ChoiceOne Financial Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 495,375 | $15.31 M | 100.00% | 5.78% |
| VANGUARD GROUP INC | 11/13/2024 | 401,670 | $12.42 M | 14.63% | 4.69% |
| FOURTHSTONE LLC | 11/14/2024 | 354,630 | $10.96 M | 100.00% | 4.14% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 223,414 | $6.91 M | 100.00% | 2.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 187,342 | $5.79 M | 21.17% | 2.19% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2024 | 117,273 | $3.62 M | 100.00% | 1.37% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2024 | 109,544 | $3.39 M | 100.00% | 1.28% |
| JACOBS ASSET MANAGEMENT, LLC | 11/14/2024 | 100,000 | $3.09 M | 100.00% | 1.17% |
| STATE STREET CORP | 11/14/2024 | 97,095 | $3.00 M | 6.83% | 1.13% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2024 | 70,928 | $2.19 M | 100.00% | 0.83% |
| RMB CAPITAL MANAGEMENT, LLC | 11/06/2024 | 70,928 | $2.19 M | 100.00% | 0.83% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 63,809 | $1.97 M | 100.00% | 0.74% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 55,560 | $1.72 M | 2.47% | 0.65% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 11/14/2024 | 38,721 | $1.20 M | -2.02% | 0.45% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 35,373 | $1.09 M | 100.00% | 0.41% |
| MORGAN STANLEY | 11/14/2024 | 31,501 | $973,703 | 136.97% | 0.37% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 28,900 | $893,299 | 52.11% | 0.34% |
| CERITY PARTNERS LLC | 11/12/2024 | 28,348 | $876,237 | -23.06% | 0.33% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 27,060 | $836,425 | 5.21% | 0.32% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 26,250 | $811,388 | 100.00% | 0.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 25,800 | $797,478 | 1,498.51% | 0.30% |
| HBW ADVISORY SERVICES LLC | 10/04/2024 | 24,779 | $765,919 | 0.00% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 22,443 | $693,713 | 21.60% | 0.26% |
| CITADEL ADVISORS LLC | 11/14/2024 | 21,965 | $678,938 | 24.96% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 20,961 | $647,894 | -3.49% | 0.24% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 20,792 | $642,681 | 100.00% | 0.24% |
| LPL FINANCIAL LLC | 11/08/2024 | 19,079 | $589,738 | 10.43% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 17,402 | $538,000 | 0.00% | 0.20% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 17,160 | $530,285 | 50.61% | 0.20% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 16,330 | $504,760 | 100.00% | 0.19% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 15,967 | $493,541 | 13.06% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 13,916 | $430,144 | 41.61% | 0.16% |
| INVESCO LTD. | 11/12/2024 | 13,721 | $424,115 | -54.11% | 0.16% |
| BARCLAYS PLC | 11/19/2024 | 13,347 | $412,000 | 173.28% | 0.16% |
| UBS GROUP AG | 11/14/2024 | 12,896 | $398,615 | 16.26% | 0.15% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 11,058 | $341,803 | 0.00% | 0.13% |
| JPMORGAN CHASE & CO | 12/26/2024 | 10,887 | $336,517 | 157.07% | 0.13% |
| RHUMBLINE ADVISERS | 11/12/2024 | 7,554 | $233,488 | -0.53% | 0.09% |
| MARSHALL WACE, LLP | 11/14/2024 | 6,717 | $207,622 | 100.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5,999 | $185,428 | 9.47% | 0.07% |
| CWM, LLC | 10/08/2024 | 4,875 | $151,000 | 1.27% | 0.06% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 4,858 | $150,000 | 0.00% | 0.06% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 4,564 | $141,073 | 40.26% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 4,456 | $137,735 | 17.76% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 4,259 | $132,000 | 0.00% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 4,176 | $129,080 | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3,826 | $118,270 | 23.82% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2024 | 3,756 | $117,000 | 8.49% | 0.04% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 3,647 | $112,729 | 100.00% | 0.04% |
| HUNTINGTON NATIONAL BANK | 11/06/2024 | 1,828 | $56,504 | 7.28% | 0.02% |
ChoiceOne Financial Services, Inc.institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of ChoiceOne Financial Services, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 495,375
VANGUARD GROUP INC: 401,670
Fourthstone LLC: 354,630
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 223,414
GEODE CAPITAL MANAGEMENT, LLC: 187,342
ZACKS INVESTMENT MANAGEMENT: 117,273
35.08% of ChoiceOne Financial Services, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.35 M shares in the last 24 months. This purchase volume represents approximately $117.01 M in transactions.