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SurgePays (SURG) Institutional Ownership

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$2.46 +0.11 (+4.68%)
Closing price 08/22/2025 04:00 PM Eastern
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$2.47 +0.01 (+0.41%)
As of 08/22/2025 07:14 PM Eastern
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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)
17
Total
Institutional Inflows
(last 12 months)
$960.29K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.21M
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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
8/14/2025 Cable Car Capital LP181,667$565K0.1%-64.7%0.889%
8/14/2025 Jane Street Group LLC13,364$42K0.0%N/A0.065%
8/14/2025 NewEdge Advisors LLC19,000$59K0.0%+46.2%0.093%
8/12/2025 XTX Topco Ltd40,006$125K0.0%N/A0.196%
8/8/2025 Cetera Investment Advisers45,400$141K0.0%+61.0%0.222%
8/6/2025 Ethos Financial Group LLC48,754$152K0.0%+76.8%0.239%
8/1/2025 James Investment Research Inc.19,000$59K0.0%+46.2%0.093%
6/27/2025 Goldman Sachs Group Inc.13,456$28K0.0%N/A0.066%
5/16/2025 Goldman Sachs Group Inc.13,456$28K0.0%N/A0.066%
5/16/2025 Jones Financial Companies Lllp51,287$106K0.0%+34,091.3%0.251%
5/14/2025 Truvestments Capital LLC19,370$40K0.0%-81.0%0.095%
5/13/2025 Ethos Financial Group LLC27,568$57K0.0%N/A0.135%
5/8/2025 Baader Bank Aktiengesellschaft17,047$35K0.0%N/A0.084%
4/28/2025 D.A. Davidson & CO.12,264$25K0.0%N/A0.060%
2/14/2025 Jane Street Group LLC30,059$54K0.0%N/A0.149%
2/14/2025 Northern Trust Corp63,269$113K0.0%+67.4%0.314%
2/13/2025 XTX Topco Ltd29,869$53K0.0%N/A0.148%
2/13/2025 Renaissance Technologies LLC49,400$88K0.0%+43.6%0.245%
2/12/2025 Geode Capital Management LLC156,115$278K0.0%+5.5%0.774%
2/10/2025 Truvestments Capital LLC102,002$182K0.0%+20.1%0.506%
11/20/2024 Virtu Financial LLC13,723$25K0.0%N/A0.068%
11/16/2024 Geode Capital Management LLC148,018$272K0.0%+11.3%0.734%
11/14/2024 Corsair Capital Management L.P.29,864$55K0.0%+50.3%0.151%
11/13/2024 Truvestments Capital LLC84,946$156K0.0%+23.1%0.430%
11/6/2024 Royce & Associates LP18,563$34K0.0%N/A0.094%
8/9/2024 Renaissance Technologies LLC14,200$45K0.0%N/A0.073%
8/9/2024 Dimensional Fund Advisors LP24,331$78K0.0%+49.0%0.125%
8/3/2024 National Bank of Canada FI36,000$111K0.0%+50.0%0.185%
8/1/2024 Privium Fund Management B.V.17,000$53K0.0%-39.7%0.088%
5/15/2024 Truvestments Capital LLC58,123$224K0.1%+3,541.8%0.301%
5/10/2024 Vanguard Group Inc.505,380$1.95M0.0%+8.2%2.620%
4/30/2024 Privium Fund Management B.V.28,200$109K0.0%N/A0.146%
2/9/2024 Oxford Asset Management LLP11,082$71K0.1%N/A0.065%
2/7/2024 Jump Financial LLC16,500$106K0.0%+44.7%0.097%
2/5/2024 Victory Capital Management Inc.16,360$106K0.0%N/A0.097%
2/2/2024 Bailard Inc.65,480$422K0.0%+10.8%0.387%
1/12/2024 FNY Investment Advisers LLC14,800$95K0.1%N/A0.104%
11/7/2023 Jump Financial LLC11,400$53K0.0%-20.3%0.080%
10/31/2023 James Investment Research Inc.10,000$47K0.0%N/A0.070%
10/24/2023 Bailard Inc.59,075$276K0.0%+340.9%0.415%
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8/15/2023 Corsair Capital Management L.P.40,000$292K0.1%N/A0.281%
8/2/2023 Bank of Montreal Can10,587$78K0.0%N/A0.074%
7/31/2023 Ausdal Financial Partners Inc.10,962$80K0.0%N/A0.077%
7/20/2023 Bailard Inc.13,400$98K0.0%N/A0.094%
7/13/2023 Thompson Davis & CO. Inc.57,580$421K0.5%N/A0.405%
5/8/2023Praetorian Capital Management LLC480,000$2.16M1.6%-18.6%3.390%
3/29/2023 Diametric Capital LP34,694$228K0.1%N/A0.251%
2/10/2023 Blair William & Co. IL23,827$156K0.0%+34.2%0.172%
1/10/2023 FNY Investment Advisers LLC8,800$57K0.1%N/A0.072%
10/13/2022 Ridgewood Investments LLC48,510$221K0.2%N/A0.396%
5/4/2022 Commonwealth Equity Services LLC29,915$122K0.0%N/A0.248%
4/26/2022 Kestra Advisory Services LLC77,150$315K0.0%+56.5%0.640%
1/20/2022 Kestra 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, 27 institutional investors and hedge funds held shares of SurgePays. The most heavily invested institutionals were Vanguard Group Inc. ($1.95M), Cable Car Capital LP ($565K), Bailard Inc. ($422K), Geode Capital Management LLC ($278K), Ethos Financial Group LLC ($152K), Cetera Investment Advisers ($141K), and XTX Topco Ltd ($125K).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), XTX Topco Ltd ($69.88K), Bailard Inc. ($52.08K), Jones Financial Companies Lllp ($51.14K), Ethos Financial Group LLC ($48.75K), Jane Street Group LLC ($43.42K), and Vanguard Group Inc. ($38.20K).

How much institutional buying is happening at SurgePays?

Institutional investors have bought a total of 437,513 shares in the last 24 months. This purchase volume represents approximately $960.29K 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: Cable Car Capital LP ($333.33K), and Truvestments Capital LLC ($82.63K).

How much institutional selling is happening at SurgePays?

Institutional investors have sold a total of 415,965 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions.


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This page (NASDAQ:SURG) was last updated on 8/24/2025 by MarketBeat.com Staff
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