IperionX Ownership | Who Owns IperionX?
IperionX Ownership Summary
IperionX is owned by 7.07% institutional investors, and 92.93% 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 | 7.07% | - | 92.93% |
| Sector | Basic Materials Stocks | 53.16% | 10.44% | 36.40% |
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 |
| Advisor group | - | - | - |
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 |
| Cibc private wealth group | - | - | -1.00K |
| Morgan stanley | 43.00K | - | -300.00 |
| Rhumbline advisers | 4.13K | 0.00% | -296.00 |
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 |
| Parkside financial bank & trust | 80.00 | 0.00% | 80.00 | $1.11K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -85.00 |
| Ashton thomas private wealth | -100.00 |
| Advisor group | -200.00 |
| Cibc private wealth group | -1.00K |
| Entrypoint capital | -2.22K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 19 | 11.76% | 1,595,566 | 6.45% | 7 | 13.86% | 10 | -9.09% | 4 | 100.00% |
| 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 | - |
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 |
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