CBAK Energy Ownership 2024 | Who Owns CBAK Energy Now?
Institutional Ownership
2.21%
Insider Ownership
19.87%
Retail Ownership
77.92%
Institutional Holders
31.00
CBAK Energy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.73% | 0.02% | 654,525 | 21,240 | 3.35% | 896,699 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.33% | 0.01% | 294,525 | 21,240 | 7.77% | 403,499 | Jun 30, 2024 |
| STATE STREET CORP | 0.30% | - | 266,382 | -6,910 | -2.53% | 364,943,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.14% | 0.00% | 124,698 | 124,698 | 100.00% | 170,838 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.07% | - | 60,126 | - | - | 82,372 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.07% | - | 60,061 | 60,061 | 100.00% | 82,284 | Jun 30, 2024 |
| ATTICUS WEALTH MANAGEMENT, LLC | 0.06% | 0.02% | 55,000 | - | - | 75,350 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.06% | - | 50,954 | 48,021 | 1637.27% | 69,000 | Jun 30, 2024 |
| AZZAD ASSET MANAGEMENT INC /ADV | 0.05% | 0.01% | 46,312 | - | - | 63,447 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.05% | 0.00% | 42,829 | 42,829 | 100.00% | 58,000 | Jun 30, 2024 |
| JAMES INVESTMENT RESEARCH INC | 0.04% | 0.01% | 37,000 | - | - | 50,690 | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | 0.04% | 0.00% | 37,000 | - | - | 50,690 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.03% | 0.00% | 24,560 | 24,560 | 100.00% | 33,647,000 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.02% | 0.00% | 21,575 | 9,376 | 76.86% | 29,558 | Jun 30, 2024 |
| MORGAN STANLEY | 0.02% | - | 17,414 | - | - | 23,858 | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | 0.02% | 0.00% | 15,722 | 2,526 | 19.14% | 21,539 | Jun 30, 2024 |
| TREK FINANCIAL, LLC | 0.02% | 0.00% | 14,964 | - | - | 20,501 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.01% | - | 12,475 | 12,475 | 100.00% | 17,091 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.01% | 0.00% | 10,250 | - | - | 14,043 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,919 | 19 | 1.00% | 2,629 | Jun 30, 2024 |
CBAK Energy's largest institutional shareholder is BRIDGEWAY CAPITAL MANAGEMENT, LLC, holding 0.73% of the company's total share outstanding, currently valued at $896.70K. The top 10 institutional shareholders own together 1.84% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ATTICUS WEALTH MANAGEMENT, LLC | 0.06% | 0.02% | 55,000 | - | - | 75,350 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.73% | 0.02% | 654,525 | 21,240 | 3.35% | 896,699 | Jun 30, 2024 |
| AZZAD ASSET MANAGEMENT INC /ADV | 0.05% | 0.01% | 46,312 | - | - | 63,447 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.33% | 0.01% | 294,525 | 21,240 | 7.77% | 403,499 | Jun 30, 2024 |
| JAMES INVESTMENT RESEARCH INC | 0.04% | 0.01% | 37,000 | - | - | 50,690 | Jun 30, 2024 |
| TREK FINANCIAL, LLC | 0.02% | 0.00% | 14,964 | - | - | 20,501 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.01% | 0.00% | 10,250 | - | - | 14,043 | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | 0.04% | 0.00% | 37,000 | - | - | 50,690 | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | 0.02% | 0.00% | 15,722 | 2,526 | 19.14% | 21,539 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.02% | 0.00% | 21,575 | 9,376 | 76.86% | 29,558 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.05% | 0.00% | 42,829 | 42,829 | 100.00% | 58,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.14% | 0.00% | 124,698 | 124,698 | 100.00% | 170,838 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.03% | 0.00% | 24,560 | 24,560 | 100.00% | 33,647,000 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.06% | - | 50,954 | 48,021 | 1637.27% | 69,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.07% | - | 60,061 | 60,061 | 100.00% | 82,284 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.01% | - | 12,475 | 12,475 | 100.00% | 17,091 | Jun 30, 2024 |
| STATE STREET CORP | 0.30% | - | 266,382 | -6,910 | -2.53% | 364,943,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.07% | - | 60,126 | - | - | 82,372 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 550 | 550 | 100.00% | 572 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,919 | 19 | 1.00% | 2,629 | Jun 30, 2024 |
The largest CBAK Energy shareholder by % of total assets is ATTICUS WEALTH MANAGEMENT, LLC. The company owns 55.00K shares of CBAK Energy (CBAT), representing 0.02% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 0.14% | 0.00% | 124,698 | 124,698 | 100.00% | 170,838 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.07% | - | 60,061 | 60,061 | 100.00% | 82,284 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.06% | - | 50,954 | 48,021 | 1637.27% | 69,000 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.05% | 0.00% | 42,829 | 42,829 | 100.00% | 58,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.03% | 0.00% | 24,560 | 24,560 | 100.00% | 33,647,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.33% | 0.01% | 294,525 | 21,240 | 7.77% | 403,499 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.73% | 0.02% | 654,525 | 21,240 | 3.35% | 896,699 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.01% | - | 12,475 | 12,475 | 100.00% | 17,091 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.02% | 0.00% | 21,575 | 9,376 | 76.86% | 29,558 | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | 0.02% | 0.00% | 15,722 | 2,526 | 19.14% | 21,539 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 550 | 550 | 100.00% | 572 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 110 | 55 | 100.00% | 151 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,919 | 19 | 1.00% | 2,629 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 900 | - | - | 1,233 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 178 | - | - | 244 | Jun 30, 2024 |
| MORGAN STANLEY | 0.02% | - | 17,414 | - | - | 23,858 | Jun 30, 2024 |
| SACHETTA, LLC | - | - | 10 | - | - | 13 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.07% | - | 60,126 | - | - | 82,372 | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | 0.04% | 0.00% | 37,000 | - | - | 50,690 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.01% | 0.00% | 10,250 | - | - | 14,043 | Jun 30, 2024 |
As of Jun 30 2024, CBAK Energy's largest institutional buyer is MARSHALL WACE, LLP. The company purchased 124.70K stocks of CBAT, valued at $170.84K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -53,400 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -16,661 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.00% | - | 819 | -10,230 | -92.59% | 1,122 | Jun 30, 2024 |
| STATE STREET CORP | 0.30% | - | 266,382 | -6,910 | -2.53% | 364,943,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -4,700 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -4,484 | -100.00% | - | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| ATTICUS WEALTH MANAGEMENT, LLC | 0.06% | 0.02% | 55,000 | - | - | 75,350 | Jun 30, 2024 |
| AZZAD ASSET MANAGEMENT INC /ADV | 0.05% | 0.01% | 46,312 | - | - | 63,447 | Jun 30, 2024 |
| JAMES INVESTMENT RESEARCH INC | 0.04% | 0.01% | 37,000 | - | - | 50,690 | Jun 30, 2024 |
| TREK FINANCIAL, LLC | 0.02% | 0.00% | 14,964 | - | - | 20,501 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.01% | 0.00% | 10,250 | - | - | 14,043 | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | 0.04% | 0.00% | 37,000 | - | - | 50,690 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.07% | - | 60,126 | - | - | 82,372 | Jun 30, 2024 |
| SACHETTA, LLC | - | - | 10 | - | - | 13 | Jun 30, 2024 |
| MORGAN STANLEY | 0.02% | - | 17,414 | - | - | 23,858 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 178 | - | - | 244 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 900 | - | - | 1,233 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,919 | 19 | 1.00% | 2,629 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 110 | 55 | 100.00% | 151 | Jun 30, 2024 |
As of Jun 30 2024, CBAK Energy's biggest institutional seller is RENAISSANCE TECHNOLOGIES LLC. The company sold -53.40K shares of CBAT, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 0.14% | 0.00% | 124,698 | 124,698 | 100.00% | 170,838 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.07% | - | 60,061 | 60,061 | 100.00% | 82,284 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.05% | 0.00% | 42,829 | 42,829 | 100.00% | 58,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.03% | 0.00% | 24,560 | 24,560 | 100.00% | 33,647,000 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.01% | - | 12,475 | 12,475 | 100.00% | 17,091 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 550 | 550 | 100.00% | 572 | Jun 30, 2024 |
CBAK Energy's largest new institutional shareholder by number of shares is MARSHALL WACE, LLP, purchased 124.70K shares, valued at $170.84K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -53,400 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -16,661 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -4,700 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -4,484 | -100.00% | - | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
CBAK Energy's largest sold out institutional shareholder by shares sold is RENAISSANCE TECHNOLOGIES LLC, sold -53.40K shares, valued at -, as of undefined.
CBAK Energy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BRIDGEWAY FUNDS INC | 0.15% | 360,000 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.08% | 751,341 | - | - | Mar 31, 2024 |
| Global X Funds | 0.02% | 1,001,435 | - | - | Jan 31, 2024 |
| Amplify ETF Trust | 0.01% | 244,309 | - | - | Mar 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 273,292 | -24,111 | -8.11% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 84,324 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 60,126 | - | - | Feb 29, 2024 |
| Tidal Trust II | 0.00% | 2,793 | 379 | 15.70% | Jan 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 881,565 | - | - | Mar 31, 2024 |
CBAK Energy's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 360.00K shares, compromising 0.15% of its total assets.
CBAK Energy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 31 | - |
| 31 Mar, 24 | 31 | 19.23% |
| 31 Dec, 23 | 26 | 8.33% |
| 30 Sep, 23 | 24 | 4.35% |
| 30 Jun, 23 | 23 | -11.54% |
| 31 Mar, 23 | 26 | -13.33% |
| 31 Dec, 22 | 30 | 11.11% |
| 30 Sep, 22 | 27 | -12.90% |
| 30 Jun, 22 | 31 | -22.50% |
| 31 Mar, 22 | 40 | -2.44% |
| 31 Dec, 21 | 41 | -10.87% |
| 30 Sep, 21 | 46 | 6.98% |
| 30 Jun, 21 | 43 | -14.00% |
| 31 Mar, 21 | 50 | 42.86% |
| 31 Dec, 20 | 35 | 337.50% |
| 30 Sep, 20 | 8 | 60.00% |
| 30 Jun, 20 | 5 | 66.67% |
| 31 Mar, 20 | 3 | -25.00% |
| 31 Dec, 19 | 4 | -33.33% |
| 30 Sep, 19 | 6 | -14.29% |
| 30 Jun, 19 | 7 | -12.50% |
| 31 Mar, 19 | 8 | 100.00% |
| 31 Dec, 18 | 4 | -20.00% |
| 30 Sep, 18 | 5 | -16.67% |
| 30 Jun, 18 | 6 | - |
| 31 Mar, 18 | 6 | -25.00% |
| 31 Dec, 17 | 8 | 14.29% |
| 30 Sep, 17 | 7 | 16.67% |
| 30 Jun, 17 | 6 | 50.00% |
| 31 Mar, 17 | 4 | - |
As of 30 Jun 24, 31 institutions are holding CBAK Energy's shares, representing an increase of 0.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,982,990 | 3.50% |
| 31 Mar, 24 | 1,915,963 | 5.29% |
| 31 Dec, 23 | 1,819,689 | 7.52% |
| 30 Sep, 23 | 1,692,387 | 11.54% |
| 30 Jun, 23 | 1,517,256 | 31.77% |
| 31 Mar, 23 | 1,151,470 | -34.22% |
| 31 Dec, 22 | 1,750,425 | -8.23% |
| 30 Sep, 22 | 1,907,436 | -17.24% |
| 30 Jun, 22 | 2,304,837 | -46.40% |
| 31 Mar, 22 | 4,300,040 | -40.00% |
| 31 Dec, 21 | 7,166,785 | 12.51% |
| 30 Sep, 21 | 6,370,146 | 23.79% |
| 30 Jun, 21 | 5,145,993 | 37.01% |
| 31 Mar, 21 | 3,755,884 | 294.88% |
| 31 Dec, 20 | 951,137 | 172.47% |
| 30 Sep, 20 | 349,074 | 109.02% |
| 30 Jun, 20 | 167,002 | -6.62% |
| 31 Mar, 20 | 178,849 | -57.58% |
| 31 Dec, 19 | 421,664 | -48.41% |
| 30 Sep, 19 | 817,404 | 15.73% |
| 30 Jun, 19 | 706,293 | 60.80% |
| 31 Mar, 19 | 439,247 | 402.17% |
| 31 Dec, 18 | 87,470 | -88.02% |
| 30 Sep, 18 | 729,936 | -8.28% |
| 30 Jun, 18 | 795,870 | -8.28% |
| 31 Mar, 18 | 867,729 | -3.82% |
| 31 Dec, 17 | 902,169 | 67.63% |
| 30 Sep, 17 | 538,191 | 132.85% |
| 30 Jun, 17 | 231,134 | 50.43% |
| 31 Mar, 17 | 153,653 | - |
CBAK Energy (CBAT) has 1.98M shares outstanding as of 30 Jun 24, up 3.50% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 2.21% | 47.81% |
| 31 Mar, 24 | 2.15% | 51.92% |
| 31 Dec, 23 | 2.03% | 56.28% |
| 30 Sep, 23 | 1.90% | 65.43% |
| 30 Jun, 23 | 1.70% | 101.86% |
| 31 Mar, 23 | 1.29% | 33.39% |
| 31 Dec, 22 | 1.97% | 42.85% |
| 30 Sep, 22 | 2.14% | 31.96% |
| 30 Jun, 22 | 2.59% | 11.02% |
| 31 Mar, 22 | 4.85% | 7.24% |
| 31 Dec, 21 | 8.18% | 15.76% |
| 30 Sep, 21 | 7.20% | 21.27% |
| 30 Jun, 21 | 5.82% | 29.31% |
| 31 Mar, 21 | 4.46% | 189.30% |
| 31 Dec, 20 | 1.53% | 530.49% |
| 30 Sep, 20 | 0.54% | 704.05% |
| 30 Jun, 20 | 0.28% | 245.38% |
| 31 Mar, 20 | 0.34% | 28.66% |
| 31 Dec, 19 | 1.08% | 28.93% |
| 30 Sep, 19 | 1.93% | 48.53% |
| 30 Jun, 19 | 2.00% | 84.69% |
| 31 Mar, 19 | 1.54% | 1419.34% |
| 31 Dec, 18 | 0.33% | 4.39% |
| 30 Sep, 18 | 2.74% | 30.49% |
| 30 Jun, 18 | 3.00% | 27.95% |
| 31 Mar, 18 | 3.27% | 21.72% |
| 31 Dec, 17 | 3.88% | 92.96% |
| 30 Sep, 17 | 2.04% | 159.23% |
| 30 Jun, 17 | 1.13% | 189.21% |
| 31 Mar, 17 | 0.77% | - |
As of 30 Jun 24, CBAK Energy is held by 2.21% institutional shareholders, representing a 47.81% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 13 | - |
| 31 Mar, 24 | 13 | 18.18% |
| 31 Dec, 23 | 11 | -8.33% |
| 30 Sep, 23 | 12 | 33.33% |
| 30 Jun, 23 | 9 | -25.00% |
| 31 Mar, 23 | 12 | -7.69% |
| 31 Dec, 22 | 13 | 30.00% |
| 30 Sep, 22 | 10 | - |
| 30 Jun, 22 | 10 | -37.50% |
| 31 Mar, 22 | 16 | -15.79% |
| 31 Dec, 21 | 19 | 18.75% |
| 30 Sep, 21 | 16 | - |
| 30 Jun, 21 | 16 | -51.52% |
| 31 Mar, 21 | 33 | 22.22% |
| 31 Dec, 20 | 27 | 350.00% |
| 30 Sep, 20 | 6 | 200.00% |
| 30 Jun, 20 | 2 | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | -100.00% |
| 30 Sep, 19 | 4 | - |
| 30 Jun, 19 | 4 | -42.86% |
| 31 Mar, 19 | 7 | 250.00% |
| 31 Dec, 18 | 2 | -50.00% |
| 30 Sep, 18 | 4 | 33.33% |
| 30 Jun, 18 | 3 | 50.00% |
| 31 Mar, 18 | 2 | -71.43% |
| 31 Dec, 17 | 7 | 16.67% |
| 30 Sep, 17 | 6 | 50.00% |
| 30 Jun, 17 | 4 | - |
| 31 Mar, 17 | 4 | - |
13 institutional shareholders have increased their position in CBAT stock as of 30 Jun 24 compared to 13 in the previous quarter (a 0.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 4 | 33.33% |
| 31 Mar, 24 | 3 | -40.00% |
| 31 Dec, 23 | 5 | 25.00% |
| 30 Sep, 23 | 4 | -20.00% |
| 30 Jun, 23 | 5 | 25.00% |
| 31 Mar, 23 | 4 | -50.00% |
| 31 Dec, 22 | 8 | - |
| 30 Sep, 22 | 8 | -11.11% |
| 30 Jun, 22 | 9 | -40.00% |
| 31 Mar, 22 | 15 | 36.36% |
| 31 Dec, 21 | 11 | -35.29% |
| 30 Sep, 21 | 17 | 41.67% |
| 30 Jun, 21 | 12 | 200.00% |
| 31 Mar, 21 | 4 | - |
| 31 Dec, 20 | - | -100.00% |
| 30 Sep, 20 | 2 | - |
| 30 Jun, 20 | 2 | - |
| 31 Mar, 20 | 2 | -50.00% |
| 31 Dec, 19 | 4 | - |
| 30 Sep, 19 | - | -100.00% |
| 30 Jun, 19 | 2 | - |
| 31 Mar, 19 | - | -100.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | - | -100.00% |
| 30 Jun, 18 | 3 | -25.00% |
| 31 Mar, 18 | 4 | 300.00% |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
4 institutional shareholders have reduced their position in CBAT stock as of 30 Jun 24 compared to 3 in the previous quarter (a 33.33% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 31 | - | 1,982,990 | 3.50% | 2.21% | 47.81% | 13 | - | 4 | 33.33% |
| 31 Mar, 24 | 31 | 19.23% | 1,915,963 | 5.29% | 2.15% | 51.92% | 13 | 18.18% | 3 | -40.00% |
| 31 Dec, 23 | 26 | 8.33% | 1,819,689 | 7.52% | 2.03% | 56.28% | 11 | -8.33% | 5 | 25.00% |
| 30 Sep, 23 | 24 | 4.35% | 1,692,387 | 11.54% | 1.90% | 65.43% | 12 | 33.33% | 4 | -20.00% |
| 30 Jun, 23 | 23 | -11.54% | 1,517,256 | 31.77% | 1.70% | 101.86% | 9 | -25.00% | 5 | 25.00% |
| 31 Mar, 23 | 26 | -13.33% | 1,151,470 | -34.22% | 1.29% | 33.39% | 12 | -7.69% | 4 | -50.00% |
| 31 Dec, 22 | 30 | 11.11% | 1,750,425 | -8.23% | 1.97% | 42.85% | 13 | 30.00% | 8 | - |
| 30 Sep, 22 | 27 | -12.90% | 1,907,436 | -17.24% | 2.14% | 31.96% | 10 | - | 8 | -11.11% |
| 30 Jun, 22 | 31 | -22.50% | 2,304,837 | -46.40% | 2.59% | 11.02% | 10 | -37.50% | 9 | -40.00% |
| 31 Mar, 22 | 40 | -2.44% | 4,300,040 | -40.00% | 4.85% | 7.24% | 16 | -15.79% | 15 | 36.36% |
| 31 Dec, 21 | 41 | -10.87% | 7,166,785 | 12.51% | 8.18% | 15.76% | 19 | 18.75% | 11 | -35.29% |
| 30 Sep, 21 | 46 | 6.98% | 6,370,146 | 23.79% | 7.20% | 21.27% | 16 | - | 17 | 41.67% |
| 30 Jun, 21 | 43 | -14.00% | 5,145,993 | 37.01% | 5.82% | 29.31% | 16 | -51.52% | 12 | 200.00% |
| 31 Mar, 21 | 50 | 42.86% | 3,755,884 | 294.88% | 4.46% | 189.30% | 33 | 22.22% | 4 | - |
| 31 Dec, 20 | 35 | 337.50% | 951,137 | 172.47% | 1.53% | 530.49% | 27 | 350.00% | - | -100.00% |
| 30 Sep, 20 | 8 | 60.00% | 349,074 | 109.02% | 0.54% | 704.05% | 6 | 200.00% | 2 | - |
| 30 Jun, 20 | 5 | 66.67% | 167,002 | -6.62% | 0.28% | 245.38% | 2 | - | 2 | - |
| 31 Mar, 20 | 3 | -25.00% | 178,849 | -57.58% | 0.34% | 28.66% | - | - | 2 | -50.00% |
| 31 Dec, 19 | 4 | -33.33% | 421,664 | -48.41% | 1.08% | 28.93% | - | -100.00% | 4 | - |
| 30 Sep, 19 | 6 | -14.29% | 817,404 | 15.73% | 1.93% | 48.53% | 4 | - | - | -100.00% |
| 30 Jun, 19 | 7 | -12.50% | 706,293 | 60.80% | 2.00% | 84.69% | 4 | -42.86% | 2 | - |
| 31 Mar, 19 | 8 | 100.00% | 439,247 | 402.17% | 1.54% | 1419.34% | 7 | 250.00% | - | -100.00% |
| 31 Dec, 18 | 4 | -20.00% | 87,470 | -88.02% | 0.33% | 4.39% | 2 | -50.00% | 1 | - |
| 30 Sep, 18 | 5 | -16.67% | 729,936 | -8.28% | 2.74% | 30.49% | 4 | 33.33% | - | -100.00% |
| 30 Jun, 18 | 6 | - | 795,870 | -8.28% | 3.00% | 27.95% | 3 | 50.00% | 3 | -25.00% |
| 31 Mar, 18 | 6 | -25.00% | 867,729 | -3.82% | 3.27% | 21.72% | 2 | -71.43% | 4 | 300.00% |
| 31 Dec, 17 | 8 | 14.29% | 902,169 | 67.63% | 3.88% | 92.96% | 7 | 16.67% | 1 | - |
| 30 Sep, 17 | 7 | 16.67% | 538,191 | 132.85% | 2.04% | 159.23% | 6 | 50.00% | - | - |
| 30 Jun, 17 | 6 | 50.00% | 231,134 | 50.43% | 1.13% | 189.21% | 4 | - | - | - |
| 31 Mar, 17 | 4 | - | 153,653 | - | 0.77% | - | 4 | - | - | - |
CBAK Energy Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of CBAK Energy's stock was made by Li Jiewei on Aug 29 2023, selling - shares at - per share (valued at -). The last insider buy of CBAT was made by Asia EVK New Energy Auto Ltd on Jun 05 2020, buying 2,151,017 shares at $0.48 per share (worth $1.03M).
CBAK Energy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2022 | 2 | - | - |
| Q2 2021 | - | 1 | - |
| Q2 2020 | 2 | 1 | 200.00% |
| Q3 2019 | 9 | 2 | 450.00% |
| Q2 2019 | - | 1 | - |
| Q1 2019 | 1 | 1 | 100.00% |
| Q2 2017 | 1 | - | - |
| Q2 2016 | 4 | - | - |
| Q1 2016 | 1 | 2 | 50.00% |
| Q2 2015 | 9 | 13 | 69.23% |
| Q3 2014 | - | - | - |
| Q2 2014 | - | - | - |
| Q4 2013 | - | - | - |
| Q3 2013 | - | - | - |
| Q1 2013 | - | - | - |
| Q4 2012 | - | - | - |
| Q3 2012 | - | - | - |
| Q3 2011 | 1 | - | - |
| Q2 2011 | 1 | - | - |
| Q1 2011 | - | 3 | - |
2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by CBAK Energy's insiders, as of Q2 2022.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2022 | - | - | - |
| Q2 2021 | - | - | - |
| Q2 2020 | 2 | - | - |
| Q3 2019 | 3 | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | 1 | - | - |
| Q2 2017 | 1 | - | - |
| Q2 2016 | - | - | - |
| Q1 2016 | 1 | 1 | 100.00% |
| Q2 2015 | - | 13 | - |
| Q3 2014 | - | - | - |
| Q2 2014 | - | - | - |
| Q4 2013 | - | - | - |
| Q3 2013 | - | - | - |
| Q1 2013 | - | - | - |
| Q4 2012 | - | - | - |
| Q3 2012 | - | - | - |
| Q3 2011 | 1 | - | - |
| Q2 2011 | - | - | - |
| Q1 2011 | - | - | - |
As of Q2 2022, Insider owners conducted 0 open market buy trades and 0 open market sell trades of CBAK Energy's stocks.
CBAK Energy Peer Ownership
| Ticker | Company |
|---|---|
| MVST | Microvast Holdings, Inc. |
| BE | Bloom Energy Corporation |
| ENS | EnerSys |
| ENVX | Enovix Corporation |
| EOSE | Eos Energy Enterprises, Inc. |
| FLUX | Flux Power Holdings, Inc. |
| LTBR | Lightbridge Corporation |
| PPSI | Pioneer Power Solutions, Inc. |
| PLUG | Plug Power Inc. |
| FREY | FREYR Battery |
| POLA | Polar Power, Inc. |
| IPWR | Ideal Power Inc. |
| SLDP | Solid Power, Inc. |
| XPON | Expion360 Inc. |
| GWH | ESS Tech, Inc. |
CBAT Ownership FAQ
Who Owns CBAK Energy?
CBAK Energy is owned by institutional shareholders (2.21%), insiders (19.87%), and public (77.92%). The largest institutional shareholder of CBAK Energy is BRIDGEWAY CAPITAL MANAGEMENT, LLC (0.73% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.15% of total shares).
Who are the major institutional shareholders of CBAK Energy?
CBAK Energy's major institutional shareholders are BRIDGEWAY CAPITAL MANAGEMENT, LLC, EMPOWERED FUNDS, LLC, STATE STREET CORP, MARSHALL WACE, LLP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 1.56% of the company's share outstanding.
How many CBAK Energy shareholders are there?
As of Jun 2024, there are 31 institutional shareholders of CBAK Energy.
What percentage of CBAK Energy is owned by BRIDGEWAY CAPITAL MANAGEMENT, LLC?
BRIDGEWAY CAPITAL MANAGEMENT, LLC owns 654.52K shares of CBAK Energy, representing 0.73% of the company's total shares outstanding, valued at $896.7K (as of Jun 2024).
What percentage of CBAK Energy is owned by EMPOWERED FUNDS, LLC?
As of Jun 2024, EMPOWERED FUNDS, LLC holds 294.52K shares of CBAK Energy (CBAT), compromising 0.33% of the company, valued at $403.5K.
What percentage of CBAK Energy is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of CBAK Energy. The company owns 266.38K of the company's shares outstanding (worth $364.94M).