Free Trial

VanEck CLO ETF (CLOI) Institutional Ownership

→ The Hard Truth About Investing For Retirement (From Insiders Exposed) (Ad)
Free CLOI Stock Alerts
$52.81
+0.11 (+0.21%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$108.57M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$23.65M
Get CLOI Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck CLO 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

CLOI Institutional Buying and Selling by Quarter

VanEck CLO ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024TRUE Private Wealth Advisors18,457$975K0.1%+311.4%0.330%
4/23/2024 Milestone Asset Management LLC9,867$521K0.1%N/A0.176%
4/23/2024 Gradient Investments LLC93,491$4.94M0.1%+18.5%1.669%
4/19/2024 PCG Wealth Advisors LLC9,310$492K0.2%N/A0.166%
4/19/2024 TCP Asset Management LLC17,448$922K0.2%+65.2%0.312%
4/17/2024 Symphony Financial Ltd. Co.11,141$588K0.1%N/A0.506%
4/16/2024 Seed Wealth Management Inc.8,310$437K0.4%+10.7%0.378%
4/10/2024 Ferguson Shapiro LLC75,721$4M1.8%N/A3.442%
2/14/2024VitalStone Financial LLC78,242$4.08M3.3%+4.5%3.556%
2/13/2024Trademark Financial Management LLC7,090$370K0.3%N/A0.322%
2/12/2024Adams Wealth Management24,107$1.26M0.4%+11.0%1.096%
2/12/2024Harvest Investment Services LLC33,136$1.73M0.8%+379.4%1.506%
2/9/2024Orion Portfolio Solutions LLC712,814$37.24M0.4%N/A32.401%
2/9/2024Balboa Wealth Partners11,989$625K0.2%N/A0.545%
2/8/2024Curi Wealth Management LLC120,469$6.28M0.9%+4.1%5.476%
2/7/2024VisionPoint Advisory Group LLC2,803$146K0.1%N/A0.127%
2/6/2024Lincoln National Corp5,221$272K0.0%+33.2%0.237%
2/2/2024 TAP Consulting LLC12,878$671K0.2%N/A0.585%
1/31/2024Beaumont Financial Advisors LLC129,389$6.74M0.6%-1.3%5.881%
1/30/2024TRUE Private Wealth Advisors4,486$234K0.0%N/A0.204%
1/29/2024Altus Wealth Group LLC14,728$768K0.4%+1.5%0.669%
1/26/2024 WESPAC Advisors LLC54,282$2.83M2.0%+26.2%2.467%
1/24/2024 Seed Wealth Management Inc.7,510$392K0.4%N/A0.341%
1/23/2024Black Swift Group LLC13,200$688K0.2%-82.7%0.600%
1/22/2024 Financial Management Network Inc.6,166$322K0.1%N/A0.280%
1/18/2024 Gradient Investments LLC78,871$4.11M0.1%-49.8%3.585%
1/16/2024CoreCap Advisors LLC5,340$278K0.0%-86.4%0.243%
1/11/2024 TCP Asset Management LLC10,561$550K0.2%N/A0.480%
1/5/2024WealthPLAN Partners LLC137,135$7.15M0.7%+33.6%6.233%
1/5/2024WealthPlan Investment Management LLC167,957$8.76M1.4%+5.1%7.634%
11/16/2023VitalStone Financial LLC74,864$3.89M3.3%N/A3.403%
11/15/2023WealthPlan Investment Management LLC159,737$8.33M1.0%N/A7.261%
11/13/2023Wright Fund Management LLC25,200$1.31M0.1%N/A1.145%
11/13/2023LPL Financial LLC264,388$13.79M0.0%+386.2%12.018%
11/6/2023Curi Wealth Management LLC115,747$6.04M0.9%-6.2%5.261%
11/6/2023Lincoln National Corp3,921$205K0.0%N/A0.178%
11/6/2023Black Swift Group LLC76,415$3.99M1.3%-24.1%3.473%
11/2/2023Benedetti & Gucer Inc.16,519$862K0.5%N/A0.751%
11/2/2023WealthPlan Investment Management LLC102,662$5.36M0.6%N/A4.666%
11/1/2023Beaumont Financial Advisors LLC131,152$6.84M0.7%-0.6%5.961%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
10/27/2023 Gradient Investments LLC157,007$8.19M0.2%-0.9%7.137%
10/26/2023 WESPAC Advisors LLC43,026$2.24M1.7%+6.8%1.956%
10/23/2023Sheets Smith Wealth Management4,000$209K0.0%N/A0.182%
10/23/2023FAS Wealth Partners Inc.659$34K0.0%+48.1%0.030%
10/23/2023Commonwealth Equity Services LLC3,865$202K0.0%N/A0.176%
8/9/2023Flow Traders U.S. LLC54,953$2.84M0.1%N/A2.498%
8/7/2023Cassaday & Co Wealth Management LLC4,528$234K0.0%N/A0.206%
8/2/2023Bank of Montreal Can28,500$1.47M0.0%N/A2.375%
8/2/2023Beaumont Financial Advisors LLC131,921$6.82M0.6%N/A10.993%
8/1/2023Truist Financial Corp4,924$254K0.0%N/A0.410%
7/31/2023Curi Wealth Management LLC123,439$6.38M0.9%N/A10.287%
7/31/2023LPL Financial LLC54,383$2.81M0.0%N/A4.532%
7/28/2023 WESPAC Advisors LLC40,296$2.08M1.7%N/A3.358%
7/20/2023Black Swift Group LLC100,730$5.21M1.8%+4.3%8.394%
7/11/2023 Gradient Investments LLC158,464$8.19M0.2%-3.7%13.205%
5/3/2023Family Asset Management LLC750$38K0.0%N/A0.150%
5/3/2023Adams Wealth Management22,425$1.15M0.4%N/A4.485%
5/3/2023Van ECK Associates Corp80,000$4.11M0.0%-75.0%16.000%
4/17/2023 Gradient Investments LLC164,503$8.44M0.2%N/A32.901%
2/8/2023Van ECK Associates Corp320,000$16.20M0.0%+60.0%64.000%
(Data available from 1/1/2016 forward)

CLOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOI shares?

During the previous two years, 38 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were Orion Portfolio Solutions LLC ($37.24M), LPL Financial LLC ($13.79M), WealthPlan Investment Management LLC ($8.76M), WealthPLAN Partners LLC ($7.15M), Beaumont Financial Advisors LLC ($6.74M), Curi Wealth Management LLC ($6.28M), and Gradient Investments LLC ($4.94M).Learn more on CLOI's institutional investors.

Which institutional investors have been buying VanEck CLO ETF stock?

Of the 37 institutional investors that purchased VanEck CLO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($712.81K), WealthPlan Investment Management LLC ($270.62K), LPL Financial LLC ($264.39K), Gradient Investments LLC ($179.12K), Beaumont Financial Advisors LLC ($131.92K), Curi Wealth Management LLC ($128.16K), and Van ECK Associates Corp ($120K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 2,369,246 shares in the last 24 months. This purchase volume represents approximately $123.09M in transactions.

Which VanEck CLO ETF major shareholders have been selling company stock?

The following institutional investors have sold VanEck CLO ETF stock in the last 24 months: Van ECK Associates Corp ($240K), Black Swift Group LLC ($87.53K), Gradient Investments LLC ($85.63K), CoreCap Advisors LLC ($33.95K), Curi Wealth Management LLC ($7.69K), and Beaumont Financial Advisors LLC ($2.53K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 457,336 shares in the last 24 months. This volume of shares sold represents approximately $23.65M in transactions.


Related Companies:
This page (NYSEARCA:CLOI) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
They say it’s ‘unstoppable’ – How I made 43,509%
Investing Daily
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
This AI Trade Machine Made 1,729%* (With 89% Wins)
Prosper Trading Academy
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Jeff Bezos Just Humiliated Elon Musk
InvestorPlace