Purchases and Sales Made in Q3 2023 in Custom Truck One Source, Inc. (CTOS)
This table provides information about the institutional ownership of Custom Truck One Source, Inc. (CTOS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
110+ 0.68% |
$678 - $765
|
16.2K
$78K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
100New |
$616 - $695
|
100
$481
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 29.32% |
$450 - $507
|
322
$1.55K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 13.33% |
$24.6 - $27.8
|
26
$125
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-41- 0.34% |
$253 - $285
|
11.9K
$57.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-119- 0.06% |
$733 - $827
|
198K
$953K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-147- 1.66% |
$906 - $1.02K
|
8.73K
$42K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-165- 1.19% |
$1.02K - $1.15K
|
13.7K
$66K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-300- 4.0% |
$1.85K - $2.09K
|
7.2K
$34.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-944- 1.23% |
$5.82K - $6.56K
|
75.7K
$364K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 2.17% |
$7.39K - $8.34K
|
54.1K
$260K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2K- 2.5% |
$12.3K - $13.9K
|
78K
$375K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.1K- 67.76% |
$12.9K - $14.6K
|
1K
$4.81K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.39K- 5.01% |
$14.7K - $16.6K
|
45.3K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.4K- 6.59% |
$21K - $23.6K
|
48.2K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.77K- 5.05% |
$23.2K - $26.2K
|
70.9K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.1K- 16.14% |
$25.3K - $28.5K
|
21.3K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.81K- 11.17% |
$29.6K - $33.4K
|
38.3K
$184K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-5K- 3.95% |
$30.8K - $34.8K
|
122K
$585K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.22K- 18.39% |
$32.1K - $36.3K
|
23.2K
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.64K- 0.17% |
$34.8K - $39.2K
|
3.26M
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.04K- 8.27% |
$37.2K - $41.9K
|
67K
$322K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.62K- 4.17% |
$40.8K - $46K
|
152K
$731K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.26K- 13.61% |
$50.9K - $57.4K
|
52.4K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9K- 27.21% |
$55.4K - $62.6K
|
24.1K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.86K- 2.49% |
$60.7K - $68.5K
|
387K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 18.18% |
$63.4K - $71.6K
|
46.3K
$223K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-11K- 18.17% |
$67.8K - $76.5K
|
49.6K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 35.02% |
$70.9K - $80K
|
21.3K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.7K- 34.34% |
$96.8K - $109K
|
30.1K
$145K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-23.4K- 97.49% |
$144K - $163K
|
602
$2.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-33.9K- 5.68% |
$209K - $236K
|
563K
$2.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-50.1K- 26.12% |
$309K - $348K
|
142K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-54.7K- 2.93% |
$337K - $380K
|
1.81M
$8.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94K- 57.72% |
$579K - $653K
|
68.9K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-100K- 4.0% |
$616K - $695K
|
2.4M
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-165K- 11.76% |
$1.02M - $1.15M
|
1.24M
$5.95M
|