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ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

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+0.84 (+1.56%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$10.45M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.47M
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ROBO Institutional Buying and Selling by Quarter

ROBO Global Robotics & Automation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 SOL Capital Management CO23,894$1.40M0.2%-1.3%0.104%
4/24/2024 Financial Freedom LLC8,227$482K0.3%-5.0%0.036%
4/22/2024 Accordant Advisory Group Inc4,676$274K0.2%N/A0.020%
4/17/2024 Fiduciary Alliance LLC9,116$530K0.1%-13.1%0.040%
4/15/2024 Atlas Capital Advisors LLC556$33K0.0%N/A0.002%
4/10/2024 Bank of New Hampshire18,076$1.06M0.3%-2.4%0.070%
2/12/2024Wilson & Boucher Capital Management LLC4,225$242K0.2%-6.1%0.016%
2/7/2024Valley Wealth Managers Inc.50,732$2.91M0.2%-10.7%0.195%
2/7/2024Pinnacle Wealth Management Advisory Group LLC14,882$853K0.1%+6.3%0.057%
2/2/2024 Bank of New Hampshire18,514$1.06M0.3%-9.8%0.071%
1/31/2024Migdal Insurance & Financial Holdings Ltd.17,988$1.03M0.0%-9.6%0.069%
1/30/2024Crescent Grove Advisors LLC3,516$201K0.0%N/A0.014%
1/29/2024Crestwood Advisors Group LLC52,058$2.98M0.1%+6.5%0.200%
1/25/2024 SOL Capital Management CO24,219$1.39M0.2%+1.1%0.093%
1/19/2024 AdvisorNet Financial Inc8,883$509K0.0%-10.8%0.034%
11/15/2023Crestwood Advisors Group LLC48,863$2.46M0.1%N/A0.188%
11/9/2023Valley Wealth Managers Inc.56,807$2.86M0.2%N/A0.218%
10/25/2023Pinnacle Wealth Management Advisory Group LLC14,000$705K0.1%-12.1%0.054%
10/24/2023Bank of New York Mellon Corp15,715$791K0.0%+16.7%0.060%
10/19/2023 SOL Capital Management CO23,944$1.21M0.2%-14.0%0.092%
10/18/2023 Fiduciary Alliance LLC10,598$534K0.1%+3.3%0.041%
10/10/2023 Bank of New Hampshire20,523$1.03M0.3%-8.2%0.079%
9/21/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.061%
9/12/2023Farther Finance Advisors LLC4,257$249K0.1%+28.6%0.016%
8/15/2023Cahill Financial Advisors Inc.8,714$510K0.1%-17.2%0.034%
8/2/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.063%
7/28/2023 Financial Freedom LLC8,611$504K0.4%+48.5%0.034%
7/28/2023 Bank of New Hampshire22,361$1.31M0.4%-1.9%0.089%
7/25/2023Mathes Company Inc.14,175$830K0.4%N/A0.056%
7/24/2023Migdal Insurance & Financial Holdings Ltd.21,015$1.23M0.0%-19.0%0.084%
7/18/2023 Fiduciary Alliance LLC10,261$601K0.1%+9.8%0.041%
7/14/2023 AdvisorNet Financial Inc9,943$582K0.0%+3.5%0.040%
7/5/2023 Curbstone Financial Management Corp20,860$1.22M0.3%-1.9%0.083%
5/12/2023 Curbstone Financial Management Corp21,260$1.16M0.3%-7.0%0.085%
5/12/2023Cahill Financial Advisors Inc.10,521$576K0.1%-10.0%0.042%
5/9/2023US Bancorp DE4,024$220K0.0%-75.0%0.016%
5/4/2023Pinnacle Wealth Management Advisory Group LLC14,265$781K0.1%-2.9%0.057%
5/4/2023Resolute Wealth Strategies LLC10,154$556K0.5%N/A0.040%
5/2/2023Endurance Wealth Management Inc.50,313$2.75M0.4%+0.8%0.202%
5/1/2023 Financial Freedom LLC5,798$317K0.2%+81.1%0.023%
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5/1/2023Migdal Insurance & Financial Holdings Ltd.25,954$1.42M0.0%+11.6%0.104%
4/28/2023SG Americas Securities LLC7,000$383K0.0%N/A0.028%
4/19/2023 SOL Capital Management CO27,759$1.52M0.2%+1.9%0.111%
4/18/2023 Fiduciary Alliance LLC9,341$511K0.1%+6.0%0.037%
4/18/2023Vigilare Wealth Management4,040$221K0.1%N/A0.016%
4/12/2023 Worth Asset Management LLC1,930$106K0.1%N/A0.008%
4/4/2023 Bank of New Hampshire22,787$1.25M0.4%-3.1%0.091%
3/6/2023OLD Mission Capital LLC78,085$3.62M0.1%N/A0.313%
2/13/2023Bessemer Group Inc.12,940$600K0.0%-5.3%0.052%
2/1/2023Endurance Wealth Management Inc.49,912$2.31M0.3%-4.3%0.202%
1/31/2023 Clearview Wealth Advisors LLC1,579$73K0.1%-13.2%0.006%
1/25/2023Mayflower Financial Advisors LLC18,194$843K0.1%-4.9%0.074%
1/24/2023 SOL Capital Management CO27,239$1.26M0.2%+25.8%0.110%
1/23/2023Migdal Insurance & Financial Holdings Ltd.23,263$1.08M0.0%-7.5%0.095%
1/19/2023 Curbstone Financial Management Corp22,860$1.06M0.3%-3.4%0.093%
1/19/2023 Fiduciary Alliance LLC8,816$408K0.1%N/A0.036%
1/13/2023 AdvisorNet Financial Inc9,606$445K0.0%-25.2%0.039%
1/11/2023Wilson & Boucher Capital Management LLC4,500$208K0.2%N/A0.018%
1/10/2023 Bank of New Hampshire23,521$1.09M0.3%-2.1%0.095%
11/15/2022 Ellis Investment Partners LLC30,802$1.27M0.4%+2.1%0.121%
11/15/2022Cahill Financial Advisors Inc.14,575$602K0.1%+2.2%0.057%
11/10/2022Pinnacle Wealth Management Advisory Group LLC14,760$610K0.1%-15.5%0.058%
11/9/2022 Westside Investment Management Inc.800$33.54M0.1%+700.0%0.003%
10/27/2022US Bancorp DE33,299$1.38M0.0%-2.8%0.130%
10/25/2022Janney Montgomery Scott LLC5,183$214K0.0%-12.9%0.020%
10/24/2022 Bank of New Hampshire24,026$993K0.3%-8.8%0.094%
10/21/2022Endurance Wealth Management Inc.52,174$2.16M0.4%-3.2%0.204%
10/18/2022Mathes Company Inc.14,175$586K0.3%-24.1%0.055%
10/13/2022Gofen & Glossberg LLC IL197,081$8.15M0.2%-0.4%0.762%
10/12/2022 SOL Capital Management CO21,659$895K0.2%+23.3%0.084%
10/4/2022 AdvisorNet Financial Inc12,845$531K0.1%-1.9%0.049%
8/23/2022Captrust Financial Advisors2,074$93K0.0%+20.3%0.008%
8/13/2022Flow Traders U.S. LLC6,424$289K0.0%N/A0.025%
8/9/2022Comprehensive Financial Consultants Institutional Inc.12,073$540K0.4%-2.5%0.046%
8/8/2022Baird Financial Group Inc.8,257$371K0.0%+31.1%0.032%
8/8/2022Cahill Financial Advisors Inc.14,256$641K0.1%-7.0%0.054%
8/5/2022OLD Mission Capital LLC14,622$657K0.0%N/A0.056%
8/5/2022 Clearview Wealth Advisors LLC1,819$82K0.1%+33.4%0.007%
8/5/2022Sterling Investment Advisors Ltd.805$36K0.0%-46.5%0.003%
8/1/2022Lindbrook Capital LLC2,120$95K0.0%-32.1%0.008%
8/1/2022Pinnacle Wealth Management Advisory Group LLC17,475$786K0.1%N/A0.067%
8/1/2022US Bancorp DE34,249$1.54M0.0%+4,559.7%0.131%
8/1/2022 Ellis Investment Partners LLC30,180$1.36M0.4%+2.8%0.115%
7/26/2022RPG Investment Advisory LLC14,644$658K0.1%-3.1%0.055%
7/21/2022 SOL Capital Management CO17,565$790K0.2%+30.3%0.066%
7/20/2022Endurance Wealth Management Inc.53,914$2.42M0.4%-1.6%0.203%
7/14/2022Gofen & Glossberg LLC IL197,815$8.89M0.2%-0.7%0.746%
7/8/2022 Bank of New Hampshire26,343$1.18M0.3%-3.5%0.099%
7/7/2022 AdvisorNet Financial Inc13,095$589K0.1%-6.6%0.049%
5/12/2022Cahill Financial Advisors Inc.15,325$893K0.2%+6.8%0.056%
The Next Step of Their Control Is Here … (Ad)

Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years. What does this mean? It means the government has more time — and more ways — to surveil and control you.

4 simple steps to protect your privacy and money before it’s too late.
5/10/2022RPG Investment Advisory LLC15,114$881K0.1%+3.7%0.056%
5/10/2022Tcwp LLC1,415$82K0.0%N/A0.005%
5/3/2022 Ellis Investment Partners LLC29,360$1.71M0.4%+0.8%0.107%
5/2/2022 AlphaMark Advisors LLC800$47K0.0%-20.0%0.003%
5/2/2022Migdal Insurance & Financial Holdings Ltd.29,174$1.70M0.0%-11.6%0.106%
4/21/2022Mayflower Financial Advisors LLC18,253$1.06M0.1%+10.6%0.067%
4/20/2022Endurance Wealth Management Inc.54,785$3.19M0.4%-25.5%0.200%
4/18/2022 SOL Capital Management CO13,480$786K0.1%+17.4%0.049%
4/18/2022 Curbstone Financial Management Corp23,660$1.38M0.3%-0.8%0.086%
4/14/2022 AdvisorNet Financial Inc14,025$818K0.1%+2.2%0.051%
(Data available from 1/1/2016 forward)

ROBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROBO shares?

During the previous two years, 42 institutional investors and hedge funds held shares of ROBO Global Robotics & Automation ETF. The most heavily invested institutionals were Westside Investment Management Inc. ($33.54M), Gofen & Glossberg LLC IL ($8.15M), OLD Mission Capital LLC ($3.62M), Crestwood Advisors Group LLC ($2.98M), Valley Wealth Managers Inc. ($2.91M), Endurance Wealth Management Inc. ($2.75M), and SOL Capital Management CO ($1.40M).Learn more on ROBO's institutional investors.

Which institutional investors have been buying ROBO Global Robotics & Automation ETF stock?

Of the 32 institutional investors that purchased ROBO Global Robotics & Automation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($92.71K), Valley Wealth Managers Inc. ($56.81K), Crestwood Advisors Group LLC ($52.06K), US Bancorp DE ($33.51K), Baystate Wealth Management LLC ($31.86K), Pinnacle Wealth Management Advisory Group LLC ($18.36K), and SOL Capital Management CO ($14.55K).

How much institutional buying is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have bought a total of 387,861 shares in the last 24 months. This purchase volume represents approximately $19.33M in transactions.

Which ROBO Global Robotics & Automation ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold ROBO Global Robotics & Automation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($13.04K), Migdal Insurance & Financial Holdings Ltd. ($12.56K), Bank of New Hampshire ($9.22K), Valley Wealth Managers Inc. ($6.08K), AdvisorNet Financial Inc ($5.49K), Pinnacle Wealth Management Advisory Group LLC ($5.08K), and Endurance Wealth Management Inc. ($4.87K).

How much institutional selling is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have sold a total of 81,376 shares in the last 24 months. This volume of shares sold represents approximately $4.15M in transactions.


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This page (NYSEARCA:ROBO) was last updated on 4/26/2024 by MarketBeat.com Staff

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