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NeoVolta (NEOV) Institutional Ownership

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$4.74 +0.13 (+2.82%)
(As of 12/24/2024 05:10 PM ET)

Institutional Ownership Changes (13F Filings) for NeoVolta (NASDAQ:NEOV)

Current
Institutional Ownership
Percentage
5.11%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$10.92M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$131.02K
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NEOV Institutional Buying and Selling by Quarter

NeoVolta Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC11,475$35K0.0%N/A0.034%
11/16/2024 Geode Capital Management LLC306,324$947K0.0%+5.3%0.918%
11/15/2024 Barclays PLC11,475$35K0.0%N/A0.034%
11/15/2024 Legacy Investment Solutions LLC3,484,794$10.77M6.8%N/A10.446%
11/15/2024 State Street Corp100,814$312K0.0%-29.6%0.302%
10/30/2024 Centennial Wealth Advisory LLC10,100$31K0.0%N/A0.030%
11/9/2023 BIP Wealth LLC200,214$499K0.0%N/A0.602%
4/14/2023 AE Wealth Management LLC63,289$162K0.0%+17.3%0.191%
2/14/2023 Susquehanna International Group LLP10,230$29K0.0%N/A0.031%
1/10/2023 UMB Bank n.a.35,715$100K0.0%N/A0.109%
11/15/2022 Traynor Capital Management Inc.14,500$72K0.0%N/A0.044%
10/25/2022 AE Wealth Management LLC53,965$271K0.0%N/A0.165%
10/17/2022 Cambridge Investment Research Advisors Inc.55,362$278K0.0%N/A0.169%
10/13/2022Gofen & Glossberg LLC IL20,000$101K0.0%N/A0.061%
10/6/2022 Pure Financial Advisors LLC10,753$54K0.0%N/A0.033%
(Data available from 1/1/2016 forward)

NEOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEOV shares?

During the previous two years, 9 institutional investors and hedge funds held shares of NeoVolta. The most heavily invested institutionals were Legacy Investment Solutions LLC ($10.77M), Geode Capital Management LLC ($947K), BIP Wealth LLC ($499K), State Street Corp ($312K), AE Wealth Management LLC ($162K), UMB Bank n.a. ($100K), and Barclays PLC ($35K).Learn more on NEOV's institutional investors.

What percentage of NeoVolta stock is owned by institutional investors?

5.11% of NeoVolta stock is owned by institutional investors. Learn more on NEOV's institutional investor holdings.

Which institutional investors have been buying NeoVolta stock?

The following institutional investors have purchased NeoVolta stock in the last 24 months: Legacy Investment Solutions LLC ($3.48M), BIP Wealth LLC ($200.21K), UMB Bank n.a. ($35.72K), Barclays PLC ($22.95K), Geode Capital Management LLC ($15.43K), Susquehanna International Group LLP ($10.23K), and Centennial Wealth Advisory LLC ($10.10K).

How much institutional buying is happening at NeoVolta?

Institutional investors have bought a total of 3,788,754 shares in the last 24 months. This purchase volume represents approximately $11.57M in transactions.

Which NeoVolta major shareholders have been selling company stock?

The following institutional investors have sold NeoVolta stock in the last 24 months: State Street Corp ($42.40K).

How much institutional selling is happening at NeoVolta?

Institutional investors have sold a total of 42,400 shares in the last 24 months. This volume of shares sold represents approximately $131.02K in transactions.



This page (NASDAQ:NEOV) was last updated on 12/25/2024 by MarketBeat.com Staff
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