Huadi Group Ownership 2024 | Who Owns Huadi Group Now?
Institutional Ownership
0.20%
Insider Ownership
70.28%
Retail Ownership
29.51%
Institutional Holders
6.00
Huadi Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANK OF MONTREAL /CAN/ | 0.18% | - | 26,000 | 10,000 | 62.50% | 71,760 | Jun 30, 2024 |
WEALTHCOLLAB, LLC | 0.02% | 0.00% | 2,371 | 833 | 54.16% | 5,525 | Jun 30, 2024 |
MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,344 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 277 | 277 | 100.00% | 645 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 82 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
Huadi Group's largest institutional shareholder is BANK OF MONTREAL /CAN/, holding 0.18% of the company's total share outstanding, currently valued at $71.76K. The top 10 institutional shareholders own together 0.21% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WEALTHCOLLAB, LLC | 0.02% | 0.00% | 2,371 | 833 | 54.16% | 5,525 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.18% | - | 26,000 | 10,000 | 62.50% | 71,760 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 277 | 277 | 100.00% | 645 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 82 | Jun 30, 2024 |
MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,344 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
The largest Huadi Group shareholder by % of total assets is WEALTHCOLLAB, LLC. The company owns 2.37K shares of Huadi Group (HUDI), representing 0.00% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANK OF MONTREAL /CAN/ | 0.18% | - | 26,000 | 10,000 | 62.50% | 71,760 | Jun 30, 2024 |
WEALTHCOLLAB, LLC | 0.02% | 0.00% | 2,371 | 833 | 54.16% | 5,525 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 277 | 277 | 100.00% | 645 | Jun 30, 2024 |
MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,344 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 82 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Huadi Group's largest institutional buyer is BANK OF MONTREAL /CAN/. The company purchased 10.00K stocks of HUDI, valued at $71.76K.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 82 | Jun 30, 2024 |
MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,344 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 277 | 277 | 100.00% | 645 | Jun 30, 2024 |
WEALTHCOLLAB, LLC | 0.02% | 0.00% | 2,371 | 833 | 54.16% | 5,525 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.18% | - | 26,000 | 10,000 | 62.50% | 71,760 | Jun 30, 2024 |
As of Jun 30 2024, Huadi Group's biggest institutional seller is TOWER RESEARCH CAPITAL LLC (TRC). The company sold -0.15K shares of HUDI, valued at -.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS GROUP AG | 0.00% | - | 277 | 277 | 100.00% | 645 | Jun 30, 2024 |
Huadi Group's largest new institutional shareholder by number of shares is UBS GROUP AG, purchased 277.00 shares, valued at $645.00, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
Huadi Group's largest sold out institutional shareholder by shares sold is TOWER RESEARCH CAPITAL LLC (TRC), sold -0.15K shares, valued at -, as of undefined.
Huadi Group Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 13,204 | - | - | Jan 31, 2024 |
Huadi Group's largest mutual fund holder by % of total assets is "INVESCO EXCHANGE-TRADED FUND TRUST", owning 13.20K shares, compromising 0.00% of its total assets.
Huadi Group Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 6 | 20.00% |
31 Dec, 23 | 5 | -16.67% |
30 Sep, 23 | 6 | - |
30 Jun, 23 | 6 | -53.85% |
31 Mar, 23 | 13 | 30.00% |
31 Dec, 22 | 10 | 100.00% |
30 Sep, 22 | 5 | -16.67% |
30 Jun, 22 | 6 | 20.00% |
31 Mar, 22 | 5 | -50.00% |
31 Dec, 21 | 10 | 233.33% |
30 Sep, 21 | 3 | - |
30 Jun, 21 | 3 | -25.00% |
31 Mar, 21 | 4 | - |
As of 31 Mar 24, 6 institutions are holding Huadi Group's shares, representing an increase of 20.00% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 28,584 | 30.98% |
31 Dec, 23 | 21,824 | -7.11% |
30 Sep, 23 | 23,494 | -31.14% |
30 Jun, 23 | 34,118 | -92.03% |
31 Mar, 23 | 428,336 | -8.73% |
31 Dec, 22 | 469,288 | 1304.93% |
30 Sep, 22 | 33,403 | -7.57% |
30 Jun, 22 | 36,138 | 3.01% |
31 Mar, 22 | 35,082 | -47.29% |
31 Dec, 21 | 66,561 | 257.24% |
30 Sep, 21 | 18,632 | -34.93% |
30 Jun, 21 | 28,634 | -14.53% |
31 Mar, 21 | 33,502 | - |
Huadi Group (HUDI) has 28.58K shares outstanding as of 31 Mar 24, up 30.98% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 0.20% | 841.13% |
31 Dec, 23 | 0.15% | 488.30% |
30 Sep, 23 | 0.18% | 266.69% |
30 Jun, 23 | 0.26% | 2.46% |
31 Mar, 23 | 3.24% | 25.70% |
31 Dec, 22 | 3.55% | 5557.48% |
30 Sep, 22 | 0.25% | 337.95% |
30 Jun, 22 | 0.27% | 326.22% |
31 Mar, 22 | 0.29% | 95.94% |
31 Dec, 21 | 0.55% | 2322.76% |
30 Sep, 21 | 0.15% | 275.37% |
30 Jun, 21 | 0.24% | 309.11% |
31 Mar, 21 | 0.28% | - |
As of 31 Mar 24, Huadi Group is held by 0.20% institutional shareholders, representing a 841.13% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 4 | 100.00% |
31 Dec, 23 | 2 | -60.00% |
30 Sep, 23 | 5 | 150.00% |
30 Jun, 23 | 2 | -77.78% |
31 Mar, 23 | 9 | 12.50% |
31 Dec, 22 | 8 | 700.00% |
30 Sep, 22 | 1 | -50.00% |
30 Jun, 22 | 2 | -50.00% |
31 Mar, 22 | 4 | -55.56% |
31 Dec, 21 | 9 | 350.00% |
30 Sep, 21 | 2 | - |
30 Jun, 21 | 2 | -50.00% |
31 Mar, 21 | 4 | - |
4 institutional shareholders have increased their position in HUDI stock as of 31 Mar 24 compared to 2 in the previous quarter (a 100.00% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | - | -100.00% |
31 Dec, 23 | 2 | - |
30 Sep, 23 | - | -100.00% |
30 Jun, 23 | 2 | - |
31 Mar, 23 | 2 | 100.00% |
31 Dec, 22 | 1 | -75.00% |
30 Sep, 22 | 4 | 33.33% |
30 Jun, 22 | 3 | - |
31 Mar, 22 | - | -100.00% |
31 Dec, 21 | 1 | - |
30 Sep, 21 | 1 | - |
30 Jun, 21 | - | - |
31 Mar, 21 | - | - |
- institutional shareholders have reduced their position in HUDI stock as of 31 Mar 24 compared to 2 in the previous quarter (a -100.00% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 6 | 20.00% | 28,584 | 30.98% | 0.20% | 841.13% | 4 | 100.00% | - | -100.00% |
31 Dec, 23 | 5 | -16.67% | 21,824 | -7.11% | 0.15% | 488.30% | 2 | -60.00% | 2 | - |
30 Sep, 23 | 6 | - | 23,494 | -31.14% | 0.18% | 266.69% | 5 | 150.00% | - | -100.00% |
30 Jun, 23 | 6 | -53.85% | 34,118 | -92.03% | 0.26% | 2.46% | 2 | -77.78% | 2 | - |
31 Mar, 23 | 13 | 30.00% | 428,336 | -8.73% | 3.24% | 25.70% | 9 | 12.50% | 2 | 100.00% |
31 Dec, 22 | 10 | 100.00% | 469,288 | 1304.93% | 3.55% | 5557.48% | 8 | 700.00% | 1 | -75.00% |
30 Sep, 22 | 5 | -16.67% | 33,403 | -7.57% | 0.25% | 337.95% | 1 | -50.00% | 4 | 33.33% |
30 Jun, 22 | 6 | 20.00% | 36,138 | 3.01% | 0.27% | 326.22% | 2 | -50.00% | 3 | - |
31 Mar, 22 | 5 | -50.00% | 35,082 | -47.29% | 0.29% | 95.94% | 4 | -55.56% | - | -100.00% |
31 Dec, 21 | 10 | 233.33% | 66,561 | 257.24% | 0.55% | 2322.76% | 9 | 350.00% | 1 | - |
30 Sep, 21 | 3 | - | 18,632 | -34.93% | 0.15% | 275.37% | 2 | - | 1 | - |
30 Jun, 21 | 3 | -25.00% | 28,634 | -14.53% | 0.24% | 309.11% | 2 | -50.00% | - | - |
31 Mar, 21 | 4 | - | 33,502 | - | 0.28% | - | 4 | - | - | - |
HUDI Ownership FAQ
Who Owns Huadi Group?
Huadi Group is owned by institutional shareholders (0.20%), insiders (70.28%), and public (29.51%). The largest institutional shareholder of Huadi Group is BANK OF MONTREAL /CAN/ (0.18% of total shares) and the top mutual fund owner is INVESCO EXCHANGE-TRADED FUND TRUST (0.00% of total shares).
Who are the major institutional shareholders of Huadi Group?
Huadi Group's major institutional shareholders are BANK OF MONTREAL /CAN/, WEALTHCOLLAB, LLC, MORGAN STANLEY, UBS GROUP AG, and QUBE RESEARCH & TECHNOLOGIES LTD. The top five shareholders own together 0.21% of the company's share outstanding.
How many Huadi Group shareholders are there?
As of Mar 2024, there are 6 institutional shareholders of Huadi Group.
What percentage of Huadi Group is owned by BANK OF MONTREAL /CAN/?
BANK OF MONTREAL /CAN/ owns 26K shares of Huadi Group, representing 0.18% of the company's total shares outstanding, valued at $71.76K (as of Jun 2024).
What percentage of Huadi Group is owned by WEALTHCOLLAB, LLC?
As of Jun 2024, WEALTHCOLLAB, LLC holds 2.37K shares of Huadi Group (HUDI), compromising 0.02% of the company, valued at $5.52K.
What percentage of Huadi Group is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Huadi Group. The company owns 577 of the company's shares outstanding (worth $1.34K).