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AllianzIM U.S. Large Cap Buffer10 Sep ETF (SEPT) Institutional Ownership

$30.70 +0.21 (+0.69%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Sep ETF (NYSEARCA:SEPT)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$16.30M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.19M
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SEPT Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer10 Sep ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/16/2024 SMART Wealth LLC80,316$2.42M0.9%N/A17.848%
11/15/2024 Jane Street Group LLC30,748$925K0.0%N/A6.833%
11/12/2024 Jim Saulnier & Associates LLC10,427$314K0.3%N/A2.317%
11/5/2024 WealthPlan Investment Management LLC252,155$7.58M0.8%N/A56.034%
11/5/2024 WealthPLAN Partners LLC129,321$3.89M0.5%N/A28.738%
11/5/2024 Harbour Investments Inc.14,734$443K0.0%+176.5%3.274%
10/9/2024 Nvest Financial LLC27,419$824K0.5%N/A6.093%
7/31/2024Commonwealth Equity Services LLC28,017$814K0.0%+4.8%6.226%
5/24/2024Cetera Advisors LLC10,660$299K0.0%-11.6%2.369%
4/30/2024Commonwealth Equity Services LLC26,724$751K0.0%-70.1%5.939%
2/6/2024 Allianz Investment Management U.S. LLC184,223$4.83M0.3%-7.5%0.000%
2/2/2024 Atria Wealth Solutions Inc.17,374$456K0.0%+7.3%0.000%
11/16/2023 Harbour Investments Inc.32,029$774K0.0%N/A0.000%
11/8/2023 Atria Wealth Solutions Inc.16,189$391K0.0%N/A0.000%
11/8/2023 Avantax Advisory Services Inc.10,257$248K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SEPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEPT shares?

During the previous two years, 12 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Sep ETF. The most heavily invested institutionals were WealthPlan Investment Management LLC ($7.58M), Allianz Investment Management U.S. LLC ($4.83M), WealthPLAN Partners LLC ($3.89M), SMART Wealth LLC ($2.42M), Jane Street Group LLC ($925K), Nvest Financial LLC ($824K), and Commonwealth Equity Services LLC ($814K).Learn more on SEPT's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Sep ETF stock?

Of the 10 institutional investors that purchased AllianzIM U.S. Large Cap Buffer10 Sep ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WealthPlan Investment Management LLC ($252.16K), WealthPLAN Partners LLC ($129.32K), SMART Wealth LLC ($80.32K), Harbour Investments Inc. ($41.43K), Jane Street Group LLC ($30.75K), Nvest Financial LLC ($27.42K), and Atria Wealth Solutions Inc. ($17.37K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Sep ETF?

Institutional investors have bought a total of 600,744 shares in the last 24 months. This purchase volume represents approximately $17.71M in transactions.

Which AllianzIM U.S. Large Cap Buffer10 Sep ETF major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer10 Sep ETF stock in the last 24 months: Commonwealth Equity Services LLC ($62.62K), Allianz Investment Management U.S. LLC ($15K), and Cetera Advisors LLC ($1.40K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Sep ETF?

Institutional investors have sold a total of 79,016 shares in the last 24 months. This volume of shares sold represents approximately $2.19M in transactions.



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