INVO Bioscience Ownership 2024 | Who Owns INVO Bioscience Now?

Overview RevenueFinancials Chart

Institutional Ownership

0.84%

Insider Ownership

0.63%

Retail Ownership

98.53%

Institutional Holders

1.00

INVO Bioscience Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	-	-	-	-32,000	-100.00%	-	Dec 31, 2023

INVO Bioscience's largest institutional shareholder is AWM INVESTMENT COMPANY, INC., holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	-	-	-	-32,000	-100.00%	-	Dec 31, 2023

The largest INVO Bioscience shareholder by % of total assets is AWM INVESTMENT COMPANY, INC.. The company owns 0.00 shares of INVO Bioscience (INVO), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	-	-	-	-32,000	-100.00%	-	Dec 31, 2023

As of Dec 31 2023, INVO Bioscience's largest institutional buyer is AWM INVESTMENT COMPANY, INC.. The company purchased -32.00K stocks of INVO, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	-	-	-	-32,000	-100.00%	-	Dec 31, 2023

As of Dec 31 2023, INVO Bioscience's biggest institutional seller is AWM INVESTMENT COMPANY, INC.. The company sold -32.00K shares of INVO, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	-	-	-	-32,000	-100.00%	-	Dec 31, 2023

INVO Bioscience's largest sold out institutional shareholder by shares sold is AWM INVESTMENT COMPANY, INC., sold -32.00K shares, valued at -, as of undefined.

INVO Bioscience Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PERRITT FUNDS INC	0.59%	73,011	-	-	Jan 31, 2024
PERRITT FUNDS INC	0.03%	3,650	-	-	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	82,356	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	105,539	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	54,058	-54,058	-50.00%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	24,611	5,638	29.72%	Feb 29, 2024
iSHARES TRUST	0.00%	23,115	-	-	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	1,501	-	-	Mar 31, 2024

INVO Bioscience's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 73.01K shares, compromising 0.59% of its total assets.

INVO Bioscience Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Sep, 23	1	-94.12%
30 Jun, 23	17	-19.05%
31 Mar, 23	21	-
31 Dec, 22	21	40.00%
30 Sep, 22	15	-11.76%
30 Jun, 22	17	-15.00%
31 Mar, 22	20	11.11%
31 Dec, 21	18	50.00%
30 Sep, 21	12	-14.29%
30 Jun, 21	14	7.69%
31 Mar, 21	13	30.00%
31 Dec, 20	10	-
31 Mar, 20	1	-

As of 30 Sep 23, 1 institutions are holding INVO Bioscience's shares, representing a decrease of -94.12% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Sep, 23	32,000	-96.67%
30 Jun, 23	959,710	-60.23%
31 Mar, 23	2,412,873	83.67%
31 Dec, 22	1,313,711	-0.73%
30 Sep, 22	1,323,356	-7.00%
30 Jun, 22	1,422,930	-23.08%
31 Mar, 22	1,849,896	0.39%
31 Dec, 21	1,842,624	6.16%
30 Sep, 21	1,735,642	0.77%
30 Jun, 21	1,722,434	18.80%
31 Mar, 21	1,449,804	90.80%
31 Dec, 20	759,859	-
31 Mar, 20	14,705	-

INVO Bioscience (INVO) has 32.00K shares outstanding as of 30 Sep 23, down -96.67% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Sep, 23	0.84%	0.13%
30 Jun, 23	25.24%	0.63%
31 Mar, 23	63.47%	5.32%
31 Dec, 22	34.55%	2.85%
30 Sep, 22	34.81%	4.06%
30 Jun, 22	29.26%	2.02%
31 Mar, 22	38.05%	2.65%
31 Dec, 21	37.90%	2.97%
30 Sep, 21	35.70%	2.84%
30 Jun, 21	35.42%	3.98%
31 Mar, 21	29.82%	12.21%
31 Dec, 20	15.63%	-
31 Mar, 20	0.01%	-

As of 30 Sep 23, INVO Bioscience is held by 0.84% institutional shareholders, representing a 0.13% growth compared to 30 Jun 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Sep, 23	-	-100.00%
30 Jun, 23	6	-14.29%
31 Mar, 23	7	-22.22%
31 Dec, 22	9	350.00%
30 Sep, 22	2	-66.67%
30 Jun, 22	6	-45.45%
31 Mar, 22	11	10.00%
31 Dec, 21	10	100.00%
30 Sep, 21	5	-37.50%
30 Jun, 21	8	-
31 Mar, 21	8	-20.00%
31 Dec, 20	10	-
31 Mar, 20	1	-

- institutional shareholders have increased their position in INVO stock as of 30 Sep 23 compared to 6 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Sep, 23	1	-50.00%
30 Jun, 23	2	-50.00%
31 Mar, 23	4	300.00%
31 Dec, 22	1	-50.00%
30 Sep, 22	2	-33.33%
30 Jun, 22	3	200.00%
31 Mar, 22	1	-
31 Dec, 21	-	-100.00%
30 Sep, 21	1	-
30 Jun, 21	1	-50.00%
31 Mar, 21	2	-
31 Dec, 20	-	-
31 Mar, 20	-	-

1 institutional shareholders have reduced their position in INVO stock as of 30 Sep 23 compared to 2 in the previous quarter (a -50.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Sep, 23	1	-94.12%	32,000	-96.67%	0.84%	0.13%	-	-100.00%	1	-50.00%
30 Jun, 23	17	-19.05%	959,710	-60.23%	25.24%	0.63%	6	-14.29%	2	-50.00%
31 Mar, 23	21	-	2,412,873	83.67%	63.47%	5.32%	7	-22.22%	4	300.00%
31 Dec, 22	21	40.00%	1,313,711	-0.73%	34.55%	2.85%	9	350.00%	1	-50.00%
30 Sep, 22	15	-11.76%	1,323,356	-7.00%	34.81%	4.06%	2	-66.67%	2	-33.33%
30 Jun, 22	17	-15.00%	1,422,930	-23.08%	29.26%	2.02%	6	-45.45%	3	200.00%
31 Mar, 22	20	11.11%	1,849,896	0.39%	38.05%	2.65%	11	10.00%	1	-
31 Dec, 21	18	50.00%	1,842,624	6.16%	37.90%	2.97%	10	100.00%	-	-100.00%
30 Sep, 21	12	-14.29%	1,735,642	0.77%	35.70%	2.84%	5	-37.50%	1	-
30 Jun, 21	14	7.69%	1,722,434	18.80%	35.42%	3.98%	8	-	1	-50.00%
31 Mar, 21	13	30.00%	1,449,804	90.80%	29.82%	12.21%	8	-20.00%	2	-
31 Dec, 20	10	-	759,859	-	15.63%	-	10	-	-	-
31 Mar, 20	1	-	14,705	-	0.01%	-	1	-	-	-

INVO Bioscience Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 03, 2022	Shum Steve	officer	Chief Executive Officer	P-Purchase	Buy	58,885	$0.95	$55.94K	128,420
Jun 03, 2022	Szot Matthew K	director		P-Purchase	Buy	14,474	$0.95	$13.75K	39,175
Jun 03, 2022	Ryan Barbara	director		P-Purchase	Buy	10,526	$0.95	$10.00K	22,991
Jun 03, 2022	DAVIS TRENT D	director		P-Purchase	Buy	11,184	$0.95	$10.62K	33,622
Jun 03, 2022	Segal Jeffrey	director		P-Purchase	Buy	9,211	$0.95	$8.75K	28,220
Jun 03, 2022	Campbell Michael Jos.	officer	Chief Operating Officer	P-Purchase	Buy	10,526	$0.95	$10.00K	75,762
Jun 03, 2022	Goren Andrea	officer	Chief Financial Officer	P-Purchase	Buy	52,632	$0.95	$50.00K	129,015
Jun 03, 2022	Messina Rebecca	director		P-Purchase	Buy	9,868	$0.95	$9.37K	23,045
Jun 03, 2022	Doody Kevin	officer	Medical Director	P-Purchase	Sell	177,306	$0.95	$168.44K	-

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 03, 2022	Shum Steve	officer	Chief Executive Officer	P-Purchase	Buy	58,885	$0.95	$55.94K	128,420
Jun 03, 2022	Szot Matthew K	director		P-Purchase	Buy	14,474	$0.95	$13.75K	39,175
Jun 03, 2022	Ryan Barbara	director		P-Purchase	Buy	10,526	$0.95	$10.00K	22,991
Jun 03, 2022	DAVIS TRENT D	director		P-Purchase	Buy	11,184	$0.95	$10.62K	33,622
Jun 03, 2022	Segal Jeffrey	director		P-Purchase	Buy	9,211	$0.95	$8.75K	28,220
Jun 03, 2022	Campbell Michael Jos.	officer	Chief Operating Officer	P-Purchase	Buy	10,526	$0.95	$10.00K	75,762
Jun 03, 2022	Goren Andrea	officer	Chief Financial Officer	P-Purchase	Buy	52,632	$0.95	$50.00K	129,015
Jun 03, 2022	Messina Rebecca	director		P-Purchase	Buy	9,868	$0.95	$9.37K	23,045

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 22, 2023	Messina Rebecca	director	-	A-Award	Sell	85,000	$0.36	$30.77K	85,000
Jun 03, 2022	Doody Kevin	officer	Medical Director	P-Purchase	Sell	177,306	$0.95	$168.44K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 22, 2023	Szot Matthew K	director	-	A-Award	Buy	85,000	$0.37	$31.28K	85,000
May 22, 2023	Shum Steve	director, officer	Chief Executive Officer	A-Award	Buy	100,000	$0.37	$36.80K	100,000
May 22, 2023	Ryan Barbara	director	-	A-Award	Buy	85,000	$0.37	$31.28K	85,000
May 22, 2023	Messina Rebecca	director	-	A-Award	Sell	85,000	$0.36	$30.77K	85,000
May 22, 2023	Goren Andrea	officer	Chief Financial Officer	A-Award	Buy	81,000	$0.37	$29.81K	81,000
May 22, 2023	DAVIS TRENT D	director	-	A-Award	Buy	85,000	$0.37	$31.28K	85,000
May 22, 2023	Campbell Michael Jos.	director, officer	Chief Operating Officer	A-Award	Buy	83,000	$0.37	$30.54K	83,000
Jun 03, 2022	Shum Steve	officer	Chief Executive Officer	P-Purchase	Buy	58,885	$0.95	$55.94K	128,420
Jun 03, 2022	Szot Matthew K	director		P-Purchase	Buy	14,474	$0.95	$13.75K	39,175
Jun 03, 2022	Ryan Barbara	director		P-Purchase	Buy	10,526	$0.95	$10.00K	22,991
Jun 03, 2022	DAVIS TRENT D	director		P-Purchase	Buy	11,184	$0.95	$10.62K	33,622
Jun 03, 2022	Segal Jeffrey	director		P-Purchase	Buy	9,211	$0.95	$8.75K	28,220
Jun 03, 2022	Campbell Michael Jos.	officer	Chief Operating Officer	P-Purchase	Buy	10,526	$0.95	$10.00K	75,762
Jun 03, 2022	Goren Andrea	officer	Chief Financial Officer	P-Purchase	Buy	52,632	$0.95	$50.00K	129,015
Jun 03, 2022	Messina Rebecca	director		P-Purchase	Buy	9,868	$0.95	$9.37K	23,045
Jun 03, 2022	Doody Kevin	officer	Medical Director	P-Purchase	Sell	177,306	$0.95	$168.44K	-
Jan 18, 2022	DAVIS TRENT D	director	-	A-Award	Buy	8,865	-	-	22,438
Jan 18, 2022	DAVIS TRENT D	director	-	A-Award	Buy	10,771	$3.61	$38.88K	10,771
Jan 18, 2022	Doody Kevin	director, officer	Medical Director	A-Award	Buy	7,480	-	-	177,306
Jan 18, 2022	Doody Kevin	director, officer	Medical Director	A-Award	Buy	9,088	$3.61	$32.81K	9,088

The last insider sell of INVO Bioscience's stock was made by Messina Rebecca on May 22 2023, selling 85,000 shares at $0.36 per share (valued at $30.77K). The last insider buy of INVO was made by Shum Steve on Jun 03 2022, buying 58,885 shares at $0.95 per share (worth $55.94K).

INVO Bioscience Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2022	8	1	800.00%
Q1 2022	18	-	-
Q4 2021	2	-	-
Q2 2021	16	4	400.00%
Q4 2020	18	-	-
Q3 2020	-	-	-
Q1 2020	9	-	-
Q4 2019	4	-	-
Q3 2019	-	5	-
Q4 2018	5	2	250.00%
Q1 2018	4	40	10.00%
Q4 2017	-	8	-
Q3 2017	-	3	-
Q2 2017	-	1	-
Q1 2017	-	1	-
Q4 2016	-	-	-
Q4 2015	-	-	-
Q4 2014	-	-	-
Q4 2013	-	-	-
Q4 2012	-	-	-

8 total buy trades, and 1 total sell trades (buy/sell ratio of 8.00%) were made by INVO Bioscience's insiders, as of Q2 2022.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2022	9	-	-
Q1 2022	-	-	-
Q4 2021	2	-	-
Q2 2021	14	-	-
Q4 2020	-	-	-
Q3 2020	-	-	-
Q1 2020	-	-	-
Q4 2019	-	-	-
Q3 2019	-	-	-
Q4 2018	-	1	-
Q1 2018	-	39	-
Q4 2017	-	8	-
Q3 2017	-	2	-
Q2 2017	-	1	-
Q1 2017	-	1	-
Q4 2016	-	-	-
Q4 2015	-	-	-
Q4 2014	-	-	-
Q4 2013	-	-	-
Q4 2012	-	-	-

As of Q2 2022, Insider owners conducted 9 open market buy trades and 0 open market sell trades of INVO Bioscience's stocks.

INVO Bioscience Peer Ownership

Ticker	Company
NLSP	NLS Pharmaceutics AG
CLPS	CLPS Incorporation
LIXT	Lixte Biotechnology Holdings, Inc.
ENTX	Entera Bio Ltd.
ENVB	Enveric Biosciences, Inc.

INVO Ownership FAQ

Who Owns INVO Bioscience?

INVO Bioscience is owned by institutional shareholders (0.84%), insiders (0.63%), and public (98.53%). The largest institutional shareholder of INVO Bioscience is AWM INVESTMENT COMPANY, INC. (0% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.59% of total shares).

Who are the major institutional shareholders of INVO Bioscience?

INVO Bioscience's major institutional shareholders are AWM INVESTMENT COMPANY, INC.. The top five shareholders own together 0% of the company's share outstanding.

How many INVO Bioscience shareholders are there?

As of Sep 2023, there are 1 institutional shareholders of INVO Bioscience.

What percentage of INVO Bioscience is owned by AWM INVESTMENT COMPANY, INC?

AWM INVESTMENT COMPANY, INC owns 0 shares of INVO Bioscience, representing 0% of the company's total shares outstanding, valued at $0 (as of Dec 2023).