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Adverum Bio Ownership | Who Owns Adverum Bio?

OverviewForecastFinancialsChart

Adverum Bio Ownership Summary

Adverum Bio is owned by 15.26% institutional investors, 11.67% insiders, and 73.07% retail investors. Versant venture management is the largest institutional shareholder, holding 3.08% of ADVM shares. Franklin Biotechnology Discv A(acc)USD is the top mutual fund, with 5.46% of its assets in Adverum Bio shares.

ADVM Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAdverum Bio15.26%11.67%73.07%
SectorHealthcare Stocks 47.06%8.01%44.93%
IndustryBiotech Stocks 44.97%7.82%47.21%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Versant venture management506.82K3.08%$3.48M
Frazier life sciences management---
Tcg crossover management---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Versant venture management506.82K4.50%$3.48M
Frazier life sciences management---
Tcg crossover management---

Top Buyers

HolderShares% AssetsChange
Versant venture management506.82K4.50%-1.00
Frazier life sciences management---1.07M
Tcg crossover management---2.01M

Top Sellers

HolderShares% AssetsChange
Tcg crossover management---2.01M
Frazier life sciences management---1.07M
Versant venture management506.82K4.50%-1.00

Sold Out

HolderChange
Frazier life sciences management-1.07M
Tcg crossover management-2.01M

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242-33.33%2,515,161-29.83%151.22%--100.00%1-
Mar 31, 20243-95.31%3,584,406-94.42%350.88%2-90.91%1-93.75%
Dec 31, 2023641.59%64,234,984-1.62%631.51%22-15.38%16-20.00%
Sep 30, 2023636.78%65,292,881-0.55%641.51%2623.81%20-13.04%
Jun 30, 2023593.51%65,656,2384.68%651.67%2116.67%2321.05%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Franklin Biotechnology Discv A(acc)USD1.14M5.46%-
Franklin Biotechnology Discovery A624.74K3.00%-
Vanguard Total Stock Mkt Idx Inv586.25K2.82%-
iShares Russell 2000 ETF543.65K2.61%-1.22K
Vanguard Institutional Extnd Mkt Idx Tr285.80K1.37%-
Fidelity Small Cap Index211.58K1.02%-4.89K
Fidelity Select Biotechnology200.94K0.97%-124.85K
iShares Russell 2000 Value ETF192.62K0.93%-
CREF Stock R1141.83K0.68%-
State St Russell Sm/Mid Cp® Indx NL Cl C96.13K0.46%-4.30K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 30, 2024Leonard Braden Michael-Buy$613.47K
Jul 17, 2024Leonard Braden Michael-Buy$1.05M
Jul 18, 2024Leonard Braden Michael-Buy$735.74K
Feb 07, 2024Scopa James Paul-Buy$135.00K
Feb 07, 2024Lupher, Jr. Mark L.-Buy$175.50K

Insider Transactions Trends

DateBuySell
2024 Q33-
2024 Q2--
2024 Q12-
2023 Q4--
2023 Q3-2

ADVM Ownership FAQ

Who Owns Adverum Bio?

Adverum Bio shareholders are primarily institutional investors at 15.26%, followed by 11.67% insiders and 73.07% retail investors. The average institutional ownership in Adverum Bio's industry, Biotech Stocks , is 44.97%, which Adverum Bio falls below.

Does Blackrock own Adverum Bio?

BlackRock is not among the top 10 institutional shareholders of Adverum Bio.

Who is Adverum Bio’s biggest shareholder by percentage of total assets invested?

Versant venture management is Adverum Bio’s biggest shareholder by percentage of total assets invested, with 4.50% of its assets in 506.82K Adverum Bio shares, valued at 3.48M$.

Who is the top mutual fund holder of Adverum Bio shares?

Franklin Biotechnology Discv A(acc)USD is the top mutual fund holder of Adverum Bio shares, with 5.46% of its total shares outstanding invested in 1.14M Adverum Bio shares.

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