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Rocky Mountain Chocolate Factory (RMCF) Institutional Ownership

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$1.50 +0.02 (+1.35%)
Closing price 09/9/2025 03:58 PM Eastern
Extended Trading
$1.51 +0.01 (+0.67%)
As of 09/9/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Rocky Mountain Chocolate Factory (NASDAQ:RMCF)

Current
Institutional Ownership
Percentage
50.27%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$514.15K
Number of
Institutional Sellers
(last 12 months)
0
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RMCF Institutional Buying and Selling by Quarter

Rocky Mountain Chocolate Factory Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2025Wealthedge Investment Advisors LLC121,582$148K0.1%+208.5%1.582%
4/30/2025Allworth Financial LP23,500$32K0.0%N/A0.306%
3/12/2025Wealthedge Investment Advisors LLC39,409$95K0.0%N/A0.513%
2/17/20254WEALTH Advisors Inc.93,275$225K0.2%N/A1.213%
2/13/2025CacheTech Inc.17,740$43K0.0%N/A0.231%
10/17/2024Leverty Financial Group LLC40,371$81K0.0%+32.3%0.637%
9/5/2024Sanctuary Advisors LLC19,750$43K0.0%N/A0.312%
8/9/2024Renaissance Technologies LLC321,923$708K0.0%-2.0%5.078%
8/9/2024Dimensional Fund Advisors LP118,814$261K0.0%-12.5%1.874%
7/15/2024Leverty Financial Group LLC30,521$67K0.0%+52.0%0.481%
4/23/2024Leverty Financial Group LLC20,081$73K0.0%+70.5%0.318%
4/12/2024Salvus Wealth Management LLC15,395$56K0.0%+33.5%0.244%
1/24/2024International Assets Investment Management LLC14,260$66K0.0%+360.0%0.226%
1/11/2024Leverty Financial Group LLC11,781$54K0.0%N/A0.187%
1/9/2024Salvus Wealth Management LLC11,530$53K0.0%N/A0.183%
5/3/2023Redmond Asset Management LLC11,035$58K0.0%-92.5%0.177%
1/19/2023Ridgewood Investments LLC30,777$175K0.1%-15.2%0.492%
10/13/2022Newbridge Financial Services Group Inc.4,500$27K0.0%-30.8%0.072%
10/13/2022Ridgewood Investments LLC36,280$218K0.2%+27.4%0.583%
4/26/2022Newbridge Financial Services Group Inc.6,500$49K0.0%-50.8%0.105%
4/11/2022Ridgewood Investments LLC28,480$215K0.1%N/A0.461%
4/4/2022M&R Capital Management Inc.4,611$34K0.0%-49.4%0.075%
2/11/2022Renaissance Technologies LLC415,563$3.26M0.0%-1.0%6.724%
2/4/2022Redmond Asset Management LLC146,118$1.15M0.3%+132.4%2.364%
1/19/2022Newbridge Financial Services Group Inc.13,200$104K0.0%-23.3%0.215%
11/12/2021Renaissance Technologies LLC419,863$3.11M0.0%-3.6%6.852%
11/9/2021BlackRock Inc.20,294$150K0.0%-8.7%0.331%
10/27/2021Newbridge Financial Services Group Inc.17,200$127K0.1%-53.6%0.281%
9/7/2021Newbridge Financial Services Group Inc.37,100$283K0.2%+4.2%0.606%
8/17/2021Bridgeway Capital Management LLC23,100$176K0.0%-22.0%0.377%
8/13/2021Renaissance Technologies LLC435,444$3.32M0.0%-8.3%7.110%
8/13/2021FMR LLC540,170$4.12M0.0%+4.3%8.821%
8/12/2021Dimensional Fund Advisors LP175,993$1.34M0.0%-1.0%2.874%
(Data available from 1/1/2016 forward)

RMCF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RMCF shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory. The most heavily invested institutionals were Renaissance Technologies LLC ($708K), Dimensional Fund Advisors LP ($261K), 4WEALTH Advisors Inc. ($225K), Wealthedge Investment Advisors LLC ($148K), Leverty Financial Group LLC ($81K), International Assets Investment Management LLC ($66K), and Salvus Wealth Management LLC ($56K).Learn more on Rocky Mountain Chocolate Factory's institutional investors.

What percentage of Rocky Mountain Chocolate Factory's stock is owned by institutional investors?

50.27% of Rocky Mountain Chocolate Factory's stock is owned by institutional investors. Learn more on RMCF's institutional investor holdings.

Which institutional investors have been buying Rocky Mountain Chocolate Factory's stock?

The following institutional investors have purchased Rocky Mountain Chocolate Factory's stock in the last 24 months: Wealthedge Investment Advisors LLC ($121.58K), 4WEALTH Advisors Inc. ($93.28K), Leverty Financial Group LLC ($40.37K), Allworth Financial LP ($23.50K), Sanctuary Advisors LLC ($19.75K), CacheTech Inc. ($17.74K), and Salvus Wealth Management LLC ($15.40K).

How much institutional buying is happening at Rocky Mountain Chocolate Factory?

Institutional investors have bought a total of 265,947 shares in the last 24 months. This purchase volume represents approximately $514.15K in transactions.



This page (NASDAQ:RMCF) was last updated on 9/10/2025 by MarketBeat.com Staff
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