AllianzIM U.S. Large Cap Buffer20 Oct ETF (OCTW) Institutional Ownership

$33.85
+0.13 (+0.39%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Oct ETF (NYSEARCA:OCTW)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.42M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$972.53K
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OCTW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Oct ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC139,423$4.72M1.0%-1.9%3.503%
4/23/2024 Nations Financial Group Inc. IA ADV27,643$936K0.1%-28.4%0.695%
4/23/2024 Strategic Blueprint LLC76,647$2.60M0.2%-0.5%1.926%
2/9/2024 Nations Financial Group Inc. IA ADV38,622$1.26M0.1%-5.7%1.160%
2/9/2024Certified Advisory Corp13,724$449K0.1%N/A0.412%
2/8/2024First Heartland Consultants Inc.8,935$292K0.0%+15.3%0.268%
1/25/2024 Strategic Blueprint LLC77,006$2.52M0.2%+27.0%2.312%
1/25/2024 Blue Bell Private Wealth Management LLC142,122$4.65M1.1%-1.0%4.268%
11/9/2023First Heartland Consultants Inc.7,751$241K0.0%-14.6%0.233%
10/30/2023 Blue Bell Private Wealth Management LLC143,604$4.46M1.2%-6.0%4.312%
10/18/2023 Strategic Blueprint LLC60,648$1.89M0.2%-1.3%1.821%
8/8/2023 Blue Bell Private Wealth Management LLC152,779$4.65M1.2%-0.5%4.588%
7/26/2023First Heartland Consultants Inc.9,074$276K0.0%N/A0.189%
7/14/2023 AdvisorNet Financial Inc4,070$124K0.0%N/A0.085%
(Data available from 1/1/2016 forward)

OCTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTW shares?

During the previous two years, the following institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Oct ETF shares: Blue Bell Private Wealth Management LLC ($4.72M), Strategic Blueprint LLC ($2.60M), Nations Financial Group Inc. IA ADV ($936K), Certified Advisory Corp ($449K), and First Heartland Consultants Inc. ($292K), AdvisorNet Financial Inc ($124K).Learn more on OCTW's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Oct ETF stock?

The following institutional investors have purchased AllianzIM U.S. Large Cap Buffer20 Oct ETF stock in the last 24 months: Strategic Blueprint LLC ($16.36K), Certified Advisory Corp ($13.72K), First Heartland Consultants Inc. ($10.26K), and AdvisorNet Financial Inc ($4.07K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have bought a total of 44,410 shares in the last 24 months. This purchase volume represents approximately $1.42M in transactions.

Which AllianzIM U.S. Large Cap Buffer20 Oct ETF major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Oct ETF stock in the last 24 months: Blue Bell Private Wealth Management LLC ($14.08K), Nations Financial Group Inc. IA ADV ($13.30K), First Heartland Consultants Inc. ($1.32K), and Strategic Blueprint LLC ($1.15K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have sold a total of 29,852 shares in the last 24 months. This volume of shares sold represents approximately $972.53K in transactions.


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

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