Columbia U.S. ESG Equity Income ETF (ESGS) Institutional Ownership

$43.33
+0.19 (+0.44%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Columbia U.S. ESG Equity Income ETF (NYSEARCA:ESGS)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$6.10M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$745.84K
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ESGS Institutional Buying and Selling by Quarter

Columbia U.S. ESG Equity Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024 Fermata Advisors LLC4,539$202K0.0%N/A0.349%
4/5/2024 Prism Advisors Inc.29,605$1.32M0.4%+3.0%2.277%
2/6/2024Private Advisor Group LLC14,720$598K0.0%-6.3%1.132%
2/1/2024 Prism Advisors Inc.28,731$1.17M0.4%+27.3%2.210%
2/1/2024 CWM LLC31,247$1.27M0.0%+5.9%2.404%
1/24/2024Allworth Financial LP11,589$471K0.0%+112.7%0.891%
1/23/2024Parcion Private Wealth LLC9,406$382K0.0%N/A0.724%
1/16/2024Raymond James Financial Services Advisors Inc.13,010$529K0.0%N/A1.001%
11/6/2023MONECO Advisors LLC10,812$405K0.1%+19.6%0.832%
11/3/2023Private Advisor Group LLC15,710$588K0.0%-14.1%1.208%
10/11/2023 CWM LLC29,514$1.11M0.0%+40,330.1%2.270%
8/10/2023Private Advisor Group LLC18,296$692K0.0%-40.4%1.407%
8/8/2023Archer Investment Corp1,620$61K0.0%N/A0.116%
8/7/2023Wells Financial Advisors INC1,321$50K0.0%N/A0.094%
8/1/2023Truist Financial Corp73,989$2.80M0.0%-1.9%5.285%
7/31/2023LPL Financial LLC54,006$2.04M0.0%+16.7%3.858%
7/17/2023Silverhawk Asset Management LLC187,312$7.09M5.8%+0.3%13.379%
5/12/2023NewEdge Advisors LLC54,364$2.05M0.0%+68.2%4.942%
5/12/2023MONECO Advisors LLC9,040$340K0.1%N/A0.822%
5/10/2023Private Advisor Group LLC30,722$1.16M0.0%N/A2.793%
5/5/2023Truist Financial Corp75,407$2.84M0.0%-2.9%6.855%
4/28/2023Ameritas Advisory Services LLC1,114$42K0.0%N/A0.101%
4/27/2023Silverhawk Asset Management LLC186,668$7.03M5.7%+6.2%16.970%
2/7/2023LPL Financial LLC29,848$1.12M0.0%+51.6%2.713%
1/18/2023Silverhawk Asset Management LLC175,806$6.57M5.8%+6.2%15.982%
1/18/2023Private Advisor Group LLC30,407$1.14M0.0%-15.3%2.764%
1/13/2023Allworth Financial LP5,187$194K0.0%+1,991.5%0.472%
10/26/2022Truist Financial Corp76,370$2.48M0.0%-0.5%6.943%
10/18/2022Silverhawk Asset Management LLC165,556$5.36M5.4%N/A15.051%
10/14/2022Private Advisor Group LLC35,901$1.16M0.0%+81.0%3.264%
7/22/2022Truist Financial Corp76,750$2.65M0.0%N/A9.594%
7/13/2022Private Advisor Group LLC19,830$686K0.0%+37.8%2.479%
2/14/2022Golden State Wealth Management LLC10,849$414K0.1%N/A1.447%
1/24/2022 Carolina Wealth Advisors LLC1,005$38K0.0%+47.1%0.144%
11/15/2021Golden State Equity Partners10,864$387K0.2%-6.7%7.243%
11/5/2021Advisor Group Holdings Inc.932$33K0.0%-85.9%0.621%
8/12/2021Golden State Equity Partners11,639$422K0.2%N/A7.759%
8/2/2021Advisor Group Holdings Inc.6,594$239K0.0%+607.5%4.396%
5/18/2021Citadel Advisors LLC8,660$299K0.0%-82.4%5.773%
3/26/2021Susquehanna International Group LLP16,903$506K0.0%+29.4%6.761%
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3/9/2021TRU Independence Asset Management 2 LLC1,455$44K0.0%N/A0.582%
3/9/2021Encompass Wealth Advisors LLC1,455$44K0.0%N/A0.582%
1/28/2021Golden State Wealth Management LLC10,062$301K0.1%N/A5.031%
1/26/2021 Garrett Investment Advisors LLC7,708$231K0.1%N/A3.854%
8/17/2020Private Advisor Group LLC1,155$28K0.0%N/A0.578%
(Data available from 1/1/2016 forward)

ESGS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGS shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Columbia U.S. ESG Equity Income ETF. The most heavily invested institutionals were Silverhawk Asset Management LLC ($7.09M), Truist Financial Corp ($2.80M), NewEdge Advisors LLC ($2.05M), LPL Financial LLC ($2.04M), Prism Advisors Inc. ($1.32M), CWM LLC ($1.27M), and Private Advisor Group LLC ($598K).Learn more on ESGS's institutional investors.

Which institutional investors have been buying Columbia U.S. ESG Equity Income ETF stock?

Of the 15 institutional investors that purchased Columbia U.S. ESG Equity Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silverhawk Asset Management LLC ($187.31K), Truist Financial Corp ($76.75K), Private Advisor Group LLC ($52.24K), CWM LLC ($31.17K), NewEdge Advisors LLC ($22.05K), LPL Financial LLC ($17.90K), and Raymond James Financial Services Advisors Inc. ($13.01K).

How much institutional buying is happening at Columbia U.S. ESG Equity Income ETF?

Institutional investors have bought a total of 447,343 shares in the last 24 months. This purchase volume represents approximately $15.77M in transactions.

Which Columbia U.S. ESG Equity Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Columbia U.S. ESG Equity Income ETF stock in the last 24 months: Private Advisor Group LLC ($21.50K), and Truist Financial Corp ($4.05K).

How much institutional selling is happening at Columbia U.S. ESG Equity Income ETF?

Institutional investors have sold a total of 25,549 shares in the last 24 months. This volume of shares sold represents approximately $963.52K in transactions.


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

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