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T. Rowe Price Floating Rate ETF (TFLR) Institutional Ownership

$51.63
+0.01 (+0.02%)
(As of 12:50 PM ET)

Institutional Ownership Changes (13F Filings) for T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$33.99M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$7.03M
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TFLR Institutional Buying and Selling by Quarter

T. Rowe Price Floating Rate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Castle Wealth Management LLC212,867$10.99M4.4%+9.0%7.884%
10/25/2024 SteelPeak Wealth LLC72,137$3.72M0.2%-1.5%2.672%
10/24/2024 Wealth Enhancement Advisory Services LLC13,194$681K0.0%+3.0%0.489%
10/22/2024 Alexander Labrunerie & CO. Inc.19,810$1.02M0.5%N/A0.734%
8/6/2024Strategic Financial Concepts LLC248,405$12.81M0.1%N/A9.200%
8/2/2024Birchcreek Wealth Management LLC7,185$370K0.2%N/A0.266%
7/31/2024Commonwealth Equity Services LLC6,366$328K0.0%N/A0.236%
7/29/2024 Ameritas Advisory Services LLC5,165$266K0.0%N/A0.191%
7/26/2024Financial Connections Group Inc.1,667$85K0.0%-19.5%0.062%
7/18/20244J Wealth Management LLC121,623$6.27M5.2%+15.2%4.505%
7/17/2024 SteelPeak Wealth LLC73,259$3.78M0.2%N/A2.713%
7/16/2024 Wealth Enhancement Advisory Services LLC12,812$660K0.0%+14.6%0.475%
7/15/2024 Fifth Third Securities Inc.3,960$204K0.0%N/A0.147%
5/6/2024OLD Second National Bank of Aurora1,483$77K0.0%N/A0.055%
5/4/2024Financial Connections Group Inc.2,072$108K0.1%-60.9%0.077%
4/29/2024 Castle Wealth Management LLC135,901$7.02M3.7%+106.8%5.033%
4/23/20244J Wealth Management LLC105,553$5.45M4.7%N/A3.909%
4/17/2024River Street Advisors LLC5,690$294K0.2%N/A0.211%
4/16/2024 Wealth Enhancement Advisory Services LLC11,177$577K0.0%+7.0%0.414%
2/14/2024True Wealth Design LLC33,891$1.75M0.5%+12.3%3.167%
1/31/2024 Castle Wealth Management LLC65,728$3.39M2.0%N/A6.143%
1/26/2024Financial Connections Group Inc.5,297$273K0.2%-44.7%0.495%
11/13/2023True Wealth Design LLC30,185$1.54M0.5%+25.9%2.821%
11/6/2023Financial Connections Group Inc.9,574$487K0.6%-93.1%0.895%
8/2/2023Bank of Montreal Can3,474$176K0.0%N/A0.325%
7/14/2023Financial Connections Group Inc.138,313$7.01M4.6%+125.6%24.265%
5/5/2023Financial Connections Group Inc.61,310$3.09M2.2%N/A11.147%
(Data available from 1/1/2016 forward)

TFLR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFLR shares?

During the previous two years, 15 institutional investors and hedge funds held shares of T. Rowe Price Floating Rate ETF. The most heavily invested institutionals were Strategic Financial Concepts LLC ($12.81M), Castle Wealth Management LLC ($10.99M), 4J Wealth Management LLC ($6.27M), SteelPeak Wealth LLC ($3.72M), True Wealth Design LLC ($1.75M), Alexander Labrunerie & CO. Inc. ($1.02M), and Wealth Enhancement Advisory Services LLC ($681K).Learn more on TFLR's institutional investors.

Which institutional investors have been buying T. Rowe Price Floating Rate ETF stock?

Of the 15 institutional investors that purchased T. Rowe Price Floating Rate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($248.41K), Castle Wealth Management LLC ($153.40K), Financial Connections Group Inc. ($138.31K), 4J Wealth Management LLC ($121.62K), SteelPeak Wealth LLC ($73.26K), Alexander Labrunerie & CO. Inc. ($19.81K), and True Wealth Design LLC ($9.92K).

How much institutional buying is happening at T. Rowe Price Floating Rate ETF?

Institutional investors have bought a total of 800,795 shares in the last 24 months. This purchase volume represents approximately $41.16M in transactions.

Which T. Rowe Price Floating Rate ETF major shareholders have been selling company stock?

The following institutional investors have sold T. Rowe Price Floating Rate ETF stock in the last 24 months: Financial Connections Group Inc. ($136.65K), and SteelPeak Wealth LLC ($1.12K).

How much institutional selling is happening at T. Rowe Price Floating Rate ETF?

Institutional investors have sold a total of 137,768 shares in the last 24 months. This volume of shares sold represents approximately $7.03M in transactions.



This page (NYSEARCA:TFLR) was last updated on 11/4/2024 by MarketBeat.com Staff
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