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T. Rowe Price Total Return ETF (TOTR) Institutional Ownership

$40.24 +0.19 (+0.47%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price Total Return ETF (NYSEARCA:TOTR)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.77M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$1.06M
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TOTR Institutional Buying and Selling by Quarter

T. Rowe Price Total Return ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.12,038$501K0.0%-67.9%0.422%
10/30/2024Landmark Wealth Management LLC161,767$6.73M2.9%+2.5%5.676%
10/30/2024United Advisor Group LLC9,984$415K0.1%+12.7%0.350%
5/2/2024Blume Capital Management Inc.180,195$7.28M1.8%+40.4%6.323%
4/24/2024Landmark Wealth Management LLC151,398$6.11M2.8%+5.8%5.407%
2/7/2024Blume Capital Management Inc.128,320$5.28M1.4%+19.5%5.032%
2/6/2024Spire Wealth Management611$25K0.0%N/A0.024%
1/22/2024Landmark Wealth Management LLC143,076$5.88M2.9%+4.3%5.611%
1/19/2024 Occidental Asset Management LLC120,661$4.96M1.0%+13.7%4.732%
11/4/2023Blume Capital Management Inc.107,410$4.20M1.2%N/A4.212%
10/18/2023 Occidental Asset Management LLC106,164$4.15M1.0%+78.3%4.163%
10/13/2023Landmark Wealth Management LLC137,112$5.36M3.0%+4.4%5.377%
7/14/2023Landmark Wealth Management LLC131,362$5.36M4.7%+2.2%19.318%
7/12/2023 Occidental Asset Management LLC59,529$2.43M0.6%+41.9%8.754%
5/11/2023 Occidental Asset Management LLC41,952$1.75M0.4%+92.9%6.454%
4/17/2023Landmark Wealth Management LLC128,557$5.37M3.0%+21.5%21.426%
1/24/2023 Occidental Asset Management LLC21,744$883K0.2%N/A3.624%
1/20/2023Landmark Wealth Management LLC105,821$4.30M3.1%+3.3%17.637%
10/24/2022Landmark Wealth Management LLC102,442$4.17M3.2%+1,043.7%17.972%
7/21/2022Landmark Wealth Management LLC8,957$386K0.5%+813.0%1.906%
4/28/2022Landmark Wealth Management LLC981$98K0.1%N/A0.218%
4/26/2022Landmark Wealth Management LLC981$98K0.0%N/A0.218%
1/19/2022 AdvisorNet Financial Inc1,200$60K0.0%N/A0.282%
(Data available from 1/1/2016 forward)

TOTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TOTR shares?

During the previous two years, the following institutional investors and hedge funds held shares of T. Rowe Price Total Return ETF shares: Blume Capital Management Inc. ($7.28M), Landmark Wealth Management LLC ($6.73M), Occidental Asset Management LLC ($4.96M), JPMorgan Chase & Co. ($501K), and United Advisor Group LLC ($415K), Spire Wealth Management ($25K).Learn more on TOTR's institutional investors.

Which institutional investors have been buying T. Rowe Price Total Return ETF stock?

The following institutional investors have purchased T. Rowe Price Total Return ETF stock in the last 24 months: Blume Capital Management Inc. ($180.20K), Occidental Asset Management LLC ($120.66K), Landmark Wealth Management LLC ($49.55K), United Advisor Group LLC ($1.13K), and Spire Wealth Management ($611.00).

How much institutional buying is happening at T. Rowe Price Total Return ETF?

Institutional investors have bought a total of 352,141 shares in the last 24 months. This purchase volume represents approximately $14.12M in transactions.

Which T. Rowe Price Total Return ETF major shareholders have been selling company stock?

The following institutional investors have sold T. Rowe Price Total Return ETF stock in the last 24 months: JPMorgan Chase & Co. ($25.50K).

How much institutional selling is happening at T. Rowe Price Total Return ETF?

Institutional investors have sold a total of 25,504 shares in the last 24 months. This volume of shares sold represents approximately $1.06M in transactions.



This page (NYSEARCA:TOTR) was last updated on 1/22/2025 by MarketBeat.com Staff
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