Latest Institutional Transactions on Custom Truck One Source, Inc. (CTOS)
This table provides information on the latest institutional transactions involving Custom Truck One Source, Inc. (CTOS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18.2KNew |
$73.2K - $98.7K
|
18.2K
$94.5K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.42K- 5.73% |
$29.8K - $40.2K
|
122K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
134New |
$539 - $726
|
134
$695
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.31K- 9.1% |
$17.3K - $23.3K
|
43K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.13KNew |
$4.53K - $6.1K
|
1.13K
$5.84K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-540K- 35.72% |
$2.17M - $2.93M
|
971K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.5KNew |
$54.2K - $73K
|
13.5K
$69.9K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11KNew |
$44.1K - $59.5K
|
11K
$56.9K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
476New |
$1.91K - $2.58K
|
476
$2.47K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46New |
$185 - $249
|
46
$239
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
445New |
$1.79K - $2.41K
|
445
$2.31K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
634K+ 22.84% |
$2.55M - $3.44M
|
3.41M
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-349K- 86.43% |
$1.4M - $1.89M
|
54.8K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-33.9K- 1.81% |
$136K - $184K
|
1.84M
$9.54M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
38.6K+ 3.34% |
$155K - $209K
|
1.19M
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
45.7K+ 114.18% |
$184K - $248K
|
85.7K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.07K+ 36.76% |
$16.4K - $22.1K
|
15.1K
$78.6K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.11K- 1.35% |
$24.6K - $33.1K
|
446K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
128K+ 27.6% |
$517K - $696K
|
594K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.8K+ 3.56% |
$15.3K - $20.6K
|
111K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-278- 45.28% |
$1.12K - $1.51K
|
336
$1.74K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
18.3K+ 15.59% |
$73.6K - $99.2K
|
136K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
27.8K+ 59.14% |
$112K - $151K
|
74.9K
$389K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
146KNew |
$585K - $789K
|
146K
$755K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21KNew |
$84.2K - $114K
|
21K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.17KNew |
$12.7K - $17.2K
|
3.17K
$16.5K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.6K+ 12.85% |
$50.7K - $68.4K
|
111K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
166KNew |
$666K - $898K
|
166K
$860K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-628K- 16.53% |
$2.52M - $3.4M
|
3.17M
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2K+ 9.5% |
$8.84K - $11.9K
|
25.4K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17- 0.29% |
$68.3 - $92.1
|
5.83K
$30.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
366K+ 223.46% |
$1.47M - $1.98M
|
530K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-64.5K- 1.65% |
$259K - $349K
|
3.84M
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.2K- 2.53% |
$45K - $60.7K
|
432K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
261K+ 141.81% |
$1.05M - $1.42M
|
446K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.22K- 23.14% |
$13K - $17.5K
|
10.7K
$55.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.66K+ 9.94% |
$18.7K - $25.3K
|
51.6K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 118.85% |
$127K - $172K
|
58.3K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-69- 13.94% |
$277 - $374
|
426
$2.21K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.95K+ 17.2% |
$11.9K - $16K
|
20.1K
$104K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
38+ 1.03% |
$153 - $206
|
3.71K
$19.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
184+ 707.69% |
$740 - $997
|
210
$1.09K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.71K- 6.54% |
$6.85K - $9.24K
|
24.4K
$127K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
34+ 15.25% |
$137 - $184
|
257
$1.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-760K- 75.04% |
$3.05M - $4.12M
|
253K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.96KNew |
$19.9K - $26.9K
|
4.96K
$25.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-857- 2.86% |
$3.45K - $4.64K
|
29.1K
$151K
|
|
|
Apr 29, 2025
Q1 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
18.6K+ 1.38% |
$74.6K - $101K
|
1.37M
$7.1M
|