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BlackRock AAA CLO ETF (CLOA) Institutional Ownership

$51.94
+0.04 (+0.08%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for BlackRock AAA CLO ETF (NASDAQ:CLOA)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$32.38M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$171.40K
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CLOA Institutional Buying and Selling by Quarter

BlackRock AAA CLO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2024 JB Capital LLC18,342$953K0.1%N/A0.278%
7/23/2024 Concourse Financial Group Securities Inc.70,815$3.68M0.2%N/A1.073%
7/22/2024 Atria Wealth Solutions Inc.18,740$973K0.0%N/A0.284%
7/22/2024 Fifth Third Bancorp10,472$544K0.0%N/A0.159%
7/22/2024 Pallas Capital Advisors LLC155,627$8.07M0.3%+16.1%2.432%
7/20/2024 First Horizon Advisors Inc.1,160$60K0.0%N/A0.018%
7/19/2024 Toews Corp ADV38,500$2M0.3%-7.9%0.602%
7/18/2024 Brookstone Capital Management139,016$7.21M0.1%N/A2.172%
7/16/2024 Envestnet Portfolio Solutions Inc.73,523$3.82M0.0%N/A1.167%
7/16/2024 Wealth Enhancement Advisory Services LLC7,955$413K0.0%+10.8%0.126%
7/16/2024 Cox Capital Mgt LLC11,329$588K0.4%N/A0.180%
7/12/2024 Diversify Advisory Services LLC12,343$639K0.0%N/A0.202%
7/9/2024 Park Avenue Securities LLC37,997$1.97M0.0%N/A0.623%
7/2/2024 Transcend Capital Advisors LLC27,042$1.41M0.1%+45.8%0.644%
5/20/2024 Adams Wealth Management190,638$9.86M2.4%+19.2%4.539%
5/17/2024Comerica Bank9,025$467K0.0%N/A0.215%
4/18/2024 Toews Corp ADV41,800$2.16M0.4%N/A1.020%
2/12/2024 Adams Wealth Management159,993$8.20M2.4%+6.5%10.000%
2/2/2024Private Wealth Partners LLC11,000$564K0.0%N/A0.688%
1/22/2024 Pallas Capital Advisors LLC29,781$1.53M0.1%+66.6%2.291%
1/16/2024Wealthsource Partners LLC11,118$570K0.0%+37.1%0.855%
11/13/2023Wright Fund Management LLC6,900$354K0.0%N/A0.627%
11/13/2023Wealthsource Partners LLC8,110$416K0.0%N/A0.737%
9/1/2023 Portside Wealth Group LLC7,532$383K0.0%N/A0.942%
8/11/2023Schroder Investment Management Group16,348$832K0.0%N/A2.044%
8/9/2023Flow Traders U.S. LLC26,075$1.33M0.1%N/A3.259%
8/2/2023Bank of Montreal Can11,573$589K0.0%N/A1.447%
8/1/2023 Portside Wealth Group LLC7,532$383K0.0%N/A0.942%
(Data available from 1/1/2016 forward)

CLOA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOA shares?

During the previous two years, 23 institutional investors and hedge funds held shares of BlackRock AAA CLO ETF. The most heavily invested institutionals were Adams Wealth Management ($9.86M), Pallas Capital Advisors LLC ($8.07M), Brookstone Capital Management ($7.21M), Envestnet Portfolio Solutions Inc. ($3.82M), Concourse Financial Group Securities Inc. ($3.68M), Toews Corp ADV ($2M), and Park Avenue Securities LLC ($1.97M).Learn more on CLOA's institutional investors.

Which institutional investors have been buying BlackRock AAA CLO ETF stock?

Of the 23 institutional investors that purchased BlackRock AAA CLO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($139.02K), Envestnet Portfolio Solutions Inc. ($73.52K), Concourse Financial Group Securities Inc. ($70.82K), Toews Corp ADV ($41.80K), Adams Wealth Management ($40.38K), Park Avenue Securities LLC ($38.00K), and Pallas Capital Advisors LLC ($33.50K).

How much institutional buying is happening at BlackRock AAA CLO ETF?

Institutional investors have bought a total of 625,798 shares in the last 24 months. This purchase volume represents approximately $32.38M in transactions.

Which BlackRock AAA CLO ETF major shareholders have been selling company stock?

The following institutional investors have sold BlackRock AAA CLO ETF stock in the last 24 months: Toews Corp ADV ($3.30K).

How much institutional selling is happening at BlackRock AAA CLO ETF?

Institutional investors have sold a total of 3,300 shares in the last 24 months. This volume of shares sold represents approximately $171.40K in transactions.


This page (NASDAQ:CLOA) was last updated on 7/27/2024 by MarketBeat.com Staff

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