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EA Bridgeway Omni Small-Cap Value ETF (BSVO) Institutional Ownership

$20.82
+0.21 (+1.02%)
(As of 05/24/2024 04:15 PM ET)

Institutional Ownership Changes (13F Filings) for EA Bridgeway Omni Small-Cap Value ETF (NASDAQ:BSVO)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.63M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$206.94K
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BSVO Institutional Buying and Selling by Quarter

EA Bridgeway Omni Small-Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024 Gibson Capital LLC544,432$11.58M2.5%-1.5%0.935%
2/15/2024 Bartlett & CO. Wealth Management LLC14,455$308K0.0%N/A0.027%
2/14/2024 Gibson Capital LLC552,506$11.61M2.7%+2.6%1.018%
2/9/2024 EverSource Wealth Advisors LLC555,172$11.67M1.1%+1.6%1.022%
1/19/2024 AdvisorNet Financial Inc13,587$286K0.0%+485.6%0.025%
1/8/2024Bartlett & Co. LLC14,455$309K0.0%N/A0.027%
11/15/2023 Crestwood Advisors Group LLC11,069$202K0.0%N/A0.022%
11/4/2023 EverSource Wealth Advisors LLC546,405$9.99M1.1%+1.7%1.106%
10/27/2023 Gibson Capital LLC538,602$9.84M2.7%+0.6%1.108%
10/12/2023 AdvisorNet Financial Inc2,320$42K0.0%N/A0.005%
8/4/2023 EverSource Wealth Advisors LLC537,397$9.58M1.1%+8.8%1.213%
8/2/2023 Lauterbach Financial Advisors LLC320,018$5.71M4.4%-0.6%0.722%
7/17/2023 Gibson Capital LLC535,426$9.55M2.5%+0.7%1.211%
5/11/2023 EverSource Wealth Advisors LLC494,046$8.66M1.1%N/A1.099%
4/25/2023 Parallel Advisors LLC4,513$79K0.0%N/A0.010%
(Data available from 1/1/2016 forward)

BSVO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSVO shares?

During the previous two years, the following institutional investors and hedge funds held shares of EA Bridgeway Omni Small-Cap Value ETF shares: EverSource Wealth Advisors LLC ($11.67M), Gibson Capital LLC ($11.58M), Lauterbach Financial Advisors LLC ($5.71M), Bartlett & Co. LLC ($309K), Bartlett & CO. Wealth Management LLC ($308K), AdvisorNet Financial Inc ($286K), and Crestwood Advisors Group LLC ($202K).Learn more on BSVO's institutional investors.

Which institutional investors have been buying EA Bridgeway Omni Small-Cap Value ETF stock?

The following institutional investors have purchased EA Bridgeway Omni Small-Cap Value ETF stock in the last 24 months: EverSource Wealth Advisors LLC ($555.17K), Gibson Capital LLC ($20.73K), Bartlett & Co. LLC ($14.46K), Bartlett & CO. Wealth Management LLC ($14.46K), AdvisorNet Financial Inc ($13.59K), Crestwood Advisors Group LLC ($11.07K), and Parallel Advisors LLC ($4.51K).

How much institutional buying is happening at EA Bridgeway Omni Small-Cap Value ETF?

Institutional investors have bought a total of 633,981 shares in the last 24 months. This purchase volume represents approximately $11.37M in transactions.

Which EA Bridgeway Omni Small-Cap Value ETF major shareholders have been selling company stock?

The following institutional investors have sold EA Bridgeway Omni Small-Cap Value ETF stock in the last 24 months: Gibson Capital LLC ($8.07K), and Lauterbach Financial Advisors LLC ($1.98K).

How much institutional selling is happening at EA Bridgeway Omni Small-Cap Value ETF?

Institutional investors have sold a total of 10,050 shares in the last 24 months. This volume of shares sold represents approximately $206.94K in transactions.


This page (NASDAQ:BSVO) was last updated on 5/27/2024 by MarketBeat.com Staff

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