Tritium DCFC Ownership 2024 | Who Owns Tritium DCFC Now?


OverviewForecastFinancialsChartTranscripts

Institutional Ownership

7.07%

Insider Ownership

27.44%

Retail Ownership

65.49%

Institutional Holders

28.00

Tritium DCFC Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CIGNA INVESTMENTS INC /NEW----923,760-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----200-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----42,000-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC----73,557-100.00%-Jun 30, 2024
MORGAN STANLEY----269,509-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----20,000-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----82,169-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----27,874-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----153,712-100.00%-Jun 30, 2024
RIVERSTONE HOLDINGS LLC----7,353,637-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----22,350-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----76,498-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----24,921-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----12,200-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----42,209-100.00%-Jun 30, 2024
CSENGE ADVISORY GROUP----37,600-100.00%-Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC----97-100.00%-Jun 30, 2024
INVESTORS RESEARCH CORP----230-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----1,095,000-100.00%-Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP----63,640-100.00%-Jun 30, 2024

Tritium DCFC's largest institutional shareholder is CIGNA INVESTMENTS INC /NEW, 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
CIGNA INVESTMENTS INC /NEW----923,760-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----200-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----42,000-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC----73,557-100.00%-Jun 30, 2024
MORGAN STANLEY----269,509-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----20,000-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----82,169-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----27,874-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----153,712-100.00%-Jun 30, 2024
RIVERSTONE HOLDINGS LLC----7,353,637-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----22,350-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----76,498-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----24,921-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----12,200-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----42,209-100.00%-Jun 30, 2024
CSENGE ADVISORY GROUP----37,600-100.00%-Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC----97-100.00%-Jun 30, 2024
INVESTORS RESEARCH CORP----230-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----1,095,000-100.00%-Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP----63,640-100.00%-Jun 30, 2024

The largest Tritium DCFC shareholder by % of total assets is CIGNA INVESTMENTS INC /NEW. The company owns 0.00 shares of Tritium DCFC (DCFC), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STEWARD PARTNERS INVESTMENT ADVISORY, LLC----97-100.00%-Jun 30, 2024
BEACON CAPITAL MANAGEMENT, LLC----200-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----200-100.00%-Jun 30, 2024
INVESTORS RESEARCH CORP----230-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----12,200-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----20,000-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----22,350-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----24,921-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----27,874-100.00%-Jun 30, 2024
PRENTICE WEALTH MANAGEMENT LLC----36,500-100.00%-Jun 30, 2024
CSENGE ADVISORY GROUP----37,600-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----42,000-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----42,209-100.00%-Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP----63,640-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC----73,557-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----76,498-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----82,169-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----153,712-100.00%-Jun 30, 2024
BOWMAN & CO S.C.----233,398-100.00%-Jun 30, 2024
MORGAN STANLEY----269,509-100.00%-Jun 30, 2024

As of Jun 30 2024, Tritium DCFC's largest institutional buyer is STEWARD PARTNERS INVESTMENT ADVISORY, LLC. The company purchased -97.00 stocks of DCFC, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RIVERSTONE HOLDINGS LLC----7,353,637-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----1,095,000-100.00%-Jun 30, 2024
CIGNA INVESTMENTS INC /NEW----923,760-100.00%-Jun 30, 2024
MORGAN STANLEY----269,509-100.00%-Jun 30, 2024
BOWMAN & CO S.C.----233,398-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----153,712-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----82,169-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----76,498-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC----73,557-100.00%-Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP----63,640-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----42,209-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----42,000-100.00%-Jun 30, 2024
CSENGE ADVISORY GROUP----37,600-100.00%-Jun 30, 2024
PRENTICE WEALTH MANAGEMENT LLC----36,500-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----27,874-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----24,921-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----22,350-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----20,000-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----12,200-100.00%-Jun 30, 2024
INVESTORS RESEARCH CORP----230-100.00%-Jun 30, 2024

As of Jun 30 2024, Tritium DCFC's biggest institutional seller is RIVERSTONE HOLDINGS LLC. The company sold -7.35M shares of DCFC, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RIVERSTONE HOLDINGS LLC----7,353,637-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----1,095,000-100.00%-Jun 30, 2024
CIGNA INVESTMENTS INC /NEW----923,760-100.00%-Jun 30, 2024
MORGAN STANLEY----269,509-100.00%-Jun 30, 2024
BOWMAN & CO S.C.----233,398-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----153,712-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----82,169-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----76,498-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC----73,557-100.00%-Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP----63,640-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----42,209-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----42,000-100.00%-Jun 30, 2024
CSENGE ADVISORY GROUP----37,600-100.00%-Jun 30, 2024
PRENTICE WEALTH MANAGEMENT LLC----36,500-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----27,874-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----24,921-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----22,350-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----20,000-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----12,200-100.00%-Jun 30, 2024
INVESTORS RESEARCH CORP----230-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----200-100.00%-Jun 30, 2024
BEACON CAPITAL MANAGEMENT, LLC----200-100.00%-Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC----97-100.00%-Jun 30, 2024

Tritium DCFC's largest sold out institutional shareholder by shares sold is RIVERSTONE HOLDINGS LLC, sold -7.35M shares, valued at -, as of undefined.

Tritium DCFC Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Cushing Mutual Funds Trust20.40%588,862--Aug 31, 2023
HIGHLAND FUNDS II2.03%30,000--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.04%3,076,853--Jan 31, 2024
Collaborative Investment Series Trust0.03%5,380--Mar 31, 2024
Tidal ETF Trust0.00%38,551--Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%287,358--Jan 31, 2024
ETF Series Solutions0.00%5,404--Jan 31, 2024

Tritium DCFC's largest mutual fund holder by % of total assets is "Cushing Mutual Funds Trust", owning 588.86K shares, compromising 20.40% of its total assets.

Tritium DCFC Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2428-12.50%
31 Dec, 2332-23.81%
30 Sep, 2342-10.64%
30 Jun, 2347-20.34%
31 Mar, 235913.46%
31 Dec, 2252-1.89%
30 Sep, 225315.22%
30 Jun, 224621.05%
31 Mar, 22381800.00%
31 Dec, 212-

As of 31 Mar 24, 28 institutions are holding Tritium DCFC's shares, representing a decrease of -12.50% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2411,123,252-6.83%
31 Dec, 2311,938,443-8.69%
30 Sep, 2313,075,012-30.52%
30 Jun, 2318,819,403-13.54%
31 Mar, 2321,767,327-49.00%
31 Dec, 2242,684,199-10.49%
30 Sep, 2247,688,6886.56%
30 Jun, 2244,753,113105.06%
31 Mar, 2221,824,5099927.20%
31 Dec, 21217,653-

Tritium DCFC (DCFC) has 11.12M shares outstanding as of 31 Mar 24, down -6.83% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 247.07%11.98%
31 Dec, 237.68%7.23%
30 Sep, 2310.31%4.68%
30 Jun, 2314.84%5.04%
31 Mar, 2317.16%1.52%
31 Dec, 2233.66%2.38%
30 Sep, 2237.61%3.02%
30 Jun, 2235.29%11.92%
31 Mar, 2217.21%58433.57%
31 Dec, 210.17%-

As of 31 Mar 24, Tritium DCFC is held by 7.07% institutional shareholders, representing a 11.98% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 246-57.14%
31 Dec, 2314-39.13%
30 Sep, 232335.29%
30 Jun, 2317-51.43%
31 Mar, 233545.83%
31 Dec, 2224-22.58%
30 Sep, 22316.90%
30 Jun, 2229-12.12%
31 Mar, 22331550.00%
31 Dec, 212-

6 institutional shareholders have increased their position in DCFC stock as of 31 Mar 24 compared to 14 in the previous quarter (a -57.14% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 241122.22%
31 Dec, 239-
30 Sep, 239-40.00%
30 Jun, 231536.36%
31 Mar, 2311-31.25%
31 Dec, 221660.00%
30 Sep, 221025.00%
30 Jun, 228-
31 Mar, 22--
31 Dec, 21--

11 institutional shareholders have reduced their position in DCFC stock as of 31 Mar 24 compared to 9 in the previous quarter (a 22.22% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2428-12.50%11,123,252-6.83%7.07%11.98%6-57.14%1122.22%
31 Dec, 2332-23.81%11,938,443-8.69%7.68%7.23%14-39.13%9-
30 Sep, 2342-10.64%13,075,012-30.52%10.31%4.68%2335.29%9-40.00%
30 Jun, 2347-20.34%18,819,403-13.54%14.84%5.04%17-51.43%1536.36%
31 Mar, 235913.46%21,767,327-49.00%17.16%1.52%3545.83%11-31.25%
31 Dec, 2252-1.89%42,684,199-10.49%33.66%2.38%24-22.58%1660.00%
30 Sep, 225315.22%47,688,6886.56%37.61%3.02%316.90%1025.00%
30 Jun, 224621.05%44,753,113105.06%35.29%11.92%29-12.12%8-
31 Mar, 22381800.00%21,824,5099927.20%17.21%58433.57%331550.00%--
31 Dec, 212-217,653-0.17%-2---

Tritium DCFC Peer Ownership


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DCFC Ownership FAQ


Tritium DCFC is owned by institutional shareholders (7.07%), insiders (27.44%), and public (65.49%). The largest institutional shareholder of Tritium DCFC is CIGNA INVESTMENTS INC /NEW (0% of total shares) and the top mutual fund owner is Cushing Mutual Funds Trust (20.40% of total shares).

Tritium DCFC's major institutional shareholders are CIGNA INVESTMENTS INC /NEW, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, GOLDMAN SACHS GROUP INC, and MORGAN STANLEY. The top five shareholders own together 0% of the company's share outstanding.

As of Mar 2024, there are 28 institutional shareholders of Tritium DCFC.

CIGNA INVESTMENTS INC /NEW owns 0 shares of Tritium DCFC, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).

As of Jun 2024, BANK OF AMERICA CORP /DE/ holds 0 shares of Tritium DCFC (DCFC), compromising 0% of the company, valued at $0.

WELLS FARGO & COMPANY/MN is the third largest holder of Tritium DCFC. The company owns 0 of the company's shares outstanding (worth $0).