AXS Change Finance ESG ETF (CHGX) Institutional Ownership

$34.57
-0.13 (-0.37%)
(As of 03:59 PM ET)

Institutional Ownership Changes (13F Filings) for AXS Change Finance ESG ETF (NYSEARCA:CHGX)

Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$61.57K
Get CHGX Insider Trade Alerts

Want to know when executives and insiders are buying or selling AXS Change Finance ESG ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CHGX Institutional Buying and Selling by Quarter

AXS Change Finance ESG ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2023WCG Wealth Advisors LLC224,642$7.09M0.5%-0.9%5.616%
8/23/2022WCG Wealth Advisors LLC185,217$4.85M0.7%N/A5.145%
8/23/2022Captrust Financial Advisors4,056$106K0.0%N/A0.113%
8/13/2022Concourse Financial Group Securities Inc.11,383$298K0.0%+10.2%0.316%
7/19/2022Commonwealth Equity Services LLC75,115$1.97M0.0%+9.9%2.087%
7/13/2022Private Advisor Group LLC18,390$482K0.0%N/A0.511%
5/11/2022 Raymond James Financial Services Advisors Inc.106,580$3.35M0.0%+72.5%2.768%
5/10/2022Mercer Global Advisors Inc. ADV15,655$491K0.0%-6.0%0.407%
5/9/2022Concourse Financial Group Securities Inc.10,331$324K0.0%+6.6%0.268%
5/5/2022Financial Architects Inc11,496$361K0.1%+20.6%0.299%
5/4/2022Commonwealth Equity Services LLC68,318$2.14M0.0%+5.1%1.774%
5/2/2022Steward Partners Investment Advisory LLC2,031$64K0.0%N/A0.053%
8/10/2020Advisory Services Network LLC30,195$696K0.0%+25.7%3.774%
(Data available from 1/1/2016 forward)

CHGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHGX shares?

During the previous two years, 9 institutional investors and hedge funds held shares of AXS Change Finance ESG ETF. The most heavily invested institutionals were WCG Wealth Advisors LLC ($7.09M), Raymond James Financial Services Advisors Inc. ($3.35M), Commonwealth Equity Services LLC ($1.97M), Mercer Global Advisors Inc. ADV ($491K), Private Advisor Group LLC ($482K), Financial Architects Inc ($361K), and Concourse Financial Group Securities Inc. ($298K).Learn more on CHGX's institutional investors.

Which institutional investors have been buying AXS Change Finance ESG ETF stock?

The following institutional investors have purchased AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($185.22K), Raymond James Financial Services Advisors Inc. ($44.78K), Private Advisor Group LLC ($18.39K), Commonwealth Equity Services LLC ($10.09K), Captrust Financial Advisors ($4.06K), Steward Partners Investment Advisory LLC ($2.03K), and Financial Architects Inc ($1.96K).

How much institutional buying is happening at AXS Change Finance ESG ETF?

Institutional investors have bought a total of 268,216 shares in the last 24 months. This purchase volume represents approximately $7.30M in transactions.

Which AXS Change Finance ESG ETF major shareholders have been selling company stock?

The following institutional investors have sold AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($2.08K), and Mercer Global Advisors Inc. ADV ($992.00).

How much institutional selling is happening at AXS Change Finance ESG ETF?

Institutional investors have sold a total of 3,072 shares in the last 24 months. This volume of shares sold represents approximately $92.71K in transactions.


This page (NYSEARCA:CHGX) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners