AXS Change Finance ESG ETF (CHGX) Institutional Ownership

$36.05

+0.00 (+0.01%)

(As of 05/17/2024 06:40 PM ET)

AXS Change Finance ESG ETF Major Shareholders & Ownership History

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/13/2023	WCG Wealth Advisors LLC	224,642	$7.09M	0.5%	-0.9%	5.616%
8/23/2022	WCG Wealth Advisors LLC	185,217	$4.85M	0.7%	N/A	5.145%
8/23/2022	Captrust Financial Advisors	4,056	$106K	0.0%	N/A	0.113%
8/13/2022	Concourse Financial Group Securities Inc.	11,383	$298K	0.0%	+10.2%	0.316%
7/19/2022	Commonwealth Equity Services LLC	75,115	$1.97M	0.0%	+9.9%	2.087%
7/13/2022	Private Advisor Group LLC	18,390	$482K	0.0%	N/A	0.511%
5/11/2022	Raymond James Financial Services Advisors Inc.	106,580	$3.35M	0.0%	+72.5%	2.768%
5/10/2022	Mercer Global Advisors Inc. ADV	15,655	$491K	0.0%	-6.0%	0.407%
5/9/2022	Concourse Financial Group Securities Inc.	10,331	$324K	0.0%	+6.6%	0.268%
5/5/2022	Financial Architects Inc	11,496	$361K	0.1%	+20.6%	0.299%
5/4/2022	Commonwealth Equity Services LLC	68,318	$2.14M	0.0%	+5.1%	1.774%
5/2/2022	Steward Partners Investment Advisory LLC	2,031	$64K	0.0%	N/A	0.053%
8/10/2020	Advisory Services Network LLC	30,195	$696K	0.0%	+25.7%	3.774%

(Data available from 1/1/2016 forward)

Who are the largest shareholders of CHGX shares?: During the previous two years, the following institutional investors and hedge funds held shares of AXS Change Finance ESG ETF shares: WCG Wealth Advisors LLC ($7.09M), Commonwealth Equity Services LLC ($1.97M), Private Advisor Group LLC ($482K), and Concourse Financial Group Securities Inc. ($298K), Captrust Financial Advisors ($106K).Learn more on CHGX's institutional investors.
Which institutional investors have been buying AXS Change Finance ESG ETF stock?: The following institutional investors have purchased AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($185.22K), Private Advisor Group LLC ($18.39K), Commonwealth Equity Services LLC ($6.80K), Captrust Financial Advisors ($4.06K), and Concourse Financial Group Securities Inc. ($1.05K).
How much institutional buying is happening at AXS Change Finance ESG ETF?: Institutional investors have bought a total of 215,512 shares in the last 24 months. This purchase volume represents approximately $5.65M in transactions.

Which AXS Change Finance ESG ETF major shareholders have been selling company stock?: The following institutional investors have sold AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($2.08K).
How much institutional selling is happening at AXS Change Finance ESG ETF?: Institutional investors have sold a total of 2,080 shares in the last 24 months. This volume of shares sold represents approximately $61.57K in transactions.

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This page (NYSEARCA:CHGX) was last updated on 5/20/2024 by MarketBeat.com Staff

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