A2Z Smart Ownership 2024 | Who Owns A2Z Smart Now?
Institutional Ownership
4.46%
Insider Ownership
29.87%
Retail Ownership
65.67%
Institutional Holders
15.00
A2Z Smart Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SHAY CAPITAL LLC | 3.12% | 0.07% | 1,275,002 | - | - | 507,196 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.58% | 0.00% | 236,000 | - | - | 108,560 | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | 0.20% | 0.00% | 83,333 | 83,333 | 100.00% | 33,150 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.12% | 0.00% | 50,000 | - | - | 19,890 | Jun 30, 2024 |
| RED DOOR WEALTH MANAGEMENT, LLC | 0.09% | 0.00% | 34,991 | 4,991 | 16.64% | 13,919 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.07% | 0.00% | 28,480 | 8,294 | 41.09% | 11,329 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | - | 23,267 | 2,878 | 14.12% | 9,260 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | - | - | 7,781 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 6,489 | Jun 30, 2024 |
| PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 6,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 11,500 | - | - | 4,575 | Jun 30, 2024 |
| PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 4,528 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.02% | - | 10,000 | - | - | 3,978 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.02% | - | 6,301 | - | - | 2,506 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 27 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -1,630 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -17,808 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -18,467 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Jun 30, 2024 |
A2Z Smart's largest institutional shareholder is SHAY CAPITAL LLC, holding 3.12% of the company's total share outstanding, currently valued at $507.20K. The top 10 institutional shareholders own together 4.36% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SHAY CAPITAL LLC | 3.12% | 0.07% | 1,275,002 | - | - | 507,196 | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | 0.20% | 0.00% | 83,333 | 83,333 | 100.00% | 33,150 | Jun 30, 2024 |
| RED DOOR WEALTH MANAGEMENT, LLC | 0.09% | 0.00% | 34,991 | 4,991 | 16.64% | 13,919 | Jun 30, 2024 |
| PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 6,000 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.58% | 0.00% | 236,000 | - | - | 108,560 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.07% | 0.00% | 28,480 | 8,294 | 41.09% | 11,329 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.12% | 0.00% | 50,000 | - | - | 19,890 | Jun 30, 2024 |
| PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 4,528 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.02% | - | 10,000 | - | - | 3,978 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | - | 23,267 | 2,878 | 14.12% | 9,260 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | - | - | 7,781 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 6,489 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 11,500 | - | - | 4,575 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.02% | - | 6,301 | - | - | 2,506 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 27 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -1,630 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -17,808 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -18,467 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Jun 30, 2024 |
The largest A2Z Smart shareholder by % of total assets is SHAY CAPITAL LLC. The company owns 1.28M shares of A2Z Smart (AZ), representing 0.07% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CURATED WEALTH PARTNERS LLC | 0.20% | 0.00% | 83,333 | 83,333 | 100.00% | 33,150 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.07% | 0.00% | 28,480 | 8,294 | 41.09% | 11,329 | Jun 30, 2024 |
| RED DOOR WEALTH MANAGEMENT, LLC | 0.09% | 0.00% | 34,991 | 4,991 | 16.64% | 13,919 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | - | 23,267 | 2,878 | 14.12% | 9,260 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 27 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.02% | - | 6,301 | - | - | 2,506 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 11,500 | - | - | 4,575 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 6,489 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | - | - | 7,781 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.02% | - | 10,000 | - | - | 3,978 | Jun 30, 2024 |
| PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 4,528 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.12% | 0.00% | 50,000 | - | - | 19,890 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.58% | 0.00% | 236,000 | - | - | 108,560 | Jun 30, 2024 |
| PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 6,000 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 3.12% | 0.07% | 1,275,002 | - | - | 507,196 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -1,630 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -17,808 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -18,467 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, A2Z Smart's largest institutional buyer is CURATED WEALTH PARTNERS LLC. The company purchased 83.33K stocks of AZ, valued at $33.15K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -18,467 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -17,808 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -1,630 | -100.00% | - | Jun 30, 2024 |
| SHAY CAPITAL LLC | 3.12% | 0.07% | 1,275,002 | - | - | 507,196 | Jun 30, 2024 |
| PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 6,000 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.58% | 0.00% | 236,000 | - | - | 108,560 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.12% | 0.00% | 50,000 | - | - | 19,890 | Jun 30, 2024 |
| PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 4,528 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.02% | - | 10,000 | - | - | 3,978 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | - | - | 7,781 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 6,489 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 11,500 | - | - | 4,575 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.02% | - | 6,301 | - | - | 2,506 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 27 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | - | 23,267 | 2,878 | 14.12% | 9,260 | Jun 30, 2024 |
| RED DOOR WEALTH MANAGEMENT, LLC | 0.09% | 0.00% | 34,991 | 4,991 | 16.64% | 13,919 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.07% | 0.00% | 28,480 | 8,294 | 41.09% | 11,329 | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | 0.20% | 0.00% | 83,333 | 83,333 | 100.00% | 33,150 | Jun 30, 2024 |
As of Jun 30 2024, A2Z Smart's biggest institutional seller is CURATED WEALTH PARTNERS LLC. The company sold -83.33K shares of AZ, 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 |
|---|---|---|---|---|---|---|---|
| CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -18,467 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -17,808 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -1,630 | -100.00% | - | Jun 30, 2024 |
A2Z Smart's largest sold out institutional shareholder by shares sold is CURATED WEALTH PARTNERS LLC, sold -83.33K shares, valued at -, as of undefined.
A2Z Smart Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FIDELITY CONCORD STREET TRUST | 0.00% | 16,314 | - | - | Feb 29, 2024 |
A2Z Smart's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 16.31K shares, compromising 0.00% of its total assets.
A2Z Smart Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 15 | -21.05% |
| 31 Mar, 24 | 19 | 18.75% |
| 31 Dec, 23 | 16 | - |
| 30 Sep, 23 | 16 | 33.33% |
| 30 Jun, 23 | 12 | 71.43% |
| 31 Mar, 23 | 7 | 40.00% |
| 31 Dec, 22 | 5 | -16.67% |
| 30 Sep, 22 | 6 | - |
| 30 Jun, 22 | 6 | -14.29% |
| 31 Mar, 22 | 7 | - |
As of 30 Jun 24, 15 institutions are holding A2Z Smart's shares, representing a decrease of -21.05% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,821,821 | 2.34% |
| 31 Mar, 24 | 1,780,249 | 3.51% |
| 31 Dec, 23 | 1,719,842 | 4.99% |
| 30 Sep, 23 | 1,638,086 | 63.92% |
| 30 Jun, 23 | 999,321 | 770.82% |
| 31 Mar, 23 | 114,756 | -11.63% |
| 31 Dec, 22 | 129,865 | -5.38% |
| 30 Sep, 22 | 137,247 | 27.23% |
| 30 Jun, 22 | 107,876 | -0.14% |
| 31 Mar, 22 | 108,030 | - |
A2Z Smart (AZ) has 1.82M shares outstanding as of 30 Jun 24, up 2.34% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 4.46% | 20.75% |
| 31 Mar, 24 | 4.64% | 21.29% |
| 31 Dec, 23 | 4.67% | 19.38% |
| 30 Sep, 23 | 4.91% | 48.14% |
| 30 Jun, 23 | 3.19% | 2375.40% |
| 31 Mar, 23 | 0.37% | 166.60% |
| 31 Dec, 22 | 0.47% | 186.44% |
| 30 Sep, 22 | 0.50% | 320.37% |
| 30 Jun, 22 | 0.40% | 244.16% |
| 31 Mar, 22 | 0.40% | - |
As of 30 Jun 24, A2Z Smart is held by 4.46% institutional shareholders, representing a 20.75% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -72.73% |
| 31 Mar, 24 | 11 | 120.00% |
| 31 Dec, 23 | 5 | -37.50% |
| 30 Sep, 23 | 8 | -11.11% |
| 30 Jun, 23 | 9 | 125.00% |
| 31 Mar, 23 | 4 | 33.33% |
| 31 Dec, 22 | 3 | - |
| 30 Sep, 22 | 3 | 50.00% |
| 30 Jun, 22 | 2 | -71.43% |
| 31 Mar, 22 | 7 | - |
3 institutional shareholders have increased their position in AZ stock as of 30 Jun 24 compared to 11 in the previous quarter (a -72.73% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | - | - |
| 31 Mar, 24 | - | -100.00% |
| 31 Dec, 23 | 2 | - |
| 30 Sep, 23 | 2 | 100.00% |
| 30 Jun, 23 | 1 | -50.00% |
| 31 Mar, 23 | 2 | 100.00% |
| 31 Dec, 22 | 1 | - |
| 30 Sep, 22 | 1 | -50.00% |
| 30 Jun, 22 | 2 | - |
| 31 Mar, 22 | - | - |
- institutional shareholders have reduced their position in AZ stock as of 30 Jun 24 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 15 | -21.05% | 1,821,821 | 2.34% | 4.46% | 20.75% | 3 | -72.73% | - | - |
| 31 Mar, 24 | 19 | 18.75% | 1,780,249 | 3.51% | 4.64% | 21.29% | 11 | 120.00% | - | -100.00% |
| 31 Dec, 23 | 16 | - | 1,719,842 | 4.99% | 4.67% | 19.38% | 5 | -37.50% | 2 | - |
| 30 Sep, 23 | 16 | 33.33% | 1,638,086 | 63.92% | 4.91% | 48.14% | 8 | -11.11% | 2 | 100.00% |
| 30 Jun, 23 | 12 | 71.43% | 999,321 | 770.82% | 3.19% | 2375.40% | 9 | 125.00% | 1 | -50.00% |
| 31 Mar, 23 | 7 | 40.00% | 114,756 | -11.63% | 0.37% | 166.60% | 4 | 33.33% | 2 | 100.00% |
| 31 Dec, 22 | 5 | -16.67% | 129,865 | -5.38% | 0.47% | 186.44% | 3 | - | 1 | - |
| 30 Sep, 22 | 6 | - | 137,247 | 27.23% | 0.50% | 320.37% | 3 | 50.00% | 1 | -50.00% |
| 30 Jun, 22 | 6 | -14.29% | 107,876 | -0.14% | 0.40% | 244.16% | 2 | -71.43% | 2 | - |
| 31 Mar, 22 | 7 | - | 108,030 | - | 0.40% | - | 7 | - | - | - |
AZ Ownership FAQ
Who Owns A2Z Smart?
A2Z Smart is owned by institutional shareholders (4.46%), insiders (29.87%), and public (65.67%). The largest institutional shareholder of A2Z Smart is SHAY CAPITAL LLC (3.12% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).
Who are the major institutional shareholders of A2Z Smart?
A2Z Smart's major institutional shareholders are SHAY CAPITAL LLC, CIBC PRIVATE WEALTH GROUP, LLC, CURATED WEALTH PARTNERS LLC, KESTRA ADVISORY SERVICES, LLC, and RED DOOR WEALTH MANAGEMENT, LLC. The top five shareholders own together 4.11% of the company's share outstanding.
How many A2Z Smart shareholders are there?
As of Jun 2024, there are 15 institutional shareholders of A2Z Smart.
What percentage of A2Z Smart is owned by SHAY CAPITAL LLC?
SHAY CAPITAL LLC owns 1.28M shares of A2Z Smart, representing 3.12% of the company's total shares outstanding, valued at $507.2K (as of Jun 2024).
What percentage of A2Z Smart is owned by CIBC PRIVATE WEALTH GROUP, LLC?
As of Jun 2024, CIBC PRIVATE WEALTH GROUP, LLC holds 236K shares of A2Z Smart (AZ), compromising 0.58% of the company, valued at $108.56K.
What percentage of A2Z Smart is owned by CURATED WEALTH PARTNERS LLC?
CURATED WEALTH PARTNERS LLC is the third largest holder of A2Z Smart. The company owns 83.33K of the company's shares outstanding (worth $33.15K).