ChoiceOne Financial Services Ownership 2024 | Who Owns ChoiceOne Financial Services Now?
Institutional Ownership
4.44%
Insider Ownership
7.25%
Retail Ownership
88.31%
Institutional Holders
21.00
ChoiceOne Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 5.29% | 0.00% | 399,525 | 10,122 | 2.60% | 11,446,392 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.64% | 0.00% | 350,409 | -281 | -0.08% | 10,039,218 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.00% | 154,617 | 5,884 | 3.96% | 4,430,272 | Jun 30, 2024 |
| STATE STREET CORP | 1.20% | 0.00% | 90,886 | 138 | 0.15% | 2,603,884,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.74% | 0.00% | 55,944 | -1,326 | -2.32% | 1,602,796,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.72% | 0.04% | 54,220 | 1,800 | 3.43% | 1,553,403 | Jun 30, 2024 |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 0.52% | 0.33% | 39,521 | - | - | 1,132,277 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.49% | 0.00% | 36,846 | -36,854 | -50.01% | 1,055,638 | Jun 30, 2024 |
| INVESCO LTD. | 0.40% | 0.00% | 29,902 | 973 | 3.36% | 856,692 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.34% | 0.01% | 25,720 | 1,800 | 7.53% | 736,878 | Jun 30, 2024 |
| HBW ADVISORY SERVICES LLC | 0.33% | 0.12% | 24,779 | 150 | 0.61% | 709,918 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.29% | 0.00% | 21,720 | 1,425 | 7.02% | 622,271 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.25% | 0.00% | 19,000 | 1,300 | 7.34% | 544,350 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 0.00% | 18,457 | - | - | 528,793 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.23% | 0.00% | 17,402 | - | - | 498,000 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.23% | 0.00% | 17,277 | 17,277 | 100.00% | 494,980 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.19% | 0.00% | 14,123 | 3,292 | 30.39% | 404,624 | Jun 30, 2024 |
| MORGAN STANLEY | 0.18% | - | 13,293 | -423 | -3.08% | 380,854 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.15% | 0.00% | 11,394 | - | - | 325,723 | Jun 30, 2024 |
| UBS GROUP AG | 0.15% | 0.00% | 11,092 | -4,834 | -30.35% | 317,786 | Jun 30, 2024 |
ChoiceOne Financial Services's largest institutional shareholder is BLACKROCK INC., holding 5.29% of the company's total share outstanding, currently valued at $11.45M. The top 10 institutional shareholders own together 16.39% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 0.52% | 0.33% | 39,521 | - | - | 1,132,277 | Jun 30, 2024 |
| HBW ADVISORY SERVICES LLC | 0.33% | 0.12% | 24,779 | 150 | 0.61% | 709,918 | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | 0.04% | 0.05% | 2,935 | -12,676 | -81.20% | 84,088 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.72% | 0.04% | 54,220 | 1,800 | 3.43% | 1,553,403 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.34% | 0.01% | 25,720 | 1,800 | 7.53% | 736,878 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.49% | 0.00% | 36,846 | -36,854 | -50.01% | 1,055,638 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | 0.02% | 0.00% | 1,630 | - | - | 46,700 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.25% | 0.00% | 19,000 | 1,300 | 7.34% | 544,350 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,641 | 1,195 | 267.94% | 47,014 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.23% | 0.00% | 17,402 | - | - | 498,000 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 0.00% | 4,176 | 392 | 10.36% | 119,642 | Jun 30, 2024 |
| COVESTOR LTD | 0.00% | 0.00% | 45 | 22 | 95.65% | 1,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 3,784 | 3,784 | 100.00% | 108,412 | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 0.00% | 577 | - | - | 16,531 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.13% | 0.00% | 9,798 | - | - | 280,713 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.00% | 154,617 | 5,884 | 3.96% | 4,430,272 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | 0.02% | 0.00% | 1,704 | - | - | 48,820 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.15% | 0.00% | 11,058 | - | - | 316,812 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.06% | 0.00% | 4,858 | - | - | 139,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.74% | 0.00% | 55,944 | -1,326 | -2.32% | 1,602,796,000 | Jun 30, 2024 |
The largest ChoiceOne Financial Services shareholder by % of total assets is SHAKESPEARE WEALTH MANAGEMENT, INC.. The company owns 39.52K shares of ChoiceOne Financial Services (COFS), representing 0.33% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 0.23% | 0.00% | 17,277 | 17,277 | 100.00% | 494,980 | Jun 30, 2024 |
| BLACKROCK INC. | 5.29% | 0.00% | 399,525 | 10,122 | 2.60% | 11,446,392 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.11% | 0.00% | 8,518 | 8,518 | 100.00% | 237,226 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.00% | 154,617 | 5,884 | 3.96% | 4,430,272 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 3,784 | 3,784 | 100.00% | 108,412 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.19% | 0.00% | 14,123 | 3,292 | 30.39% | 404,624 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 93,227 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.34% | 0.01% | 25,720 | 1,800 | 7.53% | 736,878 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.72% | 0.04% | 54,220 | 1,800 | 3.43% | 1,553,403 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.02% | 0.00% | 1,614 | 1,614 | 100.00% | 46,241 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.29% | 0.00% | 21,720 | 1,425 | 7.02% | 622,271 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.07% | - | 5,480 | 1,422 | 35.04% | 157,003 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.25% | 0.00% | 19,000 | 1,300 | 7.34% | 544,350 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,641 | 1,195 | 267.94% | 47,014 | Jun 30, 2024 |
| INVESCO LTD. | 0.40% | 0.00% | 29,902 | 973 | 3.36% | 856,692 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.04% | - | 3,090 | 625 | 25.36% | 88,536 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.05% | - | 3,462 | 506 | 17.12% | 99,000 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 0.00% | 4,176 | 392 | 10.36% | 119,642 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.10% | 0.00% | 7,594 | 348 | 4.80% | 217,561 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 212 | 201 | 1827.27% | 6,074 | Jun 30, 2024 |
As of Jun 30 2024, ChoiceOne Financial Services's largest institutional buyer is LPL FINANCIAL LLC. The company purchased 17.28K stocks of COFS, valued at $494.98K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 0.49% | 0.00% | 36,846 | -36,854 | -50.01% | 1,055,638 | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | 0.04% | 0.05% | 2,935 | -12,676 | -81.20% | 84,088 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.06% | - | 4,235 | -8,954 | -67.89% | 121,333 | Jun 30, 2024 |
| UBS GROUP AG | 0.15% | 0.00% | 11,092 | -4,834 | -30.35% | 317,786 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,443 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.06% | - | 4,884 | -2,430 | -33.22% | 140,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.02% | - | 1,699 | -1,502 | -46.92% | 48,676 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.74% | 0.00% | 55,944 | -1,326 | -2.32% | 1,602,796,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.18% | - | 13,293 | -423 | -3.08% | 380,854 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -392 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.64% | 0.00% | 350,409 | -281 | -0.08% | 10,039,218 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 510 | -192 | -27.35% | 14,612 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.13% | 0.00% | 9,827 | -100 | -1.01% | 281,544 | Jun 30, 2024 |
| GAMMA INVESTING LLC | - | - | - | -49 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.06% | 0.00% | 4,259 | -2 | -0.05% | 122,000 | Jun 30, 2024 |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 0.52% | 0.33% | 39,521 | - | - | 1,132,277 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | 0.02% | 0.00% | 1,630 | - | - | 46,700 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.23% | 0.00% | 17,402 | - | - | 498,000 | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 0.00% | 577 | - | - | 16,531 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.13% | 0.00% | 9,798 | - | - | 280,713 | Jun 30, 2024 |
As of Jun 30 2024, ChoiceOne Financial Services's biggest institutional seller is CERITY PARTNERS LLC. The company sold -36.85K shares of COFS, valued at $1.06M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 0.11% | 0.00% | 8,518 | 8,518 | 100.00% | 237,226 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 3,784 | 3,784 | 100.00% | 108,412 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 93,227 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.02% | 0.00% | 1,614 | 1,614 | 100.00% | 46,241 | Jun 30, 2024 |
ChoiceOne Financial Services's largest new institutional shareholder by number of shares is BANK OF MONTREAL /CAN/, purchased 8.52K shares, valued at $237.23K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,443 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -392 | -100.00% | - | Jun 30, 2024 |
| GAMMA INVESTING LLC | - | - | - | -49 | -100.00% | - | Jun 30, 2024 |
ChoiceOne Financial Services's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -3.44K shares, valued at -, as of undefined.
ChoiceOne Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BRIDGEWAY FUNDS INC | 0.01% | 28,500 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,770 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,028 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 12,186 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,056 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 303,208 | -91,882 | -23.26% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 18,457 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 59,628 | 1,979 | 3.43% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 577 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,565 | -328 | -5.57% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 337 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 60 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 3,612 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 4,017 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 9,359 | 9,359 | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 14,769 | 8,816 | 148.09% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 293 | -117 | -28.54% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 3,673 | -144 | -3.77% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,400 | -1,500 | -38.46% | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 2,800 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 3,116 | - | - | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 228 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 432 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 254,889 | -15,660 | -5.79% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 64 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 30,616 | 3,627 | 13.44% | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 11,752 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 688 | - | - | Feb 29, 2024 |
| PGIM ETF TRUST | 0.00% | 683 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| EQ ADVISORS TRUST | 0.00% | 12,277 | 216 | 1.79% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 2,681 | -10 | -0.37% | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,124 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 32 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 986 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 54 | -5 | -8.47% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,024 | 120 | 13.27% | Feb 29, 2024 |
| WisdomTree Trust | 0.00% | 8,249 | - | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 902 | 165 | 22.39% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 4 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 8,887 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,186 | - | - | Jan 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 2,407 | - | - | Mar 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 155 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 6,200 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 2,527 | - | - | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 247 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 791 | -4 | -0.50% | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 568 | 568 | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 5,234 | -182 | -3.36% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,625 | 26 | 1.00% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 879 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 2,564 | -83 | -3.14% | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 2,883 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 21 | 17 | 425.00% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 4,000 | - | - | Feb 29, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 808 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 871 | -156 | -15.19% | Jan 31, 2024 |
| John Hancock Funds II | 0.00% | 1,764 | - | - | Feb 29, 2024 |
ChoiceOne Financial Services's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 28.50K shares, compromising 0.01% of its total assets.
ChoiceOne Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 21 | -58.82% |
| 31 Mar, 24 | 51 | -1.92% |
| 31 Dec, 23 | 52 | 10.64% |
| 30 Sep, 23 | 47 | 6.82% |
| 30 Jun, 23 | 44 | 29.41% |
| 31 Mar, 23 | 34 | 9.68% |
| 31 Dec, 22 | 31 | 19.23% |
| 30 Sep, 22 | 26 | 4.00% |
| 30 Jun, 22 | 25 | - |
| 31 Mar, 22 | 25 | - |
| 31 Dec, 21 | 25 | -21.88% |
| 30 Sep, 21 | 32 | -8.57% |
| 30 Jun, 21 | 35 | -14.63% |
| 31 Mar, 21 | 41 | 2.50% |
| 31 Dec, 20 | 40 | 5.26% |
| 30 Sep, 20 | 38 | 2.70% |
| 30 Jun, 20 | 37 | 131.25% |
| 31 Mar, 20 | 16 | 700.00% |
| 31 Dec, 19 | 2 | - |
| 30 Sep, 19 | 2 | 100.00% |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | 1 | - |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | 1 | - |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | 1 | - |
| 30 Jun, 17 | 1 | - |
| 31 Mar, 17 | 1 | - |
| 31 Dec, 16 | 1 | - |
| 30 Sep, 16 | 1 | - |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | 1 | - |
| 31 Dec, 15 | 1 | -50.00% |
| 30 Sep, 15 | 2 | - |
| 30 Jun, 15 | 2 | - |
| 31 Mar, 15 | 2 | - |
| 31 Dec, 14 | 2 | - |
| 30 Sep, 14 | 2 | - |
| 30 Jun, 14 | 2 | - |
| 31 Mar, 14 | 2 | 100.00% |
| 31 Dec, 13 | 1 | - |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | 1 | - |
As of 30 Jun 24, 21 institutions are holding ChoiceOne Financial Services's shares, representing a decrease of -58.82% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 335,262 | -78.20% |
| 31 Mar, 24 | 1,537,979 | 2.34% |
| 31 Dec, 23 | 1,502,819 | 14.76% |
| 30 Sep, 23 | 1,309,580 | -1.02% |
| 30 Jun, 23 | 1,323,110 | 33.89% |
| 31 Mar, 23 | 988,179 | 7.94% |
| 31 Dec, 22 | 915,467 | 7.95% |
| 30 Sep, 22 | 848,035 | 3.72% |
| 30 Jun, 22 | 817,638 | -1.31% |
| 31 Mar, 22 | 828,517 | 1.47% |
| 31 Dec, 21 | 816,516 | -6.46% |
| 30 Sep, 21 | 872,949 | -1.57% |
| 30 Jun, 21 | 886,882 | -36.54% |
| 31 Mar, 21 | 1,397,559 | 2.08% |
| 31 Dec, 20 | 1,369,065 | 11.17% |
| 30 Sep, 20 | 1,231,467 | 29.96% |
| 30 Jun, 20 | 947,565 | 452.89% |
| 31 Mar, 20 | 171,384 | 221.85% |
| 31 Dec, 19 | 53,250 | 155.78% |
| 30 Sep, 19 | 20,819 | 3183.75% |
| 30 Jun, 19 | 634 | - |
| 31 Mar, 19 | 634 | - |
| 31 Dec, 18 | 634 | 4.97% |
| 30 Sep, 18 | 604 | - |
| 30 Jun, 18 | 604 | - |
| 31 Mar, 18 | 604 | - |
| 31 Dec, 17 | 604 | - |
| 30 Sep, 17 | 604 | - |
| 30 Jun, 17 | 604 | 4.86% |
| 31 Mar, 17 | 576 | - |
| 31 Dec, 16 | 576 | - |
| 30 Sep, 16 | 576 | - |
| 30 Jun, 16 | 576 | - |
| 31 Mar, 16 | 576 | - |
| 31 Dec, 15 | 576 | -99.50% |
| 30 Sep, 15 | 115,578 | - |
| 30 Jun, 15 | 115,578 | - |
| 31 Mar, 15 | 115,578 | 27.04% |
| 31 Dec, 14 | 90,978 | 3.35% |
| 30 Sep, 14 | 88,030 | 2.64% |
| 30 Jun, 14 | 85,763 | 3.43% |
| 31 Mar, 14 | 82,919 | 14295.66% |
| 31 Dec, 13 | 576 | - |
| 30 Sep, 13 | 576 | - |
| 30 Jun, 13 | 576 | - |
ChoiceOne Financial Services (COFS) has 335.26K shares outstanding as of 30 Jun 24, down -78.20% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 4.44% | 1.07% |
| 31 Mar, 24 | 20.36% | 5.16% |
| 31 Dec, 23 | 19.87% | 6.58% |
| 30 Sep, 23 | 17.37% | 5.63% |
| 30 Jun, 23 | 17.57% | 10.18% |
| 31 Mar, 23 | 13.14% | 8.83% |
| 31 Dec, 22 | 12.20% | 9.56% |
| 30 Sep, 22 | 11.30% | 9.50% |
| 30 Jun, 22 | 10.90% | 8.92% |
| 31 Mar, 22 | 11.05% | 9.79% |
| 31 Dec, 21 | 10.62% | 8.10% |
| 30 Sep, 21 | 11.45% | 8.79% |
| 30 Jun, 21 | 11.41% | 3.56% |
| 31 Mar, 21 | 17.91% | 5.81% |
| 31 Dec, 20 | 17.56% | 7.01% |
| 30 Sep, 20 | 15.82% | 9.27% |
| 30 Jun, 20 | 13.06% | 233.60% |
| 31 Mar, 20 | 2.36% | 171.04% |
| 31 Dec, 19 | 1.18% | 358.13% |
| 30 Sep, 19 | 0.57% | 187407.43% |
| 30 Jun, 19 | 0.02% | 5697.71% |
| 31 Mar, 19 | 0.02% | 5708.00% |
| 31 Dec, 18 | 0.02% | 6283.83% |
| 30 Sep, 18 | 0.02% | 5988.02% |
| 30 Jun, 18 | 0.02% | 5990.42% |
| 31 Mar, 18 | 0.02% | 5998.20% |
| 31 Dec, 17 | 0.02% | 5994.01% |
| 30 Sep, 17 | 0.02% | 5983.83% |
| 30 Jun, 17 | 0.02% | 7229.61% |
| 31 Mar, 17 | 0.02% | 6084.18% |
| 31 Dec, 16 | 0.02% | 6073.91% |
| 30 Sep, 16 | 0.02% | 6647.44% |
| 30 Jun, 16 | 0.02% | 6083.13% |
| 31 Mar, 16 | 0.02% | 6343.40% |
| 31 Dec, 15 | 0.02% | 0.16% |
| 30 Sep, 15 | 3.18% | 32.06% |
| 30 Jun, 15 | 3.15% | 30.91% |
| 31 Mar, 15 | 3.19% | 50.80% |
| 31 Dec, 14 | 2.51% | 42.98% |
| 30 Sep, 14 | 2.41% | 44.58% |
| 30 Jun, 14 | 2.33% | 44.38% |
| 31 Mar, 14 | 2.29% | 906005.03% |
| 31 Dec, 13 | 0.02% | 6134.78% |
| 30 Sep, 13 | 0.02% | 6355.35% |
| 30 Jun, 13 | 0.02% | - |
As of 30 Jun 24, ChoiceOne Financial Services is held by 4.44% institutional shareholders, representing a 1.07% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 11 | -45.00% |
| 31 Mar, 24 | 20 | -16.67% |
| 31 Dec, 23 | 24 | 14.29% |
| 30 Sep, 23 | 21 | -32.26% |
| 30 Jun, 23 | 31 | 72.22% |
| 31 Mar, 23 | 18 | - |
| 31 Dec, 22 | 18 | 125.00% |
| 30 Sep, 22 | 8 | - |
| 30 Jun, 22 | 8 | 14.29% |
| 31 Mar, 22 | 7 | -30.00% |
| 31 Dec, 21 | 10 | -16.67% |
| 30 Sep, 21 | 12 | -14.29% |
| 30 Jun, 21 | 14 | -12.50% |
| 31 Mar, 21 | 16 | -33.33% |
| 31 Dec, 20 | 24 | 9.09% |
| 30 Sep, 20 | 22 | -26.67% |
| 30 Jun, 20 | 30 | 114.29% |
| 31 Mar, 20 | 14 | 600.00% |
| 31 Dec, 19 | 2 | 100.00% |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | -100.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | -100.00% |
| 30 Jun, 17 | 1 | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | - |
| 30 Jun, 15 | - | -100.00% |
| 31 Mar, 15 | 1 | - |
| 31 Dec, 14 | 1 | - |
| 30 Sep, 14 | 1 | - |
| 30 Jun, 14 | 1 | - |
| 31 Mar, 14 | 1 | - |
| 31 Dec, 13 | - | - |
| 30 Sep, 13 | - | -100.00% |
| 30 Jun, 13 | 1 | - |
11 institutional shareholders have increased their position in COFS stock as of 30 Jun 24 compared to 20 in the previous quarter (a -45.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -78.57% |
| 31 Mar, 24 | 14 | -6.67% |
| 31 Dec, 23 | 15 | 36.36% |
| 30 Sep, 23 | 11 | 175.00% |
| 30 Jun, 23 | 4 | -33.33% |
| 31 Mar, 23 | 6 | - |
| 31 Dec, 22 | 6 | -33.33% |
| 30 Sep, 22 | 9 | 12.50% |
| 30 Jun, 22 | 8 | - |
| 31 Mar, 22 | 8 | 14.29% |
| 31 Dec, 21 | 7 | -36.36% |
| 30 Sep, 21 | 11 | -26.67% |
| 30 Jun, 21 | 15 | 25.00% |
| 31 Mar, 21 | 12 | 71.43% |
| 31 Dec, 20 | 7 | -22.22% |
| 30 Sep, 20 | 9 | 800.00% |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | - |
| 30 Jun, 15 | - | - |
| 31 Mar, 15 | - | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | - |
| 30 Jun, 14 | - | - |
| 31 Mar, 14 | - | - |
| 31 Dec, 13 | - | - |
| 30 Sep, 13 | - | - |
| 30 Jun, 13 | - | - |
3 institutional shareholders have reduced their position in COFS stock as of 30 Jun 24 compared to 14 in the previous quarter (a -78.57% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 21 | -58.82% | 335,262 | -78.20% | 4.44% | 1.07% | 11 | -45.00% | 3 | -78.57% |
| 31 Mar, 24 | 51 | -1.92% | 1,537,979 | 2.34% | 20.36% | 5.16% | 20 | -16.67% | 14 | -6.67% |
| 31 Dec, 23 | 52 | 10.64% | 1,502,819 | 14.76% | 19.87% | 6.58% | 24 | 14.29% | 15 | 36.36% |
| 30 Sep, 23 | 47 | 6.82% | 1,309,580 | -1.02% | 17.37% | 5.63% | 21 | -32.26% | 11 | 175.00% |
| 30 Jun, 23 | 44 | 29.41% | 1,323,110 | 33.89% | 17.57% | 10.18% | 31 | 72.22% | 4 | -33.33% |
| 31 Mar, 23 | 34 | 9.68% | 988,179 | 7.94% | 13.14% | 8.83% | 18 | - | 6 | - |
| 31 Dec, 22 | 31 | 19.23% | 915,467 | 7.95% | 12.20% | 9.56% | 18 | 125.00% | 6 | -33.33% |
| 30 Sep, 22 | 26 | 4.00% | 848,035 | 3.72% | 11.30% | 9.50% | 8 | - | 9 | 12.50% |
| 30 Jun, 22 | 25 | - | 817,638 | -1.31% | 10.90% | 8.92% | 8 | 14.29% | 8 | - |
| 31 Mar, 22 | 25 | - | 828,517 | 1.47% | 11.05% | 9.79% | 7 | -30.00% | 8 | 14.29% |
| 31 Dec, 21 | 25 | -21.88% | 816,516 | -6.46% | 10.62% | 8.10% | 10 | -16.67% | 7 | -36.36% |
| 30 Sep, 21 | 32 | -8.57% | 872,949 | -1.57% | 11.45% | 8.79% | 12 | -14.29% | 11 | -26.67% |
| 30 Jun, 21 | 35 | -14.63% | 886,882 | -36.54% | 11.41% | 3.56% | 14 | -12.50% | 15 | 25.00% |
| 31 Mar, 21 | 41 | 2.50% | 1,397,559 | 2.08% | 17.91% | 5.81% | 16 | -33.33% | 12 | 71.43% |
| 31 Dec, 20 | 40 | 5.26% | 1,369,065 | 11.17% | 17.56% | 7.01% | 24 | 9.09% | 7 | -22.22% |
| 30 Sep, 20 | 38 | 2.70% | 1,231,467 | 29.96% | 15.82% | 9.27% | 22 | -26.67% | 9 | 800.00% |
| 30 Jun, 20 | 37 | 131.25% | 947,565 | 452.89% | 13.06% | 233.60% | 30 | 114.29% | 1 | - |
| 31 Mar, 20 | 16 | 700.00% | 171,384 | 221.85% | 2.36% | 171.04% | 14 | 600.00% | 1 | - |
| 31 Dec, 19 | 2 | - | 53,250 | 155.78% | 1.18% | 358.13% | 2 | 100.00% | - | - |
| 30 Sep, 19 | 2 | 100.00% | 20,819 | 3183.75% | 0.57% | 187407.43% | 1 | - | - | - |
| 30 Jun, 19 | 1 | - | 634 | - | 0.02% | 5697.71% | - | - | - | - |
| 31 Mar, 19 | 1 | - | 634 | - | 0.02% | 5708.00% | - | -100.00% | - | - |
| 31 Dec, 18 | 1 | - | 634 | 4.97% | 0.02% | 6283.83% | 1 | - | - | - |
| 30 Sep, 18 | 1 | - | 604 | - | 0.02% | 5988.02% | - | - | - | - |
| 30 Jun, 18 | 1 | - | 604 | - | 0.02% | 5990.42% | - | - | - | - |
| 31 Mar, 18 | 1 | - | 604 | - | 0.02% | 5998.20% | - | - | - | - |
| 31 Dec, 17 | 1 | - | 604 | - | 0.02% | 5994.01% | - | - | - | - |
| 30 Sep, 17 | 1 | - | 604 | - | 0.02% | 5983.83% | - | -100.00% | - | - |
| 30 Jun, 17 | 1 | - | 604 | 4.86% | 0.02% | 7229.61% | 1 | - | - | - |
| 31 Mar, 17 | 1 | - | 576 | - | 0.02% | 6084.18% | - | - | - | - |
| 31 Dec, 16 | 1 | - | 576 | - | 0.02% | 6073.91% | - | - | - | - |
| 30 Sep, 16 | 1 | - | 576 | - | 0.02% | 6647.44% | - | - | - | - |
| 30 Jun, 16 | 1 | - | 576 | - | 0.02% | 6083.13% | - | - | - | - |
| 31 Mar, 16 | 1 | - | 576 | - | 0.02% | 6343.40% | - | - | - | - |
| 31 Dec, 15 | 1 | -50.00% | 576 | -99.50% | 0.02% | 0.16% | - | - | - | - |
| 30 Sep, 15 | 2 | - | 115,578 | - | 3.18% | 32.06% | - | - | - | - |
| 30 Jun, 15 | 2 | - | 115,578 | - | 3.15% | 30.91% | - | -100.00% | - | - |
| 31 Mar, 15 | 2 | - | 115,578 | 27.04% | 3.19% | 50.80% | 1 | - | - | - |
| 31 Dec, 14 | 2 | - | 90,978 | 3.35% | 2.51% | 42.98% | 1 | - | - | - |
| 30 Sep, 14 | 2 | - | 88,030 | 2.64% | 2.41% | 44.58% | 1 | - | - | - |
| 30 Jun, 14 | 2 | - | 85,763 | 3.43% | 2.33% | 44.38% | 1 | - | - | - |
| 31 Mar, 14 | 2 | 100.00% | 82,919 | 14295.66% | 2.29% | 906005.03% | 1 | - | - | - |
| 31 Dec, 13 | 1 | - | 576 | - | 0.02% | 6134.78% | - | - | - | - |
| 30 Sep, 13 | 1 | - | 576 | - | 0.02% | 6355.35% | - | -100.00% | - | - |
| 30 Jun, 13 | 1 | - | 576 | - | 0.02% | - | 1 | - | - | - |
ChoiceOne Financial Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
All Insider Owners Trades
The last insider buy of COFS was made by Burke Michael J Jr on Aug 13 2024, buying 500 shares at $26.75 per share (worth $13.38K).
ChoiceOne Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 24 | - | - |
| Q2 2024 | 15 | 4 | 375.00% |
| Q1 2024 | 11 | - | - |
| Q4 2023 | 20 | 5 | 400.00% |
| Q3 2023 | 12 | - | - |
| Q2 2023 | 22 | 4 | 550.00% |
| Q1 2023 | 13 | - | - |
| Q4 2022 | 20 | - | - |
| Q3 2022 | 12 | - | - |
| Q2 2022 | 14 | 5 | 280.00% |
| Q1 2022 | 24 | 1 | 2400.00% |
| Q4 2021 | 16 | 2 | 800.00% |
| Q3 2021 | 13 | 2 | 650.00% |
| Q2 2021 | 15 | - | - |
| Q1 2021 | 26 | - | - |
| Q4 2020 | 12 | 1 | 1200.00% |
| Q3 2020 | 11 | 1 | 1100.00% |
| Q2 2020 | 27 | 25 | 108.00% |
| Q1 2020 | 14 | 4 | 350.00% |
| Q4 2019 | 17 | 13 | 130.77% |
24 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by ChoiceOne Financial Services's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 13 | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 6 | 1 | 600.00% |
| Q3 2023 | - | - | - |
| Q2 2023 | 5 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 6 | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 4 | 1 | 400.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 3 | - | - |
| Q1 2021 | 5 | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | 6 | - |
| Q1 2020 | 3 | 1 | 300.00% |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 13 open market buy trades and 0 open market sell trades of ChoiceOne Financial Services's stocks.
ChoiceOne Financial Services Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| LSBK | Lake Shore Bancorp, Inc. |
| NECB | Northeast Community Bancorp, Inc. |
| OVLY | Oak Valley Bancorp |
| JMSB | John Marshall Bancorp, Inc. |
| CWBC | Community West Bancshares |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
COFS Ownership FAQ
Who Owns ChoiceOne Financial Services?
ChoiceOne Financial Services is owned by institutional shareholders (4.44%), insiders (7.25%), and public (88.31%). The largest institutional shareholder of ChoiceOne Financial Services is BLACKROCK INC. (5.29% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.01% of total shares).
Who are the major institutional shareholders of ChoiceOne Financial Services?
ChoiceOne Financial Services's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, and NORTHERN TRUST CORP. The top five shareholders own together 13.92% of the company's share outstanding.
How many ChoiceOne Financial Services shareholders are there?
As of Jun 2024, there are 21 institutional shareholders of ChoiceOne Financial Services.
What percentage of ChoiceOne Financial Services is owned by BLACKROCK INC?
BLACKROCK INC owns 399.52K shares of ChoiceOne Financial Services, representing 5.29% of the company's total shares outstanding, valued at $11.45M (as of Jun 2024).
What percentage of ChoiceOne Financial Services is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 350.41K shares of ChoiceOne Financial Services (COFS), compromising 4.64% of the company, valued at $10.04M.
What percentage of ChoiceOne Financial Services is owned by GEODE CAPITAL MANAGEMENT, LLC?
GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of ChoiceOne Financial Services. The company owns 154.62K of the company's shares outstanding (worth $4.43M).