ChoiceOne Financial Services Ownership | Who Owns ChoiceOne Financial Services?
ChoiceOne Financial Services Ownership Summary
ChoiceOne Financial Services is owned by 35.08% institutional investors, 7.28% insiders, and 57.64% retail investors. Blackrock is the largest institutional shareholder, holding 5.29% of COFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.77% of its assets in ChoiceOne Financial Services shares.
COFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ChoiceOne Financial Services | 35.08% | 7.28% | 57.64% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 399.52K | 5.29% | $11.45M |
| Vanguard group | 350.41K | 4.64% | $10.04M |
| Geode capital management | 154.62K | 2.05% | $4.43M |
| State street | 90.89K | 1.20% | $2.60M |
| Northern trust | 55.94K | 0.74% | $1.60M |
| Bridgeway capital management | 54.22K | 0.72% | $1.55M |
| Shakespeare wealth management | 39.52K | 0.52% | $1.13M |
| Cerity partners | 36.85K | 0.49% | $1.06M |
| Invesco | 29.90K | 0.40% | $856.69K |
| Empowered funds | 25.72K | 0.34% | $736.88K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Shakespeare wealth management | 39.52K | 0.33% | $1.13M |
| Hbw advisory services | 24.78K | 0.12% | $709.92K |
| Ica group wealth management | 2.94K | 0.05% | $84.09K |
| Bridgeway capital management | 54.22K | 0.04% | $1.55M |
| Empowered funds | 25.72K | 0.01% | $736.88K |
| Cerity partners | 36.85K | 0.00% | $1.06M |
| Renaissance | 19.00K | 0.00% | $544.35K |
| Hightower advisors | 17.40K | 0.00% | $498.00K |
| Tower research capital llc (trc) | 1.64K | 0.00% | $47.01K |
| Metlife investment management | 4.18K | 0.00% | $119.64K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lpl financial | 17.28K | 0.00% | 17.28K |
| Blackrock | 399.52K | 0.00% | 10.12K |
| Geode capital management | 154.62K | 0.00% | 5.88K |
| Corebridge financial | 3.78K | 0.00% | 3.78K |
| Nuveen asset management | 14.12K | 0.00% | 3.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cerity partners | 36.85K | 0.00% | -36.85K |
| Ica group wealth management | 2.94K | 0.05% | -12.68K |
| Raymond james financial services advisors | - | - | -9.80K |
| Jpmorgan chase | 4.24K | - | -8.95K |
| Bank of montreal /can/ | - | - | -8.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corebridge financial | 3.78K | 0.00% | 3.78K | $108.41K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $93.23K |
| Russell investments group | 1.61K | 0.00% | 1.61K | $46.24K |
Sold Out
| Holder | Change |
|---|---|
| Gamma investing | -49.00 |
| Qube research | -212.00 |
| Metropolitan life insurance co/ny | -392.00 |
| Gradient investments | -1.63K |
| American group | -3.44K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 70 | 29.63% | 3,005,709 | 95.72% | 35 | 8.49% | 52 | 85.71% | 7 | -41.67% |
| Jun 30, 2024 | 53 | 3.92% | 1,530,898 | -0.46% | 20 | 4.89% | 27 | 35.00% | 12 | -14.29% |
| Mar 31, 2024 | 51 | -1.92% | 1,537,979 | 2.34% | 20 | 5.16% | 20 | -16.67% | 14 | -6.67% |
| Dec 31, 2023 | 52 | 10.64% | 1,502,819 | 14.76% | 19 | 6.58% | 24 | 14.29% | 15 | 36.36% |
| Sep 30, 2023 | 47 | 6.82% | 1,309,580 | -1.02% | 17 | 5.63% | 21 | -32.26% | 11 | 175.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 248.25K | 2.77% | - |
| iShares Russell 2000 ETF | 236.08K | 2.64% | -490.00 |
| JHancock Regional Bank A | 104.79K | 1.17% | - |
| JH Financial Opportunities | 98.22K | 1.10% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 92.21K | 1.03% | - |
| Zacks Small Cap Equity Strategy | 86.97K | 0.97% | 86.97K |
| iShares Russell 2000 Value ETF | 81.94K | 0.91% | 106.00 |
| Fidelity Small Cap Index | 72.10K | 0.80% | -826.00 |
| RMB Mendon Financial Services A | 70.93K | 0.79% | - |
| Kennedy Bank Sector | 63.81K | 0.71% | 63.81K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 09, 2024 | Burke Michael J Jr | President | Buy | $13.38K |
| Aug 05, 2024 | POTES KELLY | Chief Executive Officer | Buy | $26.55K |
| Aug 05, 2024 | POTES KELLY | Chief Executive Officer | Buy | $26.90K |
| Aug 02, 2024 | Burke Michael J Jr | President | Buy | $27.25K |
| Jul 25, 2024 | Wendling Michelle M | - | Buy | $10.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 14 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 6 | 1 |
COFS Ownership FAQ
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