Ideal Power Ownership 2024 | Who Owns Ideal Power Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

12.76%

Insider Ownership

2.96%

Retail Ownership

84.28%

Institutional Holders

6.00

Ideal Power Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AIGH CAPITAL MANAGEMENT LLC	11.08%	1.54%	700,000	-	-	4,942,000	Jun 30, 2024
VANGUARD GROUP INC	5.11%	-	323,174	54,248	20.17%	2,281,608	Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.	3.32%	0.00%	209,738	-10,397	-4.72%	1,480,750	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	2.57%	0.15%	162,351	-	-	1,146,198	Jun 30, 2024
BLEICHROEDER LP	2.10%	0.28%	133,000	-	-	938,980	Jun 30, 2024
BLACKROCK INC.	1.88%	-	118,644	4,019	3.51%	837,627	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.09%	-	68,802	8,460	14.02%	485,845	Jun 30, 2024
CABLE CAR CAPITAL LLC	0.87%	0.41%	55,000	-	-	388,300	Jun 30, 2024
UBS GROUP AG	0.76%	0.00%	48,218	347	0.72%	340,419	Jun 30, 2024
BAILARD, INC.	0.41%	0.01%	25,615	3,100	13.77%	180,842	Jun 30, 2024
STATE STREET CORP	0.30%	-	19,147	1,100	6.10%	135,178,000	Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.	0.18%	0.00%	11,342	11,342	100.00%	80,075	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	10,018	-8	-0.08%	70,727,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	0.00%	1,815	368	25.43%	12,814	Jun 30, 2024
IFP ADVISORS, INC	0.01%	0.00%	656	656	100.00%	4,631	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	304	-	-	2,146	Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.	0.00%	0.00%	210	-	-	1,483	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	109	109	100.00%	1,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	94	58	161.11%	663	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	88	88	100.00%	621	Jun 30, 2024

Ideal Power's largest institutional shareholder is AIGH CAPITAL MANAGEMENT LLC, holding 11.08% of the company's total share outstanding, currently valued at $4.94M. The top 10 institutional shareholders own together 29.19% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AIGH CAPITAL MANAGEMENT LLC	11.08%	1.54%	700,000	-	-	4,942,000	Jun 30, 2024
CABLE CAR CAPITAL LLC	0.87%	0.41%	55,000	-	-	388,300	Jun 30, 2024
BLEICHROEDER LP	2.10%	0.28%	133,000	-	-	938,980	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	2.57%	0.15%	162,351	-	-	1,146,198	Jun 30, 2024
BAILARD, INC.	0.41%	0.01%	25,615	3,100	13.77%	180,842	Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.	3.32%	0.00%	209,738	-10,397	-4.72%	1,480,750	Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.	0.18%	0.00%	11,342	11,342	100.00%	80,075	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	0.00%	1,815	368	25.43%	12,814	Jun 30, 2024
IFP ADVISORS, INC	0.01%	0.00%	656	656	100.00%	4,631	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	88	88	100.00%	621	Jun 30, 2024
UBS GROUP AG	0.76%	0.00%	48,218	347	0.72%	340,419	Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.	0.00%	0.00%	210	-	-	1,483	Jun 30, 2024
VANGUARD GROUP INC	5.11%	-	323,174	54,248	20.17%	2,281,608	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.09%	-	68,802	8,460	14.02%	485,845	Jun 30, 2024
BLACKROCK INC.	1.88%	-	118,644	4,019	3.51%	837,627	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	10,018	-8	-0.08%	70,727,000	Jun 30, 2024
STATE STREET CORP	0.30%	-	19,147	1,100	6.10%	135,178,000	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	304	-	-	2,146	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	109	109	100.00%	1,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	94	58	161.11%	663	Jun 30, 2024

The largest Ideal Power shareholder by % of total assets is AIGH CAPITAL MANAGEMENT LLC. The company owns 700.00K shares of Ideal Power (IPWR), representing 1.54% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	5.11%	-	323,174	54,248	20.17%	2,281,608	Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.	0.18%	0.00%	11,342	11,342	100.00%	80,075	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.09%	-	68,802	8,460	14.02%	485,845	Jun 30, 2024
BLACKROCK INC.	1.88%	-	118,644	4,019	3.51%	837,627	Jun 30, 2024
BAILARD, INC.	0.41%	0.01%	25,615	3,100	13.77%	180,842	Jun 30, 2024
STATE STREET CORP	0.30%	-	19,147	1,100	6.10%	135,178,000	Jun 30, 2024
IFP ADVISORS, INC	0.01%	0.00%	656	656	100.00%	4,631	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	0.00%	1,815	368	25.43%	12,814	Jun 30, 2024
UBS GROUP AG	0.76%	0.00%	48,218	347	0.72%	340,419	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	109	109	100.00%	1,000	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	88	88	100.00%	621	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	94	58	161.11%	663	Jun 30, 2024
MORGAN STANLEY	0.00%	-	50	-	-	353	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	304	-	-	2,146	Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.	0.00%	0.00%	210	-	-	1,483	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	2.57%	0.15%	162,351	-	-	1,146,198	Jun 30, 2024
BLEICHROEDER LP	2.10%	0.28%	133,000	-	-	938,980	Jun 30, 2024
CABLE CAR CAPITAL LLC	0.87%	0.41%	55,000	-	-	388,300	Jun 30, 2024
AIGH CAPITAL MANAGEMENT LLC	11.08%	1.54%	700,000	-	-	4,942,000	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	10,018	-8	-0.08%	70,727,000	Jun 30, 2024

As of Jun 30 2024, Ideal Power's largest institutional buyer is VANGUARD GROUP INC. The company purchased 54.25K stocks of IPWR, valued at $2.28M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TIMELO INVESTMENT MANAGEMENT INC.	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.	3.32%	0.00%	209,738	-10,397	-4.72%	1,480,750	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-10,107	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	-	-1,314	-100.00%	-	Jun 30, 2024
FIFTH THIRD BANCORP	-	-	-	-300	-100.00%	-	Jun 30, 2024
OLD POINT TRUST & FINANCIAL SERVICES N A	-	-	-	-250	-100.00%	-	Jun 30, 2024
FMR LLC	0.00%	-	36	-47	-56.63%	252	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-43	-100.00%	-	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	10,018	-8	-0.08%	70,727,000	Jun 30, 2024
AIGH CAPITAL MANAGEMENT LLC	11.08%	1.54%	700,000	-	-	4,942,000	Jun 30, 2024
CABLE CAR CAPITAL LLC	0.87%	0.41%	55,000	-	-	388,300	Jun 30, 2024
BLEICHROEDER LP	2.10%	0.28%	133,000	-	-	938,980	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	2.57%	0.15%	162,351	-	-	1,146,198	Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.	0.00%	0.00%	210	-	-	1,483	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	304	-	-	2,146	Jun 30, 2024
MORGAN STANLEY	0.00%	-	50	-	-	353	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	94	58	161.11%	663	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	88	88	100.00%	621	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	109	109	100.00%	1,000	Jun 30, 2024
UBS GROUP AG	0.76%	0.00%	48,218	347	0.72%	340,419	Jun 30, 2024

As of Jun 30 2024, Ideal Power's biggest institutional seller is TIMELO INVESTMENT MANAGEMENT INC.. The company sold -0.10M shares of IPWR, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STRATOS WEALTH PARTNERS, LTD.	0.18%	0.00%	11,342	11,342	100.00%	80,075	Jun 30, 2024
IFP ADVISORS, INC	0.01%	0.00%	656	656	100.00%	4,631	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	88	88	100.00%	621	Jun 30, 2024

Ideal Power's largest new institutional shareholder by number of shares is STRATOS WEALTH PARTNERS, LTD., purchased 11.34K shares, valued at $80.08K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TIMELO INVESTMENT MANAGEMENT INC.	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-10,107	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	-	-1,314	-100.00%	-	Jun 30, 2024
FIFTH THIRD BANCORP	-	-	-	-300	-100.00%	-	Jun 30, 2024
OLD POINT TRUST & FINANCIAL SERVICES N A	-	-	-	-250	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-43	-100.00%	-	Jun 30, 2024

Ideal Power's largest sold out institutional shareholder by shares sold is TIMELO INVESTMENT MANAGEMENT INC., sold -0.10M shares, valued at -, as of undefined.

Ideal Power Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VANGUARD INDEX FUNDS	0.00%	255,068	-78,007	-23.42%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	49,953	278	0.56%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	6,716	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	3,471	-	-	Jan 31, 2024
Series Portfolios Trust	0.00%	56	-	-	Jan 31, 2024
Tidal Trust II	0.00%	167	167	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	620	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	710	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	1,199	-1,467	-55.03%	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	1,033	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	12,878	-946	-6.84%	Mar 31, 2024

Ideal Power's largest mutual fund holder by % of total assets is "VANGUARD INDEX FUNDS", owning 255.07K shares, compromising 0.00% of its total assets.

Ideal Power Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	6	-76.92%
31 Mar, 24	26	4.00%
31 Dec, 23	25	-3.85%
30 Sep, 23	26	-
30 Jun, 23	26	-
31 Mar, 23	26	-7.14%
31 Dec, 22	28	21.74%
30 Sep, 22	23	27.78%
30 Jun, 22	18	-
31 Mar, 22	18	-
31 Dec, 21	18	-
30 Sep, 21	18	12.50%
30 Jun, 21	16	-5.88%
31 Mar, 21	17	41.67%
31 Dec, 20	12	50.00%
30 Sep, 20	8	-11.11%
30 Jun, 20	9	28.57%
31 Mar, 20	7	16.67%
31 Dec, 19	6	20.00%
30 Sep, 19	5	-

As of 30 Jun 24, 6 institutions are holding Ideal Power's shares, representing a decrease of -76.92% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	806,625	-58.40%
31 Mar, 24	1,939,019	99.41%
31 Dec, 23	972,363	-4.09%
30 Sep, 23	1,013,840	-7.25%
30 Jun, 23	1,093,036	-8.73%
31 Mar, 23	1,197,647	1.05%
31 Dec, 22	1,185,255	-0.90%
30 Sep, 22	1,196,032	-5.61%
30 Jun, 22	1,267,102	-11.34%
31 Mar, 22	1,429,118	-2.94%
31 Dec, 21	1,472,469	1.35%
30 Sep, 21	1,452,919	19.16%
30 Jun, 21	1,219,262	52.52%
31 Mar, 21	799,435	-37.91%
31 Dec, 20	1,287,444	169.52%
30 Sep, 20	477,672	109.04%
30 Jun, 20	228,508	121.53%
31 Mar, 20	103,151	68.39%
31 Dec, 19	61,256	-74.64%
30 Sep, 19	241,554	-

Ideal Power (IPWR) has 806.63K shares outstanding as of 30 Jun 24, down -58.40% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	12.76%	1.31%
31 Mar, 24	31.24%	12.67%
31 Dec, 23	15.70%	5.84%
30 Sep, 23	16.39%	5.24%
30 Jun, 23	17.69%	4.71%
31 Mar, 23	19.38%	5.23%
31 Dec, 22	19.25%	5.10%
30 Sep, 22	19.42%	4.59%
30 Jun, 22	20.58%	3.82%
31 Mar, 22	23.22%	4.04%
31 Dec, 21	23.97%	4.26%
30 Sep, 21	23.72%	5.99%
30 Jun, 21	19.90%	8.89%
31 Mar, 21	14.96%	1.71%
31 Dec, 20	29.55%	18.92%
30 Sep, 20	12.50%	21.52%
30 Jun, 20	7.62%	63.11%
31 Mar, 20	3.48%	45.98%
31 Dec, 19	2.75%	1.02%
30 Sep, 19	16.39%	-

As of 30 Jun 24, Ideal Power is held by 12.76% institutional shareholders, representing a 1.31% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	4	-69.23%
31 Mar, 24	13	30.00%
31 Dec, 23	10	42.86%
30 Sep, 23	7	-22.22%
30 Jun, 23	9	-
31 Mar, 23	9	-35.71%
31 Dec, 22	14	40.00%
30 Sep, 22	10	66.67%
30 Jun, 22	6	-25.00%
31 Mar, 22	8	-
31 Dec, 21	8	14.29%
30 Sep, 21	7	-30.00%
30 Jun, 21	10	-23.08%
31 Mar, 21	13	85.71%
31 Dec, 20	7	40.00%
30 Sep, 20	5	-16.67%
30 Jun, 20	6	50.00%
31 Mar, 20	4	-
31 Dec, 19	4	-20.00%
30 Sep, 19	5	-

4 institutional shareholders have increased their position in IPWR stock as of 30 Jun 24 compared to 13 in the previous quarter (a -69.23% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	8	33.33%
31 Dec, 23	6	-14.29%
30 Sep, 23	7	-
30 Jun, 23	7	133.33%
31 Mar, 23	3	-25.00%
31 Dec, 22	4	100.00%
30 Sep, 22	2	-33.33%
30 Jun, 22	3	-40.00%
31 Mar, 22	5	66.67%
31 Dec, 21	3	-
30 Sep, 21	3	200.00%
30 Jun, 21	1	-66.67%
31 Mar, 21	3	50.00%
31 Dec, 20	2	100.00%
30 Sep, 20	1	-
30 Jun, 20	1	-
31 Mar, 20	1	-
31 Dec, 19	1	-
30 Sep, 19	-	-

- institutional shareholders have reduced their position in IPWR stock as of 30 Jun 24 compared to 8 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 %
30 Jun, 24	6	-76.92%	806,625	-58.40%	12.76%	1.31%	4	-69.23%	-	-100.00%
31 Mar, 24	26	4.00%	1,939,019	99.41%	31.24%	12.67%	13	30.00%	8	33.33%
31 Dec, 23	25	-3.85%	972,363	-4.09%	15.70%	5.84%	10	42.86%	6	-14.29%
30 Sep, 23	26	-	1,013,840	-7.25%	16.39%	5.24%	7	-22.22%	7	-
30 Jun, 23	26	-	1,093,036	-8.73%	17.69%	4.71%	9	-	7	133.33%
31 Mar, 23	26	-7.14%	1,197,647	1.05%	19.38%	5.23%	9	-35.71%	3	-25.00%
31 Dec, 22	28	21.74%	1,185,255	-0.90%	19.25%	5.10%	14	40.00%	4	100.00%
30 Sep, 22	23	27.78%	1,196,032	-5.61%	19.42%	4.59%	10	66.67%	2	-33.33%
30 Jun, 22	18	-	1,267,102	-11.34%	20.58%	3.82%	6	-25.00%	3	-40.00%
31 Mar, 22	18	-	1,429,118	-2.94%	23.22%	4.04%	8	-	5	66.67%
31 Dec, 21	18	-	1,472,469	1.35%	23.97%	4.26%	8	14.29%	3	-
30 Sep, 21	18	12.50%	1,452,919	19.16%	23.72%	5.99%	7	-30.00%	3	200.00%
30 Jun, 21	16	-5.88%	1,219,262	52.52%	19.90%	8.89%	10	-23.08%	1	-66.67%
31 Mar, 21	17	41.67%	799,435	-37.91%	14.96%	1.71%	13	85.71%	3	50.00%
31 Dec, 20	12	50.00%	1,287,444	169.52%	29.55%	18.92%	7	40.00%	2	100.00%
30 Sep, 20	8	-11.11%	477,672	109.04%	12.50%	21.52%	5	-16.67%	1	-
30 Jun, 20	9	28.57%	228,508	121.53%	7.62%	63.11%	6	50.00%	1	-
31 Mar, 20	7	16.67%	103,151	68.39%	3.48%	45.98%	4	-	1	-
31 Dec, 19	6	20.00%	61,256	-74.64%	2.75%	1.02%	4	-20.00%	1	-
30 Sep, 19	5	-	241,554	-	16.39%	-	5	-	-	-

Ideal Power Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2023	BURNS TIMOTHY	officer	Chief Financial Officer	P-Purchase	Buy	2,500	$9.24	$23.10K	53,767
May 17, 2023	BRDAR DANIEL	director, officer	President and CEO	P-Purchase	Buy	4,500	$9.40	$42.30K	103,799
May 17, 2023	BRDAR DANIEL	director, officer	President and CEO	P-Purchase	Buy	1,202	$9.10	$10.94K	99,299

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2023	BURNS TIMOTHY	officer	Chief Financial Officer	P-Purchase	Buy	2,500	$9.24	$23.10K	53,767
May 17, 2023	BRDAR DANIEL	director, officer	President and CEO	P-Purchase	Buy	4,500	$9.40	$42.30K	103,799
May 17, 2023	BRDAR DANIEL	director, officer	President and CEO	P-Purchase	Buy	1,202	$9.10	$10.94K	99,299

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 27, 2023	BRDAR DANIEL	director, officer	President and CEO	F-InKind	Sell	3,935	$7.76	$30.54K	99,864
Dec 27, 2023	BRDAR DANIEL	director, officer	President and CEO	F-InKind	Sell	9,838	$7.76	$76.34K	90,026
Dec 27, 2023	BURNS TIMOTHY	officer	CFO	F-InKind	Sell	3,608	$7.76	$28.00K	50,159
Dec 27, 2023	BURNS TIMOTHY	officer	CFO	F-InKind	Sell	3,280	$7.76	$25.45K	46,879
Dec 19, 2022	BURNS TIMOTHY	officer	Chief Financial Officer	F-InKind	Sell	3,113	$10.27	$31.97K	51,267

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 21, 2024	BRDAR DANIEL	director, officer	President and CEO	A-Award	Buy	85,000	-	-	175,026
Jun 21, 2024	BURNS TIMOTHY	officer	CFO	A-Award	Buy	40,000	-	-	86,879
Jan 04, 2024	FREEMAN DRUE	director	-	A-Award	Buy	7,742	-	-	13,252
Jan 04, 2024	KNIGHT GREGORY C	director	-	A-Award	Buy	7,742	-	-	13,252
Jan 04, 2024	Lesster Laban E	director	-	A-Award	Buy	7,742	-	-	13,252
Jan 04, 2024	TURMELLE MICHAEL C	director	-	A-Award	Buy	15,484	-	-	26,504
Dec 27, 2023	BRDAR DANIEL	director, officer	President and CEO	F-InKind	Sell	3,935	$7.76	$30.54K	99,864
Dec 27, 2023	BRDAR DANIEL	director, officer	President and CEO	F-InKind	Sell	9,838	$7.76	$76.34K	90,026
Dec 27, 2023	BURNS TIMOTHY	officer	CFO	F-InKind	Sell	3,608	$7.76	$28.00K	50,159
Dec 27, 2023	BURNS TIMOTHY	officer	CFO	F-InKind	Sell	3,280	$7.76	$25.45K	46,879
May 17, 2023	BURNS TIMOTHY	officer	Chief Financial Officer	P-Purchase	Buy	2,500	$9.24	$23.10K	53,767
May 17, 2023	BRDAR DANIEL	director, officer	President and CEO	P-Purchase	Buy	4,500	$9.40	$42.30K	103,799
May 17, 2023	BRDAR DANIEL	director, officer	President and CEO	P-Purchase	Buy	1,202	$9.10	$10.94K	99,299
Jan 05, 2023	Lesster Laban E	director	-	A-Award	Buy	5,510	-	-	5,510
Jan 05, 2023	KNIGHT GREGORY C	director	-	A-Award	Buy	5,510	-	-	5,510
Jan 05, 2023	TURMELLE MICHAEL C	director	-	A-Award	Buy	11,020	-	-	11,020
Jan 05, 2023	FREEMAN DRUE	director	-	A-Award	Buy	5,510	-	-	5,510
Dec 19, 2022	BURNS TIMOTHY	officer	Chief Financial Officer	A-Award	Buy	27,500	-	-	54,380
Dec 19, 2022	BURNS TIMOTHY	officer	Chief Financial Officer	F-InKind	Sell	3,113	$10.27	$31.97K	51,267
Dec 19, 2022	BURNS TIMOTHY	officer	Chief Financial Officer	A-Award	Buy	27,500	-	-	27,500

The last insider sell of Ideal Power's stock was made by BRDAR DANIEL on Dec 27 2023, selling 3,935 shares at $7.76 per share (valued at $30.54K). The last insider buy of IPWR was made by BURNS TIMOTHY on May 17 2023, buying 2,500 shares at $9.24 per share (worth $23.10K).

Ideal Power Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q1 2024	4	-	-
Q4 2023	-	4	-
Q2 2023	3	-	-
Q1 2023	4	-	-
Q4 2022	4	2	200.00%
Q2 2022	2	-	-
Q1 2022	2	-	-
Q4 2021	7	10	70.00%
Q1 2021	3	-	-
Q4 2020	2	-	-
Q3 2020	3	-	-
Q2 2020	8	-	-
Q1 2020	9	-	-
Q4 2019	5	6	83.33%
Q3 2019	-	1	-
Q2 2019	3	14	21.43%
Q2 2018	2	-	-
Q1 2018	3	-	-
Q4 2017	-	-	-

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Ideal Power's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	-	-	-
Q2 2023	3	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	5	-
Q1 2021	-	-	-
Q4 2020	-	-	-
Q3 2020	-	-	-
Q2 2020	2	-	-
Q1 2020	9	-	-
Q4 2019	2	6	33.33%
Q3 2019	-	1	-
Q2 2019	-	-	-
Q2 2018	-	-	-
Q1 2018	-	-	-
Q4 2017	-	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Ideal Power's stocks.

Ideal Power Peer Ownership

Ticker	Company
AYI	Acuity Brands, Inc.
EOSE	Eos Energy Enterprises, Inc.
FLUX	Flux Power Holdings, Inc.
KE	Kimball Electronics, Inc.
HOLI	Hollysys Automation Technologies Ltd.
NEOV	NeoVolta Inc.
ENR	Energizer Holdings, Inc.
PLPC	Preformed Line Products Company

IPWR Ownership FAQ

Who Owns Ideal Power?

Ideal Power is owned by institutional shareholders (12.76%), insiders (2.96%), and public (84.28%). The largest institutional shareholder of Ideal Power is AIGH CAPITAL MANAGEMENT LLC (11.08% of total shares) and the top mutual fund owner is VANGUARD INDEX FUNDS (0.00% of total shares).

Who are the major institutional shareholders of Ideal Power?

Ideal Power's major institutional shareholders are AIGH CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, BAIRD FINANCIAL GROUP, INC., AWM INVESTMENT COMPANY, INC., and BLEICHROEDER LP. The top five shareholders own together 24.18% of the company's share outstanding.

How many Ideal Power shareholders are there?

As of Jun 2024, there are 6 institutional shareholders of Ideal Power.

What percentage of Ideal Power is owned by AIGH CAPITAL MANAGEMENT LLC?

AIGH CAPITAL MANAGEMENT LLC owns 700K shares of Ideal Power, representing 11.08% of the company's total shares outstanding, valued at $4.94M (as of Jun 2024).

What percentage of Ideal Power is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 323.17K shares of Ideal Power (IPWR), compromising 5.11% of the company, valued at $2.28M.

What percentage of Ideal Power is owned by BAIRD FINANCIAL GROUP, INC?

BAIRD FINANCIAL GROUP, INC is the third largest holder of Ideal Power. The company owns 209.74K of the company's shares outstanding (worth $1.48M).