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SurgePays (SURG) Institutional Ownership

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

Current
Institutional Ownership
Percentage
6.94%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$746.71K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$206.78K
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SURG Institutional Buying and Selling by Quarter

SurgePays Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.13,456$28K0.0%N/A0.066%
5/16/2025Goldman Sachs Group Inc.13,456$28K0.0%N/A0.066%
5/16/2025Jones Financial Companies Lllp51,287$106K0.0%+34,091.3%0.251%
5/14/2025Truvestments Capital LLC19,370$40K0.0%-81.0%0.095%
5/13/2025Ethos Financial Group LLC27,568$57K0.0%N/A0.135%
5/8/2025 Baader Bank Aktiengesellschaft17,047$35K0.0%N/A0.084%
4/28/2025D.A. Davidson & CO.12,264$25K0.0%N/A0.060%
2/14/2025Jane Street Group LLC30,059$54K0.0%N/A0.149%
2/14/2025Northern Trust Corp63,269$113K0.0%+67.4%0.314%
2/13/2025XTX Topco Ltd29,869$53K0.0%N/A0.148%
2/13/2025Renaissance Technologies LLC49,400$88K0.0%+43.6%0.245%
2/12/2025Geode Capital Management LLC156,115$278K0.0%+5.5%0.774%
2/10/2025Truvestments Capital LLC102,002$182K0.0%+20.1%0.506%
11/20/2024Virtu Financial LLC13,723$25K0.0%N/A0.068%
11/16/2024Geode Capital Management LLC148,018$272K0.0%+11.3%0.734%
11/14/2024Corsair Capital Management L.P.29,864$55K0.0%+50.3%0.151%
11/13/2024Truvestments Capital LLC84,946$156K0.0%+23.1%0.430%
11/6/2024Royce & Associates LP18,563$34K0.0%N/A0.094%
8/9/2024Renaissance Technologies LLC14,200$45K0.0%N/A0.073%
8/9/2024Dimensional Fund Advisors LP24,331$78K0.0%+49.0%0.125%
8/3/2024National Bank of Canada FI36,000$111K0.0%+50.0%0.185%
8/1/2024Privium Fund Management B.V.17,000$53K0.0%-39.7%0.088%
5/15/2024Truvestments Capital LLC58,123$224K0.1%+3,541.8%0.301%
5/10/2024Vanguard Group Inc.505,380$1.95M0.0%+8.2%2.620%
4/30/2024Privium Fund Management B.V.28,200$109K0.0%N/A0.146%
2/9/2024Oxford Asset Management LLP11,082$71K0.1%N/A0.065%
2/7/2024Jump Financial LLC16,500$106K0.0%+44.7%0.097%
2/5/2024Victory Capital Management Inc.16,360$106K0.0%N/A0.097%
2/2/2024Bailard Inc.65,480$422K0.0%+10.8%0.387%
1/12/2024FNY Investment Advisers LLC14,800$95K0.1%N/A0.104%
11/7/2023Jump Financial LLC11,400$53K0.0%-20.3%0.080%
10/31/2023James Investment Research Inc.10,000$47K0.0%N/A0.070%
10/24/2023Bailard Inc.59,075$276K0.0%+340.9%0.415%
8/15/2023Corsair Capital Management L.P.40,000$292K0.1%N/A0.281%
8/2/2023Bank of Montreal Can10,587$78K0.0%N/A0.074%
7/31/2023Ausdal Financial Partners Inc.10,962$80K0.0%N/A0.077%
7/20/2023Bailard Inc.13,400$98K0.0%N/A0.094%
7/13/2023Thompson Davis & CO. Inc.57,580$421K0.5%N/A0.405%
5/8/2023Praetorian Capital Management LLC480,000$2.16M1.6%-18.6%3.390%
3/29/2023Diametric Capital LP34,694$228K0.1%N/A0.251%
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2/10/2023Blair William & Co. IL23,827$156K0.0%+34.2%0.172%
1/10/2023FNY 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%
4/26/2022Kestra Advisory Services LLC77,150$315K0.0%+56.5%0.640%
1/20/2022Kestra 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, 26 institutional investors and hedge funds held shares of SurgePays. The most heavily invested institutionals were Vanguard Group Inc. ($1.95M), Bailard Inc. ($422K), Geode Capital Management LLC ($278K), Northern Trust Corp ($113K), National Bank of Canada FI ($111K), Jones Financial Companies Lllp ($106K), and Jump Financial LLC ($106K).Learn more on SurgePays' 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 26 institutional investors that purchased SurgePays' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truvestments Capital LLC ($89.54K), Bailard Inc. ($65.48K), Jones Financial Companies Lllp ($51.14K), Corsair Capital Management L.P. ($50K), Vanguard Group Inc. ($38.20K), Jane Street Group LLC ($30.06K), and XTX Topco Ltd ($29.87K).

How much institutional buying is happening at SurgePays?

Institutional investors have bought a total of 367,955 shares in the last 24 months. This purchase volume represents approximately $746.71K in transactions.

Which of SurgePays' major shareholders have been selling company stock?

The following institutional investors have sold SurgePays stock in the last 24 months: Truvestments Capital LLC ($82.63K), and Privium Fund Management B.V. ($11.20K).

How much institutional selling is happening at SurgePays?

Institutional investors have sold a total of 93,832 shares in the last 24 months. This volume of shares sold represents approximately $206.78K in transactions.


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This page (NASDAQ:SURG) was last updated on 7/16/2025 by MarketBeat.com Staff
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