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Get Institutions for : 
ChoiceOne Financial Services Inc (COFS)  
$24.40 0.63 (2.65%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    3
Total shares held : 
1,487,566  
% of shares held : 
19.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
194,009  
% of shares held change : 
  2.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.96  
Last Quarter's Ending Price : 
$29.30  
Last Quarter's Average Price
$23.33  
Change from last quarter's     
avg. price to the last closing  : 
1.07 (4.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 83,702
 5.63%
 
Increased Positions :
16
 120,268
 8.08%
 
Unchanged Positions :
15
 140,921
 9.47%
 
Decreased Positions :
14
-9,098
-0.61%
 
Closed Positions :
4
-863
-0.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SHAKESPEARE WEALTH MANAGEMENT INC. 30 - 2023-12-31 44,436 $1,302,000 0
   HBW Advisory Services LLC 150 - 2024-03-31 24,629 $722,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3045 - 2023-12-31 18,457 $541,000 0
   HIGHTOWER ADVISORS, LLC 2253 - 2023-12-31 17,402 $510,000 0
   DIMENSIONAL FUND ADVISORS INC 3104 - 2023-12-31 11,394 $335,000 0
   STIFEL FINANCIAL CORP 2792 - 2023-12-31 11,058 $324,000 0
   LSV ASSET MANAGEMENT 827 - 2023-12-31 4,858 $142,000 0
   MetLife Investment Advisors LLC 2563 - 2023-12-31 3,784 $111,000 0
   HUNTINGTON NATIONAL BANK 769 - 2023-12-31 1,704 $50,000 0
   GRADIENT INVESTMENTS LLC 432 - 2024-03-31 1,630 $45,000 0
   SUMMIT INVESTMENT ADVISORS INC 2658 - 2023-12-31 577 $17,000 0
   FIFTH THIRD BANCORP 1746 - 2024-03-31 551 $15,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2153 - 2023-12-31 392 $11,000 0
   GAMMA Investing LLC 2964 - 2024-03-31 49 $1,000 0
   PROEQUITIES INC. 3063 - 2023-12-31 0 $0 0

  15 Records found
  1    
  Page 1 of 1
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