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PSQ (PSQH) Institutional Ownership

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$3.84 +0.19 (+5.21%)
(As of 12/20/2024 05:40 PM ET)

Institutional Ownership Changes (13F Filings) for PSQ (NYSE:PSQH)

Current
Institutional Ownership
Percentage
17.32%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$664.50K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.00M
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PSQH Institutional Buying and Selling by Quarter

PSQ Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC199,185$490K0.0%+28.6%0.635%
11/4/2024 Axxcess Wealth Management LLC1,233,195$3.03M0.1%-1.2%3.929%
8/10/2024 Axxcess Wealth Management LLC1,247,565$4.70M0.1%-2.0%4.410%
4/16/2024 Calton & Associates Inc.44,213$238K0.1%-46.2%0.156%
2/8/2024 Financial Advocates Investment Management12,395$65K0.0%N/A0.045%
2/7/2024 Calton & Associates Inc.82,200$431K0.2%N/A0.298%
2/6/2024 Axxcess Wealth Management LLC1,273,415$6.67M0.2%-9.0%4.612%
2/5/2024 Capital Investment Counsel Inc11,430$60K0.0%N/A0.041%
11/15/2023 Axxcess Wealth Management LLC1,400,084$12.71M0.4%N/A4.785%
11/13/2023 Mariner LLC173,053$1.57M0.0%N/A0.591%
11/13/2023 PNC Financial Services Group Inc.2,968$27K0.0%N/A0.010%
10/25/2023 Sage Mountain Advisors LLC72,376$657K0.1%N/A0.247%
10/11/2023 AE Wealth Management LLC21,455$195K0.0%N/A0.073%
(Data available from 1/1/2016 forward)

PSQH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSQH shares?

During the previous two years, 9 institutional investors and hedge funds held shares of PSQ. The most heavily invested institutionals were Axxcess Wealth Management LLC ($3.03M), Mariner LLC ($1.57M), Sage Mountain Advisors LLC ($657K), Geode Capital Management LLC ($490K), Calton & Associates Inc. ($238K), AE Wealth Management LLC ($195K), and Financial Advocates Investment Management ($65K).Learn more on PSQH's institutional investors.

What percentage of PSQ stock is owned by institutional investors?

17.32% of PSQ stock is owned by institutional investors. Learn more on PSQH's institutional investor holdings.

Which institutional investors have been buying PSQ stock?

Of the 9 institutional investors that purchased PSQ stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Axxcess Wealth Management LLC ($1.40M), Mariner LLC ($173.05K), Calton & Associates Inc. ($82.20K), Sage Mountain Advisors LLC ($72.38K), Geode Capital Management LLC ($44.28K), AE Wealth Management LLC ($21.46K), and Financial Advocates Investment Management ($12.40K).

How much institutional buying is happening at PSQ?

Institutional investors have bought a total of 1,820,243 shares in the last 24 months. This purchase volume represents approximately $15.83M in transactions.

Which PSQ major shareholders have been selling company stock?

The following institutional investors have sold PSQ stock in the last 24 months: Axxcess Wealth Management LLC ($166.89K), and Calton & Associates Inc. ($37.99K).

How much institutional selling is happening at PSQ?

Institutional investors have sold a total of 204,876 shares in the last 24 months. This volume of shares sold represents approximately $1.00M in transactions.



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