Custom Truck One Source (CTOS) Institutional Ownership

$4.53
+0.01 (+0.22%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Custom Truck One Source (NYSE:CTOS)

Current
Institutional Ownership
Percentage
90.07%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$17.46M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$53.24M
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CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Vanguard Group Inc.3,191,740$18.58M0.0%+2.6%1.328%
5/9/2024 Koshinski Asset Management Inc.10,000$58K0.0%N/A0.004%
5/7/2024 Sei Investments Co.124,103$722K0.0%-8.6%0.052%
5/7/2024 Heartland Advisors Inc.422,047$2.46M0.1%N/A0.176%
5/6/2024 Black Diamond Financial LLC121,635$752K0.2%-69.4%0.051%
5/3/2024 GSA Capital Partners LLP285,810$1.66M0.1%+48.4%0.119%
5/1/2024 Mirae Asset Global Investments Co. Ltd.1,817,365$10.58M0.0%-15.0%0.756%
4/23/2024 Canvas Wealth Advisors LLC3,487,228$20.30M6.7%+2.2%1.451%
4/18/2024 Allspring Global Investments Holdings LLC1,700,194$9.90M0.0%-9.2%0.708%
4/16/2024 Register Financial Advisors LLC179,300$1.04M0.5%+410.8%0.075%
3/25/2024Quadrature Capital Ltd29,875$184K0.0%+9.7%0.012%
2/13/2024Tower Research Capital LLC TRC16,011$99K0.0%+851.3%0.007%
2/12/2024 Pine Valley Investments Ltd Liability Co73,000$451K0.0%-6.4%0.030%
2/9/2024Clearbridge Investments LLC1,878,893$11.61M0.0%+3.9%0.774%
2/8/2024 Bedel Financial Consulting Inc.45,227$280K0.1%-8.7%0.019%
2/7/2024Jump Financial LLC54,294$336K0.0%N/A0.022%
2/6/2024 M&T Bank Corp29,489$183K0.0%+9.8%0.012%
2/6/2024 Swiss National Bank121,300$750K0.0%-9.4%0.050%
2/2/2024 Arbor Wealth Advisors LLC15,260$94K0.1%N/A0.006%
1/25/2024 Allspring Global Investments Holdings LLC1,873,017$11.58M0.0%-19.7%0.771%
1/24/2024 Mirae Asset Global Investments Co. Ltd.2,137,541$13.21M0.0%-0.9%0.880%
1/17/2024 Canvas Wealth Advisors LLC3,413,242$21.30M7.7%+4.8%1.405%
1/17/2024 Sendero Wealth Management LLC152,800$944K0.2%+15.1%0.063%
1/12/2024 SG Americas Securities LLC84,169$520K0.0%+330.2%0.035%
1/12/2024 Register Financial Advisors LLC35,100$217K0.1%+602.0%0.014%
12/18/2023Vanguard Group Inc.3,251,103$20.16M0.0%+1.6%1.339%
11/15/2023 GSA Capital Partners LLP141,766$879K0.1%-26.1%0.058%
11/15/2023Schroder Investment Management Group1,237,499$7.67M0.0%-11.8%0.503%
11/14/2023Quadrature Capital Ltd27,239$169K0.0%N/A0.011%
11/14/2023Sherbrooke Park Advisers LLC14,315$89K0.0%N/A0.006%
11/14/2023Teza Capital Management LLC41,702$259K0.0%N/A0.017%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.64,323$399K0.0%N/A0.026%
11/13/2023Algert Global LLC46,325$287K0.0%-18.2%0.019%
11/13/2023Federated Hermes Inc.4,741,662$29.40M0.1%+0.1%1.925%
11/13/2023Clearbridge Investments LLC1,808,888$11.22M0.0%-2.9%0.735%
11/13/2023FMR LLC2,658,773$16.48M0.0%-67.3%1.080%
11/13/2023 DekaBank Deutsche Girozentrale4,959$31K0.0%N/A0.002%
11/9/2023Loomis Sayles & Co. L P867,306$5.38M0.0%+3.7%0.352%
11/9/2023R.P. Boggs & Co.994,203$6.16M4.8%+5.2%0.404%
11/8/2023Campbell & CO Investment Adviser LLC22,270$138K0.0%+28.5%0.009%
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11/8/2023 New York Life Investment Management LLC52,436$325K0.0%-13.6%0.021%
11/7/2023Barclays PLC21,307$132K0.0%-16.1%0.009%
10/27/2023 Allspring Global Investments Holdings LLC2,333,943$14.47M0.0%-1.8%0.948%
10/26/2023 Mirae Asset Global Investments Co. Ltd.2,156,983$13.37M0.0%+9.4%0.876%
10/24/2023 Bank of New York Mellon Corp229,823$1.43M0.0%+3.3%0.093%
10/24/2023 Canvas Wealth Advisors LLC3,257,232$19.02M7.6%-0.2%1.323%
10/13/2023 SG Americas Securities LLC19,563$121K0.0%N/A0.008%
10/13/2023 Register Financial Advisors LLC5,000$31K0.0%+66.7%0.002%
9/21/2023Barclays PLC25,409$171K0.0%-16.0%0.010%
8/14/2023Portolan Capital Management LLC861,933$5.81M0.5%-14.7%0.350%
8/11/2023Campbell & CO Investment Adviser LLC17,336$117K0.0%N/A0.007%
8/11/2023Clearbridge Investments LLC1,863,562$12.56M0.0%+1.0%0.757%
8/11/2023Schroder Investment Management Group1,402,477$9.45M0.0%+0.4%0.570%
8/11/2023ExodusPoint Capital Management LP46,615$314K0.0%+158.9%0.019%
8/10/2023 Mirae Asset Global Investments Co. Ltd.1,971,711$13.29M0.0%+8.8%0.801%
8/7/2023 New York Life Investment Management LLC60,697$409K0.0%-13.7%0.025%
8/4/2023American International Group Inc.27,309$184K0.0%-5.2%0.011%
8/1/2023 Arizona State Retirement System17,282$116K0.0%N/A0.007%
7/27/2023R.P. Boggs & Co.945,208$6.37M5.1%+10.3%0.384%
7/26/2023 Canvas Wealth Advisors LLC3,262,874$22.25M8.3%+19.0%1.326%
7/24/2023 Allspring Global Investments Holdings LLC2,377,710$16.03M0.0%-1.7%0.966%
7/20/2023 Sendero Wealth Management LLC132,800$895K0.2%N/A0.054%
7/18/2023 Allspring Global Investments Holdings LLC2,377,710$16.03M0.0%-1.7%0.966%
7/10/2023 Harbour Capital Advisors LLC55,296$373K0.1%+93.4%0.022%
5/22/2023Putnam Investments LLC651,563$4.42M0.0%-9.7%0.265%
5/16/2023Gilder Gagnon Howe & Co. LLC2,745,602$18.64M0.3%-9.7%1.116%
5/16/2023Hawkeye Capital Management LLC2,900,000$19.69M33.1%-6.7%1.178%
5/15/2023Portolan Capital Management LLC1,010,185$6.86M0.7%-3.0%0.410%
5/12/2023Clearbridge Investments LLC1,844,415$12.52M0.0%-22.1%0.749%
5/11/2023 M&T Bank Corp29,180$198K0.0%-7.9%0.012%
5/11/2023FMR LLC8,955,738$60.81M0.0%-0.2%3.639%
5/8/2023 New York Life Investment Management LLC70,300$477K0.0%N/A0.029%
5/4/2023 Mirae Asset Global Investments Co. Ltd.1,811,661$12.30M0.0%+22.9%0.736%
5/2/2023R.P. Boggs & Co.856,696$5.82M5.3%+2.3%0.348%
4/28/2023 SG Americas Securities LLC31,196$212K0.0%N/A0.013%
4/28/2023 Canvas Wealth Advisors LLC2,742,753$17.22M7.2%-11.3%1.114%
4/19/2023 Harbour Capital Advisors LLC28,596$194K0.1%N/A0.012%
4/13/2023 Allspring Global Investments Holdings LLC2,418,433$16.42M0.0%-1.8%0.983%
3/23/2023MetLife Investment Management LLC25,844$163K0.0%-19.5%0.010%
2/15/2023Gilder Gagnon Howe & Co. LLC3,039,037$19.21M0.4%-18.9%1.232%
2/14/2023Portolan Capital Management LLC1,041,914$6.59M0.7%-12.0%0.423%
2/13/2023 GSA Capital Partners LLP82,136$519K0.1%+95.2%0.033%
2/10/2023Schroder Investment Management Group1,167,745$7.38M0.0%+2.9%0.474%
2/10/2023Clearbridge Investments LLC2,368,046$14.97M0.0%+0.3%0.960%
2/9/2023 Mirae Asset Global Investments Co. Ltd.1,474,232$9.32M0.0%-3.1%0.598%
2/9/2023First Trust Advisors LP440,101$2.78M0.0%+133.9%0.178%
1/23/2023 Allspring Global Investments Holdings LLC2,461,882$15.56M0.0%-0.6%0.998%
1/23/2023 Canvas Wealth Advisors LLC3,090,550$21.05M8.8%+0.5%1.253%
1/18/2023 Wesbanco Bank Inc.75,722$479K0.0%N/A0.031%
11/15/2022Putnam Investments LLC832,088$4.85M0.0%-3.6%0.337%
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11/15/2022Portolan Capital Management LLC1,184,059$6.90M0.7%-28.7%0.479%
11/14/2022MetLife Investment Management LLC32,124$187K0.0%+211.4%0.013%
11/8/2022 Bedel Financial Consulting Inc.94,939$643K0.2%-9.5%0.038%
11/7/2022Jump Financial LLC31,222$182K0.0%N/A0.013%
11/3/2022Creative Planning11,239$66K0.0%N/A0.005%
11/3/2022Barclays PLC82,791$483K0.0%+48.2%0.034%
10/31/2022 Canvas Wealth Advisors LLC3,075,873$20.61M8.8%+10.5%1.245%
10/26/2022 Allspring Global Investments Holdings LLC2,475,854$14.43M0.0%+0.2%1.002%
10/14/2022R.P. Boggs & Co.838,390$4.89M5.8%+6.9%0.339%
10/14/2022 Retirement Planning Group18,216$106K0.0%N/A0.007%
(Data available from 1/1/2016 forward)

CTOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTOS shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Custom Truck One Source. The most heavily invested institutionals were ECP ControlCo LLC ($216.96M), Federated Hermes Inc. ($29.40M), Canvas Wealth Advisors LLC ($20.30M), Hawkeye Capital Management LLC ($19.69M), Gilder Gagnon Howe & Co. LLC ($18.64M), Vanguard Group Inc. ($18.58M), and FMR LLC ($16.48M).Learn more on CTOS's institutional investors.

What percentage of Custom Truck One Source stock is owned by institutional investors?

90.07% of Custom Truck One Source stock is owned by institutional investors. Learn more on CTOS's institutional investor holdings.

Which institutional investors have been buying Custom Truck One Source stock?

Of the 45 institutional investors that purchased Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canvas Wealth Advisors LLC ($2.67M), Mirae Asset Global Investments Co. Ltd. ($2.66M), Loomis Sayles & Co. L P ($596.26K), Heartland Advisors Inc. ($422.05K), Clearbridge Investments LLC ($363.15K), FMR LLC ($266.91K), and First Trust Advisors LP ($251.95K).

How much institutional buying is happening at Custom Truck One Source?

Institutional investors have bought a total of 9,292,996 shares in the last 24 months. This purchase volume represents approximately $60.86M in transactions.

Which Custom Truck One Source major shareholders have been selling company stock?

Of the 26 institutional investors that sold Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.50M), Mirae Asset Global Investments Co. Ltd. ($2.35M), Gilder Gagnon Howe & Co. LLC ($1.07M), Allspring Global Investments Holdings LLC ($847.11K), Portolan Capital Management LLC ($799.28K), Clearbridge Investments LLC ($578.31K), and Federated Hermes Inc. ($461.46K).

How much institutional selling is happening at Custom Truck One Source?

Institutional investors have sold a total of 12,943,485 shares in the last 24 months. This volume of shares sold represents approximately $79.76M in transactions.


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

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