Purchases and Sales Made in Q1 2025 in Custom Truck One Source, Inc. (CTOS)
This table provides information about the institutional ownership of Custom Truck One Source, Inc. (CTOS) during Q1 2025. The information is specifically focused on institutions that hold shares of Custom Truck One Source, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.95K+ 17.2% |
$11.9K - $16K
|
20.1K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.9K+ 9.02% |
$11.7K - $15.7K
|
35.1K
$182K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.88K+ 367.31% |
$11.6K - $15.6K
|
3.66K
$19K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2K+ 9.5% |
$8.84K - $11.9K
|
25.4K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.08K+ 10.7% |
$8.35K - $11.3K
|
21.5K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.13KNew |
$4.53K - $6.1K
|
1.13K
$5.84K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.1K+ 1.51% |
$4.41K - $5.95K
|
73.7K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
934+ 48.05% |
$3.75K - $5.06K
|
2.88K
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
679+ 1385.71% |
$2.73K - $3.68K
|
728
$3.78K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
500New |
$2.01K - $2.71K
|
500
$2.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
476New |
$1.91K - $2.58K
|
476
$2.47K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
447New |
$1.8K - $2.42K
|
447
$2.32K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
445New |
$1.79K - $2.41K
|
445
$2.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
343+ 68.6% |
$1.38K - $1.86K
|
843
$4.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
262+ 36.54% |
$1.05K - $1.42K
|
979
$5.08K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
253New |
$1.02K - $1.37K
|
253
$1.31K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
184+ 707.69% |
$740 - $997
|
210
$1.09K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
151New |
$607 - $818
|
151
$784
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
135New |
$543 - $732
|
135
$701
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
134New |
$539 - $726
|
134
$695
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$402 - $542
|
100
$519
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
98New |
$394 - $531
|
98
$509
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
98+ 42.79% |
$394 - $531
|
327
$1.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
75New |
$301 - $407
|
75
$389
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46New |
$185 - $249
|
46
$239
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
38+ 1.03% |
$153 - $206
|
3.71K
$19.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
34+ 15.25% |
$137 - $184
|
257
$1.33K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 3.62% |
$32.2 - $43.4
|
213
$1.11K
|
|
|
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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34- 3.96% |
$137 - $184
|
825
$4.28K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-69- 13.94% |
$277 - $374
|
426
$2.21K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-151Closed |
$607 - $818
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-278- 45.28% |
$1.12K - $1.51K
|
336
$1.74K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-857- 2.86% |
$3.45K - $4.64K
|
29.1K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 10.76% |
$6.34K - $8.55K
|
13.1K
$67.9K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.71K- 6.54% |
$6.85K - $9.24K
|
24.4K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.27K- 3.5% |
$9.13K - $12.3K
|
62.7K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.65K- 15.31% |
$10.6K - $14.3K
|
14.6K
$75.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.79K- 76.31% |
$11.2K - $15.1K
|
867
$4.5K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.22K- 23.14% |
$13K - $17.5K
|
10.7K
$55.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.65K- 19.52% |
$14.7K - $19.8K
|
15.1K
$78.2K
|
|
|
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
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.11K- 1.35% |
$24.6K - $33.1K
|
446K
$2.32M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.39K- 25.81% |
$25.7K - $34.6K
|
18.4K
$95.3K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.42K- 5.73% |
$29.8K - $40.2K
|
122K
$634K
|
|
|
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 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-14.5K- 46.29% |
$58.2K - $78.5K
|
16.8K
$87.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.1K- 47.76% |
$60.5K - $81.6K
|
16.5K
$85.5K
|