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Strive 500 ETF (STRV) Institutional Ownership

$38.23 +0.45 (+1.19%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Strive 500 ETF (NYSEARCA:STRV)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$7.39M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$56.04K
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STRV Institutional Buying and Selling by Quarter

Strive 500 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Captrust Financial Advisors37,831$1.39M0.0%+35.4%0.250%
11/14/2024 Pin Oak Investment Advisors Inc.17,540$646K0.6%+25.9%0.116%
10/30/2024 United Advisor Group LLC185,659$6.84M1.5%+12.3%1.229%
10/29/2024 Janney Montgomery Scott LLC86,871$3.20M0.0%+18.3%0.575%
10/25/2024 S.A. Mason LLC54,410$2.00M1.1%+1.1%0.360%
10/10/2024 Gibson Capital LLC17,520$645K0.1%+12.1%0.116%
10/8/2024 Future Financial Wealth Managment LLC17,075$629K0.4%+14.0%0.113%
8/8/2024 Parallel Advisors LLC9,300$325K0.0%+12.0%0.062%
7/26/2024 Cambridge Investment Research Advisors Inc.97,768$3.42M0.0%+42.3%0.647%
7/10/2024 S.A. Mason LLC53,840$1.88M1.1%+24.2%0.356%
6/11/2024 EverSource Wealth Advisors LLC3,098$100K0.0%N/A0.021%
5/1/2024 Janney Montgomery Scott LLC92,386$3.11M0.0%+209.4%0.611%
4/25/2024 Cambridge Investment Research Advisors Inc.68,687$2.31M0.0%+23.0%0.463%
4/24/2024 Essex Financial Services Inc.93,430$3.15M0.3%+72.2%0.630%
4/15/2024 S.A. Mason LLC43,365$1.46M0.9%+7.4%0.292%
4/15/2024 Future Financial Wealth Managment LLC14,778$497K0.4%-10.1%0.100%
11/8/2023 Janney Montgomery Scott LLC30,489$835K0.0%-4.1%0.355%
10/24/2023 Cambridge Investment Research Advisors Inc.55,250$1.51M0.0%+16.6%0.642%
10/13/2023 S.A. Mason LLC40,140$1.10M0.8%N/A0.467%
10/10/2023 Indiana Trust & Investment Management CO23,000$630K0.3%N/A0.267%
7/31/2023 WealthPLAN Partners LLC13,358$379K0.1%+9.6%0.234%
7/28/2023 AlphaMark Advisors LLC1,000$28K0.0%+400.0%0.018%
7/26/2023 Janney Montgomery Scott LLC31,805$901K0.0%N/A0.558%
7/13/2023 Cambridge Investment Research Advisors Inc.47,376$1.34M0.0%+16.9%0.831%
5/10/2023 WealthPLAN Partners LLC12,185$318K0.0%N/A0.220%
2/8/2023 Cambridge Investment Research Advisors Inc.35,582$863K0.0%N/A0.818%
(Data available from 1/1/2016 forward)

STRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STRV shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Strive 500 ETF. The most heavily invested institutionals were United Advisor Group LLC ($6.84M), Cambridge Investment Research Advisors Inc. ($3.42M), Janney Montgomery Scott LLC ($3.20M), Essex Financial Services Inc. ($3.15M), S.A. Mason LLC ($2.00M), Captrust Financial Advisors ($1.39M), and Pin Oak Investment Advisors Inc. ($646K).Learn more on STRV's institutional investors.

Which institutional investors have been buying Strive 500 ETF stock?

Of the 14 institutional investors that purchased Strive 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($107.77K), Cambridge Investment Research Advisors Inc. ($92.20K), S.A. Mason LLC ($54.16K), Essex Financial Services Inc. ($39.17K), Indiana Trust & Investment Management CO ($23K), United Advisor Group LLC ($20.32K), and WealthPLAN Partners LLC ($13.36K).

How much institutional buying is happening at Strive 500 ETF?

Institutional investors have bought a total of 372,371 shares in the last 24 months. This purchase volume represents approximately $11.66M in transactions.

Which Strive 500 ETF major shareholders have been selling company stock?

The following institutional investors have sold Strive 500 ETF stock in the last 24 months: Future Financial Wealth Managment LLC ($1.67K), and Janney Montgomery Scott LLC ($1.32K).

How much institutional selling is happening at Strive 500 ETF?

Institutional investors have sold a total of 2,981 shares in the last 24 months. This volume of shares sold represents approximately $92.10K in transactions.



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