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GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) Institutional Ownership

$19.16
+0.03 (+0.16%)
(As of 09/9/2024 ET)

Institutional Ownership Changes (13F Filings) for GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (NYSEARCA:COMB)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$10.81M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$35.59M
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COMB Institutional Buying and Selling by Quarter

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2024 Bank of Montreal Can20,650$441K0.0%-42.2%0.459%
8/12/2024 WCG Wealth Advisors LLC23,568$480K0.0%N/A0.524%
8/8/2024 American Financial & Tax Strategies Inc.197,753$4.03M2.1%-2.2%4.395%
8/1/2024 Resonant Capital Advisors LLC519,850$10.58M0.9%+10.6%11.552%
7/16/2024 Guardian Asset Advisors LLC11,133$227K0.2%-5.1%0.247%
7/2/2024 Appleton Partners Inc. MA160,088$3.26M0.3%+0.8%3.558%
5/20/2024 Pacific Center for Financial Services2,253$45K0.0%-17.1%0.050%
5/17/2024 Creekmur Asset Management LLC5,844$116K0.0%-59.8%0.130%
5/11/2024 Beaumont Financial Advisors LLC10,806$215K0.0%-26.4%0.240%
5/7/2024 Guardian Asset Advisors LLC11,736$233K0.2%-32.9%0.261%
5/1/2024 Resonant Capital Advisors LLC470,038$9.34M0.8%+7.5%10.445%
5/1/2024 Northcape Wealth Management LLC43,928$873K0.3%-4.4%0.965%
4/25/2024 Gainplan LLC30,722$610K0.3%+9.5%0.675%
4/19/2024 Lake Street Private Wealth LLC172,541$3.43M0.5%+31.8%3.792%
4/10/2024 Inscription Capital LLC97,091$2.00M0.7%+1.0%1.494%
4/1/2024 Appleton Partners Inc. MA158,763$3.16M0.2%+8.0%2.443%
3/1/2024 Creekmur Asset Management LLC14,529$282K0.1%N/A0.224%
2/8/2024 Gainplan LLC28,048$545K0.3%-44.8%0.432%
2/8/2024 Lee Financial Co6,904$134K0.0%-21.1%0.106%
2/8/2024 Great Lakes Advisors LLC140,849$2.74M0.0%-24.4%2.167%
2/8/2024 Vise Technologies Inc.50,724$986K0.2%-10.1%0.780%
2/5/2024 Northcape Wealth Management LLC45,972$893K0.3%-8.0%0.707%
1/31/2024 Evolution Wealth Advisors LLC24,985$485K0.1%N/A0.384%
1/31/2024 Resonant Capital Advisors LLC437,243$8.50M0.8%+136.2%6.727%
1/31/2024 Beaumont Financial Advisors LLC14,691$285K0.0%-13.0%0.226%
1/23/2024 Upper Left Wealth Management LLC43,697$849K0.8%N/A0.672%
1/18/2024 Inscription Capital LLC96,128$1.87M0.5%+15.9%1.479%
1/2/2024 Appleton Partners Inc. MA147,000$2.86M0.2%+3.9%2.262%
11/13/2023 Kestra Advisory Services LLC32,119$693K0.0%+5.1%0.494%
11/7/2023 Great Lakes Advisors LLC186,361$4.02M0.0%-87.1%2.867%
11/6/2023 Northcape Wealth Management LLC49,952$1.08M0.4%+11.9%0.768%
11/1/2023 Orion Portfolio Solutions LLC15,230$329K0.0%-65.2%0.234%
10/31/2023 Resonant Capital Advisors LLC185,097$4.00M0.4%+4.8%2.848%
10/30/2023 Congress Wealth Management LLC DE30,627$661K0.0%-18.1%0.471%
10/23/2023Commonwealth Equity Services LLC114,217$2.47M0.0%-3.4%1.757%
10/20/2023 Lake Street Financial LLC195,437$4.27M0.8%-23.4%3.007%
10/17/2023 Inscription Capital LLC82,932$1.79M0.6%+20.1%1.276%
10/16/2023 Axiom Financial Strategies LLC262,267$5.66M3.8%-40.2%4.035%
10/3/2023 Appleton Partners Inc. MA141,511$3.06M0.3%-0.6%2.177%
8/11/2023 Buckingham Strategic Wealth LLC27,657$571K0.0%N/A0.425%
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8/11/2023 Kestra Advisory Services LLC30,573$631K0.0%-11.3%0.470%
8/10/2023Commonwealth Equity Services LLC118,254$2.44M0.0%-7.5%1.819%
8/10/2023 Great Lakes Advisors LLC1,446,530$29.87M0.3%+3.1%22.254%
8/9/2023 Flow Traders U.S. LLC15,011$310K0.0%N/A0.231%
8/8/2023 Lee Financial Co9,040$187K0.0%+146.3%0.139%
8/8/2023 Vise Technologies Inc.67,801$1.40M0.3%-6.1%1.043%
8/8/2023 Gainplan LLC45,313$936K0.5%+21.7%0.697%
8/7/2023 Northcape Wealth Management LLC44,645$922K0.3%+24.3%0.687%
8/2/2023 Bank of Montreal Can52,662$1.13M0.0%N/A0.731%
8/2/2023 Beaumont Financial Advisors LLC17,006$351K0.0%+7.9%0.236%
7/31/2023 LPL Financial LLC20,402$421K0.0%-29.5%0.283%
7/26/2023 Resonant Capital Advisors LLC176,686$3.65M0.4%+36.5%2.454%
7/18/2023 Lake Street Financial LLC255,254$5.27M0.9%-11.7%3.545%
7/14/2023 Inscription Capital LLC69,059$1.43M0.4%-58.4%0.959%
7/13/2023 Congress Wealth Management LLC DE37,398$772K0.0%-92.2%0.519%
7/10/2023 Appleton Partners Inc. MA142,385$2.94M0.2%+4.4%1.978%
5/19/2023 Trivant Custom Portfolio Group LLC6,000$128K0.1%N/A0.084%
5/18/2023 Axiom Financial Strategies LLC396,776$8.43M4.7%+33.1%5.549%
5/12/2023 AXS Investments LLC2,400$51K0.0%N/A0.034%
5/11/2023Commonwealth Equity Services LLC127,789$2.72M0.0%+32.5%1.787%
5/10/2023 Vise Technologies Inc.72,241$1.54M0.4%+78.3%1.010%
5/10/2023 Great Lakes Advisors LLC1,403,093$29.82M0.3%-5.2%19.624%
5/8/2023 Beaumont Financial Advisors LLC15,767$335K0.0%+9.0%0.221%
5/4/2023Barber Financial Group Inc.11,765$250K0.0%N/A0.165%
5/2/2023 Inscription Capital LLC166,000$3.53M0.9%+139.3%2.322%
4/24/2023 Gainplan LLC37,223$791K0.5%+38.3%0.521%
4/21/2023 Resonant Capital Advisors LLC129,482$2.75M0.3%+1.7%1.693%
4/18/2023 Financial Guidance Group Inc.17,620$374K0.3%-3.8%0.230%
4/17/2023 Lake Street Financial LLC289,029$6.14M1.1%+43.1%3.778%
4/14/2023 Congress Wealth Management LLC DE482,350$10.25M0.2%-54.8%6.305%
4/10/2023 Appleton Partners Inc. MA136,445$2.90M0.3%+3.8%1.784%
4/7/2023 Trust Co. of Vermont2,050$44K0.0%N/A0.027%
3/6/2023 OLD Mission Capital LLC144,931$3.26M0.1%+716.5%1.812%
2/10/2023 Adventist Health System Sunbelt Healthcare Corp229,500$5.16M0.3%+38.8%2.869%
2/10/2023 Beacon Harbor Wealth Advisors Inc.156,393$3.52M1.2%N/A1.955%
2/10/2023 Vise Technologies Inc.40,508$911K0.3%-48.0%0.506%
2/10/2023 Gainplan LLC26,915$605K1.4%+4.3%0.336%
2/9/2023 Great Lakes Advisors LLC1,480,651$4.02M0.2%-0.6%18.508%
2/9/2023 Lee Financial Co2,035$46K0.0%N/A0.025%
2/8/2023 Belpointe Asset Management LLC1,624$37K0.0%N/A0.020%
2/8/2023 Orion Portfolio Solutions LLC14,732$331K0.0%N/A0.184%
2/7/2023 Northcape Wealth Management LLC25,474$573K0.3%+33.7%0.318%
2/7/2023Commonwealth Equity Services LLC96,411$2.17M0.0%+100.5%1.205%
2/7/2023 LPL Financial LLC65,345$1.47M0.0%-36.9%0.817%
2/7/2023 Envestnet Asset Management Inc.16,075$362K0.0%-13.4%0.201%
2/2/2023 Congress Wealth Management LLC DE1,067,915$24.02M0.6%-27.8%13.349%
2/2/2023 Capital Wealth Management LLC90,809$2.04M1.4%+59.4%1.135%
2/1/2023 Great Valley Advisor Group Inc.14,661$330K0.0%-90.6%0.183%
1/31/2023 Kestra Advisory Services LLC31,321$704K0.0%+9.6%0.392%
1/31/2023 Empirical Asset Management LLC20,242$455K0.5%+6.4%0.253%
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1/27/2023 Financial Guidance Group Inc.18,325$412K0.3%+5.6%0.229%
1/25/2023 Lake Street Financial LLC202,031$4.54M0.9%-2.9%2.525%
1/25/2023 Beaumont Financial Advisors LLC14,469$325K0.0%N/A0.181%
1/23/2023 Resonant Capital Advisors LLC127,261$2.86M0.4%-26.5%1.533%
1/19/2023 Appleton Partners Inc. MA131,426$2.96M0.3%-4.7%1.583%
1/18/2023Romano Brothers AND Company2,550$57K0.0%N/A0.031%
11/15/2022 Mainstay Capital Management LLC ADV668,484$19.31M4.8%-8.0%7.387%
11/15/2022 Flow Traders U.S. LLC23,951$692K0.0%-72.6%0.253%
11/14/2022 OLD Mission Capital LLC17,750$513K0.0%-92.5%0.188%
11/14/2022 Gainplan LLC25,804$745K0.8%N/A0.273%
(Data available from 1/1/2016 forward)

COMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COMB shares?

During the previous two years, 50 institutional investors and hedge funds held shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF. The most heavily invested institutionals were Mainstay Capital Management LLC ADV ($19.31M), Resonant Capital Advisors LLC ($10.58M), Axiom Financial Strategies LLC ($5.66M), Adventist Health System Sunbelt Healthcare Corp ($5.16M), Lake Street Financial LLC ($4.27M), American Financial & Tax Strategies Inc. ($4.03M), and Beacon Harbor Wealth Advisors Inc. ($3.52M).Learn more on COMB's institutional investors.

Which institutional investors have been buying GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF stock?

Of the 37 institutional investors that purchased GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Resonant Capital Advisors LLC ($565.70K), Axiom Financial Strategies LLC ($291.68K), Beacon Harbor Wealth Advisors Inc. ($156.39K), OLD Mission Capital LLC ($127.18K), Inscription Capital LLC ($124.67K), Adventist Health System Sunbelt Healthcare Corp ($99.10K), and Lake Street Financial LLC ($90.21K).

How much institutional buying is happening at GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF?

Institutional investors have bought a total of 2,145,903 shares in the last 24 months. This purchase volume represents approximately $49.20M in transactions.

Which GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Congress Wealth Management LLC DE ($1.88M), Great Lakes Advisors LLC ($1.39M), Great Valley Advisor Group Inc. ($267.41K), OLD Mission Capital LLC ($218.43K), Axiom Financial Strategies LLC ($176.40K), Inscription Capital LLC ($110.78K), and Lake Street Financial LLC ($99.59K).

How much institutional selling is happening at GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF?

Institutional investors have sold a total of 4,586,507 shares in the last 24 months. This volume of shares sold represents approximately $105.66M in transactions.


This page (NYSEARCA:COMB) was last updated on 9/10/2024 by MarketBeat.com Staff

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