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ChoiceOne Financial Services (COFS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ChoiceOne Financial Services (NASDAQ:COFS)

Current
Institutional Ownership
Percentage
19.90%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.30M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$819.10K
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COFS Institutional Buying and Selling by Quarter

ChoiceOne Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/5/2024 CWM LLC4,798$131K0.0%+33.8%0.064%
3/8/2024ICA Group Wealth Management LLC15,253$447K0.1%-5.1%0.202%
2/1/2024 CWM LLC3,587$105K0.0%-25.2%0.048%
1/26/2024Cerity Partners LLC46,124$1.35M0.0%N/A0.611%
1/12/2024SG Americas Securities LLC3,800$111K0.0%N/A0.050%
10/24/2023Raymond James Financial Services Advisors Inc.14,115$277K0.0%-6.6%0.187%
9/21/2023Barclays PLC3,836$89K0.0%+57.3%0.051%
8/4/2023American International Group Inc.3,362$77K0.0%N/A0.045%
7/27/2023EA Series Trust18,670$429K0.0%N/A0.248%
7/25/2023Raymond James Financial Services Advisors Inc.15,115$348K0.0%+7.1%0.201%
7/11/2023 Gradient Investments LLC1,630$37K0.0%-57.4%0.022%
5/16/2023Fourthstone LLC164,146$4.14M1.5%-14.3%2.182%
5/2/2023LSV Asset Management4,858$123K0.0%N/A0.065%
5/1/2023 CWM LLC4,903$124K0.0%N/A0.065%
4/14/2023Raymond James Financial Services Advisors Inc.14,115$356K0.0%+22.2%0.188%
2/14/2023683 Capital Management LLC7,055$205K0.0%N/A0.094%
2/13/2023BHZ Capital Management LP8,910$258K0.1%N/A0.119%
2/8/2023Raymond James Financial Services Advisors Inc.11,555$335K0.0%-28.1%0.154%
1/10/2023 Gradient Investments LLC3,830$111K0.0%N/A0.051%
1/5/2023HBW Advisory Services LLC24,629$714K0.2%+7.0%0.328%
10/25/2022Raymond James Financial Services Advisors Inc.16,081$349K0.0%+51.3%0.214%
8/11/2022Jacobs Asset Management LLC114,724$2.31M1.1%+5.0%1.532%
5/16/2022Shakespeare Wealth Management Inc.44,436$1.10M0.4%-5.6%0.591%
5/10/2022Huntington National Bank1,704$43K0.0%-20.6%0.023%
2/10/2022Jacobs Asset Management LLC109,272$2.90M1.3%+26.1%1.443%
2/9/2022Cutler Capital Management LLC46,000$1.22M0.4%+2.2%0.607%
1/21/2022Huntington National Bank2,145$57K0.0%+26.0%0.028%
1/11/2022HBW Advisory Services LLC23,019$610K0.1%+24.1%0.304%
11/15/2021Gotham Asset Management LLC15,518$338K0.0%N/A0.205%
11/12/2021Renaissance Technologies LLC28,381$702K0.0%-32.7%0.372%
11/12/2021Geode Capital Management LLC56,282$1.38M0.0%+24.3%0.739%
11/9/2021Barclays PLC3,811$94K0.0%-21.3%0.050%
11/9/2021BlackRock Inc.30,941$765K0.0%-1.7%0.406%
10/8/2021HBW Advisory Services LLC18,550$459K0.1%N/A0.243%
8/25/2021Marshall Wace LLP19,844$481K0.0%N/A0.260%
8/17/2021Millennium Management LLC102,482$2.48M0.0%N/A1.313%
8/16/2021State Street Corp11,497$278K0.0%-90.4%0.147%
8/16/2021Tibra Equities Europe Ltd10,500$254K0.1%N/A0.135%
8/16/2021Marshall Wace LLP19,844$481K0.0%N/A0.254%
8/13/2021Renaissance Technologies LLC42,200$1.02M0.0%+152.7%0.541%
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8/13/2021Northern Trust Corp12,868$312K0.0%-81.7%0.165%
8/13/2021LPL Financial LLC18,137$439K0.0%+11.0%0.232%
8/13/2021Geode Capital Management LLC45,296$1.10M0.0%-51.4%0.580%
8/13/2021Vanguard Group Inc.289,493$7.01M0.0%-7.6%3.709%
8/12/2021Ergoteles LLC19,000$460K0.0%N/A0.243%
8/11/2021Bank of New York Mellon Corp16,158$391K0.0%-54.7%0.207%
8/5/2021Fourthstone LLC8,693$217K0.1%N/A0.111%
8/4/2021Cutler Capital Management LLC42,500$1.03M0.4%+37.1%0.544%
5/17/2021Nuveen Asset Management LLC23,070$555K0.0%-3.7%0.296%
5/17/2021Goldman Sachs Group Inc.14,116$339K0.0%N/A0.181%
5/13/2021Barclays PLC7,492$181K0.0%+91.6%0.096%
5/13/2021Renaissance Technologies LLC16,700$402K0.0%+21.9%0.214%
5/13/2021Bank of New York Mellon Corp35,647$857K0.0%-3.3%0.457%
5/12/2021Northern Trust Corp70,329$1.69M0.0%-7.6%0.901%
5/12/2021Geode Capital Management LLC93,263$2.24M0.0%+1.4%1.195%
5/12/2021JPMorgan Chase & Co.22,958$552K0.0%+4.9%0.294%
5/12/2021UBS Group AG8,637$208K0.0%+24.4%0.111%
5/10/2021Russell Investments Group Ltd.8,573$206K0.0%N/A0.110%
5/7/2021BlackRock Inc.423,021$10.17M0.0%+7.2%5.422%
4/22/2021Cutler Capital Management LLC31,000$745K0.3%+3.3%0.397%
4/12/2021FNY Investment Advisers LLC16,327$392K0.1%N/A0.209%
3/2/2021Capital Asset Advisory Services LLC4,951$153K0.0%N/A0.064%
2/19/2021JPMorgan Chase & Co.21,878$674K0.0%+226.5%0.281%
2/16/2021Nuveen Asset Management LLC23,962$739K0.0%+19.4%0.307%
2/16/2021Charles Schwab Investment Management Inc.18,104$558K0.0%+5.2%0.232%
2/12/2021Raymond James Financial Services Advisors Inc.7,331$226K0.0%-26.4%0.094%
2/12/2021LPL Financial LLC16,335$503K0.0%+5.6%0.210%
2/11/2021Northern Trust Corp76,112$2.35M0.0%-3.0%0.976%
2/11/2021Barclays PLC3,910$120K0.0%+12.6%0.050%
2/11/2021Citigroup Inc.1,403$43K0.0%+299.7%0.018%
2/10/2021Rhumbline Advisers8,739$269K0.0%N/A0.112%
2/9/2021Wells Fargo & Company MN16,750$516K0.0%+8.5%0.215%
2/9/2021Bank of New York Mellon Corp36,868$1.14M0.0%+68.2%0.473%
2/5/2021BlackRock Inc.394,725$12.16M0.0%+14.4%5.064%
1/25/2021Nisa Investment Advisors LLC2,000$62K0.0%+53.8%0.026%
11/13/2020Morgan Stanley3,773$98K0.0%-21.2%0.048%
11/13/2020Charles Schwab Investment Management Inc.17,201$448K0.0%+16.9%0.221%
11/12/2020JPMorgan Chase & Co.6,701$176K0.0%+14.4%0.086%
11/10/2020State Street Corp90,171$2.35M0.0%+22.0%1.158%
11/9/2020LPL Financial LLC15,469$403K0.0%-7.4%0.199%
11/6/2020BlackRock Inc.345,067$8.98M0.0%+5.3%4.431%
11/5/2020California Public Employees Retirement System16,497$429K0.0%N/A0.212%
11/5/2020Wells Fargo & Company MN15,443$403K0.0%+19.7%0.198%
11/4/2020Raymond James Financial Services Advisors Inc.9,964$259K0.0%N/A0.128%
10/30/2020Huntington National Bank1,763$46K0.0%-21.6%0.023%
10/20/2020Nisa Investment Advisors LLC1,300$34K0.0%N/A0.017%
8/25/2020Nuveen Asset Management LLC11,318$335K0.0%N/A0.145%
8/20/2020Charles Schwab Investment Management Inc.14,717$436K0.0%N/A0.189%
8/14/2020Bank of America Corp DE12,777$378K0.0%+30.8%0.176%
8/12/2020American International Group Inc.4,173$123K0.0%N/A0.058%
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Here's what our expert says you should buy before April 14.
8/12/2020Bank of New York Mellon Corp18,594$550K0.0%N/A0.257%
8/12/2020Cutler Capital Management LLC30,000$887K0.5%-36.7%0.414%
8/11/2020Shakespeare Wealth Management Inc.47,076$1.39M0.8%N/A0.649%
8/7/2020New York State Common Retirement Fund6,300$186K0.0%N/A0.087%
8/5/2020Russell Investments Group Ltd.3,719$109K0.0%N/A0.051%
7/31/2020UBS Group AG7,694$227K0.0%+34.8%0.106%
7/23/2020Strs Ohio1,800$53K0.0%N/A0.025%
7/20/2020SG Americas Securities LLC3,881$115K0.0%N/A0.054%
5/21/2020HighTower Advisors LLC17,402$442K0.0%N/A0.240%
5/15/2020Morgan Stanley3,533$90K0.0%N/A0.049%
(Data available from 1/1/2016 forward)

COFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COFS shares?

During the previous two years, 17 institutional investors and hedge funds held shares of ChoiceOne Financial Services. The most heavily invested institutionals were Fourthstone LLC ($4.14M), Jacobs Asset Management LLC ($2.31M), Cerity Partners LLC ($1.35M), Shakespeare Wealth Management Inc. ($1.10M), HBW Advisory Services LLC ($714K), ICA Group Wealth Management LLC ($447K), and EA Series Trust ($429K).Learn more on COFS's institutional investors.

What percentage of ChoiceOne Financial Services stock is owned by institutional investors?

19.90% of ChoiceOne Financial Services stock is owned by institutional investors. Learn more on COFS's institutional investor holdings.

Which institutional investors have been buying ChoiceOne Financial Services stock?

Of the 13 institutional investors that purchased ChoiceOne Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($46.12K), EA Series Trust ($18.67K), Raymond James Financial Services Advisors Inc. ($9.01K), BHZ Capital Management LP ($8.91K), 683 Capital Management LLC ($7.06K), CWM LLC ($6.11K), and Jacobs Asset Management LLC ($5.45K).

How much institutional buying is happening at ChoiceOne Financial Services?

Institutional investors have bought a total of 120,194 shares in the last 24 months. This purchase volume represents approximately $3.22M in transactions.

Which ChoiceOne Financial Services major shareholders have been selling company stock?

The following institutional investors have sold ChoiceOne Financial Services stock in the last 24 months: Fourthstone LLC ($27.31K), Raymond James Financial Services Advisors Inc. ($5.53K), Shakespeare Wealth Management Inc. ($2.66K), Gradient Investments LLC ($2.20K), CWM LLC ($1.21K), ICA Group Wealth Management LLC ($819.00), and Huntington National Bank ($441.00).

How much institutional selling is happening at ChoiceOne Financial Services?

Institutional investors have sold a total of 40,167 shares in the last 24 months. This volume of shares sold represents approximately $1.03M in transactions.


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This page (NASDAQ:COFS) was last updated on 4/24/2024 by MarketBeat.com Staff

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