Purchases and Sales Made in Q2 2023 in Custom Truck One Source, Inc. (CTOS)
This table provides information about the institutional ownership of Custom Truck One Source, Inc. (CTOS) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$18.1K - $21.6K
|
3K
$15.3K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.23K+ 8.53% |
$13.5K - $16K
|
28.4K
$144K
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.98K+ 28.97% |
$12K - $14.3K
|
8.83K
$45K
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 5.05% |
$7.36K - $8.76K
|
25.3K
$129K
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
896+ 0.02% |
$5.41K - $6.44K
|
4.74M
$24.1M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
885+ 3.8% |
$5.35K - $6.36K
|
24.2K
$123K
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500+ 7.14% |
$3.02K - $3.6K
|
7.5K
$38.2K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
357New |
$2.16K - $2.57K
|
357
$1.82K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
330+ 2.8% |
$1.99K - $2.37K
|
12.1K
$61.6K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41+ 0.3% |
$248 - $295
|
13.9K
$70.7K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36+ 0.3% |
$217 - $259
|
12K
$60.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.23% |
$6.04 - $7.19
|
30
$153
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-86- 0.85% |
$519 - $618
|
10.1K
$51.4K
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-100- 0.08% |
$604 - $719
|
127K
$645K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-475- 2.08% |
$2.87K - $3.42K
|
22.4K
$114K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-917- 1.89% |
$5.54K - $6.59K
|
47.7K
$243K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.07K- 41.43% |
$6.45K - $7.68K
|
1.51K
$7.69K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.49K- 5.17% |
$9K - $10.7K
|
27.3K
$139K
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.86K- 0.16% |
$11.3K - $13.4K
|
1.15M
$5.86M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.24K- 11.09% |
$19.5K - $23.3K
|
25.9K
$132K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.45K- 0.76% |
$20.8K - $24.8K
|
452K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.82K- 8.14% |
$23.1K - $27.4K
|
43.1K
$219K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.38K- 10.54% |
$26.4K - $31.5K
|
37.1K
$189K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.84K- 16.01% |
$29.2K - $34.8K
|
25.4K
$129K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.01K- 68.73% |
$30.2K - $36K
|
2.28K
$11.6K
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.78K- 2.83% |
$34.9K - $41.6K
|
198K
$1.01M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.6K- 13.66% |
$58K - $69K
|
60.7K
$309K
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.94K- 11.49% |
$60.1K - $71.5K
|
76.6K
$390K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 81.88% |
$70.6K - $84.1K
|
2.59K
$13.2K
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.7K- 62.41% |
$89K - $106K
|
8.88K
$45.2K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-15K- 15.79% |
$90.6K - $108K
|
80K
$407K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29.1K- 55.0% |
$176K - $209K
|
23.8K
$121K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-34.4K- 36.22% |
$208K - $247K
|
60.6K
$308K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-40.7K- 1.68% |
$246K - $293K
|
2.38M
$12.1M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-46.9K- 1.27% |
$283K - $337K
|
3.65M
$18.6M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50.7K- 60.52% |
$306K - $365K
|
33.1K
$168K
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-52.3K- 61.52% |
$316K - $376K
|
32.7K
$166K
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-54.2K- 8.32% |
$327K - $390K
|
597K
$3.04M
|
|
Aug 14, 2023
Q2 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-148K- 14.68% |
$895K - $1.07M
|
862K
$4.39M
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-154K- 27.96% |
$929K - $1.11M
|
397K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Awh Capital, L.P.
Dallas, TX |
SELL
|
- |
-230K- 46.0% |
$1.39M - $1.65M
|
270K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-247K- 9.0% |
$1.49M - $1.78M
|
2.5M
$12.7M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-364K- 68.83% |
$2.2M - $2.62M
|
165K
$839K
|