Genesis Energy Ownership | Who Owns Genesis Energy?
Genesis Energy Ownership Summary
Genesis Energy is owned by 68.96% institutional investors, 18.23% insiders, and 12.81% retail investors. Alps advisors is the largest institutional shareholder, holding 15.49% of GEL shares. Alerian MLP ETF is the top mutual fund, with 15.91% of its assets in Genesis Energy shares.
GEL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Genesis Energy | 68.96% | 18.23% | 12.81% |
Sector | Energy Stocks | 58.78% | 12.68% | 28.54% |
Industry | Oil & Gas Midstream Stocks | 49.12% | 18.96% | 31.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Alps advisors | 18.97M | 15.49% | $271.40M |
Invesco | 17.66M | 14.42% | $252.68M |
Mirae asset global etfs | 4.43M | 3.62% | $63.41M |
Chickasaw capital management | 4.29M | 3.50% | $61.41M |
Jpmorgan chase | 4.28M | 3.50% | $61.30M |
Rr advisors | 4.04M | 3.30% | $57.75M |
Westwood group | 3.33M | 2.72% | $47.65M |
Clearbridge investments | 3.25M | 2.65% | $46.47M |
Creative planning | 3.05M | 2.49% | $43.59M |
Goldman sachs group | 2.73M | 2.23% | $39.10M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Rr advisors | 4.04M | 15.49% | $57.75M |
Chickasaw capital management | 4.29M | 2.72% | $61.41M |
Alps advisors | 18.97M | 1.86% | $271.40M |
Elco management | 188.30K | 1.57% | $2.69M |
Infrastructure capital advisors | 772.61K | 1.43% | $11.06M |
Cushing asset management, lp | 1.16M | 1.31% | $16.55M |
Pinnacle | 208.93K | 1.22% | $2.99M |
Texas capital bancshares inc/tx | 200.00K | 1.17% | $2.86M |
Custom index systems | 117.57K | 0.97% | $1.68M |
Fractal investments | 297.52K | 0.74% | $4.26M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global etfs | 4.43M | 0.15% | 4.43M |
Creative planning | 3.05M | 0.05% | 3.05M |
Jefferies financial group | 826.63K | 0.13% | 826.63K |
Bank of america corp /de/ | 1.35M | 0.00% | 764.67K |
Ing groep nv | 662.70K | 0.06% | 605.00K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global investments | - | - | -6.02M |
Jpmorgan chase | 4.28M | 0.01% | -1.21M |
Westwood group | 3.33M | 0.22% | -695.33K |
Tortoise capital advisors | 856.00K | 0.16% | -465.25K |
Ubs group | 1.10M | 0.00% | -410.30K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 4.43M | 0.15% | 4.43M | $63.41M |
Creative planning | 3.05M | 0.05% | 3.05M | $43.59M |
Jefferies financial group | 826.63K | 0.13% | 826.63K | $11.83M |
Caption management | 150.00K | 0.03% | 150.00K | $2.15M |
Dg capital management | 89.35K | 0.49% | 89.35K | $1.28M |
Sold Out
Holder | Change |
---|---|
Concourse financial group securities | -1.00 |
Fmr | -1.00 |
Global retirement partners | -13.00 |
International assets investment management | -346.00 |
Resources management corp /ct/ /adv | -500.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 122 | 4.27% | 84,450,967 | 2.24% | 68 | 1.52% | 51 | 21.43% | 35 | 2.94% |
Mar 31, 2024 | 117 | 5.41% | 82,602,785 | 1.08% | 67 | 1.51% | 42 | -10.64% | 34 | 41.67% |
Dec 31, 2023 | 111 | -5.13% | 81,722,865 | 0.07% | 66 | 1.50% | 47 | -16.07% | 24 | - |
Sep 30, 2023 | 117 | 1.74% | 81,667,183 | 1.41% | 66 | 1.54% | 56 | 7.69% | 24 | -20.00% |
Jun 30, 2023 | 115 | -0.86% | 80,532,055 | -2.09% | 65 | 1.46% | 52 | 1.96% | 30 | 7.14% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Alerian MLP ETF | 19.48M | 15.91% | 14.72K |
Invesco SteelPath MLP Income Y | 8.60M | 7.02% | 200.00K |
Invesco SteelPath MLP Select 40 Y | 7.49M | 6.12% | - |
Global X MLP ETF | 4.72M | 3.86% | - |
ClearBridge Energy Midstream Opportunity | 3.03M | 2.47% | 1.89M |
Westwood Salient MLP & Engy Infras Inst | 1.89M | 1.55% | - |
Goldman Sachs MLP Energy Infras Instl | 1.84M | 1.50% | -24.39K |
MainGate MLP I | 1.67M | 1.36% | -5.00K |
Invesco SteelPath MLP Alpha Y | 1.52M | 1.24% | 247.53K |
Chickasaw MLP SMA | 1.36M | 1.11% | 800.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 08, 2024 | SIMS RYAN S | President & Chief Comm Officer | Buy | $11.25K |
Aug 06, 2024 | Gaspard Garland G | Vice President | Buy | $29.99K |
Feb 29, 2024 | SIMS RYAN S | President & Chief Comm Officer | Buy | $17.32K |
Nov 13, 2023 | Gaspard Garland G | Vice President | Buy | $60.06K |
Aug 14, 2023 | Rasmussen Jeffrey J | VP & GM - Refinery Services | Buy | $46.84K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | 1 | - |
2024 Q2 | - | - |
2024 Q1 | 1 | - |
2023 Q4 | 1 | - |
GEL Ownership FAQ
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