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ChoiceOne Financial Services (COFS) Institutional Ownership

$24.68
-1.22 (-4.71%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for ChoiceOne Financial Services (NASDAQ:COFS)

Current
Institutional Ownership
Percentage
19.90%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.18M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$264.14K
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COFS Institutional Buying and Selling by Quarter

ChoiceOne Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Shakespeare Wealth Management LLC39,521$1.08M0.3%-11.1%0.522%
5/10/2024 Vanguard Group Inc.350,690$9.59M0.0%+0.8%4.639%
5/7/2024 Empowered Funds LLC23,920$654K0.0%+7.9%0.316%
4/5/2024 CWM LLC4,798$131K0.0%+33.8%0.064%
3/8/2024 ICA Group Wealth Management LLC15,253$447K0.1%-5.1%0.202%
2/1/2024 CWM LLC3,587$105K0.0%-25.2%0.048%
1/26/2024 Cerity Partners LLC46,124$1.35M0.0%N/A0.611%
1/12/2024 SG Americas Securities LLC3,800$111K0.0%N/A0.050%
10/24/2023 Raymond James Financial Services Advisors Inc.14,115$277K0.0%-6.6%0.187%
9/21/2023 Barclays PLC3,836$89K0.0%+57.3%0.051%
8/4/2023 American International Group Inc.3,362$77K0.0%N/A0.045%
7/27/2023EA Series Trust18,670$429K0.0%N/A0.248%
7/25/2023 Raymond James Financial Services Advisors Inc.15,115$348K0.0%+7.1%0.201%
7/11/2023 Gradient Investments LLC1,630$37K0.0%-57.4%0.022%
5/16/2023 Fourthstone LLC164,146$4.14M1.5%-14.3%2.182%
5/2/2023 LSV Asset Management4,858$123K0.0%N/A0.065%
5/1/2023 CWM LLC4,903$124K0.0%N/A0.065%
4/14/2023 Raymond James Financial Services Advisors Inc.14,115$356K0.0%+22.2%0.188%
2/14/2023 683 Capital Management LLC7,055$205K0.0%N/A0.094%
2/13/2023 BHZ Capital Management LP8,910$258K0.1%N/A0.119%
2/8/2023 Raymond James Financial Services Advisors Inc.11,555$335K0.0%-28.1%0.154%
1/10/2023 Gradient Investments LLC3,830$111K0.0%N/A0.051%
1/5/2023 HBW Advisory Services LLC24,629$714K0.2%+7.0%0.328%
10/25/2022 Raymond James Financial Services Advisors Inc.16,081$349K0.0%+51.3%0.214%
8/11/2022 Jacobs Asset Management LLC114,724$2.31M1.1%+5.0%1.532%
5/16/2022 Shakespeare Wealth Management Inc.44,436$1.10M0.4%-5.6%0.591%
5/10/2022 Huntington National Bank1,704$43K0.0%-20.6%0.023%
2/10/2022 Jacobs Asset Management LLC109,272$2.90M1.3%+26.1%1.443%
2/9/2022 Cutler Capital Management LLC46,000$1.22M0.4%+2.2%0.607%
1/21/2022 Huntington National Bank2,145$57K0.0%+26.0%0.028%
1/11/2022 HBW Advisory Services LLC23,019$610K0.1%+24.1%0.304%
11/15/2021 Gotham Asset Management LLC15,518$338K0.0%N/A0.205%
11/12/2021 Renaissance Technologies LLC28,381$702K0.0%-32.7%0.372%
11/12/2021 Geode Capital Management LLC56,282$1.38M0.0%+24.3%0.739%
11/9/2021 Barclays PLC3,811$94K0.0%-21.3%0.050%
11/9/2021 BlackRock Inc.30,941$765K0.0%-1.7%0.406%
10/8/2021 HBW Advisory Services LLC18,550$459K0.1%N/A0.243%
8/25/2021 Marshall Wace LLP19,844$481K0.0%N/A0.260%
8/17/2021 Millennium Management LLC102,482$2.48M0.0%N/A1.313%
8/16/2021 State Street Corp11,497$278K0.0%-90.4%0.147%
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8/16/2021Tibra Equities Europe Ltd10,500$254K0.1%N/A0.135%
8/16/2021 Marshall Wace LLP19,844$481K0.0%N/A0.254%
8/13/2021 Renaissance Technologies LLC42,200$1.02M0.0%+152.7%0.541%
8/13/2021 Northern Trust Corp12,868$312K0.0%-81.7%0.165%
8/13/2021 LPL Financial LLC18,137$439K0.0%+11.0%0.232%
8/13/2021 Geode Capital Management LLC45,296$1.10M0.0%-51.4%0.580%
8/13/2021 Vanguard Group Inc.289,493$7.01M0.0%-7.6%3.709%
8/12/2021Ergoteles LLC19,000$460K0.0%N/A0.243%
8/11/2021 Bank of New York Mellon Corp16,158$391K0.0%-54.7%0.207%
8/5/2021 Fourthstone LLC8,693$217K0.1%N/A0.111%
8/4/2021 Cutler Capital Management LLC42,500$1.03M0.4%+37.1%0.544%
5/17/2021 Nuveen Asset Management LLC23,070$555K0.0%-3.7%0.296%
5/17/2021 Goldman Sachs Group Inc.14,116$339K0.0%N/A0.181%
5/13/2021 Barclays PLC7,492$181K0.0%+91.6%0.096%
5/13/2021 Renaissance Technologies LLC16,700$402K0.0%+21.9%0.214%
5/13/2021 Bank of New York Mellon Corp35,647$857K0.0%-3.3%0.457%
5/12/2021 Northern Trust Corp70,329$1.69M0.0%-7.6%0.901%
5/12/2021 Geode Capital Management LLC93,263$2.24M0.0%+1.4%1.195%
5/12/2021 JPMorgan Chase & Co.22,958$552K0.0%+4.9%0.294%
5/12/2021 UBS Group AG8,637$208K0.0%+24.4%0.111%
5/10/2021 Russell Investments Group Ltd.8,573$206K0.0%N/A0.110%
5/7/2021 BlackRock Inc.423,021$10.17M0.0%+7.2%5.422%
4/22/2021 Cutler Capital Management LLC31,000$745K0.3%+3.3%0.397%
4/12/2021 FNY Investment Advisers LLC16,327$392K0.1%N/A0.209%
3/2/2021 Capital Asset Advisory Services LLC4,951$153K0.0%N/A0.064%
2/19/2021 JPMorgan Chase & Co.21,878$674K0.0%+226.5%0.281%
2/16/2021 Nuveen Asset Management LLC23,962$739K0.0%+19.4%0.307%
2/16/2021 Charles Schwab Investment Management Inc.18,104$558K0.0%+5.2%0.232%
2/12/2021 Raymond James Financial Services Advisors Inc.7,331$226K0.0%-26.4%0.094%
2/12/2021 LPL Financial LLC16,335$503K0.0%+5.6%0.210%
2/11/2021 Northern Trust Corp76,112$2.35M0.0%-3.0%0.976%
2/11/2021 Barclays PLC3,910$120K0.0%+12.6%0.050%
2/11/2021 Citigroup Inc.1,403$43K0.0%+299.7%0.018%
2/10/2021 Rhumbline Advisers8,739$269K0.0%N/A0.112%
2/9/2021 Wells Fargo & Company MN16,750$516K0.0%+8.5%0.215%
2/9/2021 Bank of New York Mellon Corp36,868$1.14M0.0%+68.2%0.473%
2/5/2021 BlackRock Inc.394,725$12.16M0.0%+14.4%5.064%
1/25/2021 Nisa Investment Advisors LLC2,000$62K0.0%+53.8%0.026%
11/13/2020 Morgan Stanley3,773$98K0.0%-21.2%0.048%
11/13/2020 Charles Schwab Investment Management Inc.17,201$448K0.0%+16.9%0.221%
11/12/2020 JPMorgan Chase & Co.6,701$176K0.0%+14.4%0.086%
11/10/2020 State Street Corp90,171$2.35M0.0%+22.0%1.158%
11/9/2020 LPL Financial LLC15,469$403K0.0%-7.4%0.199%
11/6/2020 BlackRock Inc.345,067$8.98M0.0%+5.3%4.431%
11/5/2020 California Public Employees Retirement System16,497$429K0.0%N/A0.212%
11/5/2020 Wells Fargo & Company MN15,443$403K0.0%+19.7%0.198%
11/4/2020 Raymond James Financial Services Advisors Inc.9,964$259K0.0%N/A0.128%
10/30/2020 Huntington National Bank1,763$46K0.0%-21.6%0.023%
10/20/2020 Nisa Investment Advisors LLC1,300$34K0.0%N/A0.017%
8/25/2020 Nuveen Asset Management LLC11,318$335K0.0%N/A0.145%
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8/20/2020 Charles Schwab Investment Management Inc.14,717$436K0.0%N/A0.189%
8/14/2020 Bank of America Corp DE12,777$378K0.0%+30.8%0.176%
8/12/2020 American International Group Inc.4,173$123K0.0%N/A0.058%
8/12/2020 Bank of New York Mellon Corp18,594$550K0.0%N/A0.257%
8/12/2020 Cutler Capital Management LLC30,000$887K0.5%-36.7%0.414%
8/11/2020 Shakespeare Wealth Management Inc.47,076$1.39M0.8%N/A0.649%
8/7/2020 New York State Common Retirement Fund6,300$186K0.0%N/A0.087%
8/5/2020 Russell Investments Group Ltd.3,719$109K0.0%N/A0.051%
7/31/2020 UBS Group AG7,694$227K0.0%+34.8%0.106%
7/23/2020 Strs Ohio1,800$53K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

COFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COFS shares?

During the previous two years, 18 institutional investors and hedge funds held shares of ChoiceOne Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($9.59M), Fourthstone LLC ($4.14M), Jacobs Asset Management LLC ($2.31M), Cerity Partners LLC ($1.35M), Shakespeare Wealth Management LLC ($1.08M), HBW Advisory Services LLC ($714K), and Empowered Funds LLC ($654K).Learn more on COFS's institutional investors.

What percentage of ChoiceOne Financial Services stock is owned by institutional investors?

19.90% of ChoiceOne Financial Services stock is owned by institutional investors. Learn more on COFS's institutional investor holdings.

Which institutional investors have been buying ChoiceOne Financial Services stock?

Of the 15 institutional investors that purchased ChoiceOne Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($46.12K), EA Series Trust ($18.67K), Raymond James Financial Services Advisors Inc. ($9.01K), BHZ Capital Management LP ($8.91K), 683 Capital Management LLC ($7.06K), CWM LLC ($6.11K), and Jacobs Asset Management LLC ($5.45K).

How much institutional buying is happening at ChoiceOne Financial Services?

Institutional investors have bought a total of 124,815 shares in the last 24 months. This purchase volume represents approximately $3.34M in transactions.

Which ChoiceOne Financial Services major shareholders have been selling company stock?

The following institutional investors have sold ChoiceOne Financial Services stock in the last 24 months: Fourthstone LLC ($27.31K), Raymond James Financial Services Advisors Inc. ($5.53K), Shakespeare Wealth Management LLC ($4.92K), Gradient Investments LLC ($2.20K), CWM LLC ($1.21K), and ICA Group Wealth Management LLC ($819.00).

How much institutional selling is happening at ChoiceOne Financial Services?

Institutional investors have sold a total of 41,984 shares in the last 24 months. This volume of shares sold represents approximately $1.08M in transactions.


This page (NASDAQ:COFS) was last updated on 6/1/2024 by MarketBeat.com Staff

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