Ideal Power Ownership | Who Owns Ideal Power?
Ideal Power Ownership Summary
Ideal Power is owned by 29.88% institutional investors, 2.96% insiders, and 67.16% 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 | 29.88% | 2.96% | 67.16% |
Sector | Industrials Stocks | 61.06% | 10.27% | 28.67% |
Industry | Electrical Equipment Stocks | 44.62% | 15.74% | 39.64% |
Idea | EV Battery Stocks List | 17.86% | 16.49% | 65.65% |
Idea | Energy Storage Stocks List | 29.35% | 14.10% | 56.55% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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 | - |
Jun 30, 2023 | 26 | - | 1,093,036 | -8.73% | 17 | 4.71% | 9 | - | 7 | 133.33% |
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 | 1.01% | - |
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 |
---|---|---|---|---|
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 |
Nov 18, 2021 | Lesster Laban E | - | Sell | $7.21K |
Oct 12, 2021 | Lesster Laban E | - | Sell | $33.74K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q2 | 3 | - |
2023 Q1 | - | - |
IPWR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools