Forge Global (FRGE) Institutional Ownership

$1.86
+0.07 (+3.63%)
(As of 02:22 PM ET)

Institutional Ownership Changes (13F Filings) for Forge Global (NYSE:FRGE)

Current
Institutional Ownership
Percentage
40.67%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$4.03M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.85M
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FRGE Institutional Buying and Selling by Quarter

Forge Global Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System113,349$219K0.0%-5.6%0.063%
5/15/2024 Price T Rowe Associates Inc. MD33,686$66K0.0%+29.4%0.019%
5/10/2024 Vanguard Group Inc.5,539,496$10.69M0.0%+1.7%3.071%
5/9/2024 First Eagle Investment Management LLC135,000$261K0.0%N/A0.075%
5/8/2024 US Bancorp DE4,084,701$7.88M0.0%-3.8%2.264%
5/7/2024 SG Americas Securities LLC25,415$49K0.0%-50.9%0.014%
4/23/2024 Summit Trail Advisors LLC295,667$571K0.0%-8.1%0.165%
4/18/2024 Miracle Mile Advisors LLC15,000$29K0.0%N/A0.008%
2/26/2024Virtu Financial LLC84,291$289K0.0%N/A0.048%
2/13/2024 Tower Research Capital LLC TRC15,725$54K0.0%+177.5%0.009%
2/9/2024 US Bancorp DE4,244,701$14.56M0.0%-5.1%2.422%
2/9/2024 Wells Fargo & Company MN2,548,972$8.74M0.0%+0.3%1.454%
2/7/2024 Abacus Wealth Partners LLC942,866$3.23M0.5%+107.3%0.538%
2/6/2024 Summit Trail Advisors LLC321,667$1.10M0.0%+8.8%0.184%
2/6/2024 Swiss National Bank223,285$766K0.0%N/A0.127%
2/5/2024 Russell Investments Group Ltd.33,562$115K0.0%-89.3%0.019%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank39,205$134K0.0%N/A0.022%
1/24/2024 Arizona State Retirement System31,669$109K0.0%N/A0.018%
1/12/2024 SG Americas Securities LLC51,810$178K0.0%+17.5%0.030%
1/11/2024 Ausdal Financial Partners Inc.20,640$71K0.0%N/A0.012%
12/6/2023 Citigroup Inc.30,082$61K0.0%-61.3%0.017%
11/7/2023 New York State Common Retirement Fund21,643$44K0.0%-54.1%0.012%
11/7/2023 Barclays PLC19,127$39K0.0%-43.5%0.011%
11/3/2023 US Bancorp DE4,474,701$9.08M0.0%-3.8%2.567%
10/13/2023 SG Americas Securities LLC44,090$90K0.0%N/A0.025%
9/21/2023 Barclays PLC33,876$83K0.0%N/A0.019%
8/7/2023 Principal Financial Group Inc.11,664$28K0.0%N/A0.007%
8/4/2023 American International Group Inc.52,890$129K0.0%N/A0.030%
7/27/2023Virtu Financial LLC20,936$51K0.0%-38.7%0.012%
7/25/2023 Summit Trail Advisors LLC295,667$718K0.0%-13.3%0.170%
5/19/2023 Abacus Wealth Partners LLC454,907$632K0.2%N/A0.261%
5/11/2023 U.S. Capital Wealth Advisors LLC14,700$26K0.0%N/A0.008%
5/4/2023 Summit Trail Advisors LLC340,937$597K0.0%+727.5%0.197%
2/10/2023 Franklin Resources Inc.320,547$555K0.0%N/A0.186%
2/7/2023 Summit Trail Advisors LLC41,200$71K0.0%-87.8%0.024%
1/9/2023 Wedmont Private Capital15,299$27K0.0%N/A0.009%
11/14/2022 LMR Partners LLP68,690$120K0.0%-76.2%0.040%
11/14/2022 Interval Partners LP241,094$422K0.0%N/A0.141%
11/10/2022 ExodusPoint Capital Management LP45,842$80K0.0%N/A0.027%
11/10/2022 Summit Trail Advisors LLC337,003$590K0.0%+32.3%0.197%
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11/9/2022 S&CO Inc.29,569$51K0.0%N/A0.017%
8/9/2022 Summit Trail Advisors LLC254,802$2.65M0.2%N/A0.615%
6/24/2022 Temasek Holdings Private Ltd8,545,254$289.51M1.2%N/A20.641%
6/15/2022 Lasry Marc251,508$8.10M3.6%N/A0.608%
5/17/2022 Lasry Marc251,508$8.10M4.0%N/A0.608%
(Data available from 1/1/2016 forward)

FRGE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FRGE shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Forge Global. The most heavily invested institutionals were Temasek Holdings Private Ltd ($289.51M), Vanguard Group Inc. ($10.69M), Wells Fargo & Company MN ($8.74M), Lasry Marc ($8.10M), US Bancorp DE ($7.88M), Abacus Wealth Partners LLC ($3.23M), and Swiss National Bank ($766K).Learn more on FRGE's institutional investors.

What percentage of Forge Global stock is owned by institutional investors?

40.67% of Forge Global stock is owned by institutional investors. Learn more on FRGE's institutional investor holdings.

Which institutional investors have been buying Forge Global stock?

Of the 25 institutional investors that purchased Forge Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Temasek Holdings Private Ltd ($8.55M), Abacus Wealth Partners LLC ($942.87K), Summit Trail Advisors LLC ($662.74K), Franklin Resources Inc. ($320.55K), Lasry Marc ($251.51K), Interval Partners LP ($241.09K), and Swiss National Bank ($223.29K).

How much institutional buying is happening at Forge Global?

Institutional investors have bought a total of 11,886,096 shares in the last 24 months. This purchase volume represents approximately $307.34M in transactions.

Which Forge Global major shareholders have been selling company stock?

Of the 10 institutional investors that sold Forge Global stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($566.95K), Summit Trail Advisors LLC ($367.07K), Russell Investments Group Ltd. ($280.67K), LMR Partners LLP ($219.40K), Citigroup Inc. ($47.64K), SG Americas Securities LLC ($26.40K), and New York State Common Retirement Fund ($25.56K).

How much institutional selling is happening at Forge Global?

Institutional investors have sold a total of 1,568,390 shares in the last 24 months. This volume of shares sold represents approximately $3.75M in transactions.


This page (NYSE:FRGE) was last updated on 5/20/2024 by MarketBeat.com Staff

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