Tritium DCFC Ownership 2024 | Who Owns Tritium DCFC Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 |
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 |
---|---|---|---|---|---|---|---|
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 Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Cushing Mutual Funds Trust | 20.40% | 588,862 | - | - | Aug 31, 2023 |
HIGHLAND FUNDS II | 2.03% | 30,000 | - | - | Dec 31, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.04% | 3,076,853 | - | - | Jan 31, 2024 |
Collaborative Investment Series Trust | 0.03% | 5,380 | - | - | Mar 31, 2024 |
Tidal ETF Trust | 0.00% | 38,551 | - | - | Jan 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 287,358 | - | - | Jan 31, 2024 |
ETF Series Solutions | 0.00% | 5,404 | - | - | Jan 31, 2024 |
Tritium DCFC Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 28 | -12.50% |
31 Dec, 23 | 32 | -23.81% |
30 Sep, 23 | 42 | -10.64% |
30 Jun, 23 | 47 | -20.34% |
31 Mar, 23 | 59 | 13.46% |
31 Dec, 22 | 52 | -1.89% |
30 Sep, 22 | 53 | 15.22% |
30 Jun, 22 | 46 | 21.05% |
31 Mar, 22 | 38 | 1800.00% |
31 Dec, 21 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 11,123,252 | -6.83% |
31 Dec, 23 | 11,938,443 | -8.69% |
30 Sep, 23 | 13,075,012 | -30.52% |
30 Jun, 23 | 18,819,403 | -13.54% |
31 Mar, 23 | 21,767,327 | -49.00% |
31 Dec, 22 | 42,684,199 | -10.49% |
30 Sep, 22 | 47,688,688 | 6.56% |
30 Jun, 22 | 44,753,113 | 105.06% |
31 Mar, 22 | 21,824,509 | 9927.20% |
31 Dec, 21 | 217,653 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 7.07% | 11.98% |
31 Dec, 23 | 7.68% | 7.23% |
30 Sep, 23 | 10.31% | 4.68% |
30 Jun, 23 | 14.84% | 5.04% |
31 Mar, 23 | 17.16% | 1.52% |
31 Dec, 22 | 33.66% | 2.38% |
30 Sep, 22 | 37.61% | 3.02% |
30 Jun, 22 | 35.29% | 11.92% |
31 Mar, 22 | 17.21% | 58433.57% |
31 Dec, 21 | 0.17% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 6 | -57.14% |
31 Dec, 23 | 14 | -39.13% |
30 Sep, 23 | 23 | 35.29% |
30 Jun, 23 | 17 | -51.43% |
31 Mar, 23 | 35 | 45.83% |
31 Dec, 22 | 24 | -22.58% |
30 Sep, 22 | 31 | 6.90% |
30 Jun, 22 | 29 | -12.12% |
31 Mar, 22 | 33 | 1550.00% |
31 Dec, 21 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | 11 | 22.22% |
31 Dec, 23 | 9 | - |
30 Sep, 23 | 9 | -40.00% |
30 Jun, 23 | 15 | 36.36% |
31 Mar, 23 | 11 | -31.25% |
31 Dec, 22 | 16 | 60.00% |
30 Sep, 22 | 10 | 25.00% |
30 Jun, 22 | 8 | - |
31 Mar, 22 | - | - |
31 Dec, 21 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 28 | -12.50% | 11,123,252 | -6.83% | 7.07% | 11.98% | 6 | -57.14% | 11 | 22.22% |
31 Dec, 23 | 32 | -23.81% | 11,938,443 | -8.69% | 7.68% | 7.23% | 14 | -39.13% | 9 | - |
30 Sep, 23 | 42 | -10.64% | 13,075,012 | -30.52% | 10.31% | 4.68% | 23 | 35.29% | 9 | -40.00% |
30 Jun, 23 | 47 | -20.34% | 18,819,403 | -13.54% | 14.84% | 5.04% | 17 | -51.43% | 15 | 36.36% |
31 Mar, 23 | 59 | 13.46% | 21,767,327 | -49.00% | 17.16% | 1.52% | 35 | 45.83% | 11 | -31.25% |
31 Dec, 22 | 52 | -1.89% | 42,684,199 | -10.49% | 33.66% | 2.38% | 24 | -22.58% | 16 | 60.00% |
30 Sep, 22 | 53 | 15.22% | 47,688,688 | 6.56% | 37.61% | 3.02% | 31 | 6.90% | 10 | 25.00% |
30 Jun, 22 | 46 | 21.05% | 44,753,113 | 105.06% | 35.29% | 11.92% | 29 | -12.12% | 8 | - |
31 Mar, 22 | 38 | 1800.00% | 21,824,509 | 9927.20% | 17.21% | 58433.57% | 33 | 1550.00% | - | - |
31 Dec, 21 | 2 | - | 217,653 | - | 0.17% | - | 2 | - | - | - |
DCFC Ownership FAQ
Who Owns Tritium DCFC?
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).
Who are the major institutional shareholders of Tritium DCFC?
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.
How many Tritium DCFC shareholders are there?
As of Mar 2024, there are 28 institutional shareholders of Tritium DCFC.
What percentage of Tritium DCFC is owned by CIGNA INVESTMENTS INC /NEW?
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).
What percentage of Tritium DCFC is owned by BANK OF AMERICA CORP /DE/?
As of Jun 2024, BANK OF AMERICA CORP /DE/ holds 0 shares of Tritium DCFC (DCFC), compromising 0% of the company, valued at $0.
What percentage of Tritium DCFC is owned by WELLS FARGO & COMPANY/MN?
WELLS FARGO & COMPANY/MN is the third largest holder of Tritium DCFC. The company owns 0 of the company's shares outstanding (worth $0).