Adverum Bio Ownership 2024 | Who Owns Adverum Bio Now?
Institutional Ownership
15.26%
Insider Ownership
11.67%
Retail Ownership
73.07%
Institutional Holders
2.00
Adverum Bio Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TCG CROSSOVER MANAGEMENT, LLC | 12.19% | 1.44% | 2,008,340 | - | - | 13,777,212 | Jun 30, 2024 |
| VERSANT VENTURE MANAGEMENT, LLC | 3.08% | 4.50% | 506,821 | -1 | -0.00% | 3,476,792 | Jun 30, 2024 |
| FRAZIER LIFE SCIENCES MANAGEMENT, L.P. | - | - | - | -1,069,244 | -100.00% | - | Jun 30, 2024 |
Adverum Bio's largest institutional shareholder is TCG CROSSOVER MANAGEMENT, LLC, holding 12.19% of the company's total share outstanding, currently valued at $13.78M. The top 10 institutional shareholders own together 15.26% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VERSANT VENTURE MANAGEMENT, LLC | 3.08% | 4.50% | 506,821 | -1 | -0.00% | 3,476,792 | Jun 30, 2024 |
| TCG CROSSOVER MANAGEMENT, LLC | 12.19% | 1.44% | 2,008,340 | - | - | 13,777,212 | Jun 30, 2024 |
| FRAZIER LIFE SCIENCES MANAGEMENT, L.P. | - | - | - | -1,069,244 | -100.00% | - | Jun 30, 2024 |
The largest Adverum Bio shareholder by % of total assets is VERSANT VENTURE MANAGEMENT, LLC. The company owns 506.82K shares of Adverum Bio (ADVM), representing 4.50% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TCG CROSSOVER MANAGEMENT, LLC | 12.19% | 1.44% | 2,008,340 | - | - | 13,777,212 | Jun 30, 2024 |
| VERSANT VENTURE MANAGEMENT, LLC | 3.08% | 4.50% | 506,821 | -1 | -0.00% | 3,476,792 | Jun 30, 2024 |
| FRAZIER LIFE SCIENCES MANAGEMENT, L.P. | - | - | - | -1,069,244 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Adverum Bio's largest institutional buyer is TCG CROSSOVER MANAGEMENT, LLC. The company purchased 0.00 stocks of ADVM, valued at $13.78M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRAZIER LIFE SCIENCES MANAGEMENT, L.P. | - | - | - | -1,069,244 | -100.00% | - | Jun 30, 2024 |
| VERSANT VENTURE MANAGEMENT, LLC | 3.08% | 4.50% | 506,821 | -1 | -0.00% | 3,476,792 | Jun 30, 2024 |
| TCG CROSSOVER MANAGEMENT, LLC | 12.19% | 1.44% | 2,008,340 | - | - | 13,777,212 | Jun 30, 2024 |
As of Jun 30 2024, Adverum Bio's biggest institutional seller is FRAZIER LIFE SCIENCES MANAGEMENT, L.P.. The company sold -1.07M shares of ADVM, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRAZIER LIFE SCIENCES MANAGEMENT, L.P. | - | - | - | -1,069,244 | -100.00% | - | Jun 30, 2024 |
Adverum Bio's largest sold out institutional shareholder by shares sold is FRAZIER LIFE SCIENCES MANAGEMENT, L.P., sold -1.07M shares, valued at -, as of undefined.
Adverum Bio Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HARTFORD HLS SERIES FUND II INC | 1.62% | 398,595 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.15% | 76,000 | - | - | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.14% | 1,156,656 | 1,156,656 | - | Jan 31, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.11% | 367,524 | - | - | Mar 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.09% | 468,861 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.04% | 103,776 | - | - | Jan 31, 2024 |
| ETFis Series Trust I | 0.04% | 57,768 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.03% | 173,968 | - | - | Aug 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 14,257 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 136,226 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 50,000 | - | - | Mar 28, 2024 |
| NEW COVENANT FUNDS | 0.02% | 85,190 | - | - | Dec 31, 2023 |
| UBS FUNDS | 0.02% | 75,492 | - | - | Mar 31, 2024 |
| ALGER FUNDS | 0.02% | 14,618 | - | - | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 46,742 | - | - | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 30,239 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.01% | 21,723 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.01% | 120,753 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,239,144 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,388 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.01% | 113,644 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 116,276 | - | - | Feb 29, 2024 |
| PRIMECAP Odyssey Funds | 0.01% | 75,000 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 546,840 | -5,324,652 | -90.69% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 39,896 | - | - | Mar 31, 2020 |
| FIDELITY COVINGTON TRUST | 0.01% | 119,557 | -11 | -0.01% | Feb 29, 2024 |
| FORUM FUNDS II | 0.01% | 6,400 | - | - | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 70,057 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 862,735 | 92,572 | 12.02% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 303,742 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 7,403 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 239,611 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 67,508 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 61,050 | - | - | Mar 31, 2024 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 275,190 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 716 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 36,284 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 495 | - | - | Feb 29, 2024 |
| VALIC Co II | 0.00% | 37,651 | - | - | Feb 28, 2021 |
| Virtus Investment Trust | 0.00% | 34,296 | - | - | Mar 28, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 11,117 | - | - | Mar 31, 2024 |
| AMG FUNDS III | 0.00% | 4,600 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 36,413 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 187,908 | - | - | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 404,151 | - | - | Feb 29, 2024 |
| Virtus Strategy Trust | 0.00% | 12,579 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 37,600 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 24,618 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,646 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 8,282 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,303 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 23,647 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 57,695 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 50,600 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 43,545 | - | - | Mar 28, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,551 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 52,063 | - | - | Mar 28, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 6,755 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 6,519 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 1,316 | - | - | Mar 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 20,278 | - | - | Mar 28, 2024 |
| FLEXSHARES TRUST | 0.00% | 16,849 | - | - | Jan 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 31,934 | - | - | Jan 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 828 | - | - | Dec 31, 2023 |
| AdvisorShares Trust | 0.00% | 742 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 51,540 | - | - | Jan 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 35,100 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 1,864 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 620,853 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 296,961 | - | - | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 7,272 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 125,115 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 2,621 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 13,058 | - | - | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 458 | - | - | Dec 31, 2023 |
| VALIC Co I | 0.00% | 32,200 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 2,600 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 11,628 | - | - | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 517 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 35,996 | - | - | Jan 31, 2024 |
| Pacer Funds Trust | 0.00% | 3,681 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 6,809 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 4,714 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 83 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 214,312 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 7,648 | - | - | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 7,000 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 4,919 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 1,601 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 137,300 | - | - | Mar 28, 2024 |
| BLACKROCK FUNDS | 0.00% | 285,324 | - | - | Mar 28, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 9,656 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 8,354 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 3,265 | - | - | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 29,021 | - | - | Jan 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 23,892 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 570 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 9,579 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 100 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 1,183 | - | - | Feb 29, 2024 |
Adverum Bio's largest mutual fund holder by % of total assets is "HARTFORD HLS SERIES FUND II INC", owning 398.60K shares, compromising 1.62% of its total assets.
Adverum Bio Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 2 | -33.33% |
| 31 Mar, 24 | 3 | -95.31% |
| 31 Dec, 23 | 64 | 1.59% |
| 30 Sep, 23 | 63 | 6.78% |
| 30 Jun, 23 | 59 | 3.51% |
| 31 Mar, 23 | 57 | -12.31% |
| 31 Dec, 22 | 65 | -16.67% |
| 30 Sep, 22 | 78 | 4.00% |
| 30 Jun, 22 | 75 | -19.35% |
| 31 Mar, 22 | 93 | -11.43% |
| 31 Dec, 21 | 105 | -9.48% |
| 30 Sep, 21 | 116 | -7.94% |
| 30 Jun, 21 | 126 | -8.03% |
| 31 Mar, 21 | 137 | -14.91% |
| 31 Dec, 20 | 161 | -3.59% |
| 30 Sep, 20 | 167 | 11.33% |
| 30 Jun, 20 | 150 | 11.11% |
| 31 Mar, 20 | 135 | 7.14% |
| 31 Dec, 19 | 126 | 10.53% |
| 30 Sep, 19 | 114 | 16.33% |
| 30 Jun, 19 | 98 | 18.07% |
| 31 Mar, 19 | 83 | -3.49% |
| 31 Dec, 18 | 86 | -18.87% |
| 30 Sep, 18 | 106 | - |
| 30 Jun, 18 | 106 | 4.95% |
| 31 Mar, 18 | 101 | 48.53% |
| 31 Dec, 17 | 68 | 17.24% |
| 30 Sep, 17 | 58 | -6.45% |
| 30 Jun, 17 | 62 | -16.22% |
| 31 Mar, 17 | 74 | -11.90% |
| 31 Dec, 16 | 84 | 9.09% |
| 30 Sep, 16 | 77 | -1.28% |
| 30 Jun, 16 | 78 | 2500.00% |
| 31 Mar, 16 | 3 | - |
As of 30 Jun 24, 2 institutions are holding Adverum Bio's shares, representing a decrease of -33.33% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,515,161 | -29.83% |
| 31 Mar, 24 | 3,584,406 | -94.42% |
| 31 Dec, 23 | 64,234,984 | -1.62% |
| 30 Sep, 23 | 65,292,881 | -0.55% |
| 30 Jun, 23 | 65,656,238 | 4.68% |
| 31 Mar, 23 | 62,722,791 | 9.46% |
| 31 Dec, 22 | 57,303,200 | -2.08% |
| 30 Sep, 22 | 58,522,263 | 0.53% |
| 30 Jun, 22 | 58,214,076 | -7.95% |
| 31 Mar, 22 | 63,241,519 | -4.15% |
| 31 Dec, 21 | 65,979,917 | -5.73% |
| 30 Sep, 21 | 69,993,314 | -11.60% |
| 30 Jun, 21 | 79,177,065 | -16.79% |
| 31 Mar, 21 | 95,158,833 | 0.90% |
| 31 Dec, 20 | 94,312,069 | -0.85% |
| 30 Sep, 20 | 95,120,469 | 17.66% |
| 30 Jun, 20 | 80,844,050 | 1.02% |
| 31 Mar, 20 | 80,027,156 | 33.05% |
| 31 Dec, 19 | 60,146,731 | 22.71% |
| 30 Sep, 19 | 49,013,786 | 5.71% |
| 30 Jun, 19 | 46,364,226 | 16.73% |
| 31 Mar, 19 | 39,718,634 | 3.33% |
| 31 Dec, 18 | 38,438,415 | 11.26% |
| 30 Sep, 18 | 34,548,216 | -5.77% |
| 30 Jun, 18 | 36,662,076 | 5.96% |
| 31 Mar, 18 | 34,598,324 | 79.96% |
| 31 Dec, 17 | 19,225,604 | 41.64% |
| 30 Sep, 17 | 13,573,232 | 4.29% |
| 30 Jun, 17 | 13,014,293 | -3.76% |
| 31 Mar, 17 | 13,522,837 | -10.43% |
| 31 Dec, 16 | 15,097,265 | -1.13% |
| 30 Sep, 16 | 15,269,686 | -3.19% |
| 30 Jun, 16 | 15,772,352 | 6868.40% |
| 31 Mar, 16 | 226,341 | - |
Adverum Bio (ADVM) has 2.52M shares outstanding as of 30 Jun 24, down -29.83% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 15.26% | 1.22% |
| 31 Mar, 24 | 35.41% | 0.88% |
| 31 Dec, 23 | 63.60% | 1.51% |
| 30 Sep, 23 | 64.80% | 1.51% |
| 30 Jun, 23 | 65.46% | 1.67% |
| 31 Mar, 23 | 62.53% | 1.88% |
| 31 Dec, 22 | 57.74% | 1.67% |
| 30 Sep, 22 | 58.83% | 1.70% |
| 30 Jun, 22 | 58.80% | 1.43% |
| 31 Mar, 22 | 64.14% | 1.42% |
| 31 Dec, 21 | 67.30% | 1.32% |
| 30 Sep, 21 | 71.33% | 1.09% |
| 30 Jun, 21 | 80.78% | 0.85% |
| 31 Mar, 21 | 97.35% | 1.05% |
| 31 Dec, 20 | 96.48% | 0.84% |
| 30 Sep, 20 | 107.04% | 1.05% |
| 30 Jun, 20 | 100.77% | 0.86% |
| 31 Mar, 20 | 108.44% | 1.23% |
| 31 Dec, 19 | 93.83% | 1.62% |
| 30 Sep, 19 | 76.01% | 1.44% |
| 30 Jun, 19 | 72.74% | 1.84% |
| 31 Mar, 19 | 62.92% | 1.60% |
| 31 Dec, 18 | 62.63% | 2.05% |
| 30 Sep, 18 | 55.32% | 1.60% |
| 30 Jun, 18 | 58.79% | 1.62% |
| 31 Mar, 18 | 60.25% | 5.37% |
| 31 Dec, 17 | 33.48% | 3.42% |
| 30 Sep, 17 | 31.29% | 3.42% |
| 30 Jun, 17 | 30.26% | 2.94% |
| 31 Mar, 17 | 32.09% | 1.85% |
| 31 Dec, 16 | 41.65% | 3.06% |
| 30 Sep, 16 | 36.87% | 1.82% |
| 30 Jun, 16 | 45.01% | 6449.33% |
| 31 Mar, 16 | 0.84% | - |
As of 30 Jun 24, Adverum Bio is held by 15.26% institutional shareholders, representing a 1.22% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | - | -100.00% |
| 31 Mar, 24 | 2 | -90.91% |
| 31 Dec, 23 | 22 | -15.38% |
| 30 Sep, 23 | 26 | 23.81% |
| 30 Jun, 23 | 21 | 16.67% |
| 31 Mar, 23 | 18 | -28.00% |
| 31 Dec, 22 | 25 | -7.41% |
| 30 Sep, 22 | 27 | 8.00% |
| 30 Jun, 22 | 25 | 13.64% |
| 31 Mar, 22 | 22 | -40.54% |
| 31 Dec, 21 | 37 | -27.45% |
| 30 Sep, 21 | 51 | -26.09% |
| 30 Jun, 21 | 69 | 27.78% |
| 31 Mar, 21 | 54 | -30.77% |
| 31 Dec, 20 | 78 | -22.00% |
| 30 Sep, 20 | 100 | 11.11% |
| 30 Jun, 20 | 90 | 11.11% |
| 31 Mar, 20 | 81 | 24.62% |
| 31 Dec, 19 | 65 | -2.99% |
| 30 Sep, 19 | 67 | 21.82% |
| 30 Jun, 19 | 55 | 44.74% |
| 31 Mar, 19 | 38 | -2.56% |
| 31 Dec, 18 | 39 | -29.09% |
| 30 Sep, 18 | 55 | -16.67% |
| 30 Jun, 18 | 66 | -5.71% |
| 31 Mar, 18 | 70 | 66.67% |
| 31 Dec, 17 | 42 | 68.00% |
| 30 Sep, 17 | 25 | - |
| 30 Jun, 17 | 25 | -30.56% |
| 31 Mar, 17 | 36 | -7.69% |
| 31 Dec, 16 | 39 | 14.71% |
| 30 Sep, 16 | 34 | -55.26% |
| 30 Jun, 16 | 76 | 2433.33% |
| 31 Mar, 16 | 3 | - |
- institutional shareholders have increased their position in ADVM stock as of 30 Jun 24 compared to 2 in the previous quarter (a -100.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1 | - |
| 31 Mar, 24 | 1 | -93.75% |
| 31 Dec, 23 | 16 | -20.00% |
| 30 Sep, 23 | 20 | -13.04% |
| 30 Jun, 23 | 23 | 21.05% |
| 31 Mar, 23 | 19 | -17.39% |
| 31 Dec, 22 | 23 | -23.33% |
| 30 Sep, 22 | 30 | 11.11% |
| 30 Jun, 22 | 27 | -38.64% |
| 31 Mar, 22 | 44 | 2.33% |
| 31 Dec, 21 | 43 | 19.44% |
| 30 Sep, 21 | 36 | 20.00% |
| 30 Jun, 21 | 30 | -41.18% |
| 31 Mar, 21 | 51 | 4.08% |
| 31 Dec, 20 | 49 | 25.64% |
| 30 Sep, 20 | 39 | 2.63% |
| 30 Jun, 20 | 38 | 8.57% |
| 31 Mar, 20 | 35 | -7.89% |
| 31 Dec, 19 | 38 | 100.00% |
| 30 Sep, 19 | 19 | -20.83% |
| 30 Jun, 19 | 24 | 9.09% |
| 31 Mar, 19 | 22 | -12.00% |
| 31 Dec, 18 | 25 | 4.17% |
| 30 Sep, 18 | 24 | 14.29% |
| 30 Jun, 18 | 21 | 50.00% |
| 31 Mar, 18 | 14 | 40.00% |
| 31 Dec, 17 | 10 | -33.33% |
| 30 Sep, 17 | 15 | -21.05% |
| 30 Jun, 17 | 19 | -9.52% |
| 31 Mar, 17 | 21 | -12.50% |
| 31 Dec, 16 | 24 | - |
| 30 Sep, 16 | 24 | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
1 institutional shareholders have reduced their position in ADVM stock as of 30 Jun 24 compared to 1 in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 2 | -33.33% | 2,515,161 | -29.83% | 15.26% | 1.22% | - | -100.00% | 1 | - |
| 31 Mar, 24 | 3 | -95.31% | 3,584,406 | -94.42% | 35.41% | 0.88% | 2 | -90.91% | 1 | -93.75% |
| 31 Dec, 23 | 64 | 1.59% | 64,234,984 | -1.62% | 63.60% | 1.51% | 22 | -15.38% | 16 | -20.00% |
| 30 Sep, 23 | 63 | 6.78% | 65,292,881 | -0.55% | 64.80% | 1.51% | 26 | 23.81% | 20 | -13.04% |
| 30 Jun, 23 | 59 | 3.51% | 65,656,238 | 4.68% | 65.46% | 1.67% | 21 | 16.67% | 23 | 21.05% |
| 31 Mar, 23 | 57 | -12.31% | 62,722,791 | 9.46% | 62.53% | 1.88% | 18 | -28.00% | 19 | -17.39% |
| 31 Dec, 22 | 65 | -16.67% | 57,303,200 | -2.08% | 57.74% | 1.67% | 25 | -7.41% | 23 | -23.33% |
| 30 Sep, 22 | 78 | 4.00% | 58,522,263 | 0.53% | 58.83% | 1.70% | 27 | 8.00% | 30 | 11.11% |
| 30 Jun, 22 | 75 | -19.35% | 58,214,076 | -7.95% | 58.80% | 1.43% | 25 | 13.64% | 27 | -38.64% |
| 31 Mar, 22 | 93 | -11.43% | 63,241,519 | -4.15% | 64.14% | 1.42% | 22 | -40.54% | 44 | 2.33% |
| 31 Dec, 21 | 105 | -9.48% | 65,979,917 | -5.73% | 67.30% | 1.32% | 37 | -27.45% | 43 | 19.44% |
| 30 Sep, 21 | 116 | -7.94% | 69,993,314 | -11.60% | 71.33% | 1.09% | 51 | -26.09% | 36 | 20.00% |
| 30 Jun, 21 | 126 | -8.03% | 79,177,065 | -16.79% | 80.78% | 0.85% | 69 | 27.78% | 30 | -41.18% |
| 31 Mar, 21 | 137 | -14.91% | 95,158,833 | 0.90% | 97.35% | 1.05% | 54 | -30.77% | 51 | 4.08% |
| 31 Dec, 20 | 161 | -3.59% | 94,312,069 | -0.85% | 96.48% | 0.84% | 78 | -22.00% | 49 | 25.64% |
| 30 Sep, 20 | 167 | 11.33% | 95,120,469 | 17.66% | 107.04% | 1.05% | 100 | 11.11% | 39 | 2.63% |
| 30 Jun, 20 | 150 | 11.11% | 80,844,050 | 1.02% | 100.77% | 0.86% | 90 | 11.11% | 38 | 8.57% |
| 31 Mar, 20 | 135 | 7.14% | 80,027,156 | 33.05% | 108.44% | 1.23% | 81 | 24.62% | 35 | -7.89% |
| 31 Dec, 19 | 126 | 10.53% | 60,146,731 | 22.71% | 93.83% | 1.62% | 65 | -2.99% | 38 | 100.00% |
| 30 Sep, 19 | 114 | 16.33% | 49,013,786 | 5.71% | 76.01% | 1.44% | 67 | 21.82% | 19 | -20.83% |
| 30 Jun, 19 | 98 | 18.07% | 46,364,226 | 16.73% | 72.74% | 1.84% | 55 | 44.74% | 24 | 9.09% |
| 31 Mar, 19 | 83 | -3.49% | 39,718,634 | 3.33% | 62.92% | 1.60% | 38 | -2.56% | 22 | -12.00% |
| 31 Dec, 18 | 86 | -18.87% | 38,438,415 | 11.26% | 62.63% | 2.05% | 39 | -29.09% | 25 | 4.17% |
| 30 Sep, 18 | 106 | - | 34,548,216 | -5.77% | 55.32% | 1.60% | 55 | -16.67% | 24 | 14.29% |
| 30 Jun, 18 | 106 | 4.95% | 36,662,076 | 5.96% | 58.79% | 1.62% | 66 | -5.71% | 21 | 50.00% |
| 31 Mar, 18 | 101 | 48.53% | 34,598,324 | 79.96% | 60.25% | 5.37% | 70 | 66.67% | 14 | 40.00% |
| 31 Dec, 17 | 68 | 17.24% | 19,225,604 | 41.64% | 33.48% | 3.42% | 42 | 68.00% | 10 | -33.33% |
| 30 Sep, 17 | 58 | -6.45% | 13,573,232 | 4.29% | 31.29% | 3.42% | 25 | - | 15 | -21.05% |
| 30 Jun, 17 | 62 | -16.22% | 13,014,293 | -3.76% | 30.26% | 2.94% | 25 | -30.56% | 19 | -9.52% |
| 31 Mar, 17 | 74 | -11.90% | 13,522,837 | -10.43% | 32.09% | 1.85% | 36 | -7.69% | 21 | -12.50% |
| 31 Dec, 16 | 84 | 9.09% | 15,097,265 | -1.13% | 41.65% | 3.06% | 39 | 14.71% | 24 | - |
| 30 Sep, 16 | 77 | -1.28% | 15,269,686 | -3.19% | 36.87% | 1.82% | 34 | -55.26% | 24 | - |
| 30 Jun, 16 | 78 | 2500.00% | 15,772,352 | 6868.40% | 45.01% | 6449.33% | 76 | 2433.33% | - | - |
| 31 Mar, 16 | 3 | - | 226,341 | - | 0.84% | - | 3 | - | - | - |
Adverum Bio Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Adverum Bio's stock was made by Leonard Braden Michael on Jul 18 2024, selling - shares at - per share (valued at -). The last insider buy of ADVM was made by Leonard Braden Michael on Jul 31 2024, buying 85,800 shares at $7.15 per share (worth $613.47K).
Adverum Bio Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 1 | 300.00% |
| Q2 2024 | 11 | 6 | 183.33% |
| Q1 2024 | 6 | - | - |
| Q4 2023 | 4 | 1 | 400.00% |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | 10 | - | - |
| Q1 2023 | 5 | 3 | 166.67% |
| Q4 2022 | - | 1 | - |
| Q3 2022 | 4 | 2 | 200.00% |
| Q2 2022 | 17 | 7 | 242.86% |
| Q1 2022 | 9 | 4 | 225.00% |
| Q4 2021 | 4 | 2 | 200.00% |
| Q3 2021 | 7 | 5 | 140.00% |
| Q2 2021 | 9 | 4 | 225.00% |
| Q1 2021 | 11 | 3 | 366.67% |
| Q4 2020 | 2 | 2 | 100.00% |
| Q3 2020 | 3 | 2 | 150.00% |
| Q2 2020 | 23 | 29 | 79.31% |
| Q1 2020 | 17 | 18 | 94.44% |
| Q4 2019 | 1 | 3 | 33.33% |
3 total buy trades, and 1 total sell trades (buy/sell ratio of 3.00%) were made by Adverum Bio's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | 2 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | 3 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 7 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 3 | 1 | 300.00% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | 5 | 2 | 250.00% |
| Q4 2020 | - | - | - |
| Q3 2020 | 2 | 1 | 200.00% |
| Q2 2020 | - | 16 | - |
| Q1 2020 | 1 | 5 | 20.00% |
| Q4 2019 | - | 2 | - |
As of Q3 2024, Insider owners conducted 3 open market buy trades and 0 open market sell trades of Adverum Bio's stocks.
Adverum Bio Peer Ownership
| Ticker | Company |
|---|---|
| MREO | Mereo BioPharma Group plc |
| MGTX | MeiraGTx Holdings plc |
| STOK | Stoke Therapeutics, Inc. |
| RCKT | Rocket Pharmaceuticals, Inc. |
| AVTE | Aerovate Therapeutics, Inc. |
| ACRV | Acrivon Therapeutics, Inc. Common Stock |
| ONCT | Oncternal Therapeutics, Inc. |
| ABSI | Absci Corporation |
| BCEL | Atreca, Inc. |
| GLMD | Galmed Pharmaceuticals Ltd. |
| PASG | Passage Bio, Inc. |
| ANTX | AN2 Therapeutics, Inc. |
| KOD | Kodiak Sciences Inc. |
| AFMD | Affimed N.V. |
| RZLT | Rezolute, Inc. |
| RYTM | Rhythm Pharmaceuticals, Inc. |
| SLDB | Solid Biosciences Inc. |
| ADAG | Adagene Inc. |
| KZR | Kezar Life Sciences, Inc. |
| FIXX | Q32 Bio Inc. |
| QURE | uniQure N.V. |
ADVM Ownership FAQ
Who Owns Adverum Bio?
Adverum Bio is owned by institutional shareholders (15.26%), insiders (11.67%), and public (73.07%). The largest institutional shareholder of Adverum Bio is TCG CROSSOVER MANAGEMENT, LLC (12.19% of total shares) and the top mutual fund owner is HARTFORD HLS SERIES FUND II INC (1.62% of total shares).
Who are the major institutional shareholders of Adverum Bio?
Adverum Bio's major institutional shareholders are TCG CROSSOVER MANAGEMENT, LLC, VERSANT VENTURE MANAGEMENT, LLC, and FRAZIER LIFE SCIENCES MANAGEMENT, L.P.. The top five shareholders own together 15.26% of the company's share outstanding.
How many Adverum Bio shareholders are there?
As of Jun 2024, there are 2 institutional shareholders of Adverum Bio.
What percentage of Adverum Bio is owned by TCG CROSSOVER MANAGEMENT, LLC?
TCG CROSSOVER MANAGEMENT, LLC owns 2.01M shares of Adverum Bio, representing 12.19% of the company's total shares outstanding, valued at $13.78M (as of Jun 2024).
What percentage of Adverum Bio is owned by VERSANT VENTURE MANAGEMENT, LLC?
As of Jun 2024, VERSANT VENTURE MANAGEMENT, LLC holds 506.82K shares of Adverum Bio (ADVM), compromising 3.08% of the company, valued at $3.48M.
What percentage of Adverum Bio is owned by FRAZIER LIFE SCIENCES MANAGEMENT, L.P?
FRAZIER LIFE SCIENCES MANAGEMENT, L.P is the third largest holder of Adverum Bio. The company owns 0 of the company's shares outstanding (worth $0).