Escalade Ownership 2024 | Who Owns Escalade Now?
Institutional Ownership
37.54%
Insider Ownership
35.10%
Retail Ownership
27.35%
Institutional Holders
61.00
Escalade Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
THOROUGHBRED FINANCIAL SERVICES, LLC | 8.13% | 1.03% | 1,120,994 | 1,120,994 | 100.00% | 15,458,000 | Jun 30, 2024 |
MINERVA ADVISORS LLC | 3.90% | 4.85% | 537,814 | - | - | 7,271,245 | Jun 30, 2024 |
BLACKROCK INC. | 3.82% | 0.00% | 526,394 | 15,453 | 3.02% | 7,258,973 | Jun 30, 2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 3.61% | 0.50% | 498,320 | 14,408 | 2.98% | 6,871,839 | Jun 30, 2024 |
VANGUARD GROUP INC | 3.61% | 0.00% | 497,387 | -1,558 | -0.31% | 6,858,967 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.33% | 0.00% | 458,464 | 1,365 | 0.30% | 6,322,011 | Jun 30, 2024 |
MORGAN STANLEY | 1.87% | 0.00% | 258,046 | 240,791 | 1395.49% | 3,558,456 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.60% | 0.00% | 221,071 | 12,506 | 6.00% | 3,048,908 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.92% | 0.00% | 126,474 | 1,071 | 0.85% | 1,744,073 | Jun 30, 2024 |
STATE STREET CORP | 0.86% | 0.00% | 118,231 | 5,221 | 4.62% | 1,630,405,000 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.67% | 0.00% | 92,082 | -378 | -0.41% | 1,269,811,000 | Jun 30, 2024 |
MORK CAPITAL MANAGEMENT, LLC | 0.58% | 0.86% | 80,000 | - | - | 1,103,200 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.57% | 0.24% | 78,886 | - | - | 1,077,188 | Jun 30, 2024 |
PEOPLES BANK /OH | 0.51% | 0.51% | 70,632 | - | - | 974,016 | Jun 30, 2024 |
NORTHSTAR GROUP, INC. | 0.48% | 0.17% | 66,500 | - | - | 917,035 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.29% | 0.01% | 39,708 | - | - | 547,573 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.24% | 0.00% | 33,740 | 717 | 2.17% | 465,000 | Jun 30, 2024 |
PROSPERITY CONSULTING GROUP, LLC | 0.21% | 0.05% | 29,023 | -6,186 | -17.57% | 400,227 | Jun 30, 2024 |
INVESCO LTD. | 0.20% | 0.00% | 28,151 | -3,037 | -9.74% | 388,202 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.19% | 0.00% | 26,565 | - | - | 366,331 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MINERVA ADVISORS LLC | 3.90% | 4.85% | 537,814 | - | - | 7,271,245 | Jun 30, 2024 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8.13% | 1.03% | 1,120,994 | 1,120,994 | 100.00% | 15,458,000 | Jun 30, 2024 |
MORK CAPITAL MANAGEMENT, LLC | 0.58% | 0.86% | 80,000 | - | - | 1,103,200 | Jun 30, 2024 |
PEOPLES BANK /OH | 0.51% | 0.51% | 70,632 | - | - | 974,016 | Jun 30, 2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 3.61% | 0.50% | 498,320 | 14,408 | 2.98% | 6,871,839 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.57% | 0.24% | 78,886 | - | - | 1,077,188 | Jun 30, 2024 |
NORTHSTAR GROUP, INC. | 0.48% | 0.17% | 66,500 | - | - | 917,035 | Jun 30, 2024 |
PROSPERITY CONSULTING GROUP, LLC | 0.21% | 0.05% | 29,023 | -6,186 | -17.57% | 400,227 | Jun 30, 2024 |
INSPIRE ADVISORS, LLC | 0.11% | 0.03% | 14,589 | 14,589 | 100.00% | 201,180 | Jun 30, 2024 |
ARETE WEALTH ADVISORS, LLC | 0.11% | 0.02% | 14,916 | 14,916 | 100.00% | 200,000 | Jun 30, 2024 |
HILLSDALE INVESTMENT MANAGEMENT INC. | 0.10% | 0.02% | 14,300 | 14,300 | 100.00% | 197,197 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.29% | 0.01% | 39,708 | - | - | 547,573 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 481 | 481 | 100.00% | 6,633 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.33% | 0.00% | 458,464 | 1,365 | 0.30% | 6,322,011 | Jun 30, 2024 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 0.08% | 0.00% | 11,094 | - | - | 152,987 | Jun 30, 2024 |
JANNEY MONTGOMERY SCOTT LLC | 0.18% | 0.00% | 25,455 | 511 | 2.05% | 351,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 3,548 | 2,669 | 303.64% | 48,927 | Jun 30, 2024 |
VOISARD ASSET MANAGEMENT GROUP, INC. | 0.00% | 0.00% | 84 | 84 | 100.00% | 1,159 | Jun 30, 2024 |
METLIFE INVESTMENT MANAGEMENT, LLC | 0.04% | 0.00% | 5,900 | 554 | 10.36% | 81,361 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 5,380 | 5,380 | 100.00% | 74,190 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
THOROUGHBRED FINANCIAL SERVICES, LLC | 8.13% | 1.03% | 1,120,994 | 1,120,994 | 100.00% | 15,458,000 | Jun 30, 2024 |
MORGAN STANLEY | 1.87% | 0.00% | 258,046 | 240,791 | 1395.49% | 3,558,456 | Jun 30, 2024 |
BLACKROCK INC. | 3.82% | 0.00% | 526,394 | 15,453 | 3.02% | 7,258,973 | Jun 30, 2024 |
ARETE WEALTH ADVISORS, LLC | 0.11% | 0.02% | 14,916 | 14,916 | 100.00% | 200,000 | Jun 30, 2024 |
INSPIRE ADVISORS, LLC | 0.11% | 0.03% | 14,589 | 14,589 | 100.00% | 201,180 | Jun 30, 2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 3.61% | 0.50% | 498,320 | 14,408 | 2.98% | 6,871,839 | Jun 30, 2024 |
HILLSDALE INVESTMENT MANAGEMENT INC. | 0.10% | 0.02% | 14,300 | 14,300 | 100.00% | 197,197 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.60% | 0.00% | 221,071 | 12,506 | 6.00% | 3,048,908 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.07% | - | 10,332 | 10,332 | 100.00% | 142,478 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 5,380 | 5,380 | 100.00% | 74,190 | Jun 30, 2024 |
STATE STREET CORP | 0.86% | 0.00% | 118,231 | 5,221 | 4.62% | 1,630,405,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 4,881 | 4,881 | 100.00% | 67,309 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.11% | - | 15,336 | 3,734 | 32.18% | 211,483 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 3,548 | 2,669 | 303.64% | 48,927 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.33% | 0.00% | 458,464 | 1,365 | 0.30% | 6,322,011 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.92% | 0.00% | 126,474 | 1,071 | 0.85% | 1,744,073 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.04% | - | 5,393 | 906 | 20.19% | 74,374 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.24% | 0.00% | 33,740 | 717 | 2.17% | 465,000 | Jun 30, 2024 |
METLIFE INVESTMENT MANAGEMENT, LLC | 0.04% | 0.00% | 5,900 | 554 | 10.36% | 81,361 | Jun 30, 2024 |
JANNEY MONTGOMERY SCOTT LLC | 0.18% | 0.00% | 25,455 | 511 | 2.05% | 351,000 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 0.03% | - | 4,710 | -15,579 | -76.79% | 64,951 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -14,488 | -100.00% | - | Jun 30, 2024 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | - | - | - | -11,488 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | 0.03% | - | 4,151 | -8,287 | -66.63% | 57,242 | Jun 30, 2024 |
PROSPERITY CONSULTING GROUP, LLC | 0.21% | 0.05% | 29,023 | -6,186 | -17.57% | 400,227 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,906 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | 0.03% | - | 3,753 | -3,404 | -47.56% | 52,000 | Jun 30, 2024 |
INVESCO LTD. | 0.20% | 0.00% | 28,151 | -3,037 | -9.74% | 388,202 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 2,275 | -2,413 | -51.47% | 31,372 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.01% | - | 1,642 | -2,094 | -56.05% | 22,643 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.00% | - | 82 | -1,723 | -95.46% | 1,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 3.61% | 0.00% | 497,387 | -1,558 | -0.31% | 6,858,967 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.08% | 0.00% | 11,569 | -1,405 | -10.83% | 159,537 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.19% | 0.00% | 25,720 | -1,303 | -4.82% | 354,683 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.09% | 0.00% | 12,230 | -900 | -6.85% | 168,652 | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -750 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -554 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.67% | 0.00% | 92,082 | -378 | -0.41% | 1,269,811,000 | Jun 30, 2024 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 725 | -276 | -27.57% | 9,998 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INSPIRE ADVISORS, LLC | 0.11% | 0.03% | 14,589 | 14,589 | 100.00% | 201,180 | Jun 30, 2024 |
HILLSDALE INVESTMENT MANAGEMENT INC. | 0.10% | 0.02% | 14,300 | 14,300 | 100.00% | 197,197 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.07% | - | 10,332 | 10,332 | 100.00% | 142,478 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 5,380 | 5,380 | 100.00% | 74,190 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 4,881 | 4,881 | 100.00% | 67,309 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 481 | 481 | 100.00% | 6,633 | Jun 30, 2024 |
VOISARD ASSET MANAGEMENT GROUP, INC. | 0.00% | 0.00% | 84 | 84 | 100.00% | 1,159 | Jun 30, 2024 |
ARCHER INVESTMENT CORP | 0.00% | - | 10 | 10 | 100.00% | 139 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
QUADRATURE CAPITAL LTD | - | - | - | -14,488 | -100.00% | - | Jun 30, 2024 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | - | - | - | -11,488 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,906 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -750 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -554 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Escalade Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
BRIDGEWAY FUNDS INC | 0.02% | 39,708 | 1,500 | 3.93% | Mar 28, 2024 |
IndexIQ ETF Trust | 0.01% | 20,196 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,321 | - | - | Mar 31, 2024 |
SSGA FUNDS | 0.00% | 1,861 | - | - | Feb 29, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 17,369 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,376 | - | - | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 458 | - | - | Mar 31, 2024 |
Lattice Strategies Trust | 0.00% | 2,430 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 434,141 | -126,894 | -22.62% | Mar 31, 2024 |
Ultimus Managers Trust | 0.00% | 9,590 | - | - | Feb 29, 2024 |
BERTOLET CAPITAL TRUST | 0.00% | 100 | - | - | Jun 30, 2022 |
UNIFIED SERIES TRUST | 0.00% | 10,500 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 26,565 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 86,692 | 3,003 | 3.59% | Feb 29, 2024 |
GPS Funds I | 0.00% | 1,820 | - | - | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 339,801 | 48,619 | 16.70% | Jan 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 822 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,190 | -432 | -5.67% | Mar 31, 2024 |
SunAmerica Specialty Series | 0.00% | 85 | - | - | Apr 30, 2021 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 13,421 | - | - | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 70,983 | - | - | Jan 31, 2024 |
RUSSELL INVESTMENT CO | 0.00% | 43,053 | - | - | Jan 31, 2024 |
Global X Funds | 0.00% | 5,929 | - | - | Jan 31, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 1,950 | - | - | Mar 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 26,316 | 10,700 | 68.52% | Feb 29, 2024 |
AdvisorShares Trust | 0.00% | 460 | - | - | Mar 28, 2024 |
RBC FUNDS TRUST | 0.00% | 13,300 | - | - | Mar 28, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 417 | -172 | -29.20% | Mar 31, 2024 |
NORTHERN FUNDS | 0.00% | 8,927 | -511 | -5.41% | Mar 28, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 167 | - | - | Mar 31, 2024 |
MAINSTAY VP FUNDS TRUST | 0.00% | 7,400 | - | - | Mar 31, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 3,466 | - | - | Feb 29, 2024 |
RUSSELL INVESTMENT FUNDS | 0.00% | 5,635 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,100 | - | - | Mar 31, 2024 |
WisdomTree Trust | 0.00% | 90,296 | 1,698 | 1.92% | Mar 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 481 | - | - | Mar 31, 2024 |
Janus Detroit Street Trust | 0.00% | 5,959 | - | - | Jan 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 4,403 | 4,188 | 1947.91% | Feb 29, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,060 | - | - | Dec 31, 2023 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 1,137 | -2,330 | -67.21% | Mar 31, 2024 |
LAZARD FUNDS INC | 0.00% | 1,307 | -50 | -3.68% | Mar 31, 2024 |
MAINSTAY FUNDS TRUST | 0.00% | 6,100 | - | - | Jan 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 586 | - | - | Mar 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 44,102 | 4,624 | 11.71% | Feb 29, 2024 |
RYDEX SERIES FUNDS | 0.00% | 91 | - | - | Dec 31, 2023 |
iSHARES TRUST | 0.00% | 323,827 | -22,128 | -6.40% | Mar 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 277 | - | - | Jan 31, 2024 |
STONE RIDGE TRUST | 0.00% | 399 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 17,622 | - | - | Mar 31, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 15,497 | - | - | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 1,872 | 270 | 16.85% | Jan 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 400 | - | - | Mar 28, 2024 |
VALIC Co I | 0.00% | 3,821 | -15 | -0.39% | Feb 29, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,771 | 103 | 6.18% | Mar 31, 2024 |
RYDEX DYNAMIC FUNDS | 0.00% | 45 | - | - | Dec 31, 2023 |
PGIM ETF TRUST | 0.00% | 684 | - | - | Feb 29, 2024 |
HC CAPITAL TRUST | 0.00% | 324 | - | - | Mar 31, 2024 |
Guggenheim Active Allocation Fund | 0.00% | 60 | - | - | Feb 29, 2024 |
ProFunds | 0.00% | 77 | -7 | -8.33% | Mar 31, 2024 |
GMO TRUST | 0.00% | 9,200 | - | - | Feb 29, 2024 |
PROSHARES TRUST | 0.00% | 1,459 | 173 | 13.45% | Feb 29, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 6 | - | - | Dec 31, 2023 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,199 | 218 | 22.22% | Jan 31, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 445 | - | - | Feb 29, 2024 |
TIAA-CREF FUNDS | 0.00% | 13,002 | - | - | Jan 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 3,400 | - | - | Mar 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 8,200 | - | - | Mar 31, 2024 |
ETF Series Solutions | 0.00% | 67 | - | - | Jan 31, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 1,128 | -5 | -0.44% | Jan 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 6,576 | - | - | Mar 31, 2024 |
Brinker Capital Destinations Trust | 0.00% | 175 | - | - | Feb 29, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 277 | - | - | Jan 31, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 7,285 | -264 | -3.50% | Mar 31, 2024 |
Franklin Templeton ETF Trust | 0.00% | 342 | - | - | Mar 31, 2024 |
TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 526 | 526 | - | Feb 29, 2024 |
Blackstone Alternative Investment Funds | 0.00% | 200 | - | - | Mar 31, 2024 |
PACIFIC SELECT FUND | 0.00% | 3,934 | - | - | Mar 31, 2024 |
AMERICAN BEACON FUNDS | 0.00% | 3,729 | - | - | Feb 29, 2024 |
MASSMUTUAL SELECT FUNDS | 0.00% | 824 | - | - | Dec 31, 2023 |
Bridge Builder Trust | 0.00% | 3,449 | - | - | Mar 31, 2024 |
Advisors' Inner Circle Fund III | 0.00% | 27 | 22 | 440.00% | Jan 31, 2024 |
BlackRock Variable Series Funds, Inc. | 0.00% | 986 | - | - | Mar 31, 2024 |
PRINCIPAL FUNDS, INC. | 0.00% | 1,229 | -36 | -2.85% | Jan 31, 2024 |
BLACKROCK FUNDS | 0.00% | 1,074 | - | - | Jan 31, 2024 |
SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 2,500 | - | - | Feb 29, 2024 |
Escalade Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 61 | 10.91% |
31 Mar, 24 | 55 | -9.84% |
31 Dec, 23 | 61 | 15.09% |
30 Sep, 23 | 53 | 10.42% |
30 Jun, 23 | 48 | 17.07% |
31 Mar, 23 | 41 | 7.89% |
31 Dec, 22 | 38 | -2.56% |
30 Sep, 22 | 39 | -7.14% |
30 Jun, 22 | 42 | -22.22% |
31 Mar, 22 | 54 | -5.26% |
31 Dec, 21 | 57 | -1.72% |
30 Sep, 21 | 58 | -4.92% |
30 Jun, 21 | 61 | -11.59% |
31 Mar, 21 | 69 | 4.55% |
31 Dec, 20 | 66 | 4.76% |
30 Sep, 20 | 63 | 18.87% |
30 Jun, 20 | 53 | 10.42% |
31 Mar, 20 | 48 | -7.69% |
31 Dec, 19 | 52 | 1.96% |
30 Sep, 19 | 51 | - |
30 Jun, 19 | 51 | -3.77% |
31 Mar, 19 | 53 | 1.92% |
31 Dec, 18 | 52 | 1.96% |
30 Sep, 18 | 51 | -7.27% |
30 Jun, 18 | 55 | 14.58% |
31 Mar, 18 | 48 | - |
31 Dec, 17 | 48 | - |
30 Sep, 17 | 48 | - |
30 Jun, 17 | 48 | -4.00% |
31 Mar, 17 | 50 | -3.85% |
31 Dec, 16 | 52 | 4.00% |
30 Sep, 16 | 50 | -5.66% |
30 Jun, 16 | 53 | - |
31 Mar, 16 | 53 | 6.00% |
31 Dec, 15 | 50 | -1.96% |
30 Sep, 15 | 51 | -12.07% |
30 Jun, 15 | 58 | 18.37% |
31 Mar, 15 | 49 | 6.52% |
31 Dec, 14 | 46 | -8.00% |
30 Sep, 14 | 50 | -10.71% |
30 Jun, 14 | 56 | 51.35% |
31 Mar, 14 | 37 | 23.33% |
31 Dec, 13 | 30 | 50.00% |
30 Sep, 13 | 20 | -4.76% |
30 Jun, 13 | 21 | 600.00% |
31 Mar, 13 | 3 | -40.00% |
31 Dec, 12 | 5 | - |
30 Sep, 12 | 5 | -28.57% |
30 Jun, 12 | 7 | 16.67% |
31 Mar, 12 | 6 | -25.00% |
31 Dec, 11 | 8 | -11.11% |
30 Sep, 11 | 9 | 28.57% |
30 Jun, 11 | 7 | 16.67% |
31 Mar, 11 | 6 | 100.00% |
31 Dec, 10 | 3 | -25.00% |
30 Sep, 10 | 4 | - |
30 Jun, 10 | 4 | 33.33% |
31 Mar, 10 | 3 | 50.00% |
31 Dec, 09 | 2 | -50.00% |
30 Sep, 09 | 4 | 33.33% |
30 Jun, 09 | 3 | 50.00% |
31 Mar, 09 | 2 | -33.33% |
31 Dec, 08 | 3 | - |
30 Sep, 08 | 3 | -25.00% |
30 Jun, 08 | 4 | -20.00% |
31 Mar, 08 | 5 | - |
31 Dec, 07 | 5 | 25.00% |
30 Sep, 07 | 4 | - |
30 Jun, 07 | 4 | -33.33% |
31 Mar, 07 | 6 | -14.29% |
31 Dec, 06 | 7 | - |
30 Sep, 06 | 7 | 16.67% |
30 Jun, 06 | 6 | -14.29% |
31 Mar, 06 | 7 | 40.00% |
31 Dec, 05 | 5 | -37.50% |
30 Sep, 05 | 8 | - |
30 Jun, 05 | 8 | -11.11% |
31 Mar, 05 | 9 | 125.00% |
31 Dec, 04 | 4 | 33.33% |
30 Sep, 04 | 3 | -40.00% |
30 Jun, 04 | 5 | - |
31 Mar, 04 | 5 | 66.67% |
31 Dec, 03 | 3 | 200.00% |
30 Sep, 03 | 1 | -50.00% |
30 Jun, 03 | 2 | -50.00% |
31 Mar, 03 | 4 | 33.33% |
31 Dec, 02 | 3 | -25.00% |
30 Sep, 02 | 4 | 33.33% |
30 Jun, 02 | 3 | 200.00% |
31 Mar, 02 | 1 | - |
30 Jun, 01 | 1 | - |
31 Dec, 99 | 1 | - |
30 Sep, 99 | 1 | -50.00% |
30 Jun, 99 | 2 | -33.33% |
31 Mar, 99 | 3 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 5,175,737 | 37.54% |
31 Mar, 24 | 3,763,112 | -22.12% |
31 Dec, 23 | 4,831,991 | 3.27% |
30 Sep, 23 | 4,679,109 | 35.67% |
30 Jun, 23 | 3,448,937 | 21.41% |
31 Mar, 23 | 2,840,815 | 0.60% |
31 Dec, 22 | 2,823,913 | -6.90% |
30 Sep, 22 | 3,033,325 | -3.04% |
30 Jun, 22 | 3,128,407 | -18.80% |
31 Mar, 22 | 3,852,596 | 1.89% |
31 Dec, 21 | 3,781,057 | -1.96% |
30 Sep, 21 | 3,856,810 | 0.30% |
30 Jun, 21 | 3,845,459 | -2.92% |
31 Mar, 21 | 3,961,186 | -4.27% |
31 Dec, 20 | 4,137,886 | -2.42% |
30 Sep, 20 | 4,240,388 | 2.04% |
30 Jun, 20 | 4,155,529 | 2.95% |
31 Mar, 20 | 4,036,443 | 0.68% |
31 Dec, 19 | 4,009,220 | -2.24% |
30 Sep, 19 | 4,101,239 | -1.28% |
30 Jun, 19 | 4,154,462 | 1.03% |
31 Mar, 19 | 4,111,907 | -1.15% |
31 Dec, 18 | 4,159,656 | 1.63% |
30 Sep, 18 | 4,092,776 | 2.23% |
30 Jun, 18 | 4,003,402 | 2.99% |
31 Mar, 18 | 3,887,208 | 1.17% |
31 Dec, 17 | 3,842,335 | 12.99% |
30 Sep, 17 | 3,400,730 | -10.49% |
30 Jun, 17 | 3,799,151 | 2.80% |
31 Mar, 17 | 3,695,849 | 3.75% |
31 Dec, 16 | 3,562,191 | 0.36% |
30 Sep, 16 | 3,549,562 | 0.71% |
30 Jun, 16 | 3,524,588 | -0.69% |
31 Mar, 16 | 3,548,959 | 1.60% |
31 Dec, 15 | 3,492,943 | -54.33% |
30 Sep, 15 | 7,647,870 | 137.04% |
30 Jun, 15 | 3,226,418 | 7.16% |
31 Mar, 15 | 3,010,938 | 10.64% |
31 Dec, 14 | 2,721,411 | -1.16% |
30 Sep, 14 | 2,753,376 | 7.95% |
30 Jun, 14 | 2,550,663 | 46.59% |
31 Mar, 14 | 1,739,948 | 14.18% |
31 Dec, 13 | 1,523,822 | 23.95% |
30 Sep, 13 | 1,229,344 | 7.60% |
30 Jun, 13 | 1,142,492 | 2245.45% |
31 Mar, 13 | 48,711 | -66.79% |
31 Dec, 12 | 146,676 | 15.19% |
30 Sep, 12 | 127,333 | 94.14% |
30 Jun, 12 | 65,589 | -61.82% |
31 Mar, 12 | 171,795 | 58.26% |
31 Dec, 11 | 108,550 | -47.81% |
30 Sep, 11 | 207,994 | -23.44% |
30 Jun, 11 | 271,659 | 5.93% |
31 Mar, 11 | 256,454 | 660.86% |
31 Dec, 10 | 33,706 | -30.74% |
30 Sep, 10 | 48,669 | -0.17% |
30 Jun, 10 | 48,751 | 55.26% |
31 Mar, 10 | 31,400 | 113.61% |
31 Dec, 09 | 14,700 | -93.66% |
30 Sep, 09 | 231,696 | 8.36% |
30 Jun, 09 | 213,828 | 2.21% |
31 Mar, 09 | 209,204 | -14.66% |
31 Dec, 08 | 245,135 | 17.33% |
30 Sep, 08 | 208,928 | 125.33% |
30 Jun, 08 | 92,719 | -2.73% |
31 Mar, 08 | 95,319 | -1.06% |
31 Dec, 07 | 96,345 | 153.29% |
30 Sep, 07 | 38,037 | -78.98% |
30 Jun, 07 | 180,979 | -40.96% |
31 Mar, 07 | 306,522 | 199.61% |
31 Dec, 06 | 102,308 | -21.05% |
30 Sep, 06 | 129,580 | -39.40% |
30 Jun, 06 | 213,832 | 6.31% |
31 Mar, 06 | 201,149 | 143.34% |
31 Dec, 05 | 82,663 | -71.77% |
30 Sep, 05 | 292,831 | 27.01% |
30 Jun, 05 | 230,551 | -12.47% |
31 Mar, 05 | 263,407 | 221.80% |
31 Dec, 04 | 81,854 | 4.82% |
30 Sep, 04 | 78,087 | -17.50% |
30 Jun, 04 | 94,650 | 254.53% |
31 Mar, 04 | 26,697 | 204.07% |
31 Dec, 03 | 8,780 | -50.36% |
30 Sep, 03 | 17,689 | 28.18% |
30 Jun, 03 | 13,800 | -65.66% |
31 Mar, 03 | 40,191 | 40.28% |
31 Dec, 02 | 28,650 | 3.99% |
30 Sep, 02 | 27,550 | -29.81% |
30 Jun, 02 | 39,250 | 4469.27% |
31 Mar, 02 | 859 | - |
30 Jun, 01 | 12,605 | - |
31 Dec, 99 | 150 | -99.70% |
30 Sep, 99 | 50,226 | -6.69% |
30 Jun, 99 | 53,826 | -32.10% |
31 Mar, 99 | 79,273 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 37.54% | 5.04% |
31 Mar, 24 | 27.30% | 2.21% |
31 Dec, 23 | 35.18% | 3.03% |
30 Sep, 23 | 34.06% | 5.40% |
30 Jun, 23 | 25.11% | 5.80% |
31 Mar, 23 | 20.81% | 4.82% |
31 Dec, 22 | 20.77% | 4.17% |
30 Sep, 22 | 22.32% | 4.21% |
30 Jun, 22 | 23.02% | 2.83% |
31 Mar, 22 | 28.52% | 3.65% |
31 Dec, 21 | 27.96% | 3.53% |
30 Sep, 21 | 28.14% | 3.66% |
30 Jun, 21 | 27.74% | 3.41% |
31 Mar, 21 | 28.54% | 3.28% |
31 Dec, 20 | 29.49% | 3.27% |
30 Sep, 20 | 30.01% | 3.46% |
30 Jun, 20 | 29.46% | 3.60% |
31 Mar, 20 | 28.59% | 3.64% |
31 Dec, 19 | 28.03% | 3.47% |
30 Sep, 19 | 28.40% | 3.45% |
30 Jun, 19 | 28.71% | 3.54% |
31 Mar, 19 | 28.46% | 3.42% |
31 Dec, 18 | 28.84% | 3.59% |
30 Sep, 18 | 28.34% | 3.68% |
30 Jun, 18 | 27.76% | 3.80% |
31 Mar, 18 | 27.03% | 3.77% |
31 Dec, 17 | 26.78% | 4.78% |
30 Sep, 17 | 23.67% | 3.38% |
30 Jun, 17 | 26.47% | 3.73% |
31 Mar, 17 | 26.63% | 4.37% |
31 Dec, 16 | 24.69% | 4.00% |
30 Sep, 16 | 24.84% | 4.07% |
30 Jun, 16 | 24.71% | 3.96% |
31 Mar, 16 | 24.99% | 4.07% |
31 Dec, 15 | 24.79% | 0.85% |
30 Sep, 15 | 54.16% | 10.30% |
30 Jun, 15 | 22.93% | 4.97% |
31 Mar, 15 | 21.48% | 5.57% |
31 Dec, 14 | 19.64% | 5.02% |
30 Sep, 14 | 19.78% | 5.85% |
30 Jun, 14 | 18.39% | 11.38% |
31 Mar, 14 | 12.71% | 9.99% |
31 Dec, 13 | 11.28% | 13.65% |
30 Sep, 13 | 9.09% | 12.67% |
30 Jun, 13 | 8.47% | 6457.79% |
31 Mar, 13 | 0.36% | 30.34% |
31 Dec, 12 | 1.09% | 120.85% |
30 Sep, 12 | 0.95% | 388.68% |
30 Jun, 12 | 0.49% | 27.86% |
31 Mar, 12 | 1.33% | 186.68% |
31 Dec, 11 | 0.84% | 32.35% |
30 Sep, 11 | 1.62% | 36.09% |
30 Jun, 11 | 2.12% | 52.74% |
31 Mar, 11 | 2.00% | 2873.94% |
31 Dec, 10 | 0.26% | 180.89% |
30 Sep, 10 | 0.38% | 259.71% |
30 Jun, 10 | 0.38% | 626.02% |
31 Mar, 10 | 0.25% | 1827.41% |
31 Dec, 09 | 0.12% | 3.45% |
30 Sep, 09 | 1.84% | 63.97% |
30 Jun, 09 | 1.69% | 61.60% |
31 Mar, 09 | 1.66% | 43.95% |
31 Dec, 08 | 1.94% | 70.82% |
30 Sep, 08 | 1.66% | 265.21% |
30 Jun, 08 | 0.79% | 139.92% |
31 Mar, 08 | 0.75% | 137.81% |
31 Dec, 07 | 0.74% | 868.62% |
30 Sep, 07 | 0.29% | 14.62% |
30 Jun, 07 | 1.41% | 25.53% |
31 Mar, 07 | 2.35% | 371.16% |
31 Dec, 06 | 0.80% | 80.22% |
30 Sep, 06 | 1.00% | 37.96% |
30 Jun, 06 | 1.62% | 67.45% |
31 Mar, 06 | 1.55% | 386.05% |
31 Dec, 05 | 0.63% | 12.45% |
30 Sep, 05 | 2.26% | 74.67% |
30 Jun, 05 | 1.74% | 42.71% |
31 Mar, 05 | 2.02% | 507.79% |
31 Dec, 04 | 0.63% | 177.95% |
30 Sep, 04 | 0.60% | 112.60% |
30 Jun, 04 | 0.73% | 1723.42% |
31 Mar, 04 | 0.21% | 4504.74% |
31 Dec, 03 | 0.07% | 358.82% |
30 Sep, 03 | 0.14% | 1195.42% |
30 Jun, 03 | 0.11% | 111.72% |
31 Mar, 03 | 0.31% | 635.61% |
31 Dec, 02 | 0.22% | 488.89% |
30 Sep, 02 | 0.21% | 231.88% |
30 Jun, 02 | 0.30% | 676143.28% |
31 Mar, 02 | 0.01% | - |
30 Jun, 01 | 0.10% | - |
31 Dec, 99 | 0.00% | 1.02% |
30 Sep, 99 | 0.28% | 328.71% |
30 Jun, 99 | 0.29% | 158.45% |
31 Mar, 99 | 0.43% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 28 | 3.70% |
31 Mar, 24 | 27 | -20.59% |
31 Dec, 23 | 34 | 47.83% |
30 Sep, 23 | 23 | -32.35% |
30 Jun, 23 | 34 | 126.67% |
31 Mar, 23 | 15 | 15.38% |
31 Dec, 22 | 13 | -23.53% |
30 Sep, 22 | 17 | 6.25% |
30 Jun, 22 | 16 | -33.33% |
31 Mar, 22 | 24 | 14.29% |
31 Dec, 21 | 21 | - |
30 Sep, 21 | 21 | 23.53% |
30 Jun, 21 | 17 | -37.04% |
31 Mar, 21 | 27 | -32.50% |
31 Dec, 20 | 40 | 25.00% |
30 Sep, 20 | 32 | 10.34% |
30 Jun, 20 | 29 | 52.63% |
31 Mar, 20 | 19 | -17.39% |
31 Dec, 19 | 23 | 43.75% |
30 Sep, 19 | 16 | -30.43% |
30 Jun, 19 | 23 | 15.00% |
31 Mar, 19 | 20 | 17.65% |
31 Dec, 18 | 17 | -22.73% |
30 Sep, 18 | 22 | -8.33% |
30 Jun, 18 | 24 | 50.00% |
31 Mar, 18 | 16 | -11.11% |
31 Dec, 17 | 18 | -5.26% |
30 Sep, 17 | 19 | - |
30 Jun, 17 | 19 | -5.00% |
31 Mar, 17 | 20 | -9.09% |
31 Dec, 16 | 22 | -8.33% |
30 Sep, 16 | 24 | -11.11% |
30 Jun, 16 | 27 | 8.00% |
31 Mar, 16 | 25 | 25.00% |
31 Dec, 15 | 20 | 25.00% |
30 Sep, 15 | 16 | -40.74% |
30 Jun, 15 | 27 | 22.73% |
31 Mar, 15 | 22 | -18.52% |
31 Dec, 14 | 27 | 22.73% |
30 Sep, 14 | 22 | -46.34% |
30 Jun, 14 | 41 | 105.00% |
31 Mar, 14 | 20 | -13.04% |
31 Dec, 13 | 23 | 130.00% |
30 Sep, 13 | 10 | -47.37% |
30 Jun, 13 | 19 | 850.00% |
31 Mar, 13 | 2 | -50.00% |
31 Dec, 12 | 4 | 100.00% |
30 Sep, 12 | 2 | -50.00% |
30 Jun, 12 | 4 | 33.33% |
31 Mar, 12 | 3 | 200.00% |
31 Dec, 11 | 1 | -75.00% |
30 Sep, 11 | 4 | 100.00% |
30 Jun, 11 | 2 | -33.33% |
31 Mar, 11 | 3 | 200.00% |
31 Dec, 10 | 1 | - |
30 Sep, 10 | 1 | - |
30 Jun, 10 | 1 | - |
31 Mar, 10 | 1 | - |
31 Dec, 09 | 1 | -66.67% |
30 Sep, 09 | 3 | 50.00% |
30 Jun, 09 | 2 | - |
31 Mar, 09 | 2 | - |
31 Dec, 08 | 2 | - |
30 Sep, 08 | 2 | - |
30 Jun, 08 | - | -100.00% |
31 Mar, 08 | 1 | - |
31 Dec, 07 | 1 | -50.00% |
30 Sep, 07 | 2 | - |
30 Jun, 07 | 2 | - |
31 Mar, 07 | 2 | -33.33% |
31 Dec, 06 | 3 | -40.00% |
30 Sep, 06 | 5 | 25.00% |
30 Jun, 06 | 4 | - |
31 Mar, 06 | 4 | 33.33% |
31 Dec, 05 | 3 | 50.00% |
30 Sep, 05 | 2 | -33.33% |
30 Jun, 05 | 3 | -57.14% |
31 Mar, 05 | 7 | 250.00% |
31 Dec, 04 | 2 | - |
30 Sep, 04 | 2 | -60.00% |
30 Jun, 04 | 5 | 150.00% |
31 Mar, 04 | 2 | - |
31 Dec, 03 | 2 | 100.00% |
30 Sep, 03 | 1 | - |
30 Jun, 03 | 1 | -50.00% |
31 Mar, 03 | 2 | - |
31 Dec, 02 | 2 | -50.00% |
30 Sep, 02 | 4 | 33.33% |
30 Jun, 02 | 3 | 200.00% |
31 Mar, 02 | 1 | - |
30 Jun, 01 | 1 | - |
31 Dec, 99 | 1 | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 1 | -66.67% |
31 Mar, 99 | 3 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 16 | 45.45% |
31 Mar, 24 | 11 | -15.38% |
31 Dec, 23 | 13 | -7.14% |
30 Sep, 23 | 14 | 180.00% |
30 Jun, 23 | 5 | -54.55% |
31 Mar, 23 | 11 | -15.38% |
31 Dec, 22 | 13 | 18.18% |
30 Sep, 22 | 11 | -38.89% |
30 Jun, 22 | 18 | -14.29% |
31 Mar, 22 | 21 | 10.53% |
31 Dec, 21 | 19 | -20.83% |
30 Sep, 21 | 24 | -14.29% |
30 Jun, 21 | 28 | 7.69% |
31 Mar, 21 | 26 | 62.50% |
31 Dec, 20 | 16 | -33.33% |
30 Sep, 20 | 24 | 118.18% |
30 Jun, 20 | 11 | -35.29% |
31 Mar, 20 | 17 | 21.43% |
31 Dec, 19 | 14 | -33.33% |
30 Sep, 19 | 21 | 90.91% |
30 Jun, 19 | 11 | -8.33% |
31 Mar, 19 | 12 | -25.00% |
31 Dec, 18 | 16 | 60.00% |
30 Sep, 18 | 10 | -16.67% |
30 Jun, 18 | 12 | 20.00% |
31 Mar, 18 | 10 | -16.67% |
31 Dec, 17 | 12 | - |
30 Sep, 17 | 12 | -20.00% |
30 Jun, 17 | 15 | -11.76% |
31 Mar, 17 | 17 | 41.67% |
31 Dec, 16 | 12 | 33.33% |
30 Sep, 16 | 9 | -10.00% |
30 Jun, 16 | 10 | -16.67% |
31 Mar, 16 | 12 | -25.00% |
31 Dec, 15 | 16 | -15.79% |
30 Sep, 15 | 19 | -9.52% |
30 Jun, 15 | 21 | 40.00% |
31 Mar, 15 | 15 | 50.00% |
31 Dec, 14 | 10 | -37.50% |
30 Sep, 14 | 16 | 220.00% |
30 Jun, 14 | 5 | 25.00% |
31 Mar, 14 | 4 | 100.00% |
31 Dec, 13 | 2 | -50.00% |
30 Sep, 13 | 4 | - |
30 Jun, 13 | - | - |
31 Mar, 13 | - | -100.00% |
31 Dec, 12 | 1 | - |
30 Sep, 12 | 1 | -50.00% |
30 Jun, 12 | 2 | 100.00% |
31 Mar, 12 | 1 | -50.00% |
31 Dec, 11 | 2 | - |
30 Sep, 11 | 2 | - |
30 Jun, 11 | 2 | 100.00% |
31 Mar, 11 | 1 | - |
31 Dec, 10 | - | -100.00% |
30 Sep, 10 | 1 | - |
30 Jun, 10 | 1 | - |
31 Mar, 10 | - | - |
31 Dec, 09 | - | - |
30 Sep, 09 | - | -100.00% |
30 Jun, 09 | 1 | - |
31 Mar, 09 | - | -100.00% |
31 Dec, 08 | 1 | - |
30 Sep, 08 | - | -100.00% |
30 Jun, 08 | 1 | -66.67% |
31 Mar, 08 | 3 | 50.00% |
31 Dec, 07 | 2 | 100.00% |
30 Sep, 07 | 1 | - |
30 Jun, 07 | 1 | -50.00% |
31 Mar, 07 | 2 | 100.00% |
31 Dec, 06 | 1 | - |
30 Sep, 06 | 1 | -50.00% |
30 Jun, 06 | 2 | - |
31 Mar, 06 | - | -100.00% |
31 Dec, 05 | 1 | -66.67% |
30 Sep, 05 | 3 | -40.00% |
30 Jun, 05 | 5 | 150.00% |
31 Mar, 05 | 2 | 100.00% |
31 Dec, 04 | 1 | - |
30 Sep, 04 | - | - |
30 Jun, 04 | - | -100.00% |
31 Mar, 04 | 1 | - |
31 Dec, 03 | 1 | - |
30 Sep, 03 | - | - |
30 Jun, 03 | - | - |
31 Mar, 03 | - | - |
31 Dec, 02 | - | - |
30 Sep, 02 | - | - |
30 Jun, 02 | - | - |
31 Mar, 02 | - | - |
30 Jun, 01 | - | - |
31 Dec, 99 | - | -100.00% |
30 Sep, 99 | 1 | - |
30 Jun, 99 | 1 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 61 | 10.91% | 5,175,737 | 37.54% | 37.54% | 5.04% | 28 | 3.70% | 16 | 45.45% |
31 Mar, 24 | 55 | -9.84% | 3,763,112 | -22.12% | 27.30% | 2.21% | 27 | -20.59% | 11 | -15.38% |
31 Dec, 23 | 61 | 15.09% | 4,831,991 | 3.27% | 35.18% | 3.03% | 34 | 47.83% | 13 | -7.14% |
30 Sep, 23 | 53 | 10.42% | 4,679,109 | 35.67% | 34.06% | 5.40% | 23 | -32.35% | 14 | 180.00% |
30 Jun, 23 | 48 | 17.07% | 3,448,937 | 21.41% | 25.11% | 5.80% | 34 | 126.67% | 5 | -54.55% |
31 Mar, 23 | 41 | 7.89% | 2,840,815 | 0.60% | 20.81% | 4.82% | 15 | 15.38% | 11 | -15.38% |
31 Dec, 22 | 38 | -2.56% | 2,823,913 | -6.90% | 20.77% | 4.17% | 13 | -23.53% | 13 | 18.18% |
30 Sep, 22 | 39 | -7.14% | 3,033,325 | -3.04% | 22.32% | 4.21% | 17 | 6.25% | 11 | -38.89% |
30 Jun, 22 | 42 | -22.22% | 3,128,407 | -18.80% | 23.02% | 2.83% | 16 | -33.33% | 18 | -14.29% |
31 Mar, 22 | 54 | -5.26% | 3,852,596 | 1.89% | 28.52% | 3.65% | 24 | 14.29% | 21 | 10.53% |
31 Dec, 21 | 57 | -1.72% | 3,781,057 | -1.96% | 27.96% | 3.53% | 21 | - | 19 | -20.83% |
30 Sep, 21 | 58 | -4.92% | 3,856,810 | 0.30% | 28.14% | 3.66% | 21 | 23.53% | 24 | -14.29% |
30 Jun, 21 | 61 | -11.59% | 3,845,459 | -2.92% | 27.74% | 3.41% | 17 | -37.04% | 28 | 7.69% |
31 Mar, 21 | 69 | 4.55% | 3,961,186 | -4.27% | 28.54% | 3.28% | 27 | -32.50% | 26 | 62.50% |
31 Dec, 20 | 66 | 4.76% | 4,137,886 | -2.42% | 29.49% | 3.27% | 40 | 25.00% | 16 | -33.33% |
30 Sep, 20 | 63 | 18.87% | 4,240,388 | 2.04% | 30.01% | 3.46% | 32 | 10.34% | 24 | 118.18% |
30 Jun, 20 | 53 | 10.42% | 4,155,529 | 2.95% | 29.46% | 3.60% | 29 | 52.63% | 11 | -35.29% |
31 Mar, 20 | 48 | -7.69% | 4,036,443 | 0.68% | 28.59% | 3.64% | 19 | -17.39% | 17 | 21.43% |
31 Dec, 19 | 52 | 1.96% | 4,009,220 | -2.24% | 28.03% | 3.47% | 23 | 43.75% | 14 | -33.33% |
30 Sep, 19 | 51 | - | 4,101,239 | -1.28% | 28.40% | 3.45% | 16 | -30.43% | 21 | 90.91% |
30 Jun, 19 | 51 | -3.77% | 4,154,462 | 1.03% | 28.71% | 3.54% | 23 | 15.00% | 11 | -8.33% |
31 Mar, 19 | 53 | 1.92% | 4,111,907 | -1.15% | 28.46% | 3.42% | 20 | 17.65% | 12 | -25.00% |
31 Dec, 18 | 52 | 1.96% | 4,159,656 | 1.63% | 28.84% | 3.59% | 17 | -22.73% | 16 | 60.00% |
30 Sep, 18 | 51 | -7.27% | 4,092,776 | 2.23% | 28.34% | 3.68% | 22 | -8.33% | 10 | -16.67% |
30 Jun, 18 | 55 | 14.58% | 4,003,402 | 2.99% | 27.76% | 3.80% | 24 | 50.00% | 12 | 20.00% |
31 Mar, 18 | 48 | - | 3,887,208 | 1.17% | 27.03% | 3.77% | 16 | -11.11% | 10 | -16.67% |
31 Dec, 17 | 48 | - | 3,842,335 | 12.99% | 26.78% | 4.78% | 18 | -5.26% | 12 | - |
30 Sep, 17 | 48 | - | 3,400,730 | -10.49% | 23.67% | 3.38% | 19 | - | 12 | -20.00% |
30 Jun, 17 | 48 | -4.00% | 3,799,151 | 2.80% | 26.47% | 3.73% | 19 | -5.00% | 15 | -11.76% |
31 Mar, 17 | 50 | -3.85% | 3,695,849 | 3.75% | 26.63% | 4.37% | 20 | -9.09% | 17 | 41.67% |
31 Dec, 16 | 52 | 4.00% | 3,562,191 | 0.36% | 24.69% | 4.00% | 22 | -8.33% | 12 | 33.33% |
30 Sep, 16 | 50 | -5.66% | 3,549,562 | 0.71% | 24.84% | 4.07% | 24 | -11.11% | 9 | -10.00% |
30 Jun, 16 | 53 | - | 3,524,588 | -0.69% | 24.71% | 3.96% | 27 | 8.00% | 10 | -16.67% |
31 Mar, 16 | 53 | 6.00% | 3,548,959 | 1.60% | 24.99% | 4.07% | 25 | 25.00% | 12 | -25.00% |
31 Dec, 15 | 50 | -1.96% | 3,492,943 | -54.33% | 24.79% | 0.85% | 20 | 25.00% | 16 | -15.79% |
30 Sep, 15 | 51 | -12.07% | 7,647,870 | 137.04% | 54.16% | 10.30% | 16 | -40.74% | 19 | -9.52% |
30 Jun, 15 | 58 | 18.37% | 3,226,418 | 7.16% | 22.93% | 4.97% | 27 | 22.73% | 21 | 40.00% |
31 Mar, 15 | 49 | 6.52% | 3,010,938 | 10.64% | 21.48% | 5.57% | 22 | -18.52% | 15 | 50.00% |
31 Dec, 14 | 46 | -8.00% | 2,721,411 | -1.16% | 19.64% | 5.02% | 27 | 22.73% | 10 | -37.50% |
30 Sep, 14 | 50 | -10.71% | 2,753,376 | 7.95% | 19.78% | 5.85% | 22 | -46.34% | 16 | 220.00% |
30 Jun, 14 | 56 | 51.35% | 2,550,663 | 46.59% | 18.39% | 11.38% | 41 | 105.00% | 5 | 25.00% |
31 Mar, 14 | 37 | 23.33% | 1,739,948 | 14.18% | 12.71% | 9.99% | 20 | -13.04% | 4 | 100.00% |
31 Dec, 13 | 30 | 50.00% | 1,523,822 | 23.95% | 11.28% | 13.65% | 23 | 130.00% | 2 | -50.00% |
30 Sep, 13 | 20 | -4.76% | 1,229,344 | 7.60% | 9.09% | 12.67% | 10 | -47.37% | 4 | - |
30 Jun, 13 | 21 | 600.00% | 1,142,492 | 2245.45% | 8.47% | 6457.79% | 19 | 850.00% | - | - |
31 Mar, 13 | 3 | -40.00% | 48,711 | -66.79% | 0.36% | 30.34% | 2 | -50.00% | - | -100.00% |
31 Dec, 12 | 5 | - | 146,676 | 15.19% | 1.09% | 120.85% | 4 | 100.00% | 1 | - |
30 Sep, 12 | 5 | -28.57% | 127,333 | 94.14% | 0.95% | 388.68% | 2 | -50.00% | 1 | -50.00% |
30 Jun, 12 | 7 | 16.67% | 65,589 | -61.82% | 0.49% | 27.86% | 4 | 33.33% | 2 | 100.00% |
31 Mar, 12 | 6 | -25.00% | 171,795 | 58.26% | 1.33% | 186.68% | 3 | 200.00% | 1 | -50.00% |
31 Dec, 11 | 8 | -11.11% | 108,550 | -47.81% | 0.84% | 32.35% | 1 | -75.00% | 2 | - |
30 Sep, 11 | 9 | 28.57% | 207,994 | -23.44% | 1.62% | 36.09% | 4 | 100.00% | 2 | - |
30 Jun, 11 | 7 | 16.67% | 271,659 | 5.93% | 2.12% | 52.74% | 2 | -33.33% | 2 | 100.00% |
31 Mar, 11 | 6 | 100.00% | 256,454 | 660.86% | 2.00% | 2873.94% | 3 | 200.00% | 1 | - |
31 Dec, 10 | 3 | -25.00% | 33,706 | -30.74% | 0.26% | 180.89% | 1 | - | - | -100.00% |
30 Sep, 10 | 4 | - | 48,669 | -0.17% | 0.38% | 259.71% | 1 | - | 1 | - |
30 Jun, 10 | 4 | 33.33% | 48,751 | 55.26% | 0.38% | 626.02% | 1 | - | 1 | - |
31 Mar, 10 | 3 | 50.00% | 31,400 | 113.61% | 0.25% | 1827.41% | 1 | - | - | - |
31 Dec, 09 | 2 | -50.00% | 14,700 | -93.66% | 0.12% | 3.45% | 1 | -66.67% | - | - |
30 Sep, 09 | 4 | 33.33% | 231,696 | 8.36% | 1.84% | 63.97% | 3 | 50.00% | - | -100.00% |
30 Jun, 09 | 3 | 50.00% | 213,828 | 2.21% | 1.69% | 61.60% | 2 | - | 1 | - |
31 Mar, 09 | 2 | -33.33% | 209,204 | -14.66% | 1.66% | 43.95% | 2 | - | - | -100.00% |
31 Dec, 08 | 3 | - | 245,135 | 17.33% | 1.94% | 70.82% | 2 | - | 1 | - |
30 Sep, 08 | 3 | -25.00% | 208,928 | 125.33% | 1.66% | 265.21% | 2 | - | - | -100.00% |
30 Jun, 08 | 4 | -20.00% | 92,719 | -2.73% | 0.79% | 139.92% | - | -100.00% | 1 | -66.67% |
31 Mar, 08 | 5 | - | 95,319 | -1.06% | 0.75% | 137.81% | 1 | - | 3 | 50.00% |
31 Dec, 07 | 5 | 25.00% | 96,345 | 153.29% | 0.74% | 868.62% | 1 | -50.00% | 2 | 100.00% |
30 Sep, 07 | 4 | - | 38,037 | -78.98% | 0.29% | 14.62% | 2 | - | 1 | - |
30 Jun, 07 | 4 | -33.33% | 180,979 | -40.96% | 1.41% | 25.53% | 2 | - | 1 | -50.00% |
31 Mar, 07 | 6 | -14.29% | 306,522 | 199.61% | 2.35% | 371.16% | 2 | -33.33% | 2 | 100.00% |
31 Dec, 06 | 7 | - | 102,308 | -21.05% | 0.80% | 80.22% | 3 | -40.00% | 1 | - |
30 Sep, 06 | 7 | 16.67% | 129,580 | -39.40% | 1.00% | 37.96% | 5 | 25.00% | 1 | -50.00% |
30 Jun, 06 | 6 | -14.29% | 213,832 | 6.31% | 1.62% | 67.45% | 4 | - | 2 | - |
31 Mar, 06 | 7 | 40.00% | 201,149 | 143.34% | 1.55% | 386.05% | 4 | 33.33% | - | -100.00% |
31 Dec, 05 | 5 | -37.50% | 82,663 | -71.77% | 0.63% | 12.45% | 3 | 50.00% | 1 | -66.67% |
30 Sep, 05 | 8 | - | 292,831 | 27.01% | 2.26% | 74.67% | 2 | -33.33% | 3 | -40.00% |
30 Jun, 05 | 8 | -11.11% | 230,551 | -12.47% | 1.74% | 42.71% | 3 | -57.14% | 5 | 150.00% |
31 Mar, 05 | 9 | 125.00% | 263,407 | 221.80% | 2.02% | 507.79% | 7 | 250.00% | 2 | 100.00% |
31 Dec, 04 | 4 | 33.33% | 81,854 | 4.82% | 0.63% | 177.95% | 2 | - | 1 | - |
30 Sep, 04 | 3 | -40.00% | 78,087 | -17.50% | 0.60% | 112.60% | 2 | -60.00% | - | - |
30 Jun, 04 | 5 | - | 94,650 | 254.53% | 0.73% | 1723.42% | 5 | 150.00% | - | -100.00% |
31 Mar, 04 | 5 | 66.67% | 26,697 | 204.07% | 0.21% | 4504.74% | 2 | - | 1 | - |
31 Dec, 03 | 3 | 200.00% | 8,780 | -50.36% | 0.07% | 358.82% | 2 | 100.00% | 1 | - |
30 Sep, 03 | 1 | -50.00% | 17,689 | 28.18% | 0.14% | 1195.42% | 1 | - | - | - |
30 Jun, 03 | 2 | -50.00% | 13,800 | -65.66% | 0.11% | 111.72% | 1 | -50.00% | - | - |
31 Mar, 03 | 4 | 33.33% | 40,191 | 40.28% | 0.31% | 635.61% | 2 | - | - | - |
31 Dec, 02 | 3 | -25.00% | 28,650 | 3.99% | 0.22% | 488.89% | 2 | -50.00% | - | - |
30 Sep, 02 | 4 | 33.33% | 27,550 | -29.81% | 0.21% | 231.88% | 4 | 33.33% | - | - |
30 Jun, 02 | 3 | 200.00% | 39,250 | 4469.27% | 0.30% | 676143.28% | 3 | 200.00% | - | - |
31 Mar, 02 | 1 | - | 859 | - | 0.01% | - | 1 | - | - | - |
30 Jun, 01 | 1 | - | 12,605 | - | 0.10% | - | 1 | - | - | - |
31 Dec, 99 | 1 | - | 150 | -99.70% | 0.00% | 1.02% | 1 | - | - | -100.00% |
30 Sep, 99 | 1 | -50.00% | 50,226 | -6.69% | 0.28% | 328.71% | - | -100.00% | 1 | - |
30 Jun, 99 | 2 | -33.33% | 53,826 | -32.10% | 0.29% | 158.45% | 1 | -66.67% | 1 | - |
31 Mar, 99 | 3 | - | 79,273 | - | 0.43% | - | 3 | - | - | - |
Escalade Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Escalade Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 11 | 5 | 220.00% |
Q1 2024 | 12 | 12 | 100.00% |
Q4 2023 | 2 | 3 | 66.67% |
Q2 2023 | 8 | 1 | 800.00% |
Q1 2023 | 20 | 14 | 142.86% |
Q4 2022 | 1 | 6 | 16.67% |
Q2 2022 | 5 | 2 | 250.00% |
Q1 2022 | 29 | 16 | 181.25% |
Q4 2021 | 1 | 1 | 100.00% |
Q3 2021 | - | 1 | - |
Q2 2021 | 5 | 2 | 250.00% |
Q1 2021 | 21 | 13 | 161.54% |
Q4 2020 | 4 | 2 | 200.00% |
Q3 2020 | 4 | 4 | 100.00% |
Q2 2020 | 40 | 8 | 500.00% |
Q1 2020 | 25 | 17 | 147.06% |
Q4 2019 | 1 | 2 | 50.00% |
Q3 2019 | - | 3 | - |
Q2 2019 | 3 | - | - |
Q1 2019 | 27 | 16 | 168.75% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | 2 | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | 5 | - |
Q2 2022 | - | 1 | - |
Q1 2022 | 3 | - | - |
Q4 2021 | - | - | - |
Q3 2021 | - | 1 | - |
Q2 2021 | - | 1 | - |
Q1 2021 | - | - | - |
Q4 2020 | 3 | - | - |
Q3 2020 | - | - | - |
Q2 2020 | 29 | - | - |
Q1 2020 | - | - | - |
Q4 2019 | - | 1 | - |
Q3 2019 | - | 3 | - |
Q2 2019 | - | - | - |
Q1 2019 | - | - | - |
ESCA Ownership FAQ
Who Owns Escalade?
Escalade is owned by institutional shareholders (37.54%), insiders (35.10%), and public (27.35%). The largest institutional shareholder of Escalade is THOROUGHBRED FINANCIAL SERVICES, LLC (8.13% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.02% of total shares).
Who are the major institutional shareholders of Escalade?
Escalade's major institutional shareholders are THOROUGHBRED FINANCIAL SERVICES, LLC, MINERVA ADVISORS LLC, BLACKROCK INC., NORTH STAR INVESTMENT MANAGEMENT CORP., and VANGUARD GROUP INC. The top five shareholders own together 23.07% of the company's share outstanding.
How many Escalade shareholders are there?
As of Jun 2024, there are 61 institutional shareholders of Escalade.
What percentage of Escalade is owned by THOROUGHBRED FINANCIAL SERVICES, LLC?
THOROUGHBRED FINANCIAL SERVICES, LLC owns 1.12M shares of Escalade, representing 8.13% of the company's total shares outstanding, valued at $15.46M (as of Jun 2024).
What percentage of Escalade is owned by MINERVA ADVISORS LLC?
As of Jun 2024, MINERVA ADVISORS LLC holds 537.81K shares of Escalade (ESCA), compromising 3.90% of the company, valued at $7.27M.
What percentage of Escalade is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Escalade. The company owns 526.39K of the company's shares outstanding (worth $7.26M).