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SWK (SWKH) Institutional Ownership

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$15.80 -0.67 (-4.07%)
(As of 12/20/2024 05:16 PM ET)

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

Current
Institutional Ownership
Percentage
99.27%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.21M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$207.48K
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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
11/19/2024 Barclays PLC4,461$77K0.0%+185.0%0.036%
11/16/2024 Geode Capital Management LLC75,306$1.30M0.0%-9.0%0.604%
11/15/2024 Barclays PLC4,461$77K0.0%+185.0%0.036%
11/5/2024 Victory Capital Management Inc.34,044$589K0.0%N/A0.273%
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%
8/16/2024 SkyView Investment Advisors LLC31,165$529K0.1%+7.7%0.250%
8/9/2024 Dimensional Fund Advisors LP30,109$511K0.0%+85.7%0.241%
7/26/2024 Bank of New York Mellon Corp10,126$172K0.0%N/A0.081%
5/10/2024 Vanguard Group Inc.397,273$6.92M0.0%+75.5%3.183%
5/7/2024 Empowered Funds LLC50,137$873K0.0%+7.9%0.402%
3/5/2024 Greenwood Capital Associates LLC44,368$778K0.1%-2.6%0.355%
2/5/2024 Russell 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%
11/22/2023 Cannell Capital LLC823,652$12.97M3.0%-1.7%6.589%
11/17/2023 SkyView Investment Advisors LLC26,347$415K0.2%+3.0%0.211%
10/25/2023 Grace & White Inc. NY16,850$265K0.0%N/A0.134%
10/24/2023 Bank 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%
8/15/2023 Cannell Capital LLC837,478$14.02M2.8%-12.6%6.678%
8/11/2023 JBF Capital Inc.8,355$140K0.0%-10.7%0.065%
7/27/2023EA Series Trust38,869$651K0.0%N/A0.303%
5/12/2023 M3F Inc.628,471$11.22M3.7%-21.0%4.921%
5/12/2023 Greenwood Capital Associates LLC46,460$830K0.1%-1.7%0.364%
2/15/2023 Cannell Capital LLC958,127$16.90M3.4%+0.7%7.474%
2/10/2023 M3F Inc.795,245$14.03M4.3%+7.2%6.203%
1/13/2023 Dynamic Advisor Solutions LLC20,434$360K0.0%+9.1%0.159%
11/15/2022 Perritt Capital Management Inc.13,000$221K0.1%N/A0.101%
11/15/2022 M3F Inc.741,886$12.61M4.4%+14.8%5.787%
11/15/2022 Martingale 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%
8/19/2022 JBF Capital Inc.9,355$163K0.0%N/A0.073%
8/15/2022 M3F Inc.646,373$11.29M3.7%+0.8%5.034%
7/27/2022 Dynamic Advisor Solutions LLC15,531$271K0.0%+10.9%0.121%
5/11/2022 King 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%
2/15/2022 King 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%
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1/26/2022 Dynamic Advisor Solutions LLC12,732$250K0.0%+4.6%0.099%
11/16/2021 Cannell Capital LLC865,577$15.73M2.6%-13.1%6.763%
11/15/2021 M3F Inc.401,047$7.29M2.4%+63.9%3.134%
11/12/2021 Renaissance Technologies LLC50,214$912K0.0%+47.9%0.392%
11/10/2021 O 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%
8/16/2021 Cannell Capital LLC996,519$17.49M2.8%+32.6%7.788%
8/16/2021 State Street Corp19,864$349K0.0%-66.2%0.155%
8/16/2021 Goldman Sachs Group Inc.13,351$234K0.0%N/A0.104%
8/13/2021 Renaissance Technologies LLC33,945$596K0.0%N/A0.265%
8/13/2021 Ancora Advisors LLC5,400$95K0.0%N/A0.042%
8/13/2021 Northern Trust Corp18,229$320K0.0%-62.9%0.142%
8/13/2021 Geode Capital Management LLC18,593$326K0.0%-52.5%0.145%
8/13/2021 Vanguard Group Inc.263,817$4.63M0.0%-20.5%2.062%
8/12/2021Ergoteles LLC15,400$270K0.0%N/A0.120%
5/17/2021 Cannell Capital LLC751,252$10.92M2.4%+13.7%5.871%
5/14/2021 M3F Inc.29,150$424K0.2%N/A0.228%
5/13/2021 Barclays PLC2,966$44K0.0%+159.3%0.023%
5/12/2021 Northern Trust Corp49,106$714K0.0%-4.2%0.384%
5/12/2021 Geode Capital Management LLC39,154$569K0.0%+3.6%0.306%
5/7/2021BlackRock Inc.184,867$2.69M0.0%+6.7%1.445%
2/19/2021 JPMorgan Chase & Co.9,902$143K0.0%+164.9%0.077%
2/16/2021 Cannell Capital LLC660,780$9.51M2.7%+13.1%5.167%
2/11/2021 Northern Trust Corp51,284$737K0.0%-3.8%0.401%
2/9/2021 Wells Fargo & Company MN2,165$31K0.0%+70.3%0.017%
2/5/2021BlackRock Inc.173,327$2.49M0.0%+15.6%1.355%
11/10/2020 State Street Corp36,400$510K0.0%+8.3%0.284%
11/6/2020BlackRock Inc.149,954$2.10M0.0%+5.2%1.171%
(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, 16 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), Geode Capital Management LLC ($1.30M), Empowered Funds LLC ($873K), Greenwood Capital Associates LLC ($706K), and EA Series Trust ($651K).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 13 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. ($53.36K), EA Series Trust ($38.87K), Victory Capital Management Inc. ($34.04K), Bank of New York Mellon Corp ($20.35K), Grace & White Inc. NY ($16.85K), and Dimensional Fund Advisors LP ($13.89K).

How much institutional buying is happening at SWK?

Institutional investors have bought a total of 373,808 shares in the last 24 months. This purchase volume represents approximately $6.43M 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), Geode Capital Management LLC ($7.47K), 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 315,005 shares in the last 24 months. This volume of shares sold represents approximately $5.45M in transactions.



This page (NASDAQ:SWKH) was last updated on 12/21/2024 by MarketBeat.com Staff
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