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Ft Vest Us Eq Max Buf Nov (NOVM) Institutional Ownership

$31.77 +0.06 (+0.19%)
As of 08/8/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Nov (NYSEARCA:NOVM)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$12.18M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$762.09K
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NOVM Institutional Buying and Selling by Quarter

Ft Vest Us Eq Max Buf Nov Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Cetera Investment Advisers26,567$835K0.0%+4.9%3.907%
8/6/2025 AE Wealth Management LLC8,488$267K0.0%-11.0%1.248%
7/25/2025 MGO One Seven LLC18,834$592K0.0%N/A2.770%
7/25/2025 CWM LLC10,768$339K0.0%+112.8%1.584%
7/23/2025 Clear Creek Financial Management LLC94,767$2.98M0.3%-3.0%13.936%
7/11/2025 Farther Finance Advisors LLC69,286$2.18M0.0%+4.5%10.189%
5/15/2025OLD Mission Capital LLC10,692$326K0.0%N/A1.475%
5/14/2025Capital Analysts LLC1,474$45K0.0%+50.1%0.197%
5/12/2025 WealthPlan Investment Management LLC14,239$433K0.0%-22.9%1.899%
5/6/2025Cetera Investment Advisers25,335$771K0.0%+82.6%3.378%
5/6/2025 AE Wealth Management LLC9,533$290K0.0%-28.8%1.271%
5/5/2025 Creekmur Asset Management LLC1,620$49K0.0%-88.0%0.216%
4/29/2025 Envestnet Asset Management Inc.13,944$425K0.0%+111.5%1.859%
4/28/2025 Clear Creek Financial Management LLC97,673$2.97M0.3%-1.0%13.023%
4/14/2025 Farther Finance Advisors LLC66,296$2.02M0.1%N/A8.839%
4/9/2025 HBW Advisory Services LLC8,929$272K0.0%N/A1.191%
4/9/2025 NBC Securities Inc.1,190$36K0.0%N/A0.159%
2/25/2025B. Riley Wealth Advisors Inc.18,834$576K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers13,874$424K0.0%N/A0.000%
2/14/2025Gallagher Fiduciary Advisors LLC8,178$250K0.0%N/A0.000%
2/14/2025Jane Street Group LLC18,643$570K0.0%N/A0.000%
2/14/2025Capital Analysts LLC982$30K0.0%N/A0.000%
2/13/2025Barclays PLC4,810$147K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.6,594$202K0.0%N/A0.000%
2/12/2025 Creekmur Asset Management LLC13,514$413K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC19,614$599K0.0%N/A0.000%
2/4/2025 IFP Advisors Inc10,000$306K0.0%N/A0.000%
1/30/2025Principal Securities Inc.1,500$46K0.0%N/A0.000%
1/30/2025 WealthPlan Investment Management LLC18,459$564K0.1%N/A0.000%
1/30/2025 WealthPLAN Partners LLC23,155$708K0.1%N/A0.000%
1/24/2025 Clear Creek Financial Management LLC98,664$3.02M0.3%N/A0.000%
1/21/2025Geneos Wealth Management Inc.6,250$191K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NOVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NOVM shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Nov. The most heavily invested institutionals were Clear Creek Financial Management LLC ($2.98M), Farther Finance Advisors LLC ($2.18M), Cetera Investment Advisers ($835K), WealthPLAN Partners LLC ($708K), Commonwealth Equity Services LLC ($599K), MGO One Seven LLC ($592K), and B. Riley Wealth Advisors Inc. ($576K).Learn more on Ft Vest Us Eq Max Buf Nov's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Nov's stock?

Of the 21 institutional investors that purchased Ft Vest Us Eq Max Buf Nov's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clear Creek Financial Management LLC ($98.66K), Farther Finance Advisors LLC ($69.29K), Cetera Investment Advisers ($26.57K), WealthPLAN Partners LLC ($23.16K), Commonwealth Equity Services LLC ($19.61K), B. Riley Wealth Advisors Inc. ($18.83K), and MGO One Seven LLC ($18.83K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Nov?

Institutional investors have bought a total of 398,244 shares in the last 24 months. This purchase volume represents approximately $12.18M in transactions.

Which of Ft Vest Us Eq Max Buf Nov's major shareholders have been selling company stock?

The following institutional investors have sold Ft Vest Us Eq Max Buf Nov stock in the last 24 months: Creekmur Asset Management LLC ($11.89K), AE Wealth Management LLC ($4.90K), WealthPlan Investment Management LLC ($4.22K), and Clear Creek Financial Management LLC ($3.90K).

How much institutional selling is happening at Ft Vest Us Eq Max Buf Nov?

Institutional investors have sold a total of 24,906 shares in the last 24 months. This volume of shares sold represents approximately $762.09K in transactions.



This page (NYSEARCA:NOVM) was last updated on 8/9/2025 by MarketBeat.com Staff
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