Ideal Power Ownership | Who Owns Ideal Power?
Ideal Power Ownership Summary
Ideal Power is owned by 27.06% institutional investors, 2.96% insiders, and 69.99% retail investors. Aigh capital management is the largest institutional shareholder, holding 11.08% of IPWR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in Ideal Power shares.
IPWR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ideal Power | 27.06% | 2.96% | 69.99% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Electrical Equipment Stocks | 41.78% | 16.24% | 41.98% |
| Idea | EV Battery Stocks List | 16.45% | 16.09% | 67.47% |
| Idea | Energy Storage Stocks List | 29.47% | 13.52% | 57.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Aigh capital management | 700.00K | 11.08% | $4.94M |
| Vanguard group | 323.17K | 5.11% | $2.28M |
| Baird financial group | 209.74K | 3.32% | $1.48M |
| Awm investment company | 162.35K | 2.57% | $1.15M |
| Bleichroeder lp | 133.00K | 2.10% | $938.98K |
| Blackrock | 118.64K | 1.88% | $837.63K |
| Geode capital management | 68.80K | 1.09% | $485.85K |
| Cable car capital | 55.00K | 0.87% | $388.30K |
| Ubs group | 48.22K | 0.76% | $340.42K |
| Bailard | 25.61K | 0.41% | $180.84K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aigh capital management | 700.00K | 1.54% | $4.94M |
| Cable car capital | 55.00K | 0.41% | $388.30K |
| Bleichroeder lp | 133.00K | 0.28% | $938.98K |
| Awm investment company | 162.35K | 0.15% | $1.15M |
| Bailard | 25.61K | 0.01% | $180.84K |
| Baird financial group | 209.74K | 0.00% | $1.48M |
| Stratos wealth partners | 11.34K | 0.00% | $80.08K |
| Ifp advisors | 656.00 | 0.00% | $4.63K |
| Tower research capital llc (trc) | 1.81K | 0.00% | $12.81K |
| Geneos wealth management | 210.00 | 0.00% | $1.48K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 323.17K | - | 54.25K |
| Stratos wealth partners | 11.34K | 0.00% | 11.34K |
| Geode capital management | 68.80K | - | 8.46K |
| Blackrock | 118.64K | - | 4.02K |
| Bailard | 25.61K | 0.01% | 3.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Timelo investment management | - | - | -100.00K |
| Citadel advisors | - | - | -11.04K |
| Baird financial group | 209.74K | 0.00% | -10.40K |
| Virtu financial | - | - | -10.11K |
| Jpmorgan chase | - | - | -1.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Stratos wealth partners | 11.34K | 0.00% | 11.34K | $80.08K |
| Ifp advisors | 656.00 | 0.00% | 656.00 | $4.63K |
| Coppell advisory solutions | 88.00 | 0.00% | 88.00 | $621.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -43.00 |
| Old point trust & financial services n a | -250.00 |
| Fifth third bancorp | -300.00 |
| Northwestern mutual wealth management | -1.00K |
| Jpmorgan chase | -1.31K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 22 | - | 2,372,272 | 25.62% | 27 | 3.03% | 9 | -25.00% | 4 | 33.33% |
| Jun 30, 2024 | 22 | -15.38% | 1,888,411 | -2.61% | 29 | 3.06% | 12 | -7.69% | 3 | -62.50% |
| Mar 31, 2024 | 26 | 4.00% | 1,939,019 | 99.41% | 31 | 12.67% | 13 | 30.00% | 8 | 33.33% |
| Dec 31, 2023 | 25 | -3.85% | 972,363 | -4.09% | 15 | 5.84% | 10 | 42.86% | 6 | -14.29% |
| Sep 30, 2023 | 26 | - | 1,013,840 | -7.25% | 16 | 5.24% | 7 | -22.22% | 7 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 231.31K | 3.01% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 78.06K | 0.96% | - |
| Fidelity Extended Market Index | 40.34K | 0.52% | -359.00 |
| iShares Micro-Cap ETF | 16.85K | 0.22% | - |
| Fidelity Total Market Index | 13.32K | 0.17% | 5.00K |
| BlackRock Extended Equity Market K | 12.53K | 0.16% | -5.00 |
| Fidelity Series Total Market Index | 9.29K | 0.12% | 2.14K |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | 6.72K | 0.09% | - |
| Vanguard Instl Ttl Stck Mkt Idx Tr | 6.72K | 0.09% | - |
| Fidelity Nasdaq Composite Index | 6.42K | 0.08% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 19, 2024 | Lesster Laban E | - | Buy | $17.64K |
| Nov 19, 2024 | BRDAR DANIEL | President and CEO | Buy | $26.59K |
| May 15, 2023 | BURNS TIMOTHY | Chief Financial Officer | Buy | $23.10K |
| May 15, 2023 | BRDAR DANIEL | President and CEO | Buy | $10.94K |
| May 16, 2023 | BRDAR DANIEL | President and CEO | Buy | $42.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q2 | 3 | - |
IPWR Ownership FAQ
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