ROBO Global Healthcare Technology and Innovation ETF (HTEC) Institutional Ownership

$27.27
+0.16 (+0.59%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for ROBO Global Healthcare Technology and Innovation ETF (NYSEARCA:HTEC)

Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$4.05M
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HTEC Institutional Buying and Selling by Quarter

ROBO Global Healthcare Technology and Innovation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 SOL Capital Management CO49,586$1.41M0.2%-55.0%2.175%
1/25/2024 SOL Capital Management CO110,201$3.09M0.4%-38.7%3.555%
10/19/2023 SOL Capital Management CO179,830$4.54M0.7%-7.6%5.801%
4/19/2023 SOL Capital Management CO196,346$5.85M1.0%+2.8%5.741%
3/6/2023OLD Mission Capital LLC861$25K0.0%N/A0.024%
2/9/2023 Sowell Financial Services LLC10,197$294K0.0%N/A0.281%
1/24/2023 SOL Capital Management CO190,910$5.51M1.0%-4.9%5.259%
1/13/2023Gofen & Glossberg LLC IL179,882$5.20M0.1%-0.7%4.955%
11/15/2022 Ellis Investment Partners LLC25,993$703K0.2%+1.8%0.743%
10/13/2022Gofen & Glossberg LLC IL181,134$4.90M0.1%-0.4%5.102%
10/12/2022 SOL Capital Management CO200,846$5.44M1.1%+1.7%5.658%
8/1/2022 Ellis Investment Partners LLC25,539$739K0.2%+25.0%0.681%
7/21/2022 SOL Capital Management CO197,458$5.72M1.2%+30.9%5.266%
7/14/2022Gofen & Glossberg LLC IL181,800$5.27M0.1%-0.7%4.848%
5/3/2022 Ellis Investment Partners LLC20,427$743K0.2%+11.8%0.475%
4/21/2022 Lindbrook Capital LLC6,345$231K0.0%-7.3%0.143%
4/18/2022 SOL Capital Management CO150,903$5.50M1.0%+114.2%3.391%
4/14/2022 AdvisorNet Financial Inc8,289$302K0.0%+10.7%0.186%
4/14/2022Gofen & Glossberg LLC IL183,100$6.67M0.2%+0.3%4.115%
2/1/2022 Ellis Investment Partners LLC18,278$796K0.2%+39.6%0.375%
1/21/2022 Mascoma Wealth Management LLC5,154$225K0.1%+33.4%0.099%
1/19/2022 AdvisorNet Financial Inc7,487$326K0.0%+24.7%0.144%
1/19/2022 SOL Capital Management CO70,445$3.07M0.6%+49.1%1.355%
1/18/2022 Lindbrook Capital LLC6,845$298K0.0%N/A0.132%
1/6/2022Carroll Financial Associates Inc.30,366$1.33M0.1%N/A0.590%
11/15/2021Flow Traders U.S. LLC4,904$224K0.0%N/A0.095%
11/4/2021 Almanack Investment Partners LLC.6,381$291K0.0%-32.7%0.124%
10/21/2021 Ellis Investment Partners LLC13,095$596K0.2%+65.7%0.259%
10/13/2021Gofen & Glossberg LLC IL182,575$8.32M0.2%-0.4%3.615%
10/6/2021 Mascoma Wealth Management LLC3,865$176K0.1%N/A0.077%
7/20/2021 SOL Capital Management CO45,010$2.17M0.4%+41.1%0.909%
5/18/2021Flow Traders U.S. LLC17,982$789K0.0%N/A0.383%
5/13/2021 ShoreHaven Wealth Partners LLC648$28K0.0%N/A0.014%
5/11/2021 Almanack Investment Partners LLC.9,333$410K0.0%N/A0.199%
5/7/2021 Sowell Financial Services LLC9,495$423K0.0%+48.8%0.202%
5/3/2021 Ellis Investment Partners LLC2,385$105K0.0%N/A0.051%
4/26/2021 Mascoma Wealth Management LLC4,201$184K0.1%N/A0.092%
4/22/2021 SOL Capital Management CO31,910$1.40M0.3%+457.9%0.697%
4/14/2021 AdvisorNet Financial Inc6,024$264K0.0%-6.4%0.132%
4/13/2021Gofen & Glossberg LLC IL183,050$8.03M0.2%-0.2%4.001%
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2/11/2021Steward Partners Investment Advisory LLC2,410$105K0.0%+716.9%0.059%
1/22/2021 SOL Capital Management CO5,720$250K0.1%N/A0.172%
1/15/2021Gofen & Glossberg LLC IL183,400$8.02M0.2%+0.7%6.013%
1/13/2021 Sowell Financial Services LLC6,382$279K0.0%+96.2%0.253%
10/9/2020Gofen & Glossberg LLC IL182,100$6.38M0.2%+9.6%13.007%
8/26/2020 AdvisorNet Financial Inc6,024$185K0.0%-16.0%0.574%
7/13/2020Gofen & Glossberg LLC IL166,100$5.10M0.2%N/A20.133%
(Data available from 1/1/2016 forward)

HTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTEC shares?

During the previous two years, the following institutional investors and hedge funds held shares of ROBO Global Healthcare Technology and Innovation ETF shares: Gofen & Glossberg LLC IL ($5.20M), SOL Capital Management CO ($1.41M), Ellis Investment Partners LLC ($703K), and Sowell Financial Services LLC ($294K), OLD Mission Capital LLC ($25K).Learn more on HTEC's institutional investors.

Which institutional investors have been buying ROBO Global Healthcare Technology and Innovation ETF stock?

The following institutional investors have purchased ROBO Global Healthcare Technology and Innovation ETF stock in the last 24 months: SOL Capital Management CO ($55.38K), Sowell Financial Services LLC ($10.20K), Ellis Investment Partners LLC ($5.57K), and OLD Mission Capital LLC ($861.00).

How much institutional buying is happening at ROBO Global Healthcare Technology and Innovation ETF?

Institutional investors have bought a total of 72,003 shares in the last 24 months. This purchase volume represents approximately $2.08M in transactions.

Which ROBO Global Healthcare Technology and Innovation ETF major shareholders have been selling company stock?

The following institutional investors have sold ROBO Global Healthcare Technology and Innovation ETF stock in the last 24 months: SOL Capital Management CO ($154.96K), and Gofen & Glossberg LLC IL ($3.22K).

How much institutional selling is happening at ROBO Global Healthcare Technology and Innovation ETF?

Institutional investors have sold a total of 158,174 shares in the last 24 months. This volume of shares sold represents approximately $4.43M in transactions.


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

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