Energy Services of America Ownership | Who Owns Energy Services of America?
Energy Services of America Ownership Summary
Energy Services of America is owned by 23.05% institutional investors, 35.68% insiders, and 41.27% retail investors. Thompson davis is the largest institutional shareholder, holding 3.52% of ESOA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.06% of its assets in Energy Services of America shares.
ESOA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Energy Services of America | 23.05% | 35.68% | 41.27% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thompson davis | 582.42K | 3.52% | $4.17M |
| Vanguard group | 477.37K | 2.88% | $3.42M |
| Stokes family office | 462.14K | 2.79% | $3.31M |
| Morgan stanley | 340.28K | 2.05% | $2.44M |
| Huntington national bank | 325.59K | 1.96% | $2.33M |
| Raffles associates lp | 217.53K | 1.31% | $1.56M |
| Renaissance | 203.89K | 1.23% | $1.46M |
| Dimensional fund advisors lp | 178.63K | 1.08% | $1.28M |
| O'shaughnessy asset management | 119.28K | 0.72% | $854.02K |
| American century companies | 117.12K | 0.71% | $838.61K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Thompson davis | 582.42K | 3.62% | $4.17M |
| Raffles associates lp | 217.53K | 1.75% | $1.56M |
| Stokes family office | 462.14K | 0.39% | $3.31M |
| Eam investors | 76.35K | 0.09% | $546.69K |
| Crown wealth group | 15.99K | 0.06% | $114.50K |
| Essex investment management | 24.03K | 0.03% | $172.04K |
| Needham investment management | 50.00K | 0.03% | $358.00K |
| Navellier & associates | 32.78K | 0.03% | $234.71K |
| Huntington national bank | 325.59K | 0.02% | $2.33M |
| Ritholtz wealth management | 60.88K | 0.01% | $435.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 117.12K | 0.00% | 84.36K |
| Vanguard group | 477.37K | 0.00% | 52.47K |
| Needham investment management | 50.00K | 0.03% | 50.00K |
| Raffles associates lp | 217.53K | 1.75% | 40.14K |
| Navellier & associates | 32.78K | 0.03% | 32.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thompson davis | 582.42K | 3.62% | -751.30K |
| Morgan stanley | 340.28K | 0.00% | -103.09K |
| Eam investors | 76.35K | 0.09% | -78.03K |
| Bridgeway capital management | - | - | -57.08K |
| Essex investment management | 24.03K | 0.03% | -45.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Needham investment management | 50.00K | 0.03% | 50.00K | $358.00K |
| Navellier & associates | 32.78K | 0.03% | 32.78K | $234.71K |
| Virtu financial | 15.59K | 0.01% | 15.59K | $112.00K |
| Advisor group | 720.00 | - | 720.00 | $5.16K |
| Fmr | 116.00 | - | 116.00 | $828.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -70.00 |
| Ifp advisors | -2.09K |
| Qube research | -5.85K |
| Royal bank of canada | -10.00K |
| Occudo quantitative strategies lp | -11.15K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 51 | 34.21% | 3,818,729 | 2.03% | 23 | 4.52% | 33 | 57.14% | 13 | 18.18% |
| Jun 30, 2024 | 38 | -19.15% | 3,742,836 | -19.13% | 22 | 2.90% | 21 | -36.36% | 11 | 83.33% |
| Mar 31, 2024 | 47 | 56.67% | 4,628,184 | 20.98% | 27 | 5.24% | 33 | 65.00% | 6 | 100.00% |
| Dec 31, 2023 | 30 | 15.38% | 3,825,690 | 20.97% | 23 | 6.34% | 20 | 33.33% | 3 | - |
| Sep 30, 2023 | 26 | 30.00% | 3,162,397 | 35.61% | 19 | 9.68% | 15 | 150.00% | 3 | -40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 340.56K | 2.06% | - |
| Avantis US Small Cap Value ETF | 169.78K | 1.02% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 132.37K | 0.80% | - |
| EAM Ultra Micro Cap | 82.28K | 0.50% | - |
| Fidelity Extended Market Index | 65.57K | 0.40% | 12.73K |
| EA Bridgeway Omni Small-Cap Value ETF | 55.84K | 0.34% | - |
| Needham Aggressive Growth Retail | 50.00K | 0.30% | - |
| DFA US Micro Cap I | 44.87K | 0.27% | - |
| Pleiades Small Cap Equity A | 43.11K | 0.26% | 3.13K |
| First Trust Dow Jones Sel MicroCap ETF | 34.94K | 0.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 20, 2024 | Reynolds Jack M | - | Sell | $257.50K |
| Sep 19, 2024 | Reynolds Jack M | - | Sell | $260.00K |
| Sep 19, 2024 | Lucente Frank S | - | Sell | $10.50K |
| Sep 18, 2024 | Kapourales Samuel G | - | Sell | $505.00K |
| Sep 12, 2024 | Lucente Frank S | - | Sell | $20.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 18 |
| 2024 Q2 | 2 | - |
| 2024 Q1 | 5 | 16 |
| 2023 Q4 | - | 3 |
| 2023 Q3 | 5 | - |
ESOA Ownership FAQ
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