Custom Truck One Source (CTOS) Institutional Ownership

$3.42

+0.03 (+0.88%)

(As of 09/10/2024 ET)

Current Institutional Ownership Percentage: 90.07%
Number of Institutional Buyers (last 12 months): 37
Total Institutional Inflows (last 12 months): $32.08M

Number of Institutional Sellers (last 12 months): 20
Total Institutional Outflows (last 12 months): $44.71M

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CTOS Institutional Buying and Selling by Quarter

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Custom Truck One Source Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/29/2024	Maven Securities LTD	500,000	$2.18M	0.0%	N/A	0.208%
8/27/2024	Clearbridge Investments LLC	1,874,190	$8.15M	0.0%	-2.3%	0.780%
8/16/2024	Algert Global LLC	163,463	$711K	0.0%	-38.7%	0.068%
8/15/2024	ECP ControlCo LLC	25,757,628	$112.05M	34.6%	+0.1%	10.714%
8/13/2024	Sei Investments Co.	111,286	$484K	0.0%	-10.3%	0.046%
8/12/2024	First Eagle Investment Management LLC	305,338	$1.33M	0.0%	N/A	0.127%
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8/9/2024	Dimensional Fund Advisors LP	2,246,060	$9.77M	0.0%	+22.4%	0.934%
8/9/2024	Black Diamond Financial LLC	141,735	$617K	0.1%	+16.5%	0.059%
8/8/2024	Federated Hermes Inc.	2,780,000	$12.09M	0.0%	-0.2%	1.156%
8/5/2024	Victory Capital Management Inc.	10,781	$47K	0.0%	N/A	0.004%
7/26/2024	Allspring Global Investments Holdings LLC	4,934,780	$21.47M	0.0%	+190.2%	2.053%
7/26/2024	Bank of New York Mellon Corp	266,415	$1.16M	0.0%	+4.7%	0.111%
7/25/2024	First Merchants Corp	20,000	$87K	0.0%	N/A	0.008%
7/12/2024	Sendero Wealth Management LLC	162,800	$708K	0.1%	+6.5%	0.068%
7/12/2024	Register Financial Advisors LLC	162,800	$708K	0.4%	-9.2%	0.068%
5/24/2024	Cetera Advisors LLC	11,755	$68K	0.0%	N/A	0.005%
5/16/2024	California State Teachers Retirement System	60,084	$350K	0.0%	-6.2%	0.025%
5/16/2024	Janus Henderson Group PLC	291,185	$1.70M	0.0%	-3.8%	0.121%
5/16/2024	Paloma Partners Management Co	205,000	$1.19M	0.1%	N/A	0.085%
5/15/2024	Aristides Capital LLC	22,409	$130K	0.0%	N/A	0.009%
5/15/2024	Price T Rowe Associates Inc. MD	16,395	$96K	0.0%	+21.3%	0.007%
5/15/2024	Quadrature Capital Ltd	21,765	$127K	0.0%	-27.1%	0.009%
5/14/2024	MQS Management LLC	12,970	$75K	0.0%	N/A	0.005%
5/13/2024	Clearbridge Investments LLC	1,917,468	$11.16M	0.0%	+2.1%	0.798%
5/10/2024	Vanguard Group Inc.	3,191,740	$18.58M	0.0%	+2.6%	1.328%
5/9/2024	Koshinski Asset Management Inc.	10,000	$58K	0.0%	N/A	0.004%
5/7/2024	Sei Investments Co.	124,103	$722K	0.0%	-8.6%	0.052%
5/7/2024	Heartland Advisors Inc.	422,047	$2.46M	0.1%	N/A	0.176%
5/6/2024	Black Diamond Financial LLC	121,635	$752K	0.2%	-69.4%	0.051%
5/3/2024	GSA Capital Partners LLP	285,810	$1.66M	0.1%	+48.4%	0.119%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	1,817,365	$10.58M	0.0%	-15.0%	0.756%
4/23/2024	Canvas Wealth Advisors LLC	3,487,228	$20.30M	6.7%	+2.2%	1.451%
4/18/2024	Allspring Global Investments Holdings LLC	1,700,194	$9.90M	0.0%	-9.2%	0.708%
4/16/2024	Register Financial Advisors LLC	179,300	$1.04M	0.5%	+410.8%	0.075%
3/25/2024	Quadrature Capital Ltd	29,875	$184K	0.0%	+9.7%	0.012%
2/13/2024	Tower Research Capital LLC TRC	16,011	$99K	0.0%	+851.3%	0.007%
2/12/2024	Pine Valley Investments Ltd Liability Co	73,000	$451K	0.0%	-6.4%	0.030%
2/9/2024	Clearbridge Investments LLC	1,878,893	$11.61M	0.0%	+3.9%	0.774%
2/8/2024	Bedel Financial Consulting Inc.	45,227	$280K	0.1%	-8.7%	0.019%
2/7/2024	Jump Financial LLC	54,294	$336K	0.0%	N/A	0.022%
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2/6/2024	M&T Bank Corp	29,489	$183K	0.0%	+9.8%	0.012%
2/6/2024	Swiss National Bank	121,300	$750K	0.0%	-9.4%	0.050%
2/2/2024	Arbor Wealth Advisors LLC	15,260	$94K	0.1%	N/A	0.006%
1/25/2024	Allspring Global Investments Holdings LLC	1,873,017	$11.58M	0.0%	-19.7%	0.771%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	2,137,541	$13.21M	0.0%	-0.9%	0.880%
1/17/2024	Canvas Wealth Advisors LLC	3,413,242	$21.30M	7.7%	+4.8%	1.405%
1/17/2024	Sendero Wealth Management LLC	152,800	$944K	0.2%	+15.1%	0.063%
1/12/2024	SG Americas Securities LLC	84,169	$520K	0.0%	+330.2%	0.035%
1/12/2024	Register Financial Advisors LLC	35,100	$217K	0.1%	+602.0%	0.014%
12/18/2023	Vanguard Group Inc.	3,251,103	$20.16M	0.0%	+1.6%	1.339%
11/15/2023	GSA Capital Partners LLP	141,766	$879K	0.1%	-26.1%	0.058%
11/15/2023	Schroder Investment Management Group	1,237,499	$7.67M	0.0%	-11.8%	0.503%
11/14/2023	Quadrature Capital Ltd	27,239	$169K	0.0%	N/A	0.011%
11/14/2023	Sherbrooke Park Advisers LLC	14,315	$89K	0.0%	N/A	0.006%
11/14/2023	Teza Capital Management LLC	41,702	$259K	0.0%	N/A	0.017%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	64,323	$399K	0.0%	N/A	0.026%
11/13/2023	Algert Global LLC	46,325	$287K	0.0%	-18.2%	0.019%
11/13/2023	Federated Hermes Inc.	4,741,662	$29.40M	0.1%	+0.1%	1.925%
11/13/2023	Clearbridge Investments LLC	1,808,888	$11.22M	0.0%	-2.9%	0.735%
11/13/2023	FMR LLC	2,658,773	$16.48M	0.0%	-67.3%	1.080%
11/13/2023	DekaBank Deutsche Girozentrale	4,959	$31K	0.0%	N/A	0.002%
11/9/2023	Loomis Sayles & Co. L P	867,306	$5.38M	0.0%	+3.7%	0.352%
11/9/2023	R.P. Boggs & Co.	994,203	$6.16M	4.8%	+5.2%	0.404%
11/8/2023	Campbell & CO Investment Adviser LLC	22,270	$138K	0.0%	+28.5%	0.009%
11/8/2023	New York Life Investment Management LLC	52,436	$325K	0.0%	-13.6%	0.021%
11/7/2023	Barclays PLC	21,307	$132K	0.0%	-16.1%	0.009%
10/27/2023	Allspring Global Investments Holdings LLC	2,333,943	$14.47M	0.0%	-1.8%	0.948%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	2,156,983	$13.37M	0.0%	+9.4%	0.876%
10/24/2023	Bank of New York Mellon Corp	229,823	$1.43M	0.0%	+3.3%	0.093%
10/24/2023	Canvas Wealth Advisors LLC	3,257,232	$19.02M	7.6%	-0.2%	1.323%
10/13/2023	SG Americas Securities LLC	19,563	$121K	0.0%	N/A	0.008%
10/13/2023	Register Financial Advisors LLC	5,000	$31K	0.0%	+66.7%	0.002%
9/21/2023	Barclays PLC	25,409	$171K	0.0%	-16.0%	0.010%
8/14/2023	Portolan Capital Management LLC	861,933	$5.81M	0.5%	-14.7%	0.350%
8/11/2023	Campbell & CO Investment Adviser LLC	17,336	$117K	0.0%	N/A	0.007%
8/11/2023	Clearbridge Investments LLC	1,863,562	$12.56M	0.0%	+1.0%	0.757%
8/11/2023	Schroder Investment Management Group	1,402,477	$9.45M	0.0%	+0.4%	0.570%
8/11/2023	ExodusPoint Capital Management LP	46,615	$314K	0.0%	+158.9%	0.019%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	1,971,711	$13.29M	0.0%	+8.8%	0.801%
8/7/2023	New York Life Investment Management LLC	60,697	$409K	0.0%	-13.7%	0.025%
8/4/2023	American International Group Inc.	27,309	$184K	0.0%	-5.2%	0.011%
8/1/2023	Arizona State Retirement System	17,282	$116K	0.0%	N/A	0.007%
7/27/2023	R.P. Boggs & Co.	945,208	$6.37M	5.1%	+10.3%	0.384%
7/26/2023	Canvas Wealth Advisors LLC	3,262,874	$22.25M	8.3%	+19.0%	1.326%
7/24/2023	Allspring Global Investments Holdings LLC	2,377,710	$16.03M	0.0%	-1.7%	0.966%
7/20/2023	Sendero Wealth Management LLC	132,800	$895K	0.2%	N/A	0.054%
7/18/2023	Allspring Global Investments Holdings LLC	2,377,710	$16.03M	0.0%	-1.7%	0.966%
7/10/2023	Harbour Capital Advisors LLC	55,296	$373K	0.1%	+93.4%	0.022%
5/22/2023	Putnam Investments LLC	651,563	$4.42M	0.0%	-9.7%	0.265%
5/16/2023	Gilder Gagnon Howe & Co. LLC	2,745,602	$18.64M	0.3%	-9.7%	1.116%
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5/16/2023	Hawkeye Capital Management LLC	2,900,000	$19.69M	33.1%	-6.7%	1.178%
5/15/2023	Portolan Capital Management LLC	1,010,185	$6.86M	0.7%	-3.0%	0.410%
5/12/2023	Clearbridge Investments LLC	1,844,415	$12.52M	0.0%	-22.1%	0.749%
5/11/2023	M&T Bank Corp	29,180	$198K	0.0%	-7.9%	0.012%
5/11/2023	FMR LLC	8,955,738	$60.81M	0.0%	-0.2%	3.639%
5/8/2023	New York Life Investment Management LLC	70,300	$477K	0.0%	N/A	0.029%
5/4/2023	Mirae Asset Global Investments Co. Ltd.	1,811,661	$12.30M	0.0%	+22.9%	0.736%
5/2/2023	R.P. Boggs & Co.	856,696	$5.82M	5.3%	+2.3%	0.348%
4/28/2023	SG Americas Securities LLC	31,196	$212K	0.0%	N/A	0.013%
4/28/2023	Canvas Wealth Advisors LLC	2,742,753	$17.22M	7.2%	-11.3%	1.114%

(Data available from 1/1/2016 forward)

CTOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTOS shares?: During the previous two years, 61 institutional investors and hedge funds held shares of Custom Truck One Source. The most heavily invested institutionals were ECP ControlCo LLC ($112.05M), Allspring Global Investments Holdings LLC ($21.47M), Canvas Wealth Advisors LLC ($20.30M), Hawkeye Capital Management LLC ($19.69M), Gilder Gagnon Howe & Co. LLC ($18.64M), Vanguard Group Inc. ($18.58M), and FMR LLC ($16.48M).Learn more on CTOS's institutional investors.
What percentage of Custom Truck One Source stock is owned by institutional investors?: 90.07% of Custom Truck One Source stock is owned by institutional investors. Learn more on CTOS's institutional investor holdings.
Which institutional investors have been buying Custom Truck One Source stock?: Of the 48 institutional investors that purchased Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($3.24M), Canvas Wealth Advisors LLC ($1.06M), Mirae Asset Global Investments Co. Ltd. ($682.75K), Maven Securities LTD ($500K), Heartland Advisors Inc. ($422.05K), Dimensional Fund Advisors LP ($410.90K), and First Eagle Investment Management LLC ($305.34K).

How much institutional buying is happening at Custom Truck One Source?: Institutional investors have bought a total of 8,984,276 shares in the last 24 months. This purchase volume represents approximately $47.58M in transactions.
Which Custom Truck One Source major shareholders have been selling company stock?: Of the 27 institutional investors that sold Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.50M), Gilder Gagnon Howe & Co. LLC ($999.51K), Allspring Global Investments Holdings LLC ($816.38K), Portolan Capital Management LLC ($799.28K), Clearbridge Investments LLC ($621.58K), Federated Hermes Inc. ($465.93K), and Mirae Asset Global Investments Co. Ltd. ($386.25K).
How much institutional selling is happening at Custom Truck One Source?: Institutional investors have sold a total of 10,995,408 shares in the last 24 months. This volume of shares sold represents approximately $68.21M in transactions.