Aterian Ownership 2024 | Who Owns Aterian Now?

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Institutional Ownership

0.03%

Insider Ownership

22.91%

Retail Ownership

77.06%

Institutional Holders

2.00

Aterian Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-275	-100.00%	-	Jun 30, 2024

Aterian's largest institutional shareholder is EVERSOURCE WEALTH ADVISORS, LLC, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-275	-100.00%	-	Jun 30, 2024

The largest Aterian shareholder by % of total assets is EVERSOURCE WEALTH ADVISORS, LLC. The company owns 0.00 shares of Aterian (ATER), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-275	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Aterian's largest institutional buyer is EVERSOURCE WEALTH ADVISORS, LLC. The company purchased -0.28K stocks of ATER, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-275	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Aterian's biggest institutional seller is EVERSOURCE WEALTH ADVISORS, LLC. The company sold -0.28K shares of ATER, 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
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-275	-100.00%	-	Jun 30, 2024

Aterian's largest sold out institutional shareholder by shares sold is EVERSOURCE WEALTH ADVISORS, LLC, sold -0.28K shares, valued at -, as of undefined.

Aterian Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
SPARROW FUNDS	1.62%	5,775	-	-	Feb 29, 2024
PERRITT FUNDS INC	0.11%	13,500	-	-	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.08%	42,700	-	-	Mar 31, 2024
Collaborative Investment Series Trust	0.04%	6,372	-	-	Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.02%	94,084	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	8,813	-	-	Mar 31, 2024
FIDELITY COMMONWEALTH TRUST	0.01%	46,662	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.01%	4,119,960	-	-	Mar 31, 2024
GPS Funds I	0.01%	31,730	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	626,523	-2,774	-0.44%	Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 1	0.00%	566	-	-	Mar 31, 2024
HC CAPITAL TRUST	0.00%	67,685	-	-	Mar 31, 2024
Calvert Variable Products, Inc.	0.00%	4,551	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	39,259	-	-	Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	28,352	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	4,743	-	-	Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	1,776	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	15,600	-	-	Mar 31, 2024
NORTHERN FUNDS	0.00%	33,250	-	-	Mar 28, 2024
FIDELITY COVINGTON TRUST	0.00%	4,047	-	-	Jan 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	383	-	-	Mar 31, 2024
FIDELITY SALEM STREET TRUST	0.00%	551,571	-	-	Mar 31, 2024
RYDEX SERIES FUNDS	0.00%	568	-	-	Dec 31, 2023
EQ ADVISORS TRUST	0.00%	139,005	-	-	Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	228,954	-	-	Feb 29, 2024
T. Rowe Price Index Trust, Inc.	0.00%	2,331	-	-	Feb 29, 2024
PENN SERIES FUNDS INC	0.00%	3,000	-	-	Mar 28, 2024
VALIC Co I	0.00%	24,272	-	-	Feb 29, 2024
VANGUARD WORLD FUND	0.00%	18,389	-	-	Feb 29, 2024
ProFunds	0.00%	836	-	-	Mar 31, 2024
RYDEX DYNAMIC FUNDS	0.00%	268	-	-	Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	8,616	-	-	Mar 31, 2024
Goldman Sachs ETF Trust	0.00%	5,212	-	-	Feb 29, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	6,464	-	-	Jan 31, 2024
FLEXSHARES TRUST	0.00%	3,088	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	8,439	-	-	Jan 31, 2024
RYDEX VARIABLE TRUST	0.00%	39	-	-	Dec 31, 2023
AMERICAN CENTURY ETF TRUST	0.00%	3,615	-	-	Feb 29, 2024
PROSHARES TRUST	0.00%	7,795	-	-	Feb 29, 2024
Guggenheim Active Allocation Fund	0.00%	154	-	-	Feb 29, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	5,400	-	-	Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	51,600	-	-	Mar 31, 2024
SUNAMERICA SERIES TRUST	0.00%	7,556	-	-	Mar 31, 2024
Brighthouse Funds Trust II	0.00%	9,396	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	300	-	-	Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	10,484	-	-	Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS	0.00%	803	-	-	Feb 29, 2024
ETF Series Solutions	0.00%	156	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	3,102	-	-	Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	12,559	-	-	Mar 31, 2024
TIAA-CREF FUNDS	0.00%	15,982	-	-	Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	5,055	-	-	Jan 31, 2024
Bridge Builder Trust	0.00%	16,544	-	-	Mar 31, 2024
PACIFIC SELECT FUND	0.00%	11,867	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	40,871	-	-	Mar 31, 2024
MASSMUTUAL SELECT FUNDS	0.00%	2,382	-	-	Dec 31, 2023
BlackRock Variable Series Funds, Inc.	0.00%	7,070	-	-	Mar 31, 2024
BLACKROCK FUNDS	0.00%	8,559	-	-	Mar 28, 2024
PRINCIPAL FUNDS, INC.	0.00%	6,487	-	-	Feb 29, 2024
Advisors' Inner Circle Fund III	0.00%	42	-	-	Jan 31, 2024
Invesco Exchange-Traded Fund Trust II	0.00%	111	-	-	Jan 31, 2024
John Hancock Funds II	0.00%	3,074	-	-	Feb 29, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST	0.00%	4,200	-	-	Feb 29, 2024

Aterian's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 5.78K shares, compromising 1.62% of its total assets.

Aterian Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	2	-95.65%
31 Dec, 23	46	-
30 Sep, 23	46	-25.81%
30 Jun, 23	62	-6.06%
31 Mar, 23	66	-14.29%
31 Dec, 22	77	-8.33%
30 Sep, 22	84	-5.62%
30 Jun, 22	89	1.14%
31 Mar, 22	88	-5.38%
31 Dec, 21	93	-13.89%
30 Sep, 21	108	13.68%
30 Jun, 21	95	3066.67%
31 Mar, 21	3	200.00%
31 Dec, 20	1	-

As of 31 Mar 24, 2 institutions are holding Aterian's shares, representing a decrease of -95.65% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	25,025	-99.60%
31 Dec, 23	6,325,346	-13.36%
30 Sep, 23	7,300,307	-23.65%
30 Jun, 23	9,561,479	-36.19%
31 Mar, 23	14,983,979	0.05%
31 Dec, 22	14,977,154	-26.66%
30 Sep, 22	20,421,697	48.38%
30 Jun, 22	13,763,086	-28.37%
31 Mar, 22	19,213,499	83.18%
31 Dec, 21	10,488,689	-16.15%
30 Sep, 21	12,509,008	15.72%
30 Jun, 21	10,809,907	80032.74%
31 Mar, 21	13,490	962.20%
31 Dec, 20	1,270	-

Aterian (ATER) has 25.02K shares outstanding as of 31 Mar 24, down -99.60% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	0.03%	0.05%
31 Dec, 23	7.76%	9.67%
30 Sep, 23	8.96%	4.10%
30 Jun, 23	14.79%	2.75%
31 Mar, 23	23.18%	4.32%
31 Dec, 22	23.17%	2.32%
30 Sep, 22	31.59%	6.82%
30 Jun, 22	21.52%	1.77%
31 Mar, 22	34.84%	7.97%
31 Dec, 21	20.91%	1.67%
30 Sep, 21	35.38%	2.64%
30 Jun, 21	36.62%	1385145.72%
31 Mar, 21	0.05%	138693.44%
31 Dec, 20	0.01%	-

As of 31 Mar 24, Aterian is held by 0.03% institutional shareholders, representing a 0.05% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	1	-90.00%
31 Dec, 23	10	66.67%
30 Sep, 23	6	-68.42%
30 Jun, 23	19	-20.83%
31 Mar, 23	24	-33.33%
31 Dec, 22	36	-5.26%
30 Sep, 22	38	-24.00%
30 Jun, 22	50	31.58%
31 Mar, 22	38	-22.45%
31 Dec, 21	49	-14.04%
30 Sep, 21	57	-31.33%
30 Jun, 21	83	4050.00%
31 Mar, 21	2	100.00%
31 Dec, 20	1	-

1 institutional shareholders have increased their position in ATER stock as of 31 Mar 24 compared to 10 in the previous quarter (a -90.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	-	-100.00%
31 Dec, 23	13	-27.78%
30 Sep, 23	18	-33.33%
30 Jun, 23	27	42.11%
31 Mar, 23	19	26.67%
31 Dec, 22	15	-34.78%
30 Sep, 22	23	43.75%
30 Jun, 22	16	-38.46%
31 Mar, 22	26	23.81%
31 Dec, 21	21	-4.55%
30 Sep, 21	22	-
30 Jun, 21	-	-100.00%
31 Mar, 21	1	-
31 Dec, 20	-	-

- institutional shareholders have reduced their position in ATER stock as of 31 Mar 24 compared to 13 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	2	-95.65%	25,025	-99.60%	0.03%	0.05%	1	-90.00%	-	-100.00%
31 Dec, 23	46	-	6,325,346	-13.36%	7.76%	9.67%	10	66.67%	13	-27.78%
30 Sep, 23	46	-25.81%	7,300,307	-23.65%	8.96%	4.10%	6	-68.42%	18	-33.33%
30 Jun, 23	62	-6.06%	9,561,479	-36.19%	14.79%	2.75%	19	-20.83%	27	42.11%
31 Mar, 23	66	-14.29%	14,983,979	0.05%	23.18%	4.32%	24	-33.33%	19	26.67%
31 Dec, 22	77	-8.33%	14,977,154	-26.66%	23.17%	2.32%	36	-5.26%	15	-34.78%
30 Sep, 22	84	-5.62%	20,421,697	48.38%	31.59%	6.82%	38	-24.00%	23	43.75%
30 Jun, 22	89	1.14%	13,763,086	-28.37%	21.52%	1.77%	50	31.58%	16	-38.46%
31 Mar, 22	88	-5.38%	19,213,499	83.18%	34.84%	7.97%	38	-22.45%	26	23.81%
31 Dec, 21	93	-13.89%	10,488,689	-16.15%	20.91%	1.67%	49	-14.04%	21	-4.55%
30 Sep, 21	108	13.68%	12,509,008	15.72%	35.38%	2.64%	57	-31.33%	22	-
30 Jun, 21	95	3066.67%	10,809,907	80032.74%	36.62%	1385145.72%	83	4050.00%	-	-100.00%
31 Mar, 21	3	200.00%	13,490	962.20%	0.05%	138693.44%	2	100.00%	1	-
31 Dec, 20	1	-	1,270	-	0.01%	-	1	-	-	-

Aterian Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	KURTZ WILLIAM	director	-	S-Sale	Sell	453	$3.15	$1.43K	269,817
Aug 16, 2024	Liebel Sarah	director	-	S-Sale	Sell	7,001	$3.03	$21.21K	292,192
Mar 15, 2024	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	20,082	$0.44	$8.84K	1,301,840
Dec 15, 2023	Harlam Bari A	director	-	S-Sale	Sell	51,742	$0.31	$16.04K	306,395
Dec 15, 2023	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	17,114	$0.30	$5.13K	1,321,922
Nov 17, 2023	KURTZ WILLIAM	director	-	S-Sale	Sell	96,914	$0.34	$32.95K	277,099
Nov 17, 2023	KURTZ WILLIAM	director	-	S-Sale	Sell	6,829	$0.34	$2.32K	270,270
Nov 17, 2023	Liebel Sarah	director	-	S-Sale	Sell	75,000	$0.35	$26.25K	299,193
Sep 14, 2023	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	11,489	$0.34	$3.91K	1,339,036

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	KURTZ WILLIAM	director	-	S-Sale	Sell	453	$3.15	$1.43K	269,817
Aug 16, 2024	Liebel Sarah	director	-	S-Sale	Sell	7,001	$3.03	$21.21K	292,192
Jun 27, 2024	Feldman Joshua O	officer	Chief Financial Officer		Sell	-	-	-	86,555
Mar 15, 2024	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	20,082	$0.44	$8.84K	1,301,840
Dec 15, 2023	Harlam Bari A	director	-	S-Sale	Sell	51,742	$0.31	$16.04K	306,395
Dec 15, 2023	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	17,114	$0.30	$5.13K	1,321,922
Nov 17, 2023	KURTZ WILLIAM	director	-	S-Sale	Sell	96,914	$0.34	$32.95K	277,099
Nov 17, 2023	KURTZ WILLIAM	director	-	S-Sale	Sell	6,829	$0.34	$2.32K	270,270
Nov 17, 2023	Liebel Sarah	director	-	S-Sale	Sell	75,000	$0.35	$26.25K	299,193
Sep 14, 2023	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	11,489	$0.34	$3.91K	1,339,036

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	KURTZ WILLIAM	director	-	S-Sale	Sell	453	$3.15	$1.43K	269,817
Aug 16, 2024	Liebel Sarah	director	-	S-Sale	Sell	7,001	$3.03	$21.21K	292,192
Jun 27, 2024	Feldman Joshua O	officer	Chief Financial Officer	A-Award	Buy	61,333	-	-	147,888
Jun 27, 2024	Rodriguez Arturo	director, officer	Chief Executive Officer	A-Award	Buy	176,000	-	-	541,913
Jun 27, 2024	Feldman Joshua O	officer	Chief Financial Officer		Sell	-	-	-	86,555
Apr 30, 2024	Rodriguez Arturo	director, officer	Co-CEO; CFO	A-Award	Buy	176,000	-	-	365,913
Apr 30, 2024	Risico Joseph A	director, officer	Co-CEO	A-Award	Buy	176,000	-	-	370,119
Apr 30, 2024	Lepper Phillip	officer	Chief Revenue Officer	A-Award	Buy	103,000	-	-	187,366
Apr 30, 2024	Zahut Roi Zion	officer	Chief Technology Officer	A-Award	Buy	103,000	-	-	215,544
Mar 15, 2024	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	20,082	$0.44	$8.84K	1,301,840
Dec 15, 2023	Harlam Bari A	director	-	S-Sale	Sell	51,742	$0.31	$16.04K	306,395
Dec 15, 2023	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	17,114	$0.30	$5.13K	1,321,922
Nov 17, 2023	KURTZ WILLIAM	director	-	S-Sale	Sell	96,914	$0.34	$32.95K	277,099
Nov 17, 2023	KURTZ WILLIAM	director	-	S-Sale	Sell	6,829	$0.34	$2.32K	270,270
Nov 17, 2023	Liebel Sarah	director	-	S-Sale	Sell	75,000	$0.35	$26.25K	299,193
Sep 15, 2023	Williams Cynthia W	director	-	A-Award	Buy	270,270	-	-	396,670
Sep 14, 2023	Zahut Roi Zion	officer	Chief Technology Officer	S-Sale	Sell	11,489	$0.34	$3.91K	1,339,036
Sep 14, 2023	Liebel Sarah	director	-	A-Award	Buy	270,270	-	-	374,193
Sep 14, 2023	Lattmann Susan E.	director	-	A-Award	Buy	270,270	-	-	374,193
Sep 14, 2023	Harlam Bari A	director	-	A-Award	Buy	270,270	-	-	358,137

The last insider sell of Aterian's stock was made by KURTZ WILLIAM on Aug 16 2024, selling 453 shares at $3.15 per share (valued at $1.43K).

Aterian Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	2	-
Q2 2024	6	1	600.00%
Q1 2024	-	1	-
Q4 2023	-	5	-
Q3 2023	8	2	400.00%
Q2 2023	4	4	100.00%
Q1 2023	1	3	33.33%
Q4 2022	8	2	400.00%
Q3 2022	5	5	100.00%
Q2 2022	10	6	166.67%
Q1 2022	2	1	200.00%
Q4 2021	-	4	-
Q3 2021	9	4	225.00%
Q2 2021	21	1	2100.00%
Q1 2021	35	158	22.15%
Q4 2020	21	1	2100.00%
Q3 2020	4	-	-
Q2 2020	17	-	-
Q1 2020	3	7	42.86%
Q4 2019	13	-	-

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Aterian's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	2	-
Q2 2024	-	-	-
Q1 2024	-	1	-
Q4 2023	-	5	-
Q3 2023	-	1	-
Q2 2023	-	4	-
Q1 2023	-	3	-
Q4 2022	-	2	-
Q3 2022	-	5	-
Q2 2022	-	5	-
Q1 2022	-	1	-
Q4 2021	-	4	-
Q3 2021	1	3	33.33%
Q2 2021	3	1	300.00%
Q1 2021	9	125	7.20%
Q4 2020	9	-	-
Q3 2020	-	-	-
Q2 2020	11	-	-
Q1 2020	-	-	-
Q4 2019	4	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Aterian's stocks.

Aterian Peer Ownership

Ticker	Company
IRNT	IronNet, Inc.
KPLT	Katapult Holdings, Inc.
MMAT	Meta Materials Inc.
BBIG	Vinco Ventures, Inc.
ANY	Sphere 3D Corp.

ATER Ownership FAQ

Who Owns Aterian?

Aterian is owned by institutional shareholders (0.03%), insiders (22.91%), and public (77.06%). The largest institutional shareholder of Aterian is EVERSOURCE WEALTH ADVISORS, LLC (0% of total shares) and the top mutual fund owner is SPARROW FUNDS (1.62% of total shares).

Who are the major institutional shareholders of Aterian?

Aterian's major institutional shareholders are EVERSOURCE WEALTH ADVISORS, LLC. The top five shareholders own together 0% of the company's share outstanding.

How many Aterian shareholders are there?

As of Mar 2024, there are 2 institutional shareholders of Aterian.

What percentage of Aterian is owned by EVERSOURCE WEALTH ADVISORS, LLC?

EVERSOURCE WEALTH ADVISORS, LLC owns 0 shares of Aterian, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).