AppTech Payments Ownership 2024 | Who Owns AppTech Payments Now?


OverviewRevenueFinancialsChart

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC2.84%-640,53754,8369.36%602,104Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC0.96%0.01%216,030--203,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.70%-157,28840,53434.72%147,881Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.23%0.00%52,00252,002100.00%48,882Jun 30, 2024
STATE STREET CORP0.19%-42,6667,30020.64%40,106,000Jun 30, 2024
NORTHERN TRUST CORP0.19%-41,76713,82349.47%39,261,000Jun 30, 2024
MOSS ADAMS WEALTH ADVISORS LLC0.18%0.01%40,00040,000100.00%37,600Jun 30, 2024
UBS GROUP AG0.12%-26,027-15,584-37.45%24,465Jun 30, 2024
LPL FINANCIAL LLC0.09%-20,200-5,000-19.84%18,988Jun 30, 2024
INTEGRAL INVESTMENT ADVISORS, INC.0.06%0.01%14,250--13,667Jun 30, 2024
VIRTU FINANCIAL LLC0.05%0.00%10,43610,436100.00%10,000Jun 30, 2024
BLACKROCK INC.0.04%-9,835-23,159-70.19%9,244Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%9,1625,443146.36%8,612Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.02%-5,500--5,170Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.0.01%0.00%2,000--1,880Jun 30, 2024
WOLFF WIESE MAGANA LLC0.01%0.00%2,000--1,880Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.01%0.00%1,5501,550100.00%1,457Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-146146100.00%137Jun 30, 2024
JPMORGAN CHASE & CO0.00%-511334.21%48Jun 30, 2024
WELLS FARGO & COMPANY/MN----108-100.00%-Jun 30, 2024

AppTech Payments's largest institutional shareholder is VANGUARD GROUP INC, holding 2.84% of the company's total share outstanding, currently valued at $602.10K. The top 10 institutional shareholders own together 5.55% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GREENWICH WEALTH MANAGEMENT LLC0.96%0.01%216,030--203,000Jun 30, 2024
MOSS ADAMS WEALTH ADVISORS LLC0.18%0.01%40,00040,000100.00%37,600Jun 30, 2024
INTEGRAL INVESTMENT ADVISORS, INC.0.06%0.01%14,250--13,667Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.23%0.00%52,00252,002100.00%48,882Jun 30, 2024
WOLFF WIESE MAGANA LLC0.01%0.00%2,000--1,880Jun 30, 2024
VIRTU FINANCIAL LLC0.05%0.00%10,43610,436100.00%10,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%9,1625,443146.36%8,612Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.01%0.00%1,5501,550100.00%1,457Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.0.01%0.00%2,000--1,880Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.70%-157,28840,53434.72%147,881Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.02%-5,500--5,170Jun 30, 2024
VANGUARD GROUP INC2.84%-640,53754,8369.36%602,104Jun 30, 2024
LPL FINANCIAL LLC0.09%-20,200-5,000-19.84%18,988Jun 30, 2024
NORTHERN TRUST CORP0.19%-41,76713,82349.47%39,261,000Jun 30, 2024
UBS GROUP AG0.12%-26,027-15,584-37.45%24,465Jun 30, 2024
STATE STREET CORP0.19%-42,6667,30020.64%40,106,000Jun 30, 2024
BLACKROCK INC.0.04%-9,835-23,159-70.19%9,244Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-146146100.00%137Jun 30, 2024
JPMORGAN CHASE & CO0.00%-511334.21%48Jun 30, 2024
WELLS FARGO & COMPANY/MN----108-100.00%-Jun 30, 2024

The largest AppTech Payments shareholder by % of total assets is GREENWICH WEALTH MANAGEMENT LLC. The company owns 216.03K shares of AppTech Payments (APCX), representing 0.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC2.84%-640,53754,8369.36%602,104Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.23%0.00%52,00252,002100.00%48,882Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.70%-157,28840,53434.72%147,881Jun 30, 2024
MOSS ADAMS WEALTH ADVISORS LLC0.18%0.01%40,00040,000100.00%37,600Jun 30, 2024
NORTHERN TRUST CORP0.19%-41,76713,82349.47%39,261,000Jun 30, 2024
VIRTU FINANCIAL LLC0.05%0.00%10,43610,436100.00%10,000Jun 30, 2024
STATE STREET CORP0.19%-42,6667,30020.64%40,106,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%9,1625,443146.36%8,612Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.01%0.00%1,5501,550100.00%1,457Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-146146100.00%137Jun 30, 2024
JPMORGAN CHASE & CO0.00%-511334.21%48Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.02%-5,500--5,170Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.0.01%0.00%2,000--1,880Jun 30, 2024
WOLFF WIESE MAGANA LLC0.01%0.00%2,000--1,880Jun 30, 2024
INTEGRAL INVESTMENT ADVISORS, INC.0.06%0.01%14,250--13,667Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC0.96%0.01%216,030--203,000Jun 30, 2024
WELLS FARGO & COMPANY/MN----108-100.00%-Jun 30, 2024
LPL FINANCIAL LLC0.09%-20,200-5,000-19.84%18,988Jun 30, 2024
UBS GROUP AG0.12%-26,027-15,584-37.45%24,465Jun 30, 2024
BLACKROCK INC.0.04%-9,835-23,159-70.19%9,244Jun 30, 2024

As of Jun 30 2024, AppTech Payments's largest institutional buyer is VANGUARD GROUP INC. The company purchased 54.84K stocks of APCX, valued at $602.10K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WARBERG ASSET MANAGEMENT LLC----35,000-100.00%-Jun 30, 2024
BLACKROCK INC.0.04%-9,835-23,159-70.19%9,244Jun 30, 2024
UBS GROUP AG0.12%-26,027-15,584-37.45%24,465Jun 30, 2024
LPL FINANCIAL LLC0.09%-20,200-5,000-19.84%18,988Jun 30, 2024
WELLS FARGO & COMPANY/MN----108-100.00%-Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC0.96%0.01%216,030--203,000Jun 30, 2024
INTEGRAL INVESTMENT ADVISORS, INC.0.06%0.01%14,250--13,667Jun 30, 2024
WOLFF WIESE MAGANA LLC0.01%0.00%2,000--1,880Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.0.01%0.00%2,000--1,880Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.02%-5,500--5,170Jun 30, 2024
JPMORGAN CHASE & CO0.00%-511334.21%48Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-146146100.00%137Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.01%0.00%1,5501,550100.00%1,457Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%9,1625,443146.36%8,612Jun 30, 2024
STATE STREET CORP0.19%-42,6667,30020.64%40,106,000Jun 30, 2024
VIRTU FINANCIAL LLC0.05%0.00%10,43610,436100.00%10,000Jun 30, 2024
NORTHERN TRUST CORP0.19%-41,76713,82349.47%39,261,000Jun 30, 2024
MOSS ADAMS WEALTH ADVISORS LLC0.18%0.01%40,00040,000100.00%37,600Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.70%-157,28840,53434.72%147,881Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.23%0.00%52,00252,002100.00%48,882Jun 30, 2024

As of Jun 30 2024, AppTech Payments's biggest institutional seller is WARBERG ASSET MANAGEMENT LLC. The company sold -35.00K shares of APCX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CONCURRENT INVESTMENT ADVISORS, LLC0.23%0.00%52,00252,002100.00%48,882Jun 30, 2024
VIRTU FINANCIAL LLC0.05%0.00%10,43610,436100.00%10,000Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.01%0.00%1,5501,550100.00%1,457Jun 30, 2024

AppTech Payments's largest new institutional shareholder by number of shares is CONCURRENT INVESTMENT ADVISORS, LLC, purchased 52.00K shares, valued at $48.88K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WARBERG ASSET MANAGEMENT LLC----35,000-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----108-100.00%-Jun 30, 2024

AppTech Payments's largest sold out institutional shareholder by shares sold is WARBERG ASSET MANAGEMENT LLC, sold -35.00K shares, valued at -, as of undefined.

AppTech Payments Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD INDEX FUNDS0.00%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 TRUST0.00%109,3484,2624.06%Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%1,709--Jan 31, 2024
EQ ADVISORS TRUST0.00%2,511--Mar 31, 2024
iSHARES TRUST0.00%30,483-804-2.57%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%347347-Mar 31, 2024

AppTech Payments's largest mutual fund holder by % of total assets is "VANGUARD INDEX FUNDS", owning 573.16K shares, compromising 0.00% of its total assets.

AppTech Payments Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 241918.75%
31 Mar, 2416-5.88%
31 Dec, 231721.43%
30 Sep, 23147.69%
30 Jun, 2313-7.14%
31 Mar, 231416.67%
31 Dec, 221220.00%
30 Sep, 221025.00%
30 Jun, 228-
31 Mar, 228-

As of 30 Jun 24, 19 institutions are holding AppTech Payments's shares, representing an increase of 18.75% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 241,291,44712.87%
31 Mar, 241,144,2157.51%
31 Dec, 231,064,33212.96%
30 Sep, 23942,24034.80%
30 Jun, 23698,983-49.06%
31 Mar, 231,372,167481.38%
31 Dec, 22236,019-2.78%
30 Sep, 22242,763-3.27%
30 Jun, 22250,959-32.97%
31 Mar, 22374,386-

AppTech Payments (APCX) has 1.29M shares outstanding as of 30 Jun 24, up 12.87% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 245.73%21.67%
31 Mar, 245.14%16.05%
31 Dec, 235.66%21.75%
30 Sep, 235.10%33.26%
30 Jun, 233.92%6.63%
31 Mar, 237.69%178.49%
31 Dec, 222.08%96.99%
30 Sep, 221.46%61.30%
30 Jun, 221.54%26.41%
31 Mar, 222.42%-

As of 30 Jun 24, AppTech Payments is held by 5.73% institutional shareholders, representing a 21.67% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241137.50%
31 Mar, 248-
31 Dec, 23833.33%
30 Sep, 236-
30 Jun, 236-50.00%
31 Mar, 231220.00%
31 Dec, 2210150.00%
30 Sep, 224-
30 Jun, 224-50.00%
31 Mar, 228-

11 institutional shareholders have increased their position in APCX stock as of 30 Jun 24 compared to 8 in the previous quarter (a 37.50% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 243-
31 Mar, 24350.00%
31 Dec, 232-
30 Sep, 232-
30 Jun, 232-
31 Mar, 23--100.00%
31 Dec, 222100.00%
30 Sep, 221-66.67%
30 Jun, 223-
31 Mar, 22--

3 institutional shareholders have reduced their position in APCX stock as of 30 Jun 24 compared to 3 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 241918.75%1,291,44712.87%5.73%21.67%1137.50%3-
31 Mar, 2416-5.88%1,144,2157.51%5.14%16.05%8-350.00%
31 Dec, 231721.43%1,064,33212.96%5.66%21.75%833.33%2-
30 Sep, 23147.69%942,24034.80%5.10%33.26%6-2-
30 Jun, 2313-7.14%698,983-49.06%3.92%6.63%6-50.00%2-
31 Mar, 231416.67%1,372,167481.38%7.69%178.49%1220.00%--100.00%
31 Dec, 221220.00%236,019-2.78%2.08%96.99%10150.00%2100.00%
30 Sep, 221025.00%242,763-3.27%1.46%61.30%4-1-66.67%
30 Jun, 228-250,959-32.97%1.54%26.41%4-50.00%3-
31 Mar, 228-374,386-2.42%-8---

AppTech Payments Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2023O'Neal Michael A.director-M-ExemptSell2,632$1.43$3.76K49,483
Aug 08, 2023Liang Mengyin Hdirector-M-ExemptSell2,632$1.43$3.76K55,515
Aug 08, 2023Huff Williamdirector-M-ExemptSell2,632$1.43$3.76K60,636
Aug 08, 2023Williams Christopher Sdirector-M-ExemptSell2,632$1.43$3.76K70,964

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 29, 2023Williams Christopher Sdirector-A-AwardBuy20,000--90,964
Dec 29, 2023O'Neal Michael A.director-A-AwardBuy27,500--76,983
Dec 29, 2023Liang Mengyin Hdirector-A-AwardBuy32,500--88,015
Dec 29, 2023Huff Williamdirector-A-AwardBuy35,000--95,636
Aug 08, 2023O'Neal Michael A.director-M-ExemptBuy2,632$1.43$3.76K49,483
Aug 08, 2023O'Neal Michael A.director-M-ExemptSell2,632$1.43$3.76K49,483
Aug 08, 2023Liang Mengyin Hdirector-M-ExemptBuy2,632$1.43$3.76K55,515
Aug 08, 2023Liang Mengyin Hdirector-M-ExemptSell2,632$1.43$3.76K55,515
Aug 08, 2023Huff Williamdirector-M-ExemptBuy2,632$1.43$3.76K60,636
Aug 08, 2023Huff Williamdirector-M-ExemptSell2,632$1.43$3.76K60,636
Aug 08, 2023Williams Christopher Sdirector-M-ExemptBuy2,632$1.43$3.76K70,964
Aug 08, 2023Williams Christopher Sdirector-M-ExemptSell2,632$1.43$3.76K70,964
Jan 03, 2023Williams Christopher Sdirector-A-AwardBuy5,000--68,332
Jan 03, 2023Liang Mengyin Hdirector-A-AwardBuy8,125--52,883
Jan 03, 2023O'Neal Michael A.director-A-AwardBuy6,875--46,851
Jan 03, 2023Huff Williamdirector-A-AwardBuy8,750--58,004
Nov 16, 2022Liang Mengyin Hdirector-A-AwardBuy8,125--44,758
Nov 16, 2022O'Neal Michael A.director-A-AwardBuy6,875--39,976
Nov 16, 2022Huff Williamdirector-A-AwardBuy8,750--49,254
Nov 16, 2022Williams Christopher Sdirector-A-AwardBuy5,000--63,332

The last insider sell of AppTech Payments's stock was made by O'Neal Michael A. on Aug 08 2023, selling 2,632 shares at $1.43 per share (valued at $3.76K).

AppTech Payments Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 20234--
Q3 202344100.00%
Q4 20224--
Q3 2022112550.00%
Q2 202265120.00%
Q2 20211011000.00%
Q1 202142200.00%
Q4 202042913.79%
Q3 20203--
Q1 20201520.00%
Q2 2018-1-
Q4 201715--
Q3 20177--
Q2 20172021000.00%
Q1 2010-2-
Q1 2009-2-
Q4 2008-12-
Q4 2007-1-
Q2 200762300.00%
Q3 2005-5-

4 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by AppTech Payments's insiders, as of Q4 2023.

Open Market Insider Trades Trend

DateBuySellBuy/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 20175--
Q3 20173--
Q2 20179--
Q1 2010---
Q1 2009-2-
Q4 2008-12-
Q4 2007-1-
Q2 20072450.00%
Q3 2005---

As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of AppTech Payments's stocks.

AppTech Payments Peer Ownership


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TCBPTC Biopharm (Holdings) Plc
BLBXBlackboxstocks Inc.

APCX Ownership FAQ


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).

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.

As of Jun 2024, there are 19 institutional shareholders of AppTech Payments.

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).

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.

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).