Free Trial

U.S. Global Investors (GROW) Institutional Ownership

U.S. Global Investors logo
$2.43 +0.02 (+0.83%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for U.S. Global Investors (NASDAQ:GROW)

Current
Institutional Ownership
Percentage
23.62%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$116.91K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$597.03K
Get GROW Insider Trade Alerts

Want to know when executives and insiders are buying or selling U.S. Global Investors stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GROW Institutional Buying and Selling by Quarter

U.S. Global Investors Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024Tidal Investments LLC49,911$129K0.0%-17.1%0.369%
11/6/2024Royce & Associates LP439,454$1.13M0.0%-27.4%3.212%
8/12/2024SMH Capital Advisors Inc.107,318$280K0.9%-4.2%0.772%
8/9/2024Dimensional Fund Advisors LP40,367$105K0.0%-27.5%0.290%
5/17/2024Tidal Investments LLC69,533$193K0.0%-18.3%0.492%
3/4/2024Vima LLC41,458$117K0.3%N/A0.293%
2/15/2024Perritt Capital Management Inc.553,628$1.56M0.9%-3.0%3.716%
11/8/2023SMH Capital Advisors Inc.113,323$323K0.8%-11.7%0.761%
8/14/2023Perritt Capital Management Inc.570,696$1.75M1.0%-0.7%3.830%
8/2/2023Bank of Montreal Can70,463$218K0.0%N/A0.473%
7/27/2023EA Series Trust36,840$113K0.0%N/A0.247%
5/9/2023Formidable Asset Management LLC37,300$100K0.0%+16.7%0.250%
2/8/2023Heartland Advisors Inc.415,044$1.20M0.1%-7.8%2.786%
11/3/2022SMH Capital Advisors Inc.139,577$401K0.6%+1,301.8%0.999%
8/15/2022 Kanen Wealth Management LLC456,885$2.00M1.1%N/A3.043%
7/28/2022Hodges Capital Management Inc.68,500$302K0.0%-24.3%0.456%
7/27/2022SMH Capital Advisors Inc.9,957$240K0.3%-91.7%0.066%
5/12/2022Hodges Capital Management Inc.90,500$471K0.0%N/A0.603%
4/13/2022Hexagon Capital Partners LLC32,472$169K0.0%N/A0.216%
2/15/2022Corsair Capital Management L.P.10,000$44K0.0%N/A0.067%
2/14/2022Accretive Wealth Partners LLC11,500$51K0.0%N/A0.077%
2/7/2022Benjamin F. Edwards & Company Inc.6,500$29K0.0%-30.9%0.043%
2/7/2022North Star Investment Management Corp.11,000$48K0.0%+83.3%0.073%
11/16/2021Toroso Investments LLC124,239$707K0.0%+5.3%0.826%
11/15/2021Marshall Wace LLP49,713$283K0.0%-51.9%0.330%
11/12/2021Renaissance Technologies LLC106,515$606K0.0%-20.9%0.708%
11/12/2021Aristides Capital LLC15,000$85K0.0%N/A0.100%
11/10/2021Formidable Asset Management LLC32,264$184K0.0%N/A0.214%
11/9/2021Heartland Advisors Inc.450,000$2.56M0.2%-3.9%2.990%
11/5/2021Advisor Group Holdings Inc.4,439$26K0.0%+189.2%0.030%
11/3/2021 Clear Harbor Asset Management LLC240,008$1.37M0.0%+19.9%1.595%
10/28/2021WINTON GROUP Ltd12,516$71K0.0%N/A0.083%
10/6/2021Hodges Capital Management Inc.10,700$61K0.0%N/A0.071%
8/25/2021Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/17/2021Price T Rowe Associates Inc. MD18,600$115K0.0%-67.1%0.124%
8/16/2021Diametric Capital LP17,161$106K0.1%-96.3%0.114%
8/16/2021Pinz Capital Management LP16,200$100K0.0%N/A0.108%
8/16/2021State Street Corp55,475$343K0.0%N/A0.369%
8/16/2021Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/13/2021Renaissance Technologies LLC134,607$833K0.0%-52.1%0.895%
Warren Buffett Bets $40 Billion—You Can Get in for $20 (Ad)

I call it "The Last Retirement Stock You'll Ever Need." Warren Buffett himself owns $40 billion of stock in this sector.

Click Here to Get All the Details >>>
8/13/2021Northern Trust Corp29,222$181K0.0%-7.0%0.194%
8/13/2021Toroso Investments LLC117,959$730K0.0%-16.9%0.784%
8/13/2021Geode Capital Management LLC107,437$665K0.0%-7.2%0.714%
8/13/2021Vanguard Group Inc.653,945$4.05M0.0%-3.5%4.346%
8/12/2021XTX Topco Ltd11,792$73K0.0%N/A0.078%
8/12/2021Dimensional Fund Advisors LP75,693$469K0.0%-13.1%0.503%
8/12/2021Samalin Investment Counsel LLC5,010$31K0.0%N/A0.033%
8/6/2021 Clear Harbor Asset Management LLC200,250$1.24M0.2%N/A1.331%
8/6/2021Catalyst Capital Advisors LLC49,500$306K0.0%N/A0.329%
8/1/2021Kestra Private Wealth Services LLC20,822$129K0.0%-11.7%0.138%
7/31/2021SMH Capital Advisors Inc.119,604$740K1.5%N/A0.795%
7/29/2021Hillsdale Investment Management Inc.6,000$37K0.0%N/A0.040%
5/19/2021Diametric Capital LP463,489$3.24M2.5%-32.7%3.080%
5/18/2021Millennium Management LLC21,473$150K0.0%+72.0%0.143%
5/18/2021Perritt Capital Management Inc.684,209$4.78M2.6%-4.7%4.541%
5/17/2021Toroso Investments LLC142,014$991K0.0%-12.2%0.943%
5/14/2021Arrowstreet Capital Limited Partnership29,087$203K0.0%N/A0.193%
5/14/2021Laurel Wealth Advisors Inc.32,596$228K0.0%N/A0.216%
5/14/2021Dimensional Fund Advisors LP87,150$610K0.0%+25.5%0.578%
5/14/2021Alpha Paradigm Partners LLC48,546$339K0.1%N/A0.322%
5/14/2021O Shaughnessy Asset Management LLC12,430$87K0.0%+5,166.9%0.083%
5/13/2021Renaissance Technologies LLC281,251$1.96M0.0%-4.6%1.867%
5/12/2021Northern Trust Corp31,431$220K0.0%+13.1%0.209%
5/12/2021Geode Capital Management LLC115,780$808K0.0%+67.2%0.768%
5/12/2021Heartland Advisors Inc.500,000$3.49M0.2%-20.0%3.319%
5/11/2021Acadian Asset Management LLC19,971$139K0.0%N/A0.133%
5/11/2021EAM Investors LLC188,398$1.32M0.2%N/A1.250%
5/11/2021Kestra Private Wealth Services LLC23,583$165K0.0%-6.7%0.157%
4/27/2021Dorsey Wright & Associates6,060$42K0.5%N/A0.040%
3/8/2021Dimensional Fund Advisors LP69,420$378K0.0%+5.3%0.461%
2/25/2021Dimensional Fund Advisors LP69,420$378K0.0%+5.3%0.461%
2/24/2021Virtu Financial LLC11,996$65K0.0%N/A0.080%
2/16/2021Diametric Capital LP688,324$3.75M3.0%-28.7%4.562%
2/16/2021Toroso Investments LLC161,764$881K0.1%-15.6%1.072%
2/16/2021Prelude Capital Management LLC426,085$2.32M0.1%-30.6%2.824%
2/12/2021Credit Suisse AG11,000$60K0.0%N/A0.073%
2/11/2021Heartland Advisors Inc.625,000$3.41M0.2%+13.6%4.143%
2/10/2021Renaissance Technologies LLC294,716$1.61M0.0%+4.8%1.953%
2/4/2021 Clear Harbor Asset Management LLC11,250$61K0.0%N/A0.075%
(Data available from 1/1/2016 forward)

GROW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GROW shares?

During the previous two years, 10 institutional investors and hedge funds held shares of U.S. Global Investors. The most heavily invested institutionals were Perritt Capital Management Inc. ($1.56M), Heartland Advisors Inc. ($1.20M), Royce & Associates LP ($1.13M), SMH Capital Advisors Inc. ($280K), Bank of Montreal Can ($218K), Tidal Investments LLC ($129K), and Vima LLC ($117K).Learn more on GROW's institutional investors.

What percentage of U.S. Global Investors stock is owned by institutional investors?

23.62% of U.S. Global Investors stock is owned by institutional investors. Learn more on GROW's institutional investor holdings.

Which institutional investors have been buying U.S. Global Investors stock?

The following institutional investors have purchased U.S. Global Investors stock in the last 24 months: Bank of Montreal Can ($70.46K), Vima LLC ($41.46K), EA Series Trust ($36.84K), and Formidable Asset Management LLC ($5.35K).

How much institutional buying is happening at U.S. Global Investors?

Institutional investors have bought a total of 154,111 shares in the last 24 months. This purchase volume represents approximately $459.54K in transactions.

Which U.S. Global Investors major shareholders have been selling company stock?

The following institutional investors have sold U.S. Global Investors stock in the last 24 months: Royce & Associates LP ($165.50K), Heartland Advisors Inc. ($34.96K), Tidal Investments LLC ($25.81K), Perritt Capital Management Inc. ($21.07K), SMH Capital Advisors Inc. ($19.63K), and Dimensional Fund Advisors LP ($15.32K).

How much institutional selling is happening at U.S. Global Investors?

Institutional investors have sold a total of 282,280 shares in the last 24 months. This volume of shares sold represents approximately $752.88K in transactions.



This page (NASDAQ:GROW) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners