AGNC Investment Ownership 2024 | Who Owns AGNC Investment Now?

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Institutional Ownership

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Institutional Holders

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AGNC Investment Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONNECTUS WEALTH, LLC	0.01%	0.01%	30,625	30,625	100.00%	609,000	Sep 30, 2022

AGNC Investment's largest institutional shareholder is CONNECTUS WEALTH, LLC, holding 0.01% of the company's total share outstanding, currently valued at $609.00K. The top 10 institutional shareholders own together 0.01% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONNECTUS WEALTH, LLC	0.01%	0.01%	30,625	30,625	100.00%	609,000	Sep 30, 2022

The largest AGNC Investment shareholder by % of total assets is CONNECTUS WEALTH, LLC. The company owns 30.63K shares of AGNC Investment (AGNCL), representing 0.01% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONNECTUS WEALTH, LLC	0.01%	0.01%	30,625	30,625	100.00%	609,000	Sep 30, 2022

As of Sep 30 2022, AGNC Investment's largest institutional buyer is CONNECTUS WEALTH, LLC. The company purchased 30.63K stocks of AGNCL, valued at $609.00K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONNECTUS WEALTH, LLC	0.01%	0.01%	30,625	30,625	100.00%	609,000	Sep 30, 2022

As of Sep 30 2022, AGNC Investment's biggest institutional seller is CONNECTUS WEALTH, LLC. The company sold 30.63K shares of AGNCL, valued at $609.00K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONNECTUS WEALTH, LLC	0.01%	0.01%	30,625	30,625	100.00%	609,000	Sep 30, 2022

AGNC Investment's largest new institutional shareholder by number of shares is CONNECTUS WEALTH, LLC, purchased 30.63K shares, valued at $609.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

AGNC Investment Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
ETFis Series Trust I	0.17%	237,977	38,763	19.46%	Jan 31, 2024
FRANK FUNDS	0.01%	10,000	-	-	Mar 31, 2024
FIDELITY SECURITIES FUND	0.00%	320,000	-	-	Jan 31, 2024
Global X Funds	0.00%	56,532	-	-	Jan 31, 2024
Advisors' Inner Circle Fund III	0.00%	23,341	-	-	Jan 31, 2024
iSHARES TRUST	0.00%	563,535	13,751	2.50%	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	10,000	-	-	Mar 31, 2024
FIDELITY SALEM STREET TRUST	0.00%	16,000	-	-	Mar 31, 2024

AGNC Investment's largest mutual fund holder by % of total assets is "ETFis Series Trust I", owning 237.98K shares, compromising 0.17% of its total assets.

AGNC Investment Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Dec, 22	-	-100.00%
30 Sep, 22	1	-

As of 31 Dec 22, - institutions are holding AGNC Investment's shares, representing a decrease of -100.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Dec, 22	-	-100.00%
30 Sep, 22	30,625	-

AGNC Investment (AGNCL) has 0.00 shares outstanding as of 31 Dec 22, down -100.00% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Dec, 22	-	-100.00%
30 Sep, 22	0.01%	-

As of 31 Dec 22, AGNC Investment is held by 0.00% institutional shareholders, representing a -100.00% negative growth compared to 30 Sep 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Dec, 22	-	-
30 Sep, 22	-	-

- institutional shareholders have increased their position in AGNCL stock as of 31 Dec 22 compared to - in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Dec, 22	-	-
30 Sep, 22	-	-

- institutional shareholders have reduced their position in AGNCL stock as of 31 Dec 22 compared to - 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 %
31 Dec, 22	-	-100.00%	-	-100.00%	-	-100.00%	-	-	-	-
30 Sep, 22	1	-	30,625	-	0.01%	-	-	-	-	-

AGNC Investment Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 13, 2023	Kuehl Christopher	officer	EVP, Chief Investment Officer	S-Sale	Sell	65,000	$8.50	$552.50K	661,843
Nov 13, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	6,000	$8.44	$50.64K	260,139
Sep 01, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	5,000	$9.93	$49.65K	258,947
Jul 28, 2023	Davis Morris A.	director	-	P-Purchase	Buy	4,772	$10.48	$49.99K	55,059
May 25, 2023	Reid Sean	officer	EVP	P-Purchase	Buy	11,000	$8.91	$98.01K	11,000
May 17, 2023	Larocca Prue	director	-	S-Sale	Sell	12,000	$9.07	$108.84K	94,131
May 11, 2023	Kain Gary D	director, officer	Director, Executive Chair	S-Sale	Sell	350,000	$9.30	$3.26M	1,807,479
May 11, 2023	Kain Gary D	director, officer	Director, Executive Chair	S-Sale	Sell	150,000	$9.30	$1.40M	517,920
May 11, 2023	Mullings Paul E	director	-	S-Sale	Sell	3,400	$9.39	$31.94K	87,369
May 11, 2023	BLANK DONNA	director	-	S-Sale	Sell	7,000	$9.39	$65.73K	59,822
Apr 28, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	5,100	$9.86	$50.29K	258,100
Apr 28, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	2,600	$9.90	$25.74K	255,500
Apr 28, 2023	Pollack Kenneth L.	officer	EVP and General Counsel	S-Sale	Sell	7,003	$9.90	$69.33K	260,526
Apr 28, 2023	Davis Morris A.	director	-	S-Sale	Sell	13,998	$9.86	$138.02K	48,742

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jul 28, 2023	Davis Morris A.	director	-	P-Purchase	Buy	4,772	$10.48	$49.99K	55,059
May 25, 2023	Reid Sean	officer	EVP	P-Purchase	Buy	11,000	$8.91	$98.01K	11,000

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 13, 2023	Kuehl Christopher	officer	EVP, Chief Investment Officer	S-Sale	Sell	65,000	$8.50	$552.50K	661,843
Nov 13, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	6,000	$8.44	$50.64K	260,139
Sep 01, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	5,000	$9.93	$49.65K	258,947
May 17, 2023	Larocca Prue	director	-	S-Sale	Sell	12,000	$9.07	$108.84K	94,131
May 11, 2023	Kain Gary D	director, officer	Director, Executive Chair	S-Sale	Sell	350,000	$9.30	$3.26M	1,807,479
May 11, 2023	Kain Gary D	director, officer	Director, Executive Chair	S-Sale	Sell	150,000	$9.30	$1.40M	517,920
May 11, 2023	Mullings Paul E	director	-	S-Sale	Sell	3,400	$9.39	$31.94K	87,369
May 11, 2023	BLANK DONNA	director	-	S-Sale	Sell	7,000	$9.39	$65.73K	59,822
Apr 28, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	5,100	$9.86	$50.29K	258,100
Apr 28, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	2,600	$9.90	$25.74K	255,500
Apr 28, 2023	Pollack Kenneth L.	officer	EVP and General Counsel	S-Sale	Sell	7,003	$9.90	$69.33K	260,526
Apr 28, 2023	Davis Morris A.	director	-	S-Sale	Sell	13,998	$9.86	$138.02K	48,742

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 19, 2024	Kain Gary D	director, officer	Director, Executive Chair	A-Award	Buy	242,598	-	-	2,154,001
Jan 19, 2024	Pollack Kenneth L.	officer	EVP and General Counsel	A-Award	Buy	27,966	-	-	315,795
Jan 19, 2024	Kuehl Christopher	officer	EVP, Chief Investment Officer	A-Award	Buy	83,824	-	-	750,874
Jan 19, 2024	Bell Bernice	officer	EVP, CFO	A-Award	Buy	32,382	-	-	297,282
Jan 19, 2024	Reid Sean	officer	EVP	A-Award	Buy	16,558	-	-	184,578
Jan 19, 2024	Federico Peter J	director, officer	Director, President and CEO	A-Award	Buy	134,123	-	-	1,289,751
Nov 13, 2023	Kuehl Christopher	officer	EVP, Chief Investment Officer	S-Sale	Sell	65,000	$8.50	$552.50K	661,843
Nov 13, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	6,000	$8.44	$50.64K	260,139
Sep 01, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	5,000	$9.93	$49.65K	258,947
Jul 28, 2023	Davis Morris A.	director	-	P-Purchase	Buy	4,772	$10.48	$49.99K	55,059
May 25, 2023	Reid Sean	officer	EVP	P-Purchase	Buy	11,000	$8.91	$98.01K	11,000
May 17, 2023	Larocca Prue	director	-	S-Sale	Sell	12,000	$9.07	$108.84K	94,131
May 11, 2023	Kain Gary D	director, officer	Director, Executive Chair	S-Sale	Sell	350,000	$9.30	$3.26M	1,807,479
May 11, 2023	Kain Gary D	director, officer	Director, Executive Chair	S-Sale	Sell	150,000	$9.30	$1.40M	517,920
May 11, 2023	Mullings Paul E	director	-	S-Sale	Sell	3,400	$9.39	$31.94K	87,369
May 11, 2023	BLANK DONNA	director	-	S-Sale	Sell	7,000	$9.39	$65.73K	59,822
Apr 28, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	5,100	$9.86	$50.29K	258,100
Apr 28, 2023	Bell Bernice	officer	EVP and Chief Financial Off	S-Sale	Sell	2,600	$9.90	$25.74K	255,500
Apr 28, 2023	Pollack Kenneth L.	officer	EVP and General Counsel	S-Sale	Sell	7,003	$9.90	$69.33K	260,526
Apr 28, 2023	Davis Morris A.	director	-	S-Sale	Sell	13,998	$9.86	$138.02K	48,742

The last insider sell of AGNC Investment's stock was made by Kuehl Christopher on Nov 13 2023, selling 65,000 shares at $8.50 per share (valued at $552.50K). The last insider buy of AGNCL was made by Davis Morris A. on Jul 28 2023, buying 4,772 shares at $10.48 per share (worth $49.99K).

AGNC Investment Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	6	-	-
Q3 2023	1	1	100.00%
Q2 2023	8	9	88.89%
Q1 2023	12	13	92.31%
Q2 2022	3	-	-
Q1 2022	10	8	125.00%

6 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by AGNC Investment's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	-	-
Q3 2023	1	1	100.00%
Q2 2023	1	9	11.11%
Q1 2023	-	1	-
Q2 2022	-	-	-
Q1 2022	-	2	-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of AGNC Investment's stocks.

AGNC Investment Peer Ownership

Ticker	Company
RITM-PD	Rithm Capital Corp.

AGNCL Ownership FAQ

Who Owns AGNC Investment?

AGNC Investment is owned by institutional shareholders (0%), insiders (0.00%), and public (0%). The largest institutional shareholder of AGNC Investment is CONNECTUS WEALTH, LLC (0.01% of total shares) and the top mutual fund owner is ETFis Series Trust I (0.17% of total shares).

Who are the major institutional shareholders of AGNC Investment?

AGNC Investment's major institutional shareholders are CONNECTUS WEALTH, LLC. The top five shareholders own together 0.01% of the company's share outstanding.

How many AGNC Investment shareholders are there?

As of Dec 2022, there are 0 institutional shareholders of AGNC Investment.

What percentage of AGNC Investment is owned by CONNECTUS WEALTH, LLC?

CONNECTUS WEALTH, LLC owns 30.62K shares of AGNC Investment, representing 0.01% of the company's total shares outstanding, valued at $609K (as of Sep 2022).