Harbor Custom Development Ownership 2024 | Who Owns Harbor Custom Development Now?


OverviewRevenueFinancialsChart

Institutional Ownership

73.73%

Insider Ownership

7.72%

Retail Ownership

18.55%

Institutional Holders

19.00

Harbor Custom Development Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF AMERICA CORP /DE/19.85%-6,9446,944100.00%30,137,000Mar 31, 2023
UBS GROUP AG11.27%-3,9423,942100.00%17,108,000Mar 31, 2023
BLACKROCK INC.4.23%-1,4791,479100.00%6,419,000Mar 31, 2023
STEWARD FINANCIAL GROUP LLC1.78%0.00%623623100.00%2,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.60%0.00%561561100.00%2,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.25%-8989100.00%386,000Mar 31, 2023
FMR LLC0.00%-11100.00%4,000Mar 31, 2023
ERGOTELES LLC----971-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----522-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/----6,944-100.00%-Mar 31, 2023
INTELLECTUS PARTNERS, LLC----14,189-100.00%-Mar 31, 2023
UBS GROUP AG----968-100.00%-Mar 31, 2023
WELLS FARGO & COMPANY/MN----87-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----1,536-100.00%-Mar 31, 2023
MATTERN WEALTH MANAGEMENT LLC----2,500-100.00%-Mar 31, 2023
FMR LLC----1-100.00%-Mar 31, 2023
HRT FINANCIAL LP----579-100.00%-Mar 31, 2023
STEWARD FINANCIAL GROUP LLC----623-100.00%-Mar 31, 2023
NORTHERN TRUST CORP----899-100.00%-Mar 31, 2023
STATE STREET CORP----3,085-100.00%-Mar 31, 2023

Harbor Custom Development's largest institutional shareholder is BANK OF AMERICA CORP /DE/, holding 19.85% of the company's total share outstanding, currently valued at $30.14M. The top 10 institutional shareholders own together 39.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STEWARD FINANCIAL GROUP LLC1.78%0.00%623623100.00%2,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.60%0.00%561561100.00%2,000Mar 31, 2023
UBS GROUP AG11.27%-3,9423,942100.00%17,108,000Mar 31, 2023
BANK OF AMERICA CORP /DE/19.85%-6,9446,944100.00%30,137,000Mar 31, 2023
BLACKROCK INC.4.23%-1,4791,479100.00%6,419,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.25%-8989100.00%386,000Mar 31, 2023
FMR LLC0.00%-11100.00%4,000Mar 31, 2023
ERGOTELES LLC----971-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----522-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/----6,944-100.00%-Mar 31, 2023
INTELLECTUS PARTNERS, LLC----14,189-100.00%-Mar 31, 2023
UBS GROUP AG----968-100.00%-Mar 31, 2023
WELLS FARGO & COMPANY/MN----87-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----1,536-100.00%-Mar 31, 2023
MATTERN WEALTH MANAGEMENT LLC----2,500-100.00%-Mar 31, 2023
FMR LLC----1-100.00%-Mar 31, 2023
HRT FINANCIAL LP----579-100.00%-Mar 31, 2023
STEWARD FINANCIAL GROUP LLC----623-100.00%-Mar 31, 2023
NORTHERN TRUST CORP----899-100.00%-Mar 31, 2023
STATE STREET CORP----3,085-100.00%-Mar 31, 2023

The largest Harbor Custom Development shareholder by % of total assets is STEWARD FINANCIAL GROUP LLC. The company owns 623.00 shares of Harbor Custom Development (HCDI), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF AMERICA CORP /DE/19.85%-6,9446,944100.00%30,137,000Mar 31, 2023
UBS GROUP AG11.27%-3,9423,942100.00%17,108,000Mar 31, 2023
BLACKROCK INC.4.23%-1,4791,479100.00%6,419,000Mar 31, 2023
STEWARD FINANCIAL GROUP LLC1.78%0.00%623623100.00%2,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.60%0.00%561561100.00%2,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.25%-8989100.00%386,000Mar 31, 2023
FMR LLC0.00%-11100.00%4,000Mar 31, 2023
FMR LLC----1-100.00%-Mar 31, 2023
WELLS FARGO & COMPANY/MN----87-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----522-100.00%-Mar 31, 2023
HRT FINANCIAL LP----579-100.00%-Mar 31, 2023
STEWARD FINANCIAL GROUP LLC----623-100.00%-Mar 31, 2023
NORTHERN TRUST CORP----899-100.00%-Mar 31, 2023
SIGMA PLANNING CORP----926-100.00%-Mar 31, 2023
UBS GROUP AG----968-100.00%-Mar 31, 2023
ERGOTELES LLC----971-100.00%-Mar 31, 2023
BLACKROCK INC.----1,240-100.00%-Mar 31, 2023
REDMOND ASSET MANAGEMENT, LLC----1,433-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----1,536-100.00%-Mar 31, 2023
MATTERN WEALTH MANAGEMENT LLC----2,500-100.00%-Mar 31, 2023

As of Mar 31 2023, Harbor Custom Development's largest institutional buyer is BANK OF AMERICA CORP /DE/. The company purchased 6.94K stocks of HCDI, valued at $30.14M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----16,468-100.00%-Mar 31, 2023
INTELLECTUS PARTNERS, LLC----14,189-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/----6,944-100.00%-Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC----4,366-100.00%-Mar 31, 2023
KOSHINSKI ASSET MANAGEMENT, INC.----3,750-100.00%-Mar 31, 2023
STATE STREET CORP----3,085-100.00%-Mar 31, 2023
MATTERN WEALTH MANAGEMENT LLC----2,500-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----1,536-100.00%-Mar 31, 2023
REDMOND ASSET MANAGEMENT, LLC----1,433-100.00%-Mar 31, 2023
BLACKROCK INC.----1,240-100.00%-Mar 31, 2023
ERGOTELES LLC----971-100.00%-Mar 31, 2023
UBS GROUP AG----968-100.00%-Mar 31, 2023
SIGMA PLANNING CORP----926-100.00%-Mar 31, 2023
NORTHERN TRUST CORP----899-100.00%-Mar 31, 2023
STEWARD FINANCIAL GROUP LLC----623-100.00%-Mar 31, 2023
HRT FINANCIAL LP----579-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----522-100.00%-Mar 31, 2023
WELLS FARGO & COMPANY/MN----87-100.00%-Mar 31, 2023
FMR LLC----1-100.00%-Mar 31, 2023
FMR LLC0.00%-11100.00%4,000Mar 31, 2023

As of Mar 31 2023, Harbor Custom Development's biggest institutional seller is VANGUARD GROUP INC. The company sold -16.47K shares of HCDI, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF AMERICA CORP /DE/19.85%-6,9446,944100.00%30,137,000Mar 31, 2023
UBS GROUP AG11.27%-3,9423,942100.00%17,108,000Mar 31, 2023
BLACKROCK INC.4.23%-1,4791,479100.00%6,419,000Mar 31, 2023
STEWARD FINANCIAL GROUP LLC1.78%0.00%623623100.00%2,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.60%0.00%561561100.00%2,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.25%-8989100.00%386,000Mar 31, 2023
FMR LLC0.00%-11100.00%4,000Mar 31, 2023

Harbor Custom Development's largest new institutional shareholder by number of shares is BANK OF AMERICA CORP /DE/, purchased 6.94K shares, valued at $30.14M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----16,468-100.00%-Mar 31, 2023
INTELLECTUS PARTNERS, LLC----14,189-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/----6,944-100.00%-Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC----4,366-100.00%-Mar 31, 2023
KOSHINSKI ASSET MANAGEMENT, INC.----3,750-100.00%-Mar 31, 2023
STATE STREET CORP----3,085-100.00%-Mar 31, 2023
MATTERN WEALTH MANAGEMENT LLC----2,500-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----1,536-100.00%-Mar 31, 2023
REDMOND ASSET MANAGEMENT, LLC----1,433-100.00%-Mar 31, 2023
BLACKROCK INC.----1,240-100.00%-Mar 31, 2023
ERGOTELES LLC----971-100.00%-Mar 31, 2023
UBS GROUP AG----968-100.00%-Mar 31, 2023
SIGMA PLANNING CORP----926-100.00%-Mar 31, 2023
NORTHERN TRUST CORP----899-100.00%-Mar 31, 2023
STEWARD FINANCIAL GROUP LLC----623-100.00%-Mar 31, 2023
HRT FINANCIAL LP----579-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----522-100.00%-Mar 31, 2023
WELLS FARGO & COMPANY/MN----87-100.00%-Mar 31, 2023
FMR LLC----1-100.00%-Mar 31, 2023

Harbor Custom Development's largest sold out institutional shareholder by shares sold is VANGUARD GROUP INC, sold -16.47K shares, valued at -, as of undefined.

Harbor Custom Development Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
360 Funds0.24%50,000--Feb 29, 2024
360 Funds0.04%7,500--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%329,341--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%80,897--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%12,480--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%3,998--Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%1,641--Jan 31, 2024
Dimensional ETF Trust0.00%2,413--Jan 31, 2024
EQ ADVISORS TRUST0.00%2,194--Mar 31, 2024
iSHARES TRUST0.00%21,855--Mar 31, 2024

Harbor Custom Development's largest mutual fund holder by % of total assets is "360 Funds", owning 50.00K shares, compromising 0.24% of its total assets.

Harbor Custom Development Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Dec, 221911.76%
30 Sep, 2217-
30 Jun, 221713.33%
31 Mar, 2215-6.25%
31 Dec, 21166.67%
30 Sep, 2115-31.82%
30 Jun, 212215.79%
31 Mar, 2119171.43%
31 Dec, 207-22.22%
30 Sep, 209-

As of 31 Dec 22, 19 institutions are holding Harbor Custom Development's shares, representing an increase of 11.76% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Dec, 221,221,593-5.37%
30 Sep, 221,290,912-9.31%
30 Jun, 221,423,384-6.01%
31 Mar, 221,514,467-11.05%
31 Dec, 211,702,581-13.16%
30 Sep, 211,960,492-17.85%
30 Jun, 212,386,34438.84%
31 Mar, 211,718,798182.71%
31 Dec, 20607,96561.61%
30 Sep, 20376,198-

Harbor Custom Development (HCDI) has 1.22M shares outstanding as of 31 Dec 22, down -5.37% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Dec, 2273.73%1.21%
30 Sep, 2277.91%0.46%
30 Jun, 22130.62%0.68%
31 Mar, 22138.98%0.57%
31 Dec, 21156.25%0.23%
30 Sep, 21263.18%0.26%
30 Jun, 21320.53%0.45%
31 Mar, 21266.17%3.00%
31 Dec, 2094.15%2.77%
30 Sep, 2058.26%-

As of 31 Dec 22, Harbor Custom Development is held by 73.73% institutional shareholders, representing a 1.21% growth compared to 30 Sep 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Dec, 22950.00%
30 Sep, 226-25.00%
30 Jun, 22833.33%
31 Mar, 226-25.00%
31 Dec, 21833.33%
30 Sep, 216-64.71%
30 Jun, 2117-
31 Mar, 2117240.00%
31 Dec, 205-44.44%
30 Sep, 209-

9 institutional shareholders have increased their position in HCDI stock as of 31 Dec 22 compared to 6 in the previous quarter (a 50.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Dec, 224-
30 Sep, 224-33.33%
30 Jun, 226-
31 Mar, 226-14.29%
31 Dec, 217133.33%
30 Sep, 213-
30 Jun, 21350.00%
31 Mar, 212100.00%
31 Dec, 201-
30 Sep, 20--

4 institutional shareholders have reduced their position in HCDI stock as of 31 Dec 22 compared to 4 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Dec, 221911.76%1,221,593-5.37%73.73%1.21%950.00%4-
30 Sep, 2217-1,290,912-9.31%77.91%0.46%6-25.00%4-33.33%
30 Jun, 221713.33%1,423,384-6.01%130.62%0.68%833.33%6-
31 Mar, 2215-6.25%1,514,467-11.05%138.98%0.57%6-25.00%6-14.29%
31 Dec, 21166.67%1,702,581-13.16%156.25%0.23%833.33%7133.33%
30 Sep, 2115-31.82%1,960,492-17.85%263.18%0.26%6-64.71%3-
30 Jun, 212215.79%2,386,34438.84%320.53%0.45%17-350.00%
31 Mar, 2119171.43%1,718,798182.71%266.17%3.00%17240.00%2100.00%
31 Dec, 207-22.22%607,96561.61%94.15%2.77%5-44.44%1-
30 Sep, 209-376,198-58.26%-9---

Harbor Custom Development Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 24, 2023Niino Yoshiofficer Chief Accounting OfficerSell1,250$22.40$28.00K-
Jul 24, 2023Burton James Charlesofficer SecretarySell750$22.40$16.80K-
Jul 24, 2023Chandler D. Daviddirector-Sell----
May 31, 2023Brown Lanceofficer Chief Financial OfficerM-ExemptSell583--3,667
May 31, 2023Brown Lanceofficer Chief Financial OfficerF-InKindSell206$3.96$815.763,353
May 31, 2023Griffin Sterlingdirector, 10 percent owner, officer President/CEOM-ExemptSell1,667--3,333
May 31, 2023Habersetzer Jeffreyofficer COO/SecretaryM-ExemptSell583--1,167
May 10, 2023Brown Lanceofficer Chief Financial OfficerM-ExemptSell417--4,250
May 10, 2023Brown Lanceofficer Chief Financial OfficerF-InKindSell148$5.14$760.722,976

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 04, 2023SWETS LARRY G JRdirector Buy----
Nov 30, 2023Crocker Shellyofficer-Buy----
Jul 24, 2023Brown Lanceofficer-Buy----
Jul 24, 2023Niino Yoshiofficer Chief Accounting OfficerSell1,250$22.40$28.00K-
Jul 24, 2023Burton James Charlesofficer SecretarySell750$22.40$16.80K-
Jul 24, 2023Chandler D. Daviddirector-Sell----
Jul 14, 2023Schmidtke Richarddirector Buy----
Jul 14, 2023Griffin Sterlingdirector, officer President/CEOBuy----
Jun 15, 2023Habersetzer Jeffreyofficer COO/SecretaryA-AwardBuy75,000--81,451
Jun 15, 2023Brown Lanceofficer Chief Financial OfficerA-AwardBuy65,000--65,000
May 31, 2023Brown Lanceofficer Chief Financial OfficerM-ExemptSell583--3,667
May 31, 2023Brown Lanceofficer Chief Financial OfficerM-ExemptBuy583--3,559
May 31, 2023Brown Lanceofficer Chief Financial OfficerF-InKindSell206$3.96$815.763,353
May 31, 2023Griffin Sterlingdirector, 10 percent owner, officer President/CEOM-ExemptBuy1,667--136,778
May 31, 2023Griffin Sterlingdirector, 10 percent owner, officer President/CEOM-ExemptSell1,667--3,333
May 31, 2023Habersetzer Jeffreyofficer COO/SecretaryM-ExemptBuy583--1,747
May 31, 2023Habersetzer Jeffreyofficer COO/SecretaryM-ExemptSell583--1,167
May 10, 2023Brown Lanceofficer Chief Financial OfficerM-ExemptSell417--4,250
May 10, 2023Brown Lanceofficer Chief Financial OfficerM-ExemptBuy417--3,124
May 10, 2023Brown Lanceofficer Chief Financial OfficerF-InKindSell148$5.14$760.722,976

The last insider sell of Harbor Custom Development's stock was made by Niino Yoshi on Jul 24 2023, selling 1,250 shares at $22.40 per share (valued at $28.00K).

Harbor Custom Development Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2023-3-
Q2 202366100.00%
Q1 2023-1-
Q4 2022---
Q2 20229--
Q1 20223475.00%
Q4 202120--
Q3 202181800.00%
Q2 2021---
Q1 202111100.00%
Q4 202085160.00%
Q3 20203650.00%
Q3 2019-2-
Q1 2019-1-

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by Harbor Custom Development's insiders, as of Q3 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2023---
Q2 2023---
Q1 2023---
Q4 2022---
Q2 20224--
Q1 2022---
Q4 202119--
Q3 2021---
Q2 2021---
Q1 20211--
Q4 2020-1-
Q3 20202--
Q3 2019---
Q1 2019---

As of Q3 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Harbor Custom Development's stocks.

Harbor Custom Development Peer Ownership


TickerCompany
GGEGreen Giant Inc.
FORForestar Group Inc.
FPHFive Point Holdings, LLC
LSEALandsea Homes Corporation
ARLAmerican Realty Investors, Inc.
AEIAlset EHome International Inc.

HCDI Ownership FAQ


Harbor Custom Development is owned by institutional shareholders (73.73%), insiders (7.72%), and public (18.55%). The largest institutional shareholder of Harbor Custom Development is BANK OF AMERICA CORP /DE/ (19.85% of total shares) and the top mutual fund owner is 360 Funds (0.24% of total shares).

Harbor Custom Development's major institutional shareholders are BANK OF AMERICA CORP /DE/, UBS GROUP AG, BLACKROCK INC., STEWARD FINANCIAL GROUP LLC, and TOWER RESEARCH CAPITAL LLC (TRC). The top five shareholders own together 38.74% of the company's share outstanding.

As of Dec 2022, there are 19 institutional shareholders of Harbor Custom Development.

BANK OF AMERICA CORP /DE/ owns 6.94K shares of Harbor Custom Development, representing 19.85% of the company's total shares outstanding, valued at $30.14M (as of Mar 2023).

As of Mar 2023, UBS GROUP AG holds 3.94K shares of Harbor Custom Development (HCDI), compromising 11.27% of the company, valued at $17.11M.

BLACKROCK INC is the third largest holder of Harbor Custom Development. The company owns 1.48K of the company's shares outstanding (worth $6.42M).