AppTech Payments Ownership 2024 | Who Owns AppTech Payments Now?
Institutional Ownership
5.73%
Insider Ownership
14.16%
Retail Ownership
80.11%
Institutional Holders
19.00
AppTech Payments Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 2.84% | - | 640,537 | 54,836 | 9.36% | 602,104 | Jun 30, 2024 |
GREENWICH WEALTH MANAGEMENT LLC | 0.96% | 0.01% | 216,030 | - | - | 203,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.70% | - | 157,288 | 40,534 | 34.72% | 147,881 | Jun 30, 2024 |
CONCURRENT INVESTMENT ADVISORS, LLC | 0.23% | 0.00% | 52,002 | 52,002 | 100.00% | 48,882 | Jun 30, 2024 |
STATE STREET CORP | 0.19% | - | 42,666 | 7,300 | 20.64% | 40,106,000 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.19% | - | 41,767 | 13,823 | 49.47% | 39,261,000 | Jun 30, 2024 |
MOSS ADAMS WEALTH ADVISORS LLC | 0.18% | 0.01% | 40,000 | 40,000 | 100.00% | 37,600 | Jun 30, 2024 |
UBS GROUP AG | 0.12% | - | 26,027 | -15,584 | -37.45% | 24,465 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.09% | - | 20,200 | -5,000 | -19.84% | 18,988 | Jun 30, 2024 |
INTEGRAL INVESTMENT ADVISORS, INC. | 0.06% | 0.01% | 14,250 | - | - | 13,667 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.05% | 0.00% | 10,436 | 10,436 | 100.00% | 10,000 | Jun 30, 2024 |
BLACKROCK INC. | 0.04% | - | 9,835 | -23,159 | -70.19% | 9,244 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 9,162 | 5,443 | 146.36% | 8,612 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.02% | - | 5,500 | - | - | 5,170 | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.01% | 0.00% | 1,550 | 1,550 | 100.00% | 1,457 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 146 | 146 | 100.00% | 137 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 51 | 13 | 34.21% | 48 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -108 | -100.00% | - | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GREENWICH WEALTH MANAGEMENT LLC | 0.96% | 0.01% | 216,030 | - | - | 203,000 | Jun 30, 2024 |
MOSS ADAMS WEALTH ADVISORS LLC | 0.18% | 0.01% | 40,000 | 40,000 | 100.00% | 37,600 | Jun 30, 2024 |
INTEGRAL INVESTMENT ADVISORS, INC. | 0.06% | 0.01% | 14,250 | - | - | 13,667 | Jun 30, 2024 |
CONCURRENT INVESTMENT ADVISORS, LLC | 0.23% | 0.00% | 52,002 | 52,002 | 100.00% | 48,882 | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.05% | 0.00% | 10,436 | 10,436 | 100.00% | 10,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 9,162 | 5,443 | 146.36% | 8,612 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.01% | 0.00% | 1,550 | 1,550 | 100.00% | 1,457 | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.70% | - | 157,288 | 40,534 | 34.72% | 147,881 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.02% | - | 5,500 | - | - | 5,170 | Jun 30, 2024 |
VANGUARD GROUP INC | 2.84% | - | 640,537 | 54,836 | 9.36% | 602,104 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.09% | - | 20,200 | -5,000 | -19.84% | 18,988 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.19% | - | 41,767 | 13,823 | 49.47% | 39,261,000 | Jun 30, 2024 |
UBS GROUP AG | 0.12% | - | 26,027 | -15,584 | -37.45% | 24,465 | Jun 30, 2024 |
STATE STREET CORP | 0.19% | - | 42,666 | 7,300 | 20.64% | 40,106,000 | Jun 30, 2024 |
BLACKROCK INC. | 0.04% | - | 9,835 | -23,159 | -70.19% | 9,244 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 146 | 146 | 100.00% | 137 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 51 | 13 | 34.21% | 48 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -108 | -100.00% | - | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 2.84% | - | 640,537 | 54,836 | 9.36% | 602,104 | Jun 30, 2024 |
CONCURRENT INVESTMENT ADVISORS, LLC | 0.23% | 0.00% | 52,002 | 52,002 | 100.00% | 48,882 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.70% | - | 157,288 | 40,534 | 34.72% | 147,881 | Jun 30, 2024 |
MOSS ADAMS WEALTH ADVISORS LLC | 0.18% | 0.01% | 40,000 | 40,000 | 100.00% | 37,600 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.19% | - | 41,767 | 13,823 | 49.47% | 39,261,000 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.05% | 0.00% | 10,436 | 10,436 | 100.00% | 10,000 | Jun 30, 2024 |
STATE STREET CORP | 0.19% | - | 42,666 | 7,300 | 20.64% | 40,106,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 9,162 | 5,443 | 146.36% | 8,612 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.01% | 0.00% | 1,550 | 1,550 | 100.00% | 1,457 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 146 | 146 | 100.00% | 137 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 51 | 13 | 34.21% | 48 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.02% | - | 5,500 | - | - | 5,170 | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
INTEGRAL INVESTMENT ADVISORS, INC. | 0.06% | 0.01% | 14,250 | - | - | 13,667 | Jun 30, 2024 |
GREENWICH WEALTH MANAGEMENT LLC | 0.96% | 0.01% | 216,030 | - | - | 203,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -108 | -100.00% | - | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.09% | - | 20,200 | -5,000 | -19.84% | 18,988 | Jun 30, 2024 |
UBS GROUP AG | 0.12% | - | 26,027 | -15,584 | -37.45% | 24,465 | Jun 30, 2024 |
BLACKROCK INC. | 0.04% | - | 9,835 | -23,159 | -70.19% | 9,244 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WARBERG ASSET MANAGEMENT LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | 0.04% | - | 9,835 | -23,159 | -70.19% | 9,244 | Jun 30, 2024 |
UBS GROUP AG | 0.12% | - | 26,027 | -15,584 | -37.45% | 24,465 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.09% | - | 20,200 | -5,000 | -19.84% | 18,988 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -108 | -100.00% | - | Jun 30, 2024 |
GREENWICH WEALTH MANAGEMENT LLC | 0.96% | 0.01% | 216,030 | - | - | 203,000 | Jun 30, 2024 |
INTEGRAL INVESTMENT ADVISORS, INC. | 0.06% | 0.01% | 14,250 | - | - | 13,667 | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | 0.01% | 0.00% | 2,000 | - | - | 1,880 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.02% | - | 5,500 | - | - | 5,170 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 51 | 13 | 34.21% | 48 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 146 | 146 | 100.00% | 137 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.01% | 0.00% | 1,550 | 1,550 | 100.00% | 1,457 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 9,162 | 5,443 | 146.36% | 8,612 | Jun 30, 2024 |
STATE STREET CORP | 0.19% | - | 42,666 | 7,300 | 20.64% | 40,106,000 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.05% | 0.00% | 10,436 | 10,436 | 100.00% | 10,000 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.19% | - | 41,767 | 13,823 | 49.47% | 39,261,000 | Jun 30, 2024 |
MOSS ADAMS WEALTH ADVISORS LLC | 0.18% | 0.01% | 40,000 | 40,000 | 100.00% | 37,600 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.70% | - | 157,288 | 40,534 | 34.72% | 147,881 | Jun 30, 2024 |
CONCURRENT INVESTMENT ADVISORS, LLC | 0.23% | 0.00% | 52,002 | 52,002 | 100.00% | 48,882 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CONCURRENT INVESTMENT ADVISORS, LLC | 0.23% | 0.00% | 52,002 | 52,002 | 100.00% | 48,882 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.05% | 0.00% | 10,436 | 10,436 | 100.00% | 10,000 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.01% | 0.00% | 1,550 | 1,550 | 100.00% | 1,457 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WARBERG ASSET MANAGEMENT LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -108 | -100.00% | - | Jun 30, 2024 |
AppTech Payments Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
VANGUARD INDEX FUNDS | 0.00% | 573,158 | -16,411 | -2.78% | Mar 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 23,100 | - | - | Feb 29, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 109,348 | 4,262 | 4.06% | Feb 29, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,709 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 2,511 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 30,483 | -804 | -2.57% | Mar 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 347 | 347 | - | Mar 31, 2024 |
AppTech Payments Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 19 | 18.75% |
31 Mar, 24 | 16 | -5.88% |
31 Dec, 23 | 17 | 21.43% |
30 Sep, 23 | 14 | 7.69% |
30 Jun, 23 | 13 | -7.14% |
31 Mar, 23 | 14 | 16.67% |
31 Dec, 22 | 12 | 20.00% |
30 Sep, 22 | 10 | 25.00% |
30 Jun, 22 | 8 | - |
31 Mar, 22 | 8 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 1,291,447 | 12.87% |
31 Mar, 24 | 1,144,215 | 7.51% |
31 Dec, 23 | 1,064,332 | 12.96% |
30 Sep, 23 | 942,240 | 34.80% |
30 Jun, 23 | 698,983 | -49.06% |
31 Mar, 23 | 1,372,167 | 481.38% |
31 Dec, 22 | 236,019 | -2.78% |
30 Sep, 22 | 242,763 | -3.27% |
30 Jun, 22 | 250,959 | -32.97% |
31 Mar, 22 | 374,386 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 5.73% | 21.67% |
31 Mar, 24 | 5.14% | 16.05% |
31 Dec, 23 | 5.66% | 21.75% |
30 Sep, 23 | 5.10% | 33.26% |
30 Jun, 23 | 3.92% | 6.63% |
31 Mar, 23 | 7.69% | 178.49% |
31 Dec, 22 | 2.08% | 96.99% |
30 Sep, 22 | 1.46% | 61.30% |
30 Jun, 22 | 1.54% | 26.41% |
31 Mar, 22 | 2.42% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 11 | 37.50% |
31 Mar, 24 | 8 | - |
31 Dec, 23 | 8 | 33.33% |
30 Sep, 23 | 6 | - |
30 Jun, 23 | 6 | -50.00% |
31 Mar, 23 | 12 | 20.00% |
31 Dec, 22 | 10 | 150.00% |
30 Sep, 22 | 4 | - |
30 Jun, 22 | 4 | -50.00% |
31 Mar, 22 | 8 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 3 | - |
31 Mar, 24 | 3 | 50.00% |
31 Dec, 23 | 2 | - |
30 Sep, 23 | 2 | - |
30 Jun, 23 | 2 | - |
31 Mar, 23 | - | -100.00% |
31 Dec, 22 | 2 | 100.00% |
30 Sep, 22 | 1 | -66.67% |
30 Jun, 22 | 3 | - |
31 Mar, 22 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 19 | 18.75% | 1,291,447 | 12.87% | 5.73% | 21.67% | 11 | 37.50% | 3 | - |
31 Mar, 24 | 16 | -5.88% | 1,144,215 | 7.51% | 5.14% | 16.05% | 8 | - | 3 | 50.00% |
31 Dec, 23 | 17 | 21.43% | 1,064,332 | 12.96% | 5.66% | 21.75% | 8 | 33.33% | 2 | - |
30 Sep, 23 | 14 | 7.69% | 942,240 | 34.80% | 5.10% | 33.26% | 6 | - | 2 | - |
30 Jun, 23 | 13 | -7.14% | 698,983 | -49.06% | 3.92% | 6.63% | 6 | -50.00% | 2 | - |
31 Mar, 23 | 14 | 16.67% | 1,372,167 | 481.38% | 7.69% | 178.49% | 12 | 20.00% | - | -100.00% |
31 Dec, 22 | 12 | 20.00% | 236,019 | -2.78% | 2.08% | 96.99% | 10 | 150.00% | 2 | 100.00% |
30 Sep, 22 | 10 | 25.00% | 242,763 | -3.27% | 1.46% | 61.30% | 4 | - | 1 | -66.67% |
30 Jun, 22 | 8 | - | 250,959 | -32.97% | 1.54% | 26.41% | 4 | -50.00% | 3 | - |
31 Mar, 22 | 8 | - | 374,386 | - | 2.42% | - | 8 | - | - | - |
AppTech Payments Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
AppTech Payments Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2023 | 4 | - | - |
Q3 2023 | 4 | 4 | 100.00% |
Q4 2022 | 4 | - | - |
Q3 2022 | 11 | 2 | 550.00% |
Q2 2022 | 6 | 5 | 120.00% |
Q2 2021 | 10 | 1 | 1000.00% |
Q1 2021 | 4 | 2 | 200.00% |
Q4 2020 | 4 | 29 | 13.79% |
Q3 2020 | 3 | - | - |
Q1 2020 | 1 | 5 | 20.00% |
Q2 2018 | - | 1 | - |
Q4 2017 | 15 | - | - |
Q3 2017 | 7 | - | - |
Q2 2017 | 20 | 2 | 1000.00% |
Q1 2010 | - | 2 | - |
Q1 2009 | - | 2 | - |
Q4 2008 | - | 12 | - |
Q4 2007 | - | 1 | - |
Q2 2007 | 6 | 2 | 300.00% |
Q3 2005 | - | 5 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2023 | - | - | - |
Q3 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q2 2022 | - | - | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | - | - |
Q3 2020 | - | - | - |
Q1 2020 | - | - | - |
Q2 2018 | - | - | - |
Q4 2017 | 5 | - | - |
Q3 2017 | 3 | - | - |
Q2 2017 | 9 | - | - |
Q1 2010 | - | - | - |
Q1 2009 | - | 2 | - |
Q4 2008 | - | 12 | - |
Q4 2007 | - | 1 | - |
Q2 2007 | 2 | 4 | 50.00% |
Q3 2005 | - | - | - |
APCX Ownership FAQ
Who Owns AppTech Payments?
AppTech Payments is owned by institutional shareholders (5.73%), insiders (14.16%), and public (80.11%). The largest institutional shareholder of AppTech Payments is VANGUARD GROUP INC (2.84% of total shares) and the top mutual fund owner is VANGUARD INDEX FUNDS (0.00% of total shares).
Who are the major institutional shareholders of AppTech Payments?
AppTech Payments's major institutional shareholders are VANGUARD GROUP INC, GREENWICH WEALTH MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, CONCURRENT INVESTMENT ADVISORS, LLC, and STATE STREET CORP. The top five shareholders own together 4.92% of the company's share outstanding.
How many AppTech Payments shareholders are there?
As of Jun 2024, there are 19 institutional shareholders of AppTech Payments.
What percentage of AppTech Payments is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 640.54K shares of AppTech Payments, representing 2.84% of the company's total shares outstanding, valued at $602.1K (as of Jun 2024).
What percentage of AppTech Payments is owned by GREENWICH WEALTH MANAGEMENT LLC?
As of Jun 2024, GREENWICH WEALTH MANAGEMENT LLC holds 216.03K shares of AppTech Payments (APCX), compromising 0.96% of the company, valued at $203K.
What percentage of AppTech Payments is owned by GEODE CAPITAL MANAGEMENT, LLC?
GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of AppTech Payments. The company owns 157.29K of the company's shares outstanding (worth $147.88K).