T. Rowe Price U.S. Equity Research ETF (TSPA) Institutional Ownership

$32.70
+0.05 (+0.15%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$33.35M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$672.55K
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TSPA Institutional Buying and Selling by Quarter

T. Rowe Price U.S. Equity Research ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024 Financial Connections Group Inc.2,241$74K0.1%+2,928.4%0.040%
4/29/2024 Benjamin F. Edwards & Company Inc.14,797$485K0.0%+84.2%0.263%
4/23/2024 James J. Burns & Company LLC75,819$2.46M0.9%N/A1.399%
4/22/2024 Provident Wealth Management LLC597,124$19.59M7.3%N/A11.017%
4/19/2024 FORVIS Wealth Advisors LLC69,225$2.27M0.1%N/A1.277%
4/16/2024 Wealth Enhancement Advisory Services LLC24,926$818K0.0%+82.2%0.460%
4/15/2024 Future Financial Wealth Managment LLC108,278$3.55M2.7%N/A1.998%
2/12/2024 Eaton Financial Holdings Company LLC99,510$2.93M0.7%N/A8.965%
2/8/2024Kickstand Ventures LLC.6,847$201K0.1%-71.1%0.617%
2/6/2024 Benjamin F. Edwards & Company Inc.8,035$236K0.0%N/A0.724%
2/1/2024 Sigma Planning Corp28,296$832K0.1%-17.5%2.549%
1/16/2024 Raymond James Financial Services Advisors Inc.10,831$318K0.0%N/A0.976%
11/8/2023 Janney Montgomery Scott LLC15,311$403K0.0%N/A1.379%
11/6/2023 Sigma Planning Corp34,312$902K0.0%N/A3.091%
5/8/2023MGO One Seven LLC21,294$523K0.0%N/A2.108%
4/27/2023 Benjamin F. Edwards & Company Inc.6,850$168K0.0%-21.3%0.678%
2/13/2023Tcwp LLC49,397$1.12M0.2%+21.2%4.843%
5/4/2022 Benjamin F. Edwards & Company Inc.8,338$225K0.0%N/A0.942%
(Data available from 1/1/2016 forward)

TSPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TSPA shares?

During the previous two years, 14 institutional investors and hedge funds held shares of T. Rowe Price U.S. Equity Research ETF. The most heavily invested institutionals were Provident Wealth Management LLC ($19.59M), Future Financial Wealth Managment LLC ($3.55M), Eaton Financial Holdings Company LLC ($2.93M), James J. Burns & Company LLC ($2.46M), FORVIS Wealth Advisors LLC ($2.27M), Tcwp LLC ($1.12M), and Sigma Planning Corp ($832K).Learn more on TSPA's institutional investors.

Which institutional investors have been buying T. Rowe Price U.S. Equity Research ETF stock?

Of the 13 institutional investors that purchased T. Rowe Price U.S. Equity Research ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Provident Wealth Management LLC ($597.12K), Future Financial Wealth Managment LLC ($108.28K), Eaton Financial Holdings Company LLC ($99.51K), James J. Burns & Company LLC ($75.82K), FORVIS Wealth Advisors LLC ($69.23K), Sigma Planning Corp ($34.31K), and MGO One Seven LLC ($21.29K).

How much institutional buying is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have bought a total of 1,068,549 shares in the last 24 months. This purchase volume represents approximately $34.07M in transactions.

Which T. Rowe Price U.S. Equity Research ETF major shareholders have been selling company stock?

The following institutional investors have sold T. Rowe Price U.S. Equity Research ETF stock in the last 24 months: Kickstand Ventures LLC. ($16.86K), Sigma Planning Corp ($6.02K), and Benjamin F. Edwards & Company Inc. ($1.85K).

How much institutional selling is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have sold a total of 24,726 shares in the last 24 months. This volume of shares sold represents approximately $717.98K in transactions.


This page (NYSEARCA:TSPA) was last updated on 5/12/2024 by MarketBeat.com Staff

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