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AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) Institutional Ownership

$40.39 -0.43 (-1.05%)
Closing price 08/1/2025 04:10 PM Eastern
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$40.40 +0.01 (+0.02%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Oct ETF (NYSEARCA:OCTT)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$3.70M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$212.73K
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OCTT Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer10 Oct ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 Strategic Blueprint LLC8,465$340K0.0%+26.9%0.574%
5/13/2025Nations Financial Group Inc. IA ADV5,793$216K0.0%-28.7%0.161%
5/5/2025Blue Bell Private Wealth Management LLC40,919$1.52M0.3%-0.9%1.143%
2/17/2025Sentinus LLC117,227$4.48M1.3%+305.2%10.657%
1/23/2025 Strategic Blueprint LLC6,668$255K0.0%N/A0.606%
8/5/2024Blue Bell Private Wealth Management LLC43,874$1.62M0.3%-6.5%3.989%
4/24/2024Blue Bell Private Wealth Management LLC46,931$1.69M0.4%-1.9%4.266%
4/23/2024Nations Financial Group Inc. IA ADV8,150$293K0.0%+4.3%0.741%
2/8/2024First Heartland Consultants Inc.24,291$830K0.1%+4.9%1.913%
1/25/2024Blue Bell Private Wealth Management LLC47,825$1.63M0.4%+0.9%3.766%
1/19/2024 AdvisorNet Financial Inc1,145$39K0.0%-46.6%0.090%
11/9/2023First Heartland Consultants Inc.23,151$732K0.1%-28.7%1.823%
10/30/2023Blue Bell Private Wealth Management LLC47,410$1.50M0.4%-5.1%3.733%
7/26/2023First Heartland Consultants Inc.32,460$1.05M0.1%N/A1.496%
7/26/2023Creative Financial Designs Inc. ADV900$29K0.0%N/A0.041%
7/14/2023 AdvisorNet Financial Inc2,145$69K0.0%N/A0.099%
(Data available from 1/1/2016 forward)

OCTT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTT shares?

During the previous two years, the following institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Oct ETF shares: Sentinus LLC ($4.48M), Blue Bell Private Wealth Management LLC ($1.52M), First Heartland Consultants Inc. ($830K), Strategic Blueprint LLC ($340K), and Nations Financial Group Inc. IA ADV ($216K), AdvisorNet Financial Inc ($39K).Learn more on AllianzIM U.S. Large Cap Buffer10 Oct ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Oct ETF's stock?

The following institutional investors have purchased AllianzIM U.S. Large Cap Buffer10 Oct ETF's stock in the last 24 months: Sentinus LLC ($88.30K), Strategic Blueprint LLC ($8.47K), First Heartland Consultants Inc. ($1.14K), Blue Bell Private Wealth Management LLC ($415.00), and Nations Financial Group Inc. IA ADV ($336.00).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Oct ETF?

Institutional investors have bought a total of 96,764 shares in the last 24 months. This purchase volume represents approximately $3.70M in transactions.

Which of AllianzIM U.S. Large Cap Buffer10 Oct ETF's major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer10 Oct ETF stock in the last 24 months: Blue Bell Private Wealth Management LLC ($3.41K), and Nations Financial Group Inc. IA ADV ($2.34K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Oct ETF?

Institutional investors have sold a total of 5,750 shares in the last 24 months. This volume of shares sold represents approximately $212.73K in transactions.



This page (NYSEARCA:OCTT) was last updated on 8/2/2025 by MarketBeat.com Staff
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