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ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

ROBO Global Robotics & Automation ETF logo
$55.83
+0.10 (+0.18%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$8.02M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.03M
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ROBO Institutional Buying and Selling by Quarter

ROBO Global Robotics & Automation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Crescent Grove Advisors LLC4,208$240K0.0%-9.8%0.018%
10/23/2024 Burke & Herbert Bank & Trust Co.18,301$1.04M0.2%-9.2%0.080%
10/17/2024 AlphaMark Advisors LLC1,720$98K0.0%+286.5%0.008%
10/11/2024 Fiduciary Alliance LLC6,446$368K0.0%-26.1%0.028%
10/7/2024 Bank of New Hampshire1,078$62K0.0%-51.0%0.005%
8/14/2024Marshall Wace LLP7,629$420K0.0%N/A0.034%
8/8/2024Valley Wealth Managers Inc.37,780$2.08M0.2%-25.5%0.166%
8/7/2024Ashton Thomas Private Wealth LLC1,147$63K0.0%N/A0.005%
8/7/2024Cahill Financial Advisors Inc.6,212$342K0.0%-17.5%0.027%
8/1/2024 Crestwood Advisors Group LLC55,887$3.08M0.1%+1.6%0.246%
7/31/2024 Farther Finance Advisors LLC8,109$443K0.0%+6.1%0.036%
7/29/2024Migdal Insurance & Financial Holdings Ltd.448$25K0.0%-97.5%0.002%
7/25/2024 Pinnacle Wealth Management Advisory Group LLC14,432$795K0.1%-1.3%0.063%
7/16/2024 Burke & Herbert Bank & Trust Co.20,166$1.11M0.3%N/A0.089%
7/15/2024 Vigilare Wealth Management3,667$202K0.1%-7.1%0.016%
7/10/2024 Fiduciary Alliance LLC8,719$479K0.1%-4.4%0.038%
7/9/2024 Adirondack Trust Co.900$50K0.0%N/A0.004%
7/3/2024 Curbstone Financial Management Corp20,830$1.15M0.2%+1.0%0.092%
7/1/2024 Bank of New Hampshire2,202$121K0.0%-87.8%0.010%
5/17/2024Comerica Bank11,910$698K0.0%-26.3%0.052%
5/1/2024BNP Paribas Financial Markets1,495$88K0.0%+361.4%0.006%
4/29/2024 Crescent Grove Advisors LLC4,663$273K0.0%+32.6%0.020%
4/24/2024 SOL Capital Management CO23,894$1.40M0.2%-1.3%0.104%
4/24/2024 Financial Freedom LLC8,227$482K0.3%-5.0%0.036%
4/22/2024 Accordant Advisory Group Inc4,676$274K0.2%N/A0.020%
4/17/2024 Fiduciary Alliance LLC9,116$530K0.1%-13.1%0.040%
4/15/2024Atlas Capital Advisors LLC556$33K0.0%N/A0.002%
4/10/2024 Bank of New Hampshire18,076$1.06M0.3%-2.4%0.070%
2/12/2024Wilson & Boucher Capital Management LLC4,225$242K0.2%-6.1%0.016%
2/7/2024Valley Wealth Managers Inc.50,732$2.91M0.2%-10.7%0.195%
2/7/2024 Pinnacle Wealth Management Advisory Group LLC14,882$853K0.1%+6.3%0.057%
2/2/2024 Bank of New Hampshire18,514$1.06M0.3%-9.8%0.071%
1/31/2024Migdal Insurance & Financial Holdings Ltd.17,988$1.03M0.0%-9.6%0.069%
1/30/2024 Crescent Grove Advisors LLC3,516$201K0.0%N/A0.014%
1/29/2024 Crestwood Advisors Group LLC52,058$2.98M0.1%+6.5%0.200%
1/25/2024 SOL Capital Management CO24,219$1.39M0.2%+1.1%0.093%
1/19/2024 AdvisorNet Financial Inc8,883$509K0.0%-10.8%0.034%
11/15/2023 Crestwood Advisors Group LLC48,863$2.46M0.1%N/A0.188%
11/9/2023Valley Wealth Managers Inc.56,807$2.86M0.2%N/A0.218%
10/25/2023 Pinnacle Wealth Management Advisory Group LLC14,000$705K0.1%-12.1%0.054%
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10/24/2023Bank of New York Mellon Corp15,715$791K0.0%+16.7%0.060%
10/19/2023 SOL Capital Management CO23,944$1.21M0.2%-14.0%0.092%
10/18/2023 Fiduciary Alliance LLC10,598$534K0.1%+3.3%0.041%
10/10/2023 Bank of New Hampshire20,523$1.03M0.3%-8.2%0.079%
9/21/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.061%
9/12/2023 Farther Finance Advisors LLC4,257$249K0.1%+28.6%0.016%
8/15/2023Cahill Financial Advisors Inc.8,714$510K0.1%-17.2%0.034%
8/2/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.063%
7/28/2023 Financial Freedom LLC8,611$504K0.4%+48.5%0.034%
7/28/2023 Bank of New Hampshire22,361$1.31M0.4%-1.9%0.089%
7/25/2023 Mathes Company Inc.14,175$830K0.4%N/A0.056%
7/24/2023Migdal Insurance & Financial Holdings Ltd.21,015$1.23M0.0%-19.0%0.084%
7/18/2023 Fiduciary Alliance LLC10,261$601K0.1%+9.8%0.041%
7/14/2023 AdvisorNet Financial Inc9,943$582K0.0%+3.5%0.040%
7/5/2023 Curbstone Financial Management Corp20,860$1.22M0.3%-1.9%0.083%
5/12/2023 Curbstone Financial Management Corp21,260$1.16M0.3%-7.0%0.085%
5/12/2023Cahill Financial Advisors Inc.10,521$576K0.1%-10.0%0.042%
5/9/2023 US Bancorp DE4,024$220K0.0%-75.0%0.016%
5/4/2023 Pinnacle Wealth Management Advisory Group LLC14,265$781K0.1%-2.9%0.057%
5/4/2023Resolute Wealth Strategies LLC10,154$556K0.5%N/A0.040%
5/2/2023Endurance Wealth Management Inc.50,313$2.75M0.4%+0.8%0.202%
5/1/2023 Financial Freedom LLC5,798$317K0.2%+81.1%0.023%
5/1/2023Migdal Insurance & Financial Holdings Ltd.25,954$1.42M0.0%+11.6%0.104%
4/28/2023 SG Americas Securities LLC7,000$383K0.0%N/A0.028%
4/19/2023 SOL Capital Management CO27,759$1.52M0.2%+1.9%0.111%
4/18/2023 Fiduciary Alliance LLC9,341$511K0.1%+6.0%0.037%
4/18/2023 Vigilare Wealth Management4,040$221K0.1%N/A0.016%
4/12/2023 Worth Asset Management LLC1,930$106K0.1%N/A0.008%
4/4/2023 Bank of New Hampshire22,787$1.25M0.4%-3.1%0.091%
3/6/2023OLD Mission Capital LLC78,085$3.62M0.1%N/A0.313%
2/13/2023Bessemer Group Inc.12,940$600K0.0%-5.3%0.052%
2/1/2023Endurance Wealth Management Inc.49,912$2.31M0.3%-4.3%0.202%
1/31/2023 Clearview Wealth Advisors LLC1,579$73K0.1%-13.2%0.006%
1/25/2023Mayflower Financial Advisors LLC18,194$843K0.1%-4.9%0.074%
1/24/2023 SOL Capital Management CO27,239$1.26M0.2%+25.8%0.110%
1/23/2023Migdal Insurance & Financial Holdings Ltd.23,263$1.08M0.0%-7.5%0.095%
1/19/2023 Curbstone Financial Management Corp22,860$1.06M0.3%-3.4%0.093%
1/19/2023 Fiduciary Alliance LLC8,816$408K0.1%N/A0.036%
1/13/2023 AdvisorNet Financial Inc9,606$445K0.0%-25.2%0.039%
1/11/2023Wilson & Boucher Capital Management LLC4,500$208K0.2%N/A0.018%
1/10/2023 Bank of New Hampshire23,521$1.09M0.3%-2.1%0.095%
11/15/2022 Ellis Investment Partners LLC30,802$1.27M0.4%+2.1%0.121%
11/15/2022Cahill Financial Advisors Inc.14,575$602K0.1%+2.2%0.057%
11/10/2022 Pinnacle Wealth Management Advisory Group LLC14,760$610K0.1%-15.5%0.058%
11/9/2022Westside Investment Management Inc.800$33.54M0.1%+700.0%0.003%
10/27/2022 US Bancorp DE33,299$1.38M0.0%-2.8%0.130%
10/25/2022 Janney Montgomery Scott LLC5,183$214K0.0%-12.9%0.020%
10/24/2022 Bank of New Hampshire24,026$993K0.3%-8.8%0.094%
10/21/2022Endurance Wealth Management Inc.52,174$2.16M0.4%-3.2%0.204%
10/18/2022 Mathes Company Inc.14,175$586K0.3%-24.1%0.055%
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10/13/2022Gofen & Glossberg LLC IL197,081$8.15M0.2%-0.4%0.762%
10/12/2022 SOL Capital Management CO21,659$895K0.2%+23.3%0.084%
10/4/2022 AdvisorNet Financial Inc12,845$531K0.1%-1.9%0.049%
8/23/2022Captrust Financial Advisors2,074$93K0.0%+20.3%0.008%
8/13/2022Flow Traders U.S. LLC6,424$289K0.0%N/A0.025%
8/9/2022 Comprehensive Financial Consultants Institutional Inc.12,073$540K0.4%-2.5%0.046%
8/8/2022Baird Financial Group Inc.8,257$371K0.0%+31.1%0.032%
8/8/2022Cahill Financial Advisors Inc.14,256$641K0.1%-7.0%0.054%
8/5/2022OLD Mission Capital LLC14,622$657K0.0%N/A0.056%
8/5/2022 Clearview Wealth Advisors LLC1,819$82K0.1%+33.4%0.007%
(Data available from 1/1/2016 forward)

ROBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROBO shares?

During the previous two years, 38 institutional investors and hedge funds held shares of ROBO Global Robotics & Automation ETF. The most heavily invested institutionals were Westside Investment Management Inc. ($33.54M), OLD Mission Capital LLC ($3.62M), Crestwood Advisors Group LLC ($3.08M), Endurance Wealth Management Inc. ($2.75M), Valley Wealth Managers Inc. ($2.08M), SOL Capital Management CO ($1.40M), and Ellis Investment Partners LLC ($1.27M).Learn more on ROBO's institutional investors.

Which institutional investors have been buying ROBO Global Robotics & Automation ETF stock?

Of the 32 institutional investors that purchased ROBO Global Robotics & Automation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($78.09K), Valley Wealth Managers Inc. ($56.81K), Crestwood Advisors Group LLC ($52.94K), Baystate Wealth Management LLC ($31.86K), Burke & Herbert Bank & Trust Co. ($20.17K), Mathes Company Inc. ($14.18K), and Fiduciary Alliance LLC ($10.60K).

How much institutional buying is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have bought a total of 335,877 shares in the last 24 months. This purchase volume represents approximately $17.33M in transactions.

Which ROBO Global Robotics & Automation ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold ROBO Global Robotics & Automation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Migdal Insurance & Financial Holdings Ltd. ($25.93K), Bank of New Hampshire ($22.95K), Valley Wealth Managers Inc. ($19.03K), US Bancorp DE ($12.09K), Pinnacle Wealth Management Advisory Group LLC ($5.27K), AdvisorNet Financial Inc ($4.31K), and Cahill Financial Advisors Inc. ($4.29K).

How much institutional selling is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have sold a total of 116,671 shares in the last 24 months. This volume of shares sold represents approximately $6.34M in transactions.


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This page (NYSEARCA:ROBO) was last updated on 11/5/2024 by MarketBeat.com Staff
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