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SWK (SWKH) Institutional Ownership

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$16.52
+0.11 (+0.67%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for SWK (NASDAQ:SWKH)

Current
Institutional Ownership
Percentage
99.27%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.53M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$296.17K
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SWKH Institutional Buying and Selling by Quarter

SWK Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Greenwood Capital Associates LLC40,854$706K0.1%-1.9%0.328%
10/8/2024 Dynamic Advisor Solutions LLC20,587$356K0.0%-5.5%0.165%
8/16/2024SkyView Investment Advisors LLC31,165$529K0.1%+7.7%0.250%
8/9/2024Dimensional Fund Advisors LP30,109$511K0.0%+85.7%0.241%
7/26/2024Bank of New York Mellon Corp10,126$172K0.0%N/A0.081%
5/10/2024Vanguard Group Inc.397,273$6.92M0.0%+75.5%3.183%
5/7/2024Empowered Funds LLC50,137$873K0.0%+7.9%0.402%
3/5/2024 Greenwood Capital Associates LLC44,368$778K0.1%-2.6%0.355%
2/5/2024Russell Investments Group Ltd.1,848$32K0.0%+1,535.4%0.015%
1/11/2024 Dynamic Advisor Solutions LLC22,268$390K0.0%-5.6%0.178%
11/22/2023Cannell Capital LLC823,652$12.97M3.0%-1.7%6.589%
11/17/2023SkyView Investment Advisors LLC26,347$415K0.2%+3.0%0.211%
10/25/2023 Grace & White Inc. NY16,850$265K0.0%N/A0.134%
10/24/2023Bank of New York Mellon Corp10,228$161K0.0%N/A0.082%
10/11/2023 Dynamic Advisor Solutions LLC23,601$372K0.0%+12.5%0.188%
8/15/2023Cannell Capital LLC837,478$14.02M2.8%-12.6%6.678%
8/11/2023JBF Capital Inc.8,355$140K0.0%-10.7%0.065%
7/27/2023EA Series Trust38,869$651K0.0%N/A0.303%
5/12/2023M3F Inc.628,471$11.22M3.7%-21.0%4.921%
5/12/2023 Greenwood Capital Associates LLC46,460$830K0.1%-1.7%0.364%
2/15/2023Cannell Capital LLC958,127$16.90M3.4%+0.7%7.474%
2/10/2023M3F Inc.795,245$14.03M4.3%+7.2%6.203%
1/13/2023 Dynamic Advisor Solutions LLC20,434$360K0.0%+9.1%0.159%
11/15/2022Perritt Capital Management Inc.13,000$221K0.1%N/A0.101%
11/15/2022M3F Inc.741,886$12.61M4.4%+14.8%5.787%
11/15/2022Martingale Asset Management L P10,126$173K0.0%N/A0.079%
11/10/2022 Greenwood Capital Associates LLC47,101$801K0.1%+2.1%0.367%
10/20/2022 Dynamic Advisor Solutions LLC18,736$319K0.0%+20.6%0.146%
8/19/2022JBF Capital Inc.9,355$163K0.0%N/A0.073%
8/15/2022M3F Inc.646,373$11.29M3.7%+0.8%5.034%
7/27/2022 Dynamic Advisor Solutions LLC15,531$271K0.0%+10.9%0.121%
5/11/2022King Luther Capital Management Corp77,737$1.31M0.0%-34.7%0.606%
5/10/2022 Greenwood Capital Associates LLC45,993$776K0.2%+2.6%0.358%
4/11/2022 Dynamic Advisor Solutions LLC14,002$236K0.0%+10.0%0.109%
2/15/2022King Luther Capital Management Corp118,965$2.34M0.0%-25.1%0.929%
2/3/2022 Greenwood Capital Associates LLC44,812$880K0.1%+53.3%0.350%
1/26/2022 Dynamic Advisor Solutions LLC12,732$250K0.0%+4.6%0.099%
11/16/2021Cannell Capital LLC865,577$15.73M2.6%-13.1%6.763%
11/15/2021M3F Inc.401,047$7.29M2.4%+63.9%3.134%
11/12/2021Renaissance Technologies LLC50,214$912K0.0%+47.9%0.392%
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11/10/2021O Shaughnessy Asset Management LLC2,830$51K0.0%N/A0.022%
11/9/2021BlackRock Inc.11,270$205K0.0%+135.0%0.088%
10/28/2021 Dynamic Advisor Solutions LLC12,167$221K0.0%N/A0.095%
10/27/2021 Greenwood Capital Associates LLC29,235$531K0.1%N/A0.228%
10/26/2021First Quadrant L P CA2,227$40K0.0%N/A0.017%
8/16/2021Cannell Capital LLC996,519$17.49M2.8%+32.6%7.788%
8/16/2021State Street Corp19,864$349K0.0%-66.2%0.155%
8/16/2021Goldman Sachs Group Inc.13,351$234K0.0%N/A0.104%
8/13/2021Renaissance Technologies LLC33,945$596K0.0%N/A0.265%
8/13/2021Ancora Advisors LLC5,400$95K0.0%N/A0.042%
8/13/2021Northern Trust Corp18,229$320K0.0%-62.9%0.142%
8/13/2021Geode Capital Management LLC18,593$326K0.0%-52.5%0.145%
8/13/2021Vanguard Group Inc.263,817$4.63M0.0%-20.5%2.062%
8/12/2021Ergoteles LLC15,400$270K0.0%N/A0.120%
5/17/2021Cannell Capital LLC751,252$10.92M2.4%+13.7%5.871%
5/14/2021M3F Inc.29,150$424K0.2%N/A0.228%
5/13/2021Barclays PLC2,966$44K0.0%+159.3%0.023%
5/12/2021Northern Trust Corp49,106$714K0.0%-4.2%0.384%
5/12/2021Geode Capital Management LLC39,154$569K0.0%+3.6%0.306%
5/7/2021BlackRock Inc.184,867$2.69M0.0%+6.7%1.445%
2/19/2021JPMorgan Chase & Co.9,902$143K0.0%+164.9%0.077%
2/16/2021Cannell Capital LLC660,780$9.51M2.7%+13.1%5.167%
2/11/2021Northern Trust Corp51,284$737K0.0%-3.8%0.401%
2/9/2021Wells Fargo & Company MN2,165$31K0.0%+70.3%0.017%
2/5/2021BlackRock Inc.173,327$2.49M0.0%+15.6%1.355%
11/16/2020Cannell Capital LLC584,108$8.18M3.0%+2.0%4.563%
11/16/2020Carlson Capital L P9,093,766$127.31M3.7%-1.1%71.039%
11/10/2020State Street Corp36,400$510K0.0%+8.3%0.284%
11/6/2020BlackRock Inc.149,954$2.10M0.0%+5.2%1.171%
11/5/2020 New York State Common Retirement Fund5,604$78K0.0%-25.3%0.044%
(Data available from 1/1/2016 forward)

SWKH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SWKH shares?

During the previous two years, 15 institutional investors and hedge funds held shares of SWK. The most heavily invested institutionals were Cannell Capital LLC ($12.97M), M3F Inc. ($11.22M), Vanguard Group Inc. ($6.92M), Empowered Funds LLC ($873K), Greenwood Capital Associates LLC ($706K), EA Series Trust ($651K), and SkyView Investment Advisors LLC ($529K).Learn more on SWKH's institutional investors.

What percentage of SWK stock is owned by institutional investors?

99.27% of SWK stock is owned by institutional investors. Learn more on SWKH's institutional investor holdings.

Which institutional investors have been buying SWK stock?

Of the 14 institutional investors that purchased SWK stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($170.96K), M3F Inc. ($148.87K), EA Series Trust ($38.87K), Bank of New York Mellon Corp ($20.35K), Grace & White Inc. NY ($16.85K), Dimensional Fund Advisors LP ($13.89K), and Perritt Capital Management Inc. ($13K).

How much institutional buying is happening at SWK?

Institutional investors have bought a total of 453,564 shares in the last 24 months. This purchase volume represents approximately $7.78M in transactions.

Which SWK major shareholders have been selling company stock?

The following institutional investors have sold SWK stock in the last 24 months: M3F Inc. ($166.77K), Cannell Capital LLC ($134.48K), Greenwood Capital Associates LLC ($2.76K), Dynamic Advisor Solutions LLC ($2.53K), and JBF Capital Inc. ($1K).

How much institutional selling is happening at SWK?

Institutional investors have sold a total of 307,540 shares in the last 24 months. This volume of shares sold represents approximately $5.33M in transactions.



This page (NASDAQ:SWKH) was last updated on 11/2/2024 by MarketBeat.com Staff
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