IperionX Ownership | Who Owns IperionX?

IperionX Ownership Summary

IperionX is owned by 7.14% institutional investors, and 92.86% retail investors. Philadelphia financial management of san francisco is the largest institutional shareholder, holding 3.87% of IPX shares. Even Herd Long Short ETF is the top mutual fund, with 0.06% of its assets in IperionX shares.

IPX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IperionX	7.14%	-	92.86%
Sector	Basic Materials Stocks	52.31%	10.30%	37.39%
Industry	Industrial Materials Stocks List	26.49%	13.65%	59.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Philadelphia financial management of san francisco	811.36K	3.87%	$11.30M
Stifel financial	524.03K	2.50%	$7.30M
Morgan stanley	43.00K	0.20%	$599.10K
Shay capital	37.00K	0.18%	$515.07K
Polar asset management partners	36.40K	0.17%	$507.17K
Bank of america corp /de/	20.00K	0.10%	$278.64K
Jane street group	11.33K	0.05%	$157.80K
Wells fargo & company/mn	6.19K	0.03%	$86.26K
Rhumbline advisers	4.13K	0.02%	$57.48K
Jpmorgan chase	1.51K	0.01%	$20.99K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Philadelphia financial management of san francisco	811.36K	1.98%	$11.30M
Shay capital	37.00K	0.07%	$515.07K
Polar asset management partners	36.40K	0.01%	$507.17K
Stifel financial	524.03K	0.01%	$7.30M
Hobbs group advisors	907.00	0.00%	$12.64K
Beacon capital management	1.00K	0.00%	$13.93K
Proffitt & goodson	700.00	0.00%	$9.75K
Parkside financial bank & trust	80.00	0.00%	$1.11K
Rhumbline advisers	4.13K	0.00%	$57.48K
Ashton thomas private wealth	100.00	0.00%	$1.39K

Top Buyers

Holder	Shares	% Assets	Change
Stifel financial	524.03K	0.01%	117.55K
Philadelphia financial management of san francisco	811.36K	1.98%	72.44K
Polar asset management partners	36.40K	0.01%	36.40K
Shay capital	37.00K	0.07%	13.65K
Jane street group	11.33K	-	11.33K

Top Sellers

Holder	Shares	% Assets	Change
B. riley financial	-	-	-337.76K
Entrypoint capital	-	-	-2.22K
Morgan stanley	43.00K	-	-300.00
Rhumbline advisers	4.13K	0.00%	-296.00
Advisor group	-	-	-200.00

New Positions

Holder	Shares	% Assets	Change	Value
Polar asset management partners	36.40K	0.01%	36.40K	$507.17K
Jane street group	11.33K	-	11.33K	$157.80K
Jpmorgan chase	1.51K	-	1.51K	$20.99K
Hobbs group advisors	907.00	0.00%	907.00	$12.64K
Ashton thomas private wealth	100.00	0.00%	100.00	$1.39K

Sold Out

Holder	Change
Advisor group	-200.00
Entrypoint capital	-2.22K
B. riley financial	-337.76K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	17	30.77%	1,498,819	-4.87%	7	12.67%	11	22.22%	2	-
Mar 31, 2024	13	44.44%	1,575,557	149.74%	7	83.09%	9	200.00%	-	-100.00%
Dec 31, 2023	9	12.50%	630,887	18.87%	3	39.95%	3	-25.00%	2	-
Sep 30, 2023	8	-	530,745	-27.34%	2	19.25%	4	-20.00%	2	-
Jun 30, 2023	8	33.33%	730,495	208.53%	3	143.36%	5	150.00%	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Even Herd Long Short ETF	16.38K	0.06%	-
ActivePassive International Equity ETF	8.50K	0.03%	-
Fidelity Nasdaq Composite Index	2.63K	0.01%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 20, 2006	TUCHMAN MARTIN	CoB, CEO, President, COO	Sell	$12.27K
Mar 31, 2006	TUCHMAN MARTIN	CoB, CEO, President, COO	Sell	$12.00K
Apr 13, 2006	TUCHMAN MARTIN	CoB, CEO, President, COO	Sell	$12.00K
Apr 20, 2006	TUCHMAN MARTIN	CoB, CEO, President, COO	Sell	$12.27K
Apr 19, 2006	TUCHMAN MARTIN	CoB, CEO, President, COO	Sell	$12.36K

Insider Transactions Trends

Date	Buy	Sell

IPX Ownership FAQ

Who Owns IperionX?

IperionX shareholders are primarily institutional investors at 7.14%, followed by 0% insiders and 0% retail investors. The average institutional ownership in IperionX's industry, Industrial Materials Stocks List, is 26.49%, which IperionX falls below.

Who owns the most shares of IperionX?

IperionX’s largest shareholders are Philadelphia financial management of san francisco (811.36K shares, 3.87%), Stifel financial (524.03K shares, 2.50%), and Morgan stanley (43K shares, 0.20%). Together, they hold 6.57% of IperionX’s total shares outstanding.

Does Blackrock own IperionX?

BlackRock is not among the top 10 institutional shareholders of IperionX.

Who is IperionX’s biggest shareholder by percentage of total assets invested?

Philadelphia financial management of san francisco is IperionX’s biggest shareholder by percentage of total assets invested, with 1.98% of its assets in 811.36K IperionX shares, valued at 11.3M$.

Who is the top mutual fund holder of IperionX shares?

Even Herd Long Short ETF is the top mutual fund holder of IperionX shares, with 0.06% of its total shares outstanding invested in 16.38K IperionX shares.

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