trump’s first Executive Order would easily be the boldest, most mind-blowing and daring American initiative ANY U.S. President has launched in over 80 years.

Click here and see for yourself.
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%
8/10/2023Private Advisor Group LLC30,013$785K0.0%+21.8%1.251%
8/8/2023KLR Investment Advisors LLC36,383$936K0.8%+3.3%1.516%
8/7/2023Ellis Investment Partners LLC54,481$1.39M0.3%-51.1%2.270%
8/4/2023Envestnet 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%
8/2/2023Bank of Montreal Can8,982$231K0.0%N/A0.374%
7/31/2023LPL Financial LLC15,447$394K0.0%-72.9%0.644%
7/31/2023BlackDiamond Wealth Management Inc.46,228$1.23M1.0%-10.6%1.926%
7/26/2023Latitude 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%
5/10/2023Ellis Investment Partners LLC111,414$2.79M0.7%-12.8%3.979%
5/10/2023Private Advisor Group LLC24,644$617K0.0%N/A0.880%
5/1/2023Truadvice LLC16,087$401K0.2%+4.8%0.575%
4/27/2023Latitude 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%
2/13/2023Kingsview Wealth Management LLC24,693$627K0.0%+5.1%0.988%
2/10/2023Advisor Group Holdings Inc.85,272$2.16M0.0%+37.8%3.411%
2/9/2023Sowell Financial Services LLC19,995$507K0.0%N/A0.800%
2/7/2023Commonwealth Equity Services LLC175,570$4.46M0.0%-1.6%7.023%
2/7/2023Envestnet Asset Management Inc.47,573$1.21M0.0%-6.7%1.903%
1/31/2023Ellis Investment Partners LLC127,804$3.24M0.9%-54.1%5.112%
1/31/2023 Threadgill Financial LLC67,258$1.71M0.8%N/A2.690%
1/27/2023Latitude 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%
1/18/2023BlackDiamond 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%
11/15/2022Ellis 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%
11/1/2022Hartline Investment Corp86,057$1.93M1.6%N/A3.442%
10/26/2022BlackDiamond 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%
8/1/2022Ellis Investment Partners LLC264,374$6.15M1.6%+28.6%10.168%
7/28/2022Latitude Advisors LLC160,962$3.74M3.4%-67.2%6.191%
7/22/2022BlackDiamond 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%
Did You See Trump’s Manhattan Project Bombshell? (Ad)

This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)... Trump’s first Executive Order would easily be the boldest, most mind-blowing and daring American initiative ANY U.S. President has launched in over 80 years.

Click here and see for yourself.
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%
5/4/2022BlackDiamond Wealth Management Inc.52,251$1.49M1.8%N/A5.806%
5/4/2022Commonwealth Equity Services LLC66,567$1.90M0.0%N/A7.396%
5/3/2022Ellis Investment Partners LLC205,553$5.87M1.4%N/A22.839%
4/29/2022Latitude 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 23 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 KLR Investment Advisors LLC ($36.38K).

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

Institutional investors have bought a total of 2,854,893 shares in the last 24 months. This purchase volume represents approximately $40.96M in transactions.

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

Of the 12 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 ($36.80K), 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 608,901 shares in the last 24 months. This volume of shares sold represents approximately $7.95M in transactions.


Related Companies

This page (NYSEARCA:PPI) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored