Kaival Brands Innovations Group Ownership 2024 | Who Owns Kaival Brands Innovations Group Now?

Overview RevenueFinancials Chart

Institutional Ownership

1.95%

Insider Ownership

48.00%

Retail Ownership

50.06%

Institutional Holders

14.00

Kaival Brands Innovations Group Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JPMORGAN CHASE & CO	-	-	-	-17	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-14	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-122	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-31,772	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-45,700	-100.00%	-	Mar 31, 2024
VANGUARD GROUP INC	-	-	-	-744,055	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,700	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-136,279	-100.00%	-	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-10,830	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-23,294	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-11,318	-100.00%	-	Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC	-	-	-	-100,000	-100.00%	-	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	-	-	-	-3,875	-100.00%	-	Mar 31, 2024
LINDBROOK CAPITAL, LLC	-	-	-	-2,250	-100.00%	-	Mar 31, 2024

Kaival Brands Innovations Group's largest institutional shareholder is JPMORGAN CHASE & CO, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JPMORGAN CHASE & CO	-	-	-	-17	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-14	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-122	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-31,772	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-45,700	-100.00%	-	Mar 31, 2024
VANGUARD GROUP INC	-	-	-	-744,055	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,700	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-136,279	-100.00%	-	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-10,830	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-23,294	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-11,318	-100.00%	-	Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC	-	-	-	-100,000	-100.00%	-	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	-	-	-	-3,875	-100.00%	-	Mar 31, 2024
LINDBROOK CAPITAL, LLC	-	-	-	-2,250	-100.00%	-	Mar 31, 2024

The largest Kaival Brands Innovations Group shareholder by % of total assets is JPMORGAN CHASE & CO. The company owns 0.00 shares of Kaival Brands Innovations Group (KAVL), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANK OF AMERICA CORP /DE/	-	-	-	-14	-100.00%	-	Mar 31, 2024
JPMORGAN CHASE & CO	-	-	-	-17	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-122	-100.00%	-	Mar 31, 2024
LINDBROOK CAPITAL, LLC	-	-	-	-2,250	-100.00%	-	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	-	-	-	-3,875	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,700	-100.00%	-	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-10,830	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-11,318	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-23,294	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-31,772	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-45,700	-100.00%	-	Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC	-	-	-	-100,000	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-136,279	-100.00%	-	Mar 31, 2024
VANGUARD GROUP INC	-	-	-	-744,055	-100.00%	-	Mar 31, 2024

As of Mar 31 2024, Kaival Brands Innovations Group's largest institutional buyer is BANK OF AMERICA CORP /DE/. The company purchased -14.00 stocks of KAVL, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	-	-	-	-744,055	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-136,279	-100.00%	-	Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC	-	-	-	-100,000	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-45,700	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-31,772	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-23,294	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-11,318	-100.00%	-	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-10,830	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,700	-100.00%	-	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	-	-	-	-3,875	-100.00%	-	Mar 31, 2024
LINDBROOK CAPITAL, LLC	-	-	-	-2,250	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-122	-100.00%	-	Mar 31, 2024
JPMORGAN CHASE & CO	-	-	-	-17	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-14	-100.00%	-	Mar 31, 2024

As of Mar 31 2024, Kaival Brands Innovations Group's biggest institutional seller is VANGUARD GROUP INC. The company sold -0.74M shares of KAVL, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	-	-	-	-744,055	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-136,279	-100.00%	-	Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC	-	-	-	-100,000	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-45,700	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-31,772	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-23,294	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-11,318	-100.00%	-	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-10,830	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,700	-100.00%	-	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	-	-	-	-3,875	-100.00%	-	Mar 31, 2024
LINDBROOK CAPITAL, LLC	-	-	-	-2,250	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-122	-100.00%	-	Mar 31, 2024
JPMORGAN CHASE & CO	-	-	-	-17	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-14	-100.00%	-	Mar 31, 2024

Kaival Brands Innovations Group's largest sold out institutional shareholder by shares sold is VANGUARD GROUP INC, sold -0.74M shares, valued at -, as of undefined.

Kaival Brands Innovations Group Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VANGUARD INDEX FUNDS	0.00%	893,387	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	127,411	-	-	Feb 29, 2024

Kaival Brands Innovations Group's largest mutual fund holder by % of total assets is "VANGUARD INDEX FUNDS", owning 893.39K shares, compromising 0.00% of its total assets.

Kaival Brands Innovations Group Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Dec, 23	14	-6.67%
30 Sep, 23	15	36.36%
30 Jun, 23	11	-21.43%
31 Mar, 23	14	16.67%
31 Dec, 22	12	-7.69%
30 Sep, 22	13	-23.53%
30 Jun, 22	17	21.43%
31 Mar, 22	14	16.67%
31 Dec, 21	12	71.43%
30 Sep, 21	7	-

As of 31 Dec 23, 14 institutions are holding Kaival Brands Innovations Group's shares, representing a decrease of -6.67% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Dec, 23	1,120,226	6.64%
30 Sep, 23	1,050,478	5.48%
30 Jun, 23	995,941	-2.61%
31 Mar, 23	1,022,633	7.68%
31 Dec, 22	949,693	-3.23%
30 Sep, 22	981,361	-19.63%
30 Jun, 22	1,221,038	21.49%
31 Mar, 22	1,005,022	253.85%
31 Dec, 21	284,024	-11.89%
30 Sep, 21	322,367	-

Kaival Brands Innovations Group (KAVL) has 1.12M shares outstanding as of 31 Dec 23, up 6.64% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Dec, 23	1.95%	58.45%
30 Sep, 23	1.82%	58.03%
30 Jun, 23	1.77%	53.49%
31 Mar, 23	1.82%	63.69%
31 Dec, 22	1.69%	27.69%
30 Sep, 22	2.47%	28.54%
30 Jun, 22	2.94%	27.46%
31 Mar, 22	3.27%	370.95%
31 Dec, 21	0.94%	50.36%
30 Sep, 21	1.37%	-

As of 31 Dec 23, Kaival Brands Innovations Group is held by 1.95% institutional shareholders, representing a 58.45% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Dec, 23	7	-12.50%
30 Sep, 23	8	166.67%
30 Jun, 23	3	-50.00%
31 Mar, 23	6	20.00%
31 Dec, 22	5	-16.67%
30 Sep, 22	6	-33.33%
30 Jun, 22	9	-
31 Mar, 22	9	-
31 Dec, 21	9	28.57%
30 Sep, 21	7	-

7 institutional shareholders have increased their position in KAVL stock as of 31 Dec 23 compared to 8 in the previous quarter (a -12.50% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Dec, 23	1	-
30 Sep, 23	1	-
30 Jun, 23	1	-
31 Mar, 23	1	-50.00%
31 Dec, 22	2	-
30 Sep, 22	2	-
30 Jun, 22	2	-33.33%
31 Mar, 22	3	200.00%
31 Dec, 21	1	-
30 Sep, 21	-	-

1 institutional shareholders have reduced their position in KAVL stock as of 31 Dec 23 compared to 1 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Dec, 23	14	-6.67%	1,120,226	6.64%	1.95%	58.45%	7	-12.50%	1	-
30 Sep, 23	15	36.36%	1,050,478	5.48%	1.82%	58.03%	8	166.67%	1	-
30 Jun, 23	11	-21.43%	995,941	-2.61%	1.77%	53.49%	3	-50.00%	1	-
31 Mar, 23	14	16.67%	1,022,633	7.68%	1.82%	63.69%	6	20.00%	1	-50.00%
31 Dec, 22	12	-7.69%	949,693	-3.23%	1.69%	27.69%	5	-16.67%	2	-
30 Sep, 22	13	-23.53%	981,361	-19.63%	2.47%	28.54%	6	-33.33%	2	-
30 Jun, 22	17	21.43%	1,221,038	21.49%	2.94%	27.46%	9	-	2	-33.33%
31 Mar, 22	14	16.67%	1,005,022	253.85%	3.27%	370.95%	9	-	3	200.00%
31 Dec, 21	12	71.43%	284,024	-11.89%	0.94%	50.36%	9	28.57%	1	-
30 Sep, 21	7	-	322,367	-	1.37%	-	7	-	-	-

Kaival Brands Innovations Group Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Buy/Sell	Shares	Price	Value	Shares Held
Jul 18, 2024	MORRIS ERIC	officer	CHIEF FINANCIAL OFFICER	Sell	-	-	-	6,020
Jul 18, 2024	MORRIS ERIC	officer	CHIEF FINANCIAL OFFICER	Sell	2,381	$16.56	$39.43K	-
Aug 25, 2023	Sheriff Stephen Alan	officer	COO & IRO	Sell	-	-	-	134,500
Aug 25, 2023	Sheriff Stephen Alan	officer	COO & IRO	Sell	25,000	$1.16	$29.00K	-
Aug 25, 2023	Sheriff Stephen Alan	officer	COO & IRO	Sell	25,000	$0.73	$18.25K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 18, 2024	MORRIS ERIC	officer	CHIEF FINANCIAL OFFICER		Sell	-	-	-	6,020
Jul 18, 2024	MORRIS ERIC	officer	CHIEF FINANCIAL OFFICER		Sell	2,381	$16.56	$39.43K	-
Feb 12, 2024	Hopkins Barry Michael	director, officer	Exec. Chairman, ICEO & Pres.	A-Award	Buy	63,881	$5.25	$335.38K	63,881
Aug 25, 2023	Sheriff Stephen Alan	officer	COO & IRO	A-Award	Buy	158,000	$0.44	$69.52K	158,000
Aug 25, 2023	Sheriff Stephen Alan	officer	COO & IRO		Sell	-	-	-	134,500
Aug 25, 2023	Sheriff Stephen Alan	officer	COO & IRO		Sell	25,000	$1.16	$29.00K	-
Aug 25, 2023	Sheriff Stephen Alan	officer	COO & IRO		Sell	25,000	$0.73	$18.25K	-
Aug 03, 2023	Mosser Eric	director, 10 percent owner, officer	CEO & President	A-Award	Buy	567,080	$0.59	$334.58K	567,080
Aug 03, 2023	Metzler Thomas James	officer	CFO, Treasurer and Secretary	A-Award	Buy	253,916	$0.59	$149.81K	253,916
Aug 03, 2023	Metzler Thomas James	officer	-		Buy	-	-	-	-
May 31, 2023	Cassidy James Patrick	director			Buy	-	-	-	-
Mar 21, 2023	THOENES MARK L	director, officer	Interim CFO	A-Award	Buy	50,000	$0.61	$30.50K	200,000
Mar 21, 2023	THOENES MARK L	director, officer	Interim CFO	A-Award	Buy	50,000	$1.32	$66.00K	150,000
Mar 21, 2023	Hopkins Barry Michael	director	-	A-Award	Buy	125,000	$0.87	$108.75K	125,000
Mar 21, 2023	Worner David	director	-	A-Award	Buy	125,000	$0.87	$108.75K	125,000
Mar 21, 2023	Hopkins Barry Michael	director			Buy	-	-	-	-
Mar 21, 2023	Worner David	director			Buy	-	-	-	-
Feb 08, 2023	Mosser Eric	director, 10 percent owner, officer	President, COO	A-Award	Buy	500,000	$0.73	$365.00K	500,000
Feb 08, 2023	Patel Nirajkumar	director, 10 percent owner, officer	CSRO	A-Award	Buy	500,000	$0.73	$365.00K	500,000
Feb 08, 2023	Reuter Paul John	director	-	A-Award	Buy	125,000	$0.73	$91.25K	125,000

The last insider sell of Kaival Brands Innovations Group's stock was made by MORRIS ERIC on Jul 18 2024, selling - shares at - per share (valued at -).

Kaival Brands Innovations Group Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2032	-	1	-
Q1 2024	1	2	50.00%
Q3 2023	3	2	150.00%
Q2 2023	-	-	-
Q1 2023	8	-	-
Q3 2022	1	-	-
Q2 2022	7	3	233.33%
Q1 2022	3	10	30.00%
Q4 2021	2	4	50.00%
Q3 2021	4	4	100.00%
Q2 2021	5	6	83.33%
Q1 2021	7	4	175.00%
Q4 2020	16	4	400.00%
Q3 2020	5	7	71.43%
Q2 2020	6	2	300.00%
Q1 2019	-	2	-

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Kaival Brands Innovations Group's insiders, as of Q3 2032.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2032	-	-	-
Q1 2024	-	-	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	-	-
Q3 2021	-	-	-
Q2 2021	3	-	-
Q1 2021	-	-	-
Q4 2020	14	-	-
Q3 2020	-	-	-
Q2 2020	-	-	-
Q1 2019	-	1	-

As of Q3 2032, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Kaival Brands Innovations Group's stocks.

Kaival Brands Innovations Group Peer Ownership

Ticker	Company
GNLN	Greenlane Holdings, Inc.
HPCO	Hempacco Co., Inc.
XXII	22nd Century Group, Inc.
RLX	RLX Technology Inc.

KAVL Ownership FAQ

Who Owns Kaival Brands Innovations Group?

Kaival Brands Innovations Group is owned by institutional shareholders (1.95%), insiders (48.00%), and public (50.06%). The largest institutional shareholder of Kaival Brands Innovations Group is JPMORGAN CHASE & CO (0% 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 Kaival Brands Innovations Group?

Kaival Brands Innovations Group's major institutional shareholders are JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, and STATE STREET CORP. The top five shareholders own together 0% of the company's share outstanding.

How many Kaival Brands Innovations Group shareholders are there?

As of Dec 2023, there are 14 institutional shareholders of Kaival Brands Innovations Group.

What percentage of Kaival Brands Innovations Group is owned by JPMORGAN CHASE & CO?

JPMORGAN CHASE & CO owns 0 shares of Kaival Brands Innovations Group, representing 0% of the company's total shares outstanding, valued at $0 (as of Mar 2024).

What percentage of Kaival Brands Innovations Group is owned by BANK OF AMERICA CORP /DE/?

As of Mar 2024, BANK OF AMERICA CORP /DE/ holds 0 shares of Kaival Brands Innovations Group (KAVL), compromising 0% of the company, valued at $0.

What percentage of Kaival Brands Innovations Group is owned by WELLS FARGO & COMPANY/MN?

WELLS FARGO & COMPANY/MN is the third largest holder of Kaival Brands Innovations Group. The company owns 0 of the company's shares outstanding (worth $0).