Adaptive Growth Opportunities ETF (AGOX) Institutional Ownership → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) Free AGOX Stock Alerts $25.73 -0.15 (-0.58%) (As of 05/17/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartHeadlinesHoldingsOwnershipRatingsStock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Adaptive Growth Opportunities ETF (NYSEARCA:AGOX)Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$1.85MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$3.20M Get AGOX Insider Trade Alerts Want to know when executives and insiders are buying or selling Adaptive Growth Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AGOX Institutional Buying and Selling by Quarter Ad InvestorPlaceBreaking News: Elon Musk Invents New Type of A.I. (Shocking)Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.Click here for the full story… Adaptive Growth Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/17/2023 Newbridge Financial Services Group Inc.55,802$1.27M0.6%-7.3%0.615% 7/31/2023 WealthPLAN Partners LLC286,696$6.72M1.0%-31.6%3.292% 7/25/2023 WealthPlan Investment Management LLC283,330$7.10M1.8%+38.6%3.253% 5/10/2023 WealthPLAN Partners LLC419,248$9.14M1.0%-35.2%4.813% 5/8/2023 WealthPlan Investment Management LLC204,394$4.45M0.8%-68.4%2.347% 3/6/2023 OLD Mission Capital LLC6,248$128K0.0%-91.9%0.076% Get the Latest News and Ratings for AGOX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Adaptive Growth Opportunities ETF and its competitors with MarketBeat's FREE daily newsletter. 2/9/2023 EverSource Wealth Advisors LLC4,076$84K0.0%N/A0.050% 11/14/2022 OLD Mission Capital LLC76,745$1.47M0.0%N/A0.997% 10/5/2022 Savior LLC2,598$50K0.0%-25.2%0.031% 8/13/2022 NewEdge Advisors LLC56,896$1.15M0.0%N/A0.623% 8/1/2022 Lindbrook Capital LLC1,300$26K0.0%-60.0%0.014% 7/21/2022 Savior LLC3,473$70K0.1%-99.1%0.037% 4/21/2022Harvest Group Wealth Management LLC1,033$25K0.0%-99.1%0.010% 4/12/2022 Savior LLC395,283$9.59M7.1%-16.0%3.936% 2/3/2022 Savior LLC470,628$11.93M0.4%+29.5%4.815% 2/2/2022 Sigma Planning Corp7,879$200K0.0%N/A0.081% 1/21/2022Harvest Group Wealth Management LLC115,095$2.93M1.6%+13.1%1.216% 1/18/2022 Lindbrook Capital LLC3,250$83K0.0%N/A0.034% 11/3/2021Harvest Group Wealth Management LLC101,719$2.62M1.5%+7.0%1.274% 10/29/2021 GWM Advisors LLC92,759$2.39M0.1%+54.9%1.177% 10/19/2021 Arkadios Wealth Advisors5,741$147K0.0%N/A0.075% 10/5/2021 Savior LLC363,432$9.35M9.6%N/A4.767% 9/7/2021 Newbridge Financial Services Group Inc.83,683$2.19M1.3%N/A1.152% 8/2/2021Harvest Group Wealth Management LLC95,102$2.49M1.5%N/A1.526% 7/31/2021 Nelson Van Denburg & Campbell Wealth Management Group LLC22,560$591K0.1%N/A0.362% 7/31/2021 GWM Advisors LLC59,891$1.57M0.0%N/A0.961% (Data available from 1/1/2016 forward) AGOX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AGOX shares? During the previous two years, the following institutional investors and hedge funds held shares of Adaptive Growth Opportunities ETF shares: WealthPlan Investment Management LLC ($7.10M), WealthPLAN Partners LLC ($6.72M), Newbridge Financial Services Group Inc. ($1.27M), NewEdge Advisors LLC ($1.15M), OLD Mission Capital LLC ($128K), EverSource Wealth Advisors LLC ($84K), and Savior LLC ($50K).Learn more on AGOX's institutional investors. Which institutional investors have been buying Adaptive Growth Opportunities ETF stock? The following institutional investors have purchased Adaptive Growth Opportunities ETF stock in the last 24 months: WealthPlan Investment Management LLC ($78.94K), OLD Mission Capital LLC ($76.75K), NewEdge Advisors LLC ($56.90K), and EverSource Wealth Advisors LLC ($4.08K). How much institutional buying is happening at Adaptive Growth Opportunities ETF? Institutional investors have bought a total of 216,653 shares in the last 24 months. This purchase volume represents approximately $4.55M in transactions. Which Adaptive Growth Opportunities ETF major shareholders have been selling company stock? The following institutional investors have sold Adaptive Growth Opportunities ETF stock in the last 24 months: WealthPlan Investment Management LLC ($442.06K), Savior LLC ($392.69K), WealthPLAN Partners LLC ($359.86K), OLD Mission Capital LLC ($70.50K), Newbridge Financial Services Group Inc. ($4.37K), and Lindbrook Capital LLC ($1.95K). How much institutional selling is happening at Adaptive Growth Opportunities ETF? Institutional investors have sold a total of 1,271,423 shares in the last 24 months. This volume of shares sold represents approximately $27.18M in transactions. 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