Escalade Ownership | Who Owns Escalade?

Overview RevenueFinancials Chart Transcripts

Escalade Ownership Summary

Escalade is owned by 37.20% institutional investors, 35.10% insiders, and 27.69% retail investors. Thoroughbred financial services is the largest institutional shareholder, holding 8.13% of ESCA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.21% of its assets in Escalade shares.

ESCA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Escalade	37.20%	35.10%	27.69%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Leisure Stocks	58.67%	14.28%	27.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thoroughbred financial services	1.12M	8.13%	$15.46M
Minerva advisors	537.81K	3.90%	$7.27M
Blackrock	526.39K	3.82%	$7.26M
North star investment management	498.32K	3.61%	$6.87M
Vanguard group	497.39K	3.61%	$6.86M
Dimensional fund advisors lp	458.46K	3.33%	$6.32M
Morgan stanley	258.05K	1.87%	$3.56M
Geode capital management	221.07K	1.60%	$3.05M
Bank of new york mellon	126.47K	0.92%	$1.74M
State street	118.23K	0.86%	$1.63M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Minerva advisors	537.81K	4.85%	$7.27M
Thoroughbred financial services	1.12M	1.03%	$15.46M
Mork capital management	80.00K	0.86%	$1.10M
Peoples bank /oh	70.63K	0.51%	$974.02K
North star investment management	498.32K	0.50%	$6.87M
De lisle partners llp	78.89K	0.24%	$1.08M
Northstar group	66.50K	0.17%	$917.03K
Prosperity consulting group	29.02K	0.05%	$400.23K
Inspire advisors	14.59K	0.03%	$201.18K
Arete wealth advisors	14.92K	0.02%	$200.00K

Top Buyers

Holder	Shares	% Assets	Change
Thoroughbred financial services	1.12M	1.03%	1.12M
Morgan stanley	258.05K	0.00%	240.79K
Blackrock	526.39K	0.00%	15.45K
Arete wealth advisors	14.92K	0.02%	14.92K
Inspire advisors	14.59K	0.03%	14.59K

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	4.71K	-	-15.58K
Quadrature capital	-	-	-14.49K
Hillsdale investment management	-	-	-14.30K
O'shaughnessy asset management	-	-	-11.49K
Ubs group	4.15K	-	-8.29K

New Positions

Holder	Shares	% Assets	Change	Value
Inspire advisors	14.59K	0.03%	14.59K	$201.18K
Goldman sachs group	10.33K	-	10.33K	$142.48K
Corebridge financial	5.38K	0.00%	5.38K	$74.19K
Mirae asset global etfs	4.88K	0.00%	4.88K	$67.31K
Citadel advisors	1.00K	-	1.00K	$13.79K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Voisard asset management group	-84.00
First manhattan co. llc.	-100.00
Qube research	-180.00
Innealta capital	-481.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	61	-	5,162,700	-0.25%	37	2.64%	25	-10.71%	17	6.25%
Jun 30, 2024	61	10.91%	5,175,737	37.54%	37	5.04%	28	3.70%	16	45.45%
Mar 31, 2024	55	-9.84%	3,763,112	-22.12%	27	2.21%	27	-20.59%	11	-15.38%
Dec 31, 2023	61	15.09%	4,831,991	3.27%	35	3.03%	34	47.83%	13	-7.14%
Sep 30, 2023	53	10.42%	4,679,109	35.67%	34	5.40%	23	-32.35%	14	180.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	306.81K	2.21%	-
iShares Russell 2000 ETF	253.18K	1.82%	-532.00
North Star Micro Cap I	238.00K	1.72%	-
North Star Dividend I	190.00K	1.37%	-
Vanguard Institutional Extnd Mkt Idx Tr	127.33K	0.92%	-
Fidelity Small Cap Index	102.09K	0.74%	-1.30K
iShares Russell 2000 Value ETF	91.63K	0.66%	118.00
VT De Lisle America B USD	78.89K	0.57%	-
DFA US Micro Cap I	71.19K	0.51%	-
WisdomTree US SmallCap Dividend ETF	68.63K	0.49%	116.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 09, 2024	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$28.49K
Dec 13, 2023	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$80.87K
Oct 30, 2023	Baalmann Richard Fenton JR	-	Sell	$108.52K
Dec 15, 2022	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$17.99K
Dec 14, 2022	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$20.00

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	2
2023 Q2	-	-

ESCA Ownership FAQ

Who Owns Escalade?

Escalade shareholders are primarily institutional investors at 37.20%, followed by 35.10% insiders and 27.70% retail investors. The average institutional ownership in Escalade's industry, Leisure Stocks , is 58.67%, which Escalade falls below.

Who owns the most shares of Escalade?

Escalade’s largest shareholders are Thoroughbred financial services (1.12M shares, 8.13%), Minerva advisors (537.81K shares, 3.90%), and Blackrock (526.39K shares, 3.82%). Together, they hold 15.85% of Escalade’s total shares outstanding.

Does Blackrock own Escalade?

Yes, BlackRock owns 3.82% of Escalade, totaling 526.39K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 7.26M$. In the last quarter, BlackRock increased its holdings by 15.45K shares, a 3.02% change.

Who is Escalade’s biggest shareholder by percentage of total assets invested?

Minerva advisors is Escalade’s biggest shareholder by percentage of total assets invested, with 4.85% of its assets in 537.81K Escalade shares, valued at 7.27M$.

Who is the top mutual fund holder of Escalade shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Escalade shares, with 2.21% of its total shares outstanding invested in 306.82K Escalade shares.

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