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SurgePays (SURG) Institutional Ownership

$3.77
-0.06 (-1.57%)
(As of 05/29/2024 ET)

Institutional Ownership Changes (13F Filings) for SurgePays (NASDAQ:SURG)

Current
Institutional Ownership
Percentage
6.94%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$2.05M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$13.57K
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SURG Institutional Buying and Selling by Quarter

SurgePays Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Truvestments Capital LLC58,123$224K0.1%+3,541.8%0.301%
5/10/2024 Vanguard Group Inc.505,380$1.95M0.0%+8.2%2.620%
4/30/2024 Privium Fund Management B.V.28,200$109K0.0%N/A0.146%
2/9/2024 Oxford Asset Management LLP11,082$71K0.1%N/A0.065%
2/7/2024 Jump Financial LLC16,500$106K0.0%+44.7%0.097%
2/5/2024 Victory Capital Management Inc.16,360$106K0.0%N/A0.097%
2/2/2024 Bailard Inc.65,480$422K0.0%+10.8%0.387%
1/12/2024 FNY Investment Advisers LLC14,800$95K0.1%N/A0.104%
11/7/2023 Jump Financial LLC11,400$53K0.0%-20.3%0.080%
10/31/2023 James Investment Research Inc.10,000$47K0.0%N/A0.070%
10/24/2023 Bailard Inc.59,075$276K0.0%+340.9%0.415%
8/15/2023 Corsair Capital Management L.P.40,000$292K0.1%N/A0.281%
8/2/2023 Bank of Montreal Can10,587$78K0.0%N/A0.074%
7/31/2023 Ausdal Financial Partners Inc.10,962$80K0.0%N/A0.077%
7/20/2023 Bailard Inc.13,400$98K0.0%N/A0.094%
7/13/2023 Thompson Davis & CO. Inc.57,580$421K0.5%N/A0.405%
5/8/2023Praetorian Capital Management LLC480,000$2.16M1.6%-18.6%3.390%
3/29/2023 Diametric Capital LP34,694$228K0.1%N/A0.251%
2/10/2023 Blair William & Co. IL23,827$156K0.0%+34.2%0.172%
1/10/2023 FNY Investment Advisers LLC8,800$57K0.1%N/A0.072%
10/13/2022 Ridgewood Investments LLC48,510$221K0.2%N/A0.396%
5/4/2022Commonwealth Equity Services LLC29,915$122K0.0%N/A0.248%
4/26/2022 Kestra Advisory Services LLC77,150$315K0.0%+56.5%0.640%
1/20/2022 Kestra Advisory Services LLC49,300$100K0.0%N/A0.409%
(Data available from 1/1/2016 forward)

SURG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SURG shares?

During the previous two years, 17 institutional investors and hedge funds held shares of SurgePays. The most heavily invested institutionals were Praetorian Capital Management LLC ($2.16M), Vanguard Group Inc. ($1.95M), Bailard Inc. ($422K), Thompson Davis & CO. Inc. ($421K), Corsair Capital Management L.P. ($292K), Diametric Capital LP ($228K), and Truvestments Capital LLC ($224K).Learn more on SURG's institutional investors.

What percentage of SurgePays stock is owned by institutional investors?

6.94% of SurgePays stock is owned by institutional investors. Learn more on SURG's institutional investor holdings.

Which institutional investors have been buying SurgePays stock?

Of the 16 institutional investors that purchased SurgePays stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bailard Inc. ($65.48K), Thompson Davis & CO. Inc. ($57.58K), Truvestments Capital LLC ($56.53K), Ridgewood Investments LLC ($48.51K), Corsair Capital Management L.P. ($40K), Vanguard Group Inc. ($38.20K), and Diametric Capital LP ($34.69K).

How much institutional buying is happening at SurgePays?

Institutional investors have bought a total of 462,955 shares in the last 24 months. This purchase volume represents approximately $2.60M in transactions.

Which SurgePays major shareholders have been selling company stock?

The following institutional investors have sold SurgePays stock in the last 24 months: Praetorian Capital Management LLC ($110K), and Jump Financial LLC ($2.90K).

How much institutional selling is happening at SurgePays?

Institutional investors have sold a total of 112,900 shares in the last 24 months. This volume of shares sold represents approximately $507.47K in transactions.


This page (NASDAQ:SURG) was last updated on 5/30/2024 by MarketBeat.com Staff

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