NACCO Industries Ownership 2024 | Who Owns NACCO Industries Now?
Institutional Ownership
28.46%
Insider Ownership
33.95%
Retail Ownership
37.58%
Institutional Holders
65.00
NACCO Industries Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 5.89% | 0.00% | 438,698 | -8,072 | -1.81% | 12,139,469 | Jun 30, 2024 |
| BLACKROCK INC. | 4.57% | 0.00% | 340,484 | 39,014 | 12.94% | 9,421,191 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.82% | 0.00% | 209,995 | -77 | -0.04% | 5,810,561 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.56% | 0.01% | 191,018 | -8,700 | -4.36% | 5,285,468 | Jun 30, 2024 |
| FMR LLC | 2.02% | 0.00% | 150,317 | -169,231 | -52.96% | 4,159,272 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.25% | 0.00% | 92,827 | 2,571 | 2.85% | 2,568,848 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.19% | 0.06% | 89,001 | 2,340 | 2.70% | 2,462,658 | Jun 30, 2024 |
| STATE STREET CORP | 1.04% | 0.00% | 77,513 | -2,305 | -2.89% | 2,144,785,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.66% | 0.00% | 49,165 | -766 | -1.53% | 1,360,385 | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.62% | 0.20% | 45,890 | -17,149 | -27.20% | 1,270,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.59% | 0.00% | 43,724 | -1,880 | -4.12% | 1,209,843,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.54% | 0.00% | 40,337 | - | - | 1,116,125 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.47% | 0.00% | 35,221 | -5,107 | -12.66% | 974,000 | Jun 30, 2024 |
| CWM, LLC | 0.45% | 0.00% | 33,670 | 55 | 0.16% | 932,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.44% | 0.02% | 32,986 | 2,340 | 7.64% | 912,723 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.25% | 0.00% | 18,614 | -899 | -4.61% | 515,049 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.24% | 0.03% | 18,068 | - | - | 499,942 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 17,647 | 1,100 | 6.65% | 488,292 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.21% | 0.00% | 15,550 | - | - | 430,269 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.20% | 0.00% | 14,682 | 14,682 | 100.00% | 406,251 | Jun 30, 2024 |
NACCO Industries's largest institutional shareholder is DIMENSIONAL FUND ADVISORS LP, holding 5.89% of the company's total share outstanding, currently valued at $12.14M. The top 10 institutional shareholders own together 22.61% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.62% | 0.20% | 45,890 | -17,149 | -27.20% | 1,270,000 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.10% | 0.14% | 7,721 | 7,721 | 100.00% | 213,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.19% | 0.06% | 89,001 | 2,340 | 2.70% | 2,462,658 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.24% | 0.03% | 18,068 | - | - | 499,942 | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | 0.03% | 0.02% | 2,481 | 2,481 | 100.00% | 68,649 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.44% | 0.02% | 32,986 | 2,340 | 7.64% | 912,723 | Jun 30, 2024 |
| BYRNE ASSET MANAGEMENT LLC | 0.01% | 0.01% | 550 | -200 | -26.67% | 16,489 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.56% | 0.01% | 191,018 | -8,700 | -4.36% | 5,285,468 | Jun 30, 2024 |
| CWM, LLC | 0.45% | 0.00% | 33,670 | 55 | 0.16% | 932,000 | Jun 30, 2024 |
| JOHNSON INVESTMENT COUNSEL INC | 0.17% | 0.00% | 12,742 | - | - | 352,571 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.89% | 0.00% | 438,698 | -8,072 | -1.81% | 12,139,469 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.47% | 0.00% | 35,221 | -5,107 | -12.66% | 974,000 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.25% | 0.00% | 18,614 | -899 | -4.61% | 515,049 | Jun 30, 2024 |
| 0.00% | 0.00% | 142 | - | - | 3,926 | Jun 30, 2024 | |
| TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 17,647 | 1,100 | 6.65% | 488,292 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.02% | 0.00% | 1,561 | 874 | 127.22% | 43,193 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 1,940 | 1,649 | 566.67% | 53,680 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.14% | 0.00% | 10,220 | 1,500 | 17.20% | 283,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.54% | 0.00% | 40,337 | - | - | 1,116,125 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 3,000 | Jun 30, 2024 |
The largest NACCO Industries shareholder by % of total assets is PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.. The company owns 45.89K shares of NACCO Industries (NC), representing 0.20% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 4.57% | 0.00% | 340,484 | 39,014 | 12.94% | 9,421,191 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.20% | 0.00% | 14,682 | 14,682 | 100.00% | 406,251 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.10% | 0.14% | 7,721 | 7,721 | 100.00% | 213,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.25% | 0.00% | 92,827 | 2,571 | 2.85% | 2,568,848 | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | 0.03% | 0.02% | 2,481 | 2,481 | 100.00% | 68,649 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.03% | 0.00% | 2,422 | 2,422 | 100.00% | 67,017 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.44% | 0.02% | 32,986 | 2,340 | 7.64% | 912,723 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.19% | 0.06% | 89,001 | 2,340 | 2.70% | 2,462,658 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 2,231 | 2,231 | 100.00% | 61,732 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 1,940 | 1,649 | 566.67% | 53,680 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 1,627 | 1,627 | 100.00% | 45,019 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.14% | 0.00% | 10,220 | 1,500 | 17.20% | 283,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 17,647 | 1,100 | 6.65% | 488,292 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.02% | 0.00% | 1,561 | 874 | 127.22% | 43,193 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.07% | - | 5,074 | 847 | 20.04% | 140,397 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.03% | - | 2,062 | 135 | 7.01% | 57,068 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 197 | 129 | 189.71% | 5,451 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 3,000 | Jun 30, 2024 |
| COMERICA BANK | 0.00% | - | 68 | 68 | 100.00% | 1,882 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.08% | 0.00% | 6,255 | 63 | 1.02% | 173,069 | Jun 30, 2024 |
As of Jun 30 2024, NACCO Industries's largest institutional buyer is BLACKROCK INC.. The company purchased 39.01K stocks of NC, valued at $9.42M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 2.02% | 0.00% | 150,317 | -169,231 | -52.96% | 4,159,272 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.02% | 0.00% | 1,522 | -25,387 | -94.34% | 42,000 | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.62% | 0.20% | 45,890 | -17,149 | -27.20% | 1,270,000 | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -14,497 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.56% | 0.01% | 191,018 | -8,700 | -4.36% | 5,285,468 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.89% | 0.00% | 438,698 | -8,072 | -1.81% | 12,139,469 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -6,813 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.11% | 0.00% | 8,535 | -5,365 | -38.60% | 236,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.06% | - | 4,648 | -5,360 | -53.56% | 128,611 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.47% | 0.00% | 35,221 | -5,107 | -12.66% | 974,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.01% | - | 390 | -3,604 | -90.24% | 11,000 | Jun 30, 2024 |
| STATE STREET CORP | 1.04% | 0.00% | 77,513 | -2,305 | -2.89% | 2,144,785,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -2,070 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | - | 4,325 | -1,973 | -31.33% | 119,673 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.59% | 0.00% | 43,724 | -1,880 | -4.12% | 1,209,843,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.02% | - | 1,505 | -1,470 | -49.41% | 42,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.13% | - | 9,994 | -1,294 | -11.46% | 276,548 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.02% | - | 1,328 | -1,060 | -44.39% | 36,746 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.25% | 0.00% | 18,614 | -899 | -4.61% | 515,049 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 1,284 | -795 | -38.24% | 35,528 | Jun 30, 2024 |
As of Jun 30 2024, NACCO Industries's biggest institutional seller is FMR LLC. The company sold -0.17M shares of NC, valued at $4.16M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FNY INVESTMENT ADVISERS, LLC | 0.10% | 0.14% | 7,721 | 7,721 | 100.00% | 213,000 | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | 0.03% | 0.02% | 2,481 | 2,481 | 100.00% | 68,649 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 2,231 | 2,231 | 100.00% | 61,732 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 1,627 | 1,627 | 100.00% | 45,019 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 3,000 | Jun 30, 2024 |
| COMERICA BANK | 0.00% | - | 68 | 68 | 100.00% | 1,882 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 21 | 21 | 100.00% | 582 | Jun 30, 2024 |
| ARCHER INVESTMENT CORP | 0.00% | 0.00% | 10 | 10 | 100.00% | 279 | Jun 30, 2024 |
NACCO Industries's largest new institutional shareholder by number of shares is FNY INVESTMENT ADVISERS, LLC, purchased 7.72K shares, valued at $213.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | - | - | - | -14,497 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -6,813 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -2,070 | -100.00% | - | Jun 30, 2024 |
NACCO Industries's largest sold out institutional shareholder by shares sold is INVESCO LTD., sold -14.50K shares, valued at -, as of undefined.
NACCO Industries Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FOXBY CORP. | 0.53% | 3,000 | - | - | Jun 30, 2023 |
| Vericimetry Funds | 0.03% | 2,700 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 55,415 | - | - | Mar 28, 2024 |
| ANCORA TRUST | 0.01% | 2,832 | 2,832 | - | Mar 31, 2020 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 36,000 | - | - | Dec 31, 2023 |
| FIDELITY PURITAN TRUST | 0.01% | 348,401 | -97,801 | -21.92% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 2,823 | - | - | Mar 31, 2024 |
| JAMES ADVANTAGE FUNDS | 0.00% | 7,145 | - | - | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 726 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 2,124 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 13,710 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 7,348 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 702 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,724 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 3,027 | 1,406 | 86.74% | Mar 31, 2020 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 6,832 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 181,683 | -60,243 | -24.90% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 40,337 | - | - | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 361,098 | 36,027 | 11.08% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 11,674 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 1,000 | - | - | Mar 28, 2024 |
| STONE RIDGE TRUST | 0.00% | 5,847 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 38,421 | 2,043 | 5.62% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 78,110 | 7,149 | 10.07% | Jan 31, 2024 |
| GPS Funds I | 0.00% | 832 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 304 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 3,373 | -186 | -5.23% | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 34,022 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 8,789 | 6 | 0.07% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 1,724 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 1,700 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,000 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 31 | - | - | Apr 30, 2021 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 12,724 | 491 | 4.01% | Feb 29, 2024 |
| Cavanal Hill Funds | 0.00% | 96 | - | - | Feb 29, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 6,832 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 210 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 5,449 | -263 | -4.60% | Mar 28, 2024 |
| Global X Funds | 0.00% | 1,669 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 3,727 | -144 | -3.72% | Feb 29, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 198 | 198 | - | Feb 29, 2024 |
| RBC FUNDS TRUST | 0.00% | 3,900 | - | - | Mar 28, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 18,725 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 75 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 3,558 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 7,083 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,500 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 724 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 38,244 | -289 | -0.75% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 275 | 50 | 22.22% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 38 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 17,810 | 1,387 | 8.45% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 145,268 | -8,694 | -5.65% | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 544 | - | - | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 39 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 8,776 | -64 | -0.72% | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 227 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 1,612 | -7 | -0.43% | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 600 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 19 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 245 | - | - | Dec 31, 2023 |
| EMPOWER FUNDS, INC. | 0.00% | 5,100 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 573 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 12,171 | - | - | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 100 | - | - | Mar 28, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 700 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 402 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 33 | -2 | -5.71% | Mar 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 1,153 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 3 | - | - | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 616 | 70 | 12.82% | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 135 | - | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 474 | 81 | 20.61% | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 4,226 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 1,389 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 476 | -2 | -0.42% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 74 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,461 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 23 | - | - | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 101 | - | - | Feb 29, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 300 | - | - | Dec 31, 2023 |
| Blackstone Alternative Investment Funds | 0.00% | 100 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 3,040 | -80 | -2.56% | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 1,321 | - | - | Dec 31, 2023 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 457 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 1,591 | -65 | -3.93% | Mar 31, 2024 |
| GMO TRUST | 0.00% | 600 | - | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 1,828 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 677 | - | - | Feb 29, 2024 |
| BLACKROCK FUNDS | 0.00% | 1,016 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 137 | - | - | Mar 31, 2024 |
NACCO Industries's largest mutual fund holder by % of total assets is "FOXBY CORP.", owning 3.00K shares, compromising 0.53% of its total assets.
NACCO Industries Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 65 | 12.07% |
| 31 Mar, 24 | 58 | -3.33% |
| 31 Dec, 23 | 60 | -6.25% |
| 30 Sep, 23 | 64 | - |
| 30 Jun, 23 | 64 | 1.59% |
| 31 Mar, 23 | 63 | 6.78% |
| 31 Dec, 22 | 59 | 9.26% |
| 30 Sep, 22 | 54 | -8.47% |
| 30 Jun, 22 | 59 | 31.11% |
| 31 Mar, 22 | 45 | 12.50% |
| 31 Dec, 21 | 40 | -6.98% |
| 30 Sep, 21 | 43 | 4.88% |
| 30 Jun, 21 | 41 | -6.82% |
| 31 Mar, 21 | 44 | -6.38% |
| 31 Dec, 20 | 47 | 2.17% |
| 30 Sep, 20 | 46 | -8.00% |
| 30 Jun, 20 | 50 | -16.67% |
| 31 Mar, 20 | 60 | -16.67% |
| 31 Dec, 19 | 72 | -6.49% |
| 30 Sep, 19 | 77 | 5.48% |
| 30 Jun, 19 | 73 | 1.39% |
| 31 Mar, 19 | 72 | 5.88% |
| 31 Dec, 18 | 68 | -8.11% |
| 30 Sep, 18 | 74 | - |
| 30 Jun, 18 | 74 | 1.37% |
| 31 Mar, 18 | 73 | -5.19% |
| 31 Dec, 17 | 77 | -10.47% |
| 30 Sep, 17 | 86 | 2.38% |
| 30 Jun, 17 | 84 | -6.67% |
| 31 Mar, 17 | 90 | -5.26% |
| 31 Dec, 16 | 95 | -1.04% |
| 30 Sep, 16 | 96 | 1.05% |
| 30 Jun, 16 | 95 | 7.95% |
| 31 Mar, 16 | 88 | 17.33% |
| 31 Dec, 15 | 75 | 4.17% |
| 30 Sep, 15 | 72 | -13.25% |
| 30 Jun, 15 | 83 | 9.21% |
| 31 Mar, 15 | 76 | -5.00% |
| 31 Dec, 14 | 80 | -2.44% |
| 30 Sep, 14 | 82 | -7.87% |
| 30 Jun, 14 | 89 | -5.32% |
| 31 Mar, 14 | 94 | -1.05% |
| 31 Dec, 13 | 95 | 5.56% |
| 30 Sep, 13 | 90 | -10.89% |
| 30 Jun, 13 | 101 | 129.55% |
| 31 Mar, 13 | 44 | -15.38% |
| 31 Dec, 12 | 52 | -17.46% |
| 30 Sep, 12 | 63 | 1.61% |
| 30 Jun, 12 | 62 | 8.77% |
| 31 Mar, 12 | 57 | 16.33% |
| 31 Dec, 11 | 49 | 6.52% |
| 30 Sep, 11 | 46 | -9.80% |
| 30 Jun, 11 | 51 | 6.25% |
| 31 Mar, 11 | 48 | 29.73% |
| 31 Dec, 10 | 37 | 2.78% |
| 30 Sep, 10 | 36 | 2.86% |
| 30 Jun, 10 | 35 | 16.67% |
| 31 Mar, 10 | 30 | 15.38% |
| 31 Dec, 09 | 26 | -10.34% |
| 30 Sep, 09 | 29 | 38.10% |
| 30 Jun, 09 | 21 | 16.67% |
| 31 Mar, 09 | 18 | -28.00% |
| 31 Dec, 08 | 25 | 8.70% |
| 30 Sep, 08 | 23 | 15.00% |
| 30 Jun, 08 | 20 | -13.04% |
| 31 Mar, 08 | 23 | 9.52% |
| 31 Dec, 07 | 21 | 40.00% |
| 30 Sep, 07 | 15 | -25.00% |
| 30 Jun, 07 | 20 | 5.26% |
| 31 Mar, 07 | 19 | -9.52% |
| 31 Dec, 06 | 21 | 10.53% |
| 30 Sep, 06 | 19 | -5.00% |
| 30 Jun, 06 | 20 | 17.65% |
| 31 Mar, 06 | 17 | 13.33% |
| 31 Dec, 05 | 15 | - |
| 30 Sep, 05 | 15 | -16.67% |
| 30 Jun, 05 | 18 | 5.88% |
| 31 Mar, 05 | 17 | -10.53% |
| 31 Dec, 04 | 19 | 58.33% |
| 30 Sep, 04 | 12 | -25.00% |
| 30 Jun, 04 | 16 | -38.46% |
| 31 Mar, 04 | 26 | 36.84% |
| 31 Dec, 03 | 19 | 26.67% |
| 30 Sep, 03 | 15 | 15.38% |
| 30 Jun, 03 | 13 | 18.18% |
| 31 Mar, 03 | 11 | 37.50% |
| 31 Dec, 02 | 8 | 14.29% |
| 30 Sep, 02 | 7 | -30.00% |
| 30 Jun, 02 | 10 | -33.33% |
| 31 Mar, 02 | 15 | 150.00% |
| 31 Dec, 01 | 6 | -45.45% |
| 30 Sep, 01 | 11 | -31.25% |
| 30 Jun, 01 | 16 | 23.08% |
| 31 Mar, 01 | 13 | 62.50% |
| 31 Dec, 00 | 8 | - |
| 30 Sep, 00 | 8 | -33.33% |
| 30 Jun, 00 | 12 | 20.00% |
| 31 Mar, 00 | 10 | -9.09% |
| 31 Dec, 99 | 11 | -35.29% |
| 30 Sep, 99 | 17 | -22.73% |
| 30 Jun, 99 | 22 | 10.00% |
| 31 Mar, 99 | 20 | 1900.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 65 institutions are holding NACCO Industries's shares, representing an increase of 12.07% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,121,128 | -10.24% |
| 31 Mar, 24 | 2,363,178 | -6.22% |
| 31 Dec, 23 | 2,519,990 | -1.00% |
| 30 Sep, 23 | 2,545,370 | -0.72% |
| 30 Jun, 23 | 2,563,744 | -14.28% |
| 31 Mar, 23 | 2,990,706 | 17.71% |
| 31 Dec, 22 | 2,540,845 | -4.81% |
| 30 Sep, 22 | 2,669,308 | -1.01% |
| 30 Jun, 22 | 2,696,572 | 11.59% |
| 31 Mar, 22 | 2,416,534 | -1.84% |
| 31 Dec, 21 | 2,461,902 | -0.12% |
| 30 Sep, 21 | 2,464,926 | 3.86% |
| 30 Jun, 21 | 2,373,287 | -3.17% |
| 31 Mar, 21 | 2,451,002 | -0.08% |
| 31 Dec, 20 | 2,452,891 | 2.11% |
| 30 Sep, 20 | 2,402,192 | -6.52% |
| 30 Jun, 20 | 2,569,621 | -4.88% |
| 31 Mar, 20 | 2,701,363 | -5.15% |
| 31 Dec, 19 | 2,847,926 | -0.15% |
| 30 Sep, 19 | 2,852,129 | 3.12% |
| 30 Jun, 19 | 2,765,897 | 0.57% |
| 31 Mar, 19 | 2,750,182 | -13.92% |
| 31 Dec, 18 | 3,194,840 | -1.88% |
| 30 Sep, 18 | 3,256,189 | -1.69% |
| 30 Jun, 18 | 3,312,013 | -1.45% |
| 31 Mar, 18 | 3,360,768 | -2.68% |
| 31 Dec, 17 | 3,453,352 | -3.27% |
| 30 Sep, 17 | 3,569,942 | -1.77% |
| 30 Jun, 17 | 3,634,169 | 1.35% |
| 31 Mar, 17 | 3,585,692 | 2.06% |
| 31 Dec, 16 | 3,513,175 | -1.95% |
| 30 Sep, 16 | 3,583,073 | 0.90% |
| 30 Jun, 16 | 3,551,156 | 1.40% |
| 31 Mar, 16 | 3,501,980 | 4.77% |
| 31 Dec, 15 | 3,342,521 | 3.29% |
| 30 Sep, 15 | 3,236,105 | -4.11% |
| 30 Jun, 15 | 3,374,934 | -3.16% |
| 31 Mar, 15 | 3,485,141 | -0.64% |
| 31 Dec, 14 | 3,507,605 | -5.60% |
| 30 Sep, 14 | 3,715,586 | -2.71% |
| 30 Jun, 14 | 3,818,890 | -2.79% |
| 31 Mar, 14 | 3,928,628 | -0.91% |
| 31 Dec, 13 | 3,964,745 | -3.96% |
| 30 Sep, 13 | 4,128,217 | -2.93% |
| 30 Jun, 13 | 4,252,836 | 135.05% |
| 31 Mar, 13 | 1,809,325 | -11.67% |
| 31 Dec, 12 | 2,048,485 | -3.34% |
| 30 Sep, 12 | 2,119,375 | -14.90% |
| 30 Jun, 12 | 2,490,329 | 56.44% |
| 31 Mar, 12 | 1,591,896 | -32.23% |
| 31 Dec, 11 | 2,349,024 | 12.43% |
| 30 Sep, 11 | 2,089,285 | -16.98% |
| 30 Jun, 11 | 2,516,551 | 68.39% |
| 31 Mar, 11 | 1,494,508 | 41.03% |
| 31 Dec, 10 | 1,059,681 | 16.89% |
| 30 Sep, 10 | 906,556 | -23.75% |
| 30 Jun, 10 | 1,188,855 | 20.43% |
| 31 Mar, 10 | 987,154 | 12.37% |
| 31 Dec, 09 | 878,498 | -16.39% |
| 30 Sep, 09 | 1,050,771 | 27.24% |
| 30 Jun, 09 | 825,824 | -44.14% |
| 31 Mar, 09 | 1,478,296 | -25.48% |
| 31 Dec, 08 | 1,983,663 | 14.21% |
| 30 Sep, 08 | 1,736,897 | 14.46% |
| 30 Jun, 08 | 1,517,444 | 0.64% |
| 31 Mar, 08 | 1,507,723 | 10.84% |
| 31 Dec, 07 | 1,360,273 | 168.70% |
| 30 Sep, 07 | 506,244 | -6.64% |
| 30 Jun, 07 | 542,258 | 2.74% |
| 31 Mar, 07 | 527,801 | 1.52% |
| 31 Dec, 06 | 519,901 | -2.52% |
| 30 Sep, 06 | 533,321 | 26.62% |
| 30 Jun, 06 | 421,184 | 4.53% |
| 31 Mar, 06 | 402,947 | 1.63% |
| 31 Dec, 05 | 396,496 | -39.26% |
| 30 Sep, 05 | 652,778 | -33.15% |
| 30 Jun, 05 | 976,531 | 12.01% |
| 31 Mar, 05 | 871,848 | -20.22% |
| 31 Dec, 04 | 1,092,769 | 61.55% |
| 30 Sep, 04 | 676,410 | -25.51% |
| 30 Jun, 04 | 908,031 | -4.45% |
| 31 Mar, 04 | 950,324 | 83.00% |
| 31 Dec, 03 | 519,290 | -19.29% |
| 30 Sep, 03 | 643,441 | 4.33% |
| 30 Jun, 03 | 616,707 | 8.70% |
| 31 Mar, 03 | 567,370 | 62.92% |
| 31 Dec, 02 | 348,248 | -30.01% |
| 30 Sep, 02 | 497,533 | -18.76% |
| 30 Jun, 02 | 612,420 | -60.88% |
| 31 Mar, 02 | 1,565,391 | 219.70% |
| 31 Dec, 01 | 489,640 | -23.22% |
| 30 Sep, 01 | 637,728 | -42.82% |
| 30 Jun, 01 | 1,115,252 | 49.32% |
| 31 Mar, 01 | 746,892 | 68.18% |
| 31 Dec, 00 | 444,110 | 4.04% |
| 30 Sep, 00 | 426,884 | 14.72% |
| 30 Jun, 00 | 372,095 | 137.49% |
| 31 Mar, 00 | 156,677 | 50.83% |
| 31 Dec, 99 | 103,875 | -85.84% |
| 30 Sep, 99 | 733,690 | -19.01% |
| 30 Jun, 99 | 905,901 | -3.53% |
| 31 Mar, 99 | 939,064 | 50144.19% |
| 31 Dec, 98 | 1,869 | - |
NACCO Industries (NC) has 2.12M shares outstanding as of 30 Jun 24, down -10.24% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 28.46% | 2.83% |
| 31 Mar, 24 | 31.71% | 2.79% |
| 31 Dec, 23 | 33.69% | 2.94% |
| 30 Sep, 23 | 33.86% | 2.91% |
| 30 Jun, 23 | 34.12% | 2.10% |
| 31 Mar, 23 | 40.26% | 3.33% |
| 31 Dec, 22 | 34.75% | 2.63% |
| 30 Sep, 22 | 36.38% | 2.69% |
| 30 Jun, 22 | 36.79% | 3.31% |
| 31 Mar, 22 | 33.32% | 2.81% |
| 31 Dec, 21 | 34.45% | 2.91% |
| 30 Sep, 21 | 34.40% | 3.13% |
| 30 Jun, 21 | 33.18% | 2.79% |
| 31 Mar, 21 | 34.52% | 2.85% |
| 31 Dec, 20 | 34.80% | 2.99% |
| 30 Sep, 20 | 34.14% | 2.55% |
| 30 Jun, 20 | 36.58% | 2.46% |
| 31 Mar, 20 | 38.59% | 2.31% |
| 31 Dec, 19 | 40.84% | 2.45% |
| 30 Sep, 19 | 40.80% | 2.60% |
| 30 Jun, 19 | 39.59% | 2.53% |
| 31 Mar, 19 | 39.58% | 1.87% |
| 31 Dec, 18 | 46.06% | 2.09% |
| 30 Sep, 18 | 46.92% | 2.06% |
| 30 Jun, 18 | 47.72% | 2.01% |
| 31 Mar, 18 | 48.75% | 1.92% |
| 31 Dec, 17 | 50.43% | 1.85% |
| 30 Sep, 17 | 52.20% | 1.85% |
| 30 Jun, 17 | 53.17% | 1.92% |
| 31 Mar, 17 | 52.68% | 1.96% |
| 31 Dec, 16 | 51.84% | 1.86% |
| 30 Sep, 16 | 52.80% | 1.97% |
| 30 Jun, 16 | 51.80% | 1.99% |
| 31 Mar, 16 | 51.07% | 2.14% |
| 31 Dec, 15 | 48.88% | 2.24% |
| 30 Sep, 15 | 46.74% | 1.94% |
| 30 Jun, 15 | 49.09% | 2.09% |
| 31 Mar, 15 | 48.48% | 2.27% |
| 31 Dec, 14 | 46.21% | 1.89% |
| 30 Sep, 14 | 49.44% | 2.02% |
| 30 Jun, 14 | 49.53% | 1.98% |
| 31 Mar, 14 | 50.06% | 1.96% |
| 31 Dec, 13 | 50.52% | 1.89% |
| 30 Sep, 13 | 51.68% | 1.91% |
| 30 Jun, 13 | 52.00% | 11.10% |
| 31 Mar, 13 | 21.64% | 3.60% |
| 31 Dec, 12 | 24.50% | 3.84% |
| 30 Sep, 12 | 25.26% | 2.87% |
| 30 Jun, 12 | 29.69% | 8.23% |
| 31 Mar, 12 | 19.00% | 2.42% |
| 31 Dec, 11 | 28.02% | 4.52% |
| 30 Sep, 11 | 24.89% | 2.77% |
| 30 Jun, 11 | 29.98% | 9.39% |
| 31 Mar, 11 | 17.87% | 11.04% |
| 31 Dec, 10 | 12.72% | 10.75% |
| 30 Sep, 10 | 10.88% | 5.34% |
| 30 Jun, 10 | 14.27% | 10.14% |
| 31 Mar, 10 | 11.86% | 10.56% |
| 31 Dec, 09 | 10.60% | 6.60% |
| 30 Sep, 09 | 12.67% | 12.77% |
| 30 Jun, 09 | 9.96% | 3.13% |
| 31 Mar, 09 | 17.84% | 3.11% |
| 31 Dec, 08 | 23.95% | 5.45% |
| 30 Sep, 08 | 20.97% | 6.25% |
| 30 Jun, 08 | 18.32% | 5.52% |
| 31 Mar, 08 | 18.22% | 6.72% |
| 31 Dec, 07 | 16.46% | 43.90% |
| 30 Sep, 07 | 6.12% | 14.23% |
| 30 Jun, 07 | 6.56% | 16.03% |
| 31 Mar, 07 | 6.40% | 16.04% |
| 31 Dec, 06 | 6.31% | 15.06% |
| 30 Sep, 06 | 6.47% | 24.76% |
| 30 Jun, 06 | 5.11% | 21.33% |
| 31 Mar, 06 | 4.90% | 21.09% |
| 31 Dec, 05 | 4.82% | 7.65% |
| 30 Sep, 05 | 7.94% | 5.63% |
| 30 Jun, 05 | 11.87% | 10.55% |
| 31 Mar, 05 | 10.61% | 6.00% |
| 31 Dec, 04 | 13.30% | 19.61% |
| 30 Sep, 04 | 8.24% | 6.74% |
| 30 Jun, 04 | 11.06% | 8.25% |
| 31 Mar, 04 | 11.58% | 28.90% |
| 31 Dec, 03 | 6.33% | 10.29% |
| 30 Sep, 03 | 7.84% | 13.88% |
| 30 Jun, 03 | 7.52% | 15.71% |
| 31 Mar, 03 | 6.92% | 38.36% |
| 31 Dec, 02 | 4.25% | 11.53% |
| 30 Sep, 02 | 6.07% | 10.87% |
| 30 Jun, 02 | 7.47% | 1.31% |
| 31 Mar, 02 | 23.86% | 66.63% |
| 31 Dec, 01 | 5.98% | 9.88% |
| 30 Sep, 01 | 7.78% | 4.25% |
| 30 Jun, 01 | 13.53% | 16.26% |
| 31 Mar, 01 | 9.12% | 30.85% |
| 31 Dec, 00 | 5.44% | 19.92% |
| 30 Sep, 00 | 5.23% | 25.03% |
| 30 Jun, 00 | 4.57% | 123.38% |
| 31 Mar, 00 | 1.92% | 118.29% |
| 31 Dec, 99 | 1.28% | 1.57% |
| 30 Sep, 99 | 9.01% | 7.30% |
| 30 Jun, 99 | 11.12% | 8.35% |
| 31 Mar, 99 | 11.54% | 1935201.64% |
| 31 Dec, 98 | 0.02% | - |
As of 30 Jun 24, NACCO Industries is held by 28.46% institutional shareholders, representing a 2.83% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 28 | 21.74% |
| 31 Mar, 24 | 23 | 4.55% |
| 31 Dec, 23 | 22 | 10.00% |
| 30 Sep, 23 | 20 | -28.57% |
| 30 Jun, 23 | 28 | -12.50% |
| 31 Mar, 23 | 32 | 10.34% |
| 31 Dec, 22 | 29 | 26.09% |
| 30 Sep, 22 | 23 | -41.03% |
| 30 Jun, 22 | 39 | 56.00% |
| 31 Mar, 22 | 25 | 78.57% |
| 31 Dec, 21 | 14 | -6.67% |
| 30 Sep, 21 | 15 | 7.14% |
| 30 Jun, 21 | 14 | -12.50% |
| 31 Mar, 21 | 16 | -23.81% |
| 31 Dec, 20 | 21 | 75.00% |
| 30 Sep, 20 | 12 | -36.84% |
| 30 Jun, 20 | 19 | -9.52% |
| 31 Mar, 20 | 21 | -30.00% |
| 31 Dec, 19 | 30 | -6.25% |
| 30 Sep, 19 | 32 | -8.57% |
| 30 Jun, 19 | 35 | 20.69% |
| 31 Mar, 19 | 29 | 16.00% |
| 31 Dec, 18 | 25 | -32.43% |
| 30 Sep, 18 | 37 | 23.33% |
| 30 Jun, 18 | 30 | -11.76% |
| 31 Mar, 18 | 34 | -10.53% |
| 31 Dec, 17 | 38 | 5.56% |
| 30 Sep, 17 | 36 | -2.70% |
| 30 Jun, 17 | 37 | -11.90% |
| 31 Mar, 17 | 42 | - |
| 31 Dec, 16 | 42 | 2.44% |
| 30 Sep, 16 | 41 | -10.87% |
| 30 Jun, 16 | 46 | -11.54% |
| 31 Mar, 16 | 52 | 62.50% |
| 31 Dec, 15 | 32 | 39.13% |
| 30 Sep, 15 | 23 | -43.90% |
| 30 Jun, 15 | 41 | 41.38% |
| 31 Mar, 15 | 29 | 3.57% |
| 31 Dec, 14 | 28 | 16.67% |
| 30 Sep, 14 | 24 | -22.58% |
| 30 Jun, 14 | 31 | - |
| 31 Mar, 14 | 31 | -11.43% |
| 31 Dec, 13 | 35 | -5.41% |
| 30 Sep, 13 | 37 | -52.56% |
| 30 Jun, 13 | 78 | 254.55% |
| 31 Mar, 13 | 22 | -26.67% |
| 31 Dec, 12 | 30 | -6.25% |
| 30 Sep, 12 | 32 | -13.51% |
| 30 Jun, 12 | 37 | 32.14% |
| 31 Mar, 12 | 28 | -12.50% |
| 31 Dec, 11 | 32 | 77.78% |
| 30 Sep, 11 | 18 | -28.00% |
| 30 Jun, 11 | 25 | 4.17% |
| 31 Mar, 11 | 24 | 14.29% |
| 31 Dec, 10 | 21 | -4.55% |
| 30 Sep, 10 | 22 | -15.38% |
| 30 Jun, 10 | 26 | 44.44% |
| 31 Mar, 10 | 18 | 20.00% |
| 31 Dec, 09 | 15 | -21.05% |
| 30 Sep, 09 | 19 | 90.00% |
| 30 Jun, 09 | 10 | - |
| 31 Mar, 09 | 10 | -33.33% |
| 31 Dec, 08 | 15 | -11.76% |
| 30 Sep, 08 | 17 | 41.67% |
| 30 Jun, 08 | 12 | -14.29% |
| 31 Mar, 08 | 14 | 16.67% |
| 31 Dec, 07 | 12 | 71.43% |
| 30 Sep, 07 | 7 | -36.36% |
| 30 Jun, 07 | 11 | - |
| 31 Mar, 07 | 11 | -15.38% |
| 31 Dec, 06 | 13 | 44.44% |
| 30 Sep, 06 | 9 | -25.00% |
| 30 Jun, 06 | 12 | 50.00% |
| 31 Mar, 06 | 8 | - |
| 31 Dec, 05 | 8 | 100.00% |
| 30 Sep, 05 | 4 | -60.00% |
| 30 Jun, 05 | 10 | 100.00% |
| 31 Mar, 05 | 5 | -54.55% |
| 31 Dec, 04 | 11 | 120.00% |
| 30 Sep, 04 | 5 | -28.57% |
| 30 Jun, 04 | 7 | -50.00% |
| 31 Mar, 04 | 14 | 100.00% |
| 31 Dec, 03 | 7 | - |
| 30 Sep, 03 | 7 | -30.00% |
| 30 Jun, 03 | 10 | 42.86% |
| 31 Mar, 03 | 7 | 75.00% |
| 31 Dec, 02 | 4 | -20.00% |
| 30 Sep, 02 | 5 | 25.00% |
| 30 Jun, 02 | 4 | -63.64% |
| 31 Mar, 02 | 11 | 266.67% |
| 31 Dec, 01 | 3 | -50.00% |
| 30 Sep, 01 | 6 | -45.45% |
| 30 Jun, 01 | 11 | 57.14% |
| 31 Mar, 01 | 7 | 40.00% |
| 31 Dec, 00 | 5 | 150.00% |
| 30 Sep, 00 | 2 | -71.43% |
| 30 Jun, 00 | 7 | - |
| 31 Mar, 00 | 7 | 16.67% |
| 31 Dec, 99 | 6 | - |
| 30 Sep, 99 | 6 | -45.45% |
| 30 Jun, 99 | 11 | -42.11% |
| 31 Mar, 99 | 19 | 1800.00% |
| 31 Dec, 98 | 1 | - |
28 institutional shareholders have increased their position in NC stock as of 30 Jun 24 compared to 23 in the previous quarter (a 21.74% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 20 | 17.65% |
| 31 Mar, 24 | 17 | -5.56% |
| 31 Dec, 23 | 18 | -14.29% |
| 30 Sep, 23 | 21 | -4.55% |
| 30 Jun, 23 | 22 | 37.50% |
| 31 Mar, 23 | 16 | -15.79% |
| 31 Dec, 22 | 19 | 11.76% |
| 30 Sep, 22 | 17 | 70.00% |
| 30 Jun, 22 | 10 | - |
| 31 Mar, 22 | 10 | -28.57% |
| 31 Dec, 21 | 14 | -12.50% |
| 30 Sep, 21 | 16 | -20.00% |
| 30 Jun, 21 | 20 | 33.33% |
| 31 Mar, 21 | 15 | - |
| 31 Dec, 20 | 15 | -40.00% |
| 30 Sep, 20 | 25 | 47.06% |
| 30 Jun, 20 | 17 | -29.17% |
| 31 Mar, 20 | 24 | 14.29% |
| 31 Dec, 19 | 21 | -19.23% |
| 30 Sep, 19 | 26 | - |
| 30 Jun, 19 | 26 | 4.00% |
| 31 Mar, 19 | 25 | 13.64% |
| 31 Dec, 18 | 22 | 4.76% |
| 30 Sep, 18 | 21 | -12.50% |
| 30 Jun, 18 | 24 | 4.35% |
| 31 Mar, 18 | 23 | -14.81% |
| 31 Dec, 17 | 27 | 3.85% |
| 30 Sep, 17 | 26 | -16.13% |
| 30 Jun, 17 | 31 | -6.06% |
| 31 Mar, 17 | 33 | -13.16% |
| 31 Dec, 16 | 38 | 35.71% |
| 30 Sep, 16 | 28 | 3.70% |
| 30 Jun, 16 | 27 | 12.50% |
| 31 Mar, 16 | 24 | -7.69% |
| 31 Dec, 15 | 26 | 8.33% |
| 30 Sep, 15 | 24 | -7.69% |
| 30 Jun, 15 | 26 | -3.70% |
| 31 Mar, 15 | 27 | -10.00% |
| 31 Dec, 14 | 30 | -14.29% |
| 30 Sep, 14 | 35 | - |
| 30 Jun, 14 | 35 | -14.63% |
| 31 Mar, 14 | 41 | -2.38% |
| 31 Dec, 13 | 42 | 10.53% |
| 30 Sep, 13 | 38 | 137.50% |
| 30 Jun, 13 | 16 | 23.08% |
| 31 Mar, 13 | 13 | -13.33% |
| 31 Dec, 12 | 15 | -16.67% |
| 30 Sep, 12 | 18 | 12.50% |
| 30 Jun, 12 | 16 | -27.27% |
| 31 Mar, 12 | 22 | 100.00% |
| 31 Dec, 11 | 11 | -42.11% |
| 30 Sep, 11 | 19 | - |
| 30 Jun, 11 | 19 | 35.71% |
| 31 Mar, 11 | 14 | 75.00% |
| 31 Dec, 10 | 8 | 33.33% |
| 30 Sep, 10 | 6 | - |
| 30 Jun, 10 | 6 | -25.00% |
| 31 Mar, 10 | 8 | 60.00% |
| 31 Dec, 09 | 5 | -16.67% |
| 30 Sep, 09 | 6 | -14.29% |
| 30 Jun, 09 | 7 | 40.00% |
| 31 Mar, 09 | 5 | -28.57% |
| 31 Dec, 08 | 7 | 40.00% |
| 30 Sep, 08 | 5 | - |
| 30 Jun, 08 | 5 | -28.57% |
| 31 Mar, 08 | 7 | 16.67% |
| 31 Dec, 07 | 6 | -14.29% |
| 30 Sep, 07 | 7 | 75.00% |
| 30 Jun, 07 | 4 | 100.00% |
| 31 Mar, 07 | 2 | -33.33% |
| 31 Dec, 06 | 3 | -50.00% |
| 30 Sep, 06 | 6 | 20.00% |
| 30 Jun, 06 | 5 | 66.67% |
| 31 Mar, 06 | 3 | - |
| 31 Dec, 05 | 3 | -50.00% |
| 30 Sep, 05 | 6 | 20.00% |
| 30 Jun, 05 | 5 | -16.67% |
| 31 Mar, 05 | 6 | 20.00% |
| 31 Dec, 04 | 5 | 400.00% |
| 30 Sep, 04 | 1 | -80.00% |
| 30 Jun, 04 | 5 | 25.00% |
| 31 Mar, 04 | 4 | -55.56% |
| 31 Dec, 03 | 9 | 80.00% |
| 30 Sep, 03 | 5 | 400.00% |
| 30 Jun, 03 | 1 | - |
| 31 Mar, 03 | 1 | -50.00% |
| 31 Dec, 02 | 2 | 100.00% |
| 30 Sep, 02 | 1 | -75.00% |
| 30 Jun, 02 | 4 | 33.33% |
| 31 Mar, 02 | 3 | 200.00% |
| 31 Dec, 01 | 1 | -66.67% |
| 30 Sep, 01 | 3 | -25.00% |
| 30 Jun, 01 | 4 | 33.33% |
| 31 Mar, 01 | 3 | 50.00% |
| 31 Dec, 00 | 2 | -60.00% |
| 30 Sep, 00 | 5 | 66.67% |
| 30 Jun, 00 | 3 | 50.00% |
| 31 Mar, 00 | 2 | -33.33% |
| 31 Dec, 99 | 3 | -40.00% |
| 30 Sep, 99 | 5 | - |
| 30 Jun, 99 | 5 | - |
| 31 Mar, 99 | - | - |
| 31 Dec, 98 | - | - |
20 institutional shareholders have reduced their position in NC stock as of 30 Jun 24 compared to 17 in the previous quarter (a 17.65% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 65 | 12.07% | 2,121,128 | -10.24% | 28.46% | 2.83% | 28 | 21.74% | 20 | 17.65% |
| 31 Mar, 24 | 58 | -3.33% | 2,363,178 | -6.22% | 31.71% | 2.79% | 23 | 4.55% | 17 | -5.56% |
| 31 Dec, 23 | 60 | -6.25% | 2,519,990 | -1.00% | 33.69% | 2.94% | 22 | 10.00% | 18 | -14.29% |
| 30 Sep, 23 | 64 | - | 2,545,370 | -0.72% | 33.86% | 2.91% | 20 | -28.57% | 21 | -4.55% |
| 30 Jun, 23 | 64 | 1.59% | 2,563,744 | -14.28% | 34.12% | 2.10% | 28 | -12.50% | 22 | 37.50% |
| 31 Mar, 23 | 63 | 6.78% | 2,990,706 | 17.71% | 40.26% | 3.33% | 32 | 10.34% | 16 | -15.79% |
| 31 Dec, 22 | 59 | 9.26% | 2,540,845 | -4.81% | 34.75% | 2.63% | 29 | 26.09% | 19 | 11.76% |
| 30 Sep, 22 | 54 | -8.47% | 2,669,308 | -1.01% | 36.38% | 2.69% | 23 | -41.03% | 17 | 70.00% |
| 30 Jun, 22 | 59 | 31.11% | 2,696,572 | 11.59% | 36.79% | 3.31% | 39 | 56.00% | 10 | - |
| 31 Mar, 22 | 45 | 12.50% | 2,416,534 | -1.84% | 33.32% | 2.81% | 25 | 78.57% | 10 | -28.57% |
| 31 Dec, 21 | 40 | -6.98% | 2,461,902 | -0.12% | 34.45% | 2.91% | 14 | -6.67% | 14 | -12.50% |
| 30 Sep, 21 | 43 | 4.88% | 2,464,926 | 3.86% | 34.40% | 3.13% | 15 | 7.14% | 16 | -20.00% |
| 30 Jun, 21 | 41 | -6.82% | 2,373,287 | -3.17% | 33.18% | 2.79% | 14 | -12.50% | 20 | 33.33% |
| 31 Mar, 21 | 44 | -6.38% | 2,451,002 | -0.08% | 34.52% | 2.85% | 16 | -23.81% | 15 | - |
| 31 Dec, 20 | 47 | 2.17% | 2,452,891 | 2.11% | 34.80% | 2.99% | 21 | 75.00% | 15 | -40.00% |
| 30 Sep, 20 | 46 | -8.00% | 2,402,192 | -6.52% | 34.14% | 2.55% | 12 | -36.84% | 25 | 47.06% |
| 30 Jun, 20 | 50 | -16.67% | 2,569,621 | -4.88% | 36.58% | 2.46% | 19 | -9.52% | 17 | -29.17% |
| 31 Mar, 20 | 60 | -16.67% | 2,701,363 | -5.15% | 38.59% | 2.31% | 21 | -30.00% | 24 | 14.29% |
| 31 Dec, 19 | 72 | -6.49% | 2,847,926 | -0.15% | 40.84% | 2.45% | 30 | -6.25% | 21 | -19.23% |
| 30 Sep, 19 | 77 | 5.48% | 2,852,129 | 3.12% | 40.80% | 2.60% | 32 | -8.57% | 26 | - |
| 30 Jun, 19 | 73 | 1.39% | 2,765,897 | 0.57% | 39.59% | 2.53% | 35 | 20.69% | 26 | 4.00% |
| 31 Mar, 19 | 72 | 5.88% | 2,750,182 | -13.92% | 39.58% | 1.87% | 29 | 16.00% | 25 | 13.64% |
| 31 Dec, 18 | 68 | -8.11% | 3,194,840 | -1.88% | 46.06% | 2.09% | 25 | -32.43% | 22 | 4.76% |
| 30 Sep, 18 | 74 | - | 3,256,189 | -1.69% | 46.92% | 2.06% | 37 | 23.33% | 21 | -12.50% |
| 30 Jun, 18 | 74 | 1.37% | 3,312,013 | -1.45% | 47.72% | 2.01% | 30 | -11.76% | 24 | 4.35% |
| 31 Mar, 18 | 73 | -5.19% | 3,360,768 | -2.68% | 48.75% | 1.92% | 34 | -10.53% | 23 | -14.81% |
| 31 Dec, 17 | 77 | -10.47% | 3,453,352 | -3.27% | 50.43% | 1.85% | 38 | 5.56% | 27 | 3.85% |
| 30 Sep, 17 | 86 | 2.38% | 3,569,942 | -1.77% | 52.20% | 1.85% | 36 | -2.70% | 26 | -16.13% |
| 30 Jun, 17 | 84 | -6.67% | 3,634,169 | 1.35% | 53.17% | 1.92% | 37 | -11.90% | 31 | -6.06% |
| 31 Mar, 17 | 90 | -5.26% | 3,585,692 | 2.06% | 52.68% | 1.96% | 42 | - | 33 | -13.16% |
| 31 Dec, 16 | 95 | -1.04% | 3,513,175 | -1.95% | 51.84% | 1.86% | 42 | 2.44% | 38 | 35.71% |
| 30 Sep, 16 | 96 | 1.05% | 3,583,073 | 0.90% | 52.80% | 1.97% | 41 | -10.87% | 28 | 3.70% |
| 30 Jun, 16 | 95 | 7.95% | 3,551,156 | 1.40% | 51.80% | 1.99% | 46 | -11.54% | 27 | 12.50% |
| 31 Mar, 16 | 88 | 17.33% | 3,501,980 | 4.77% | 51.07% | 2.14% | 52 | 62.50% | 24 | -7.69% |
| 31 Dec, 15 | 75 | 4.17% | 3,342,521 | 3.29% | 48.88% | 2.24% | 32 | 39.13% | 26 | 8.33% |
| 30 Sep, 15 | 72 | -13.25% | 3,236,105 | -4.11% | 46.74% | 1.94% | 23 | -43.90% | 24 | -7.69% |
| 30 Jun, 15 | 83 | 9.21% | 3,374,934 | -3.16% | 49.09% | 2.09% | 41 | 41.38% | 26 | -3.70% |
| 31 Mar, 15 | 76 | -5.00% | 3,485,141 | -0.64% | 48.48% | 2.27% | 29 | 3.57% | 27 | -10.00% |
| 31 Dec, 14 | 80 | -2.44% | 3,507,605 | -5.60% | 46.21% | 1.89% | 28 | 16.67% | 30 | -14.29% |
| 30 Sep, 14 | 82 | -7.87% | 3,715,586 | -2.71% | 49.44% | 2.02% | 24 | -22.58% | 35 | - |
| 30 Jun, 14 | 89 | -5.32% | 3,818,890 | -2.79% | 49.53% | 1.98% | 31 | - | 35 | -14.63% |
| 31 Mar, 14 | 94 | -1.05% | 3,928,628 | -0.91% | 50.06% | 1.96% | 31 | -11.43% | 41 | -2.38% |
| 31 Dec, 13 | 95 | 5.56% | 3,964,745 | -3.96% | 50.52% | 1.89% | 35 | -5.41% | 42 | 10.53% |
| 30 Sep, 13 | 90 | -10.89% | 4,128,217 | -2.93% | 51.68% | 1.91% | 37 | -52.56% | 38 | 137.50% |
| 30 Jun, 13 | 101 | 129.55% | 4,252,836 | 135.05% | 52.00% | 11.10% | 78 | 254.55% | 16 | 23.08% |
| 31 Mar, 13 | 44 | -15.38% | 1,809,325 | -11.67% | 21.64% | 3.60% | 22 | -26.67% | 13 | -13.33% |
| 31 Dec, 12 | 52 | -17.46% | 2,048,485 | -3.34% | 24.50% | 3.84% | 30 | -6.25% | 15 | -16.67% |
| 30 Sep, 12 | 63 | 1.61% | 2,119,375 | -14.90% | 25.26% | 2.87% | 32 | -13.51% | 18 | 12.50% |
| 30 Jun, 12 | 62 | 8.77% | 2,490,329 | 56.44% | 29.69% | 8.23% | 37 | 32.14% | 16 | -27.27% |
| 31 Mar, 12 | 57 | 16.33% | 1,591,896 | -32.23% | 19.00% | 2.42% | 28 | -12.50% | 22 | 100.00% |
| 31 Dec, 11 | 49 | 6.52% | 2,349,024 | 12.43% | 28.02% | 4.52% | 32 | 77.78% | 11 | -42.11% |
| 30 Sep, 11 | 46 | -9.80% | 2,089,285 | -16.98% | 24.89% | 2.77% | 18 | -28.00% | 19 | - |
| 30 Jun, 11 | 51 | 6.25% | 2,516,551 | 68.39% | 29.98% | 9.39% | 25 | 4.17% | 19 | 35.71% |
| 31 Mar, 11 | 48 | 29.73% | 1,494,508 | 41.03% | 17.87% | 11.04% | 24 | 14.29% | 14 | 75.00% |
| 31 Dec, 10 | 37 | 2.78% | 1,059,681 | 16.89% | 12.72% | 10.75% | 21 | -4.55% | 8 | 33.33% |
| 30 Sep, 10 | 36 | 2.86% | 906,556 | -23.75% | 10.88% | 5.34% | 22 | -15.38% | 6 | - |
| 30 Jun, 10 | 35 | 16.67% | 1,188,855 | 20.43% | 14.27% | 10.14% | 26 | 44.44% | 6 | -25.00% |
| 31 Mar, 10 | 30 | 15.38% | 987,154 | 12.37% | 11.86% | 10.56% | 18 | 20.00% | 8 | 60.00% |
| 31 Dec, 09 | 26 | -10.34% | 878,498 | -16.39% | 10.60% | 6.60% | 15 | -21.05% | 5 | -16.67% |
| 30 Sep, 09 | 29 | 38.10% | 1,050,771 | 27.24% | 12.67% | 12.77% | 19 | 90.00% | 6 | -14.29% |
| 30 Jun, 09 | 21 | 16.67% | 825,824 | -44.14% | 9.96% | 3.13% | 10 | - | 7 | 40.00% |
| 31 Mar, 09 | 18 | -28.00% | 1,478,296 | -25.48% | 17.84% | 3.11% | 10 | -33.33% | 5 | -28.57% |
| 31 Dec, 08 | 25 | 8.70% | 1,983,663 | 14.21% | 23.95% | 5.45% | 15 | -11.76% | 7 | 40.00% |
| 30 Sep, 08 | 23 | 15.00% | 1,736,897 | 14.46% | 20.97% | 6.25% | 17 | 41.67% | 5 | - |
| 30 Jun, 08 | 20 | -13.04% | 1,517,444 | 0.64% | 18.32% | 5.52% | 12 | -14.29% | 5 | -28.57% |
| 31 Mar, 08 | 23 | 9.52% | 1,507,723 | 10.84% | 18.22% | 6.72% | 14 | 16.67% | 7 | 16.67% |
| 31 Dec, 07 | 21 | 40.00% | 1,360,273 | 168.70% | 16.46% | 43.90% | 12 | 71.43% | 6 | -14.29% |
| 30 Sep, 07 | 15 | -25.00% | 506,244 | -6.64% | 6.12% | 14.23% | 7 | -36.36% | 7 | 75.00% |
| 30 Jun, 07 | 20 | 5.26% | 542,258 | 2.74% | 6.56% | 16.03% | 11 | - | 4 | 100.00% |
| 31 Mar, 07 | 19 | -9.52% | 527,801 | 1.52% | 6.40% | 16.04% | 11 | -15.38% | 2 | -33.33% |
| 31 Dec, 06 | 21 | 10.53% | 519,901 | -2.52% | 6.31% | 15.06% | 13 | 44.44% | 3 | -50.00% |
| 30 Sep, 06 | 19 | -5.00% | 533,321 | 26.62% | 6.47% | 24.76% | 9 | -25.00% | 6 | 20.00% |
| 30 Jun, 06 | 20 | 17.65% | 421,184 | 4.53% | 5.11% | 21.33% | 12 | 50.00% | 5 | 66.67% |
| 31 Mar, 06 | 17 | 13.33% | 402,947 | 1.63% | 4.90% | 21.09% | 8 | - | 3 | - |
| 31 Dec, 05 | 15 | - | 396,496 | -39.26% | 4.82% | 7.65% | 8 | 100.00% | 3 | -50.00% |
| 30 Sep, 05 | 15 | -16.67% | 652,778 | -33.15% | 7.94% | 5.63% | 4 | -60.00% | 6 | 20.00% |
| 30 Jun, 05 | 18 | 5.88% | 976,531 | 12.01% | 11.87% | 10.55% | 10 | 100.00% | 5 | -16.67% |
| 31 Mar, 05 | 17 | -10.53% | 871,848 | -20.22% | 10.61% | 6.00% | 5 | -54.55% | 6 | 20.00% |
| 31 Dec, 04 | 19 | 58.33% | 1,092,769 | 61.55% | 13.30% | 19.61% | 11 | 120.00% | 5 | 400.00% |
| 30 Sep, 04 | 12 | -25.00% | 676,410 | -25.51% | 8.24% | 6.74% | 5 | -28.57% | 1 | -80.00% |
| 30 Jun, 04 | 16 | -38.46% | 908,031 | -4.45% | 11.06% | 8.25% | 7 | -50.00% | 5 | 25.00% |
| 31 Mar, 04 | 26 | 36.84% | 950,324 | 83.00% | 11.58% | 28.90% | 14 | 100.00% | 4 | -55.56% |
| 31 Dec, 03 | 19 | 26.67% | 519,290 | -19.29% | 6.33% | 10.29% | 7 | - | 9 | 80.00% |
| 30 Sep, 03 | 15 | 15.38% | 643,441 | 4.33% | 7.84% | 13.88% | 7 | -30.00% | 5 | 400.00% |
| 30 Jun, 03 | 13 | 18.18% | 616,707 | 8.70% | 7.52% | 15.71% | 10 | 42.86% | 1 | - |
| 31 Mar, 03 | 11 | 37.50% | 567,370 | 62.92% | 6.92% | 38.36% | 7 | 75.00% | 1 | -50.00% |
| 31 Dec, 02 | 8 | 14.29% | 348,248 | -30.01% | 4.25% | 11.53% | 4 | -20.00% | 2 | 100.00% |
| 30 Sep, 02 | 7 | -30.00% | 497,533 | -18.76% | 6.07% | 10.87% | 5 | 25.00% | 1 | -75.00% |
| 30 Jun, 02 | 10 | -33.33% | 612,420 | -60.88% | 7.47% | 1.31% | 4 | -63.64% | 4 | 33.33% |
| 31 Mar, 02 | 15 | 150.00% | 1,565,391 | 219.70% | 23.86% | 66.63% | 11 | 266.67% | 3 | 200.00% |
| 31 Dec, 01 | 6 | -45.45% | 489,640 | -23.22% | 5.98% | 9.88% | 3 | -50.00% | 1 | -66.67% |
| 30 Sep, 01 | 11 | -31.25% | 637,728 | -42.82% | 7.78% | 4.25% | 6 | -45.45% | 3 | -25.00% |
| 30 Jun, 01 | 16 | 23.08% | 1,115,252 | 49.32% | 13.53% | 16.26% | 11 | 57.14% | 4 | 33.33% |
| 31 Mar, 01 | 13 | 62.50% | 746,892 | 68.18% | 9.12% | 30.85% | 7 | 40.00% | 3 | 50.00% |
| 31 Dec, 00 | 8 | - | 444,110 | 4.04% | 5.44% | 19.92% | 5 | 150.00% | 2 | -60.00% |
| 30 Sep, 00 | 8 | -33.33% | 426,884 | 14.72% | 5.23% | 25.03% | 2 | -71.43% | 5 | 66.67% |
| 30 Jun, 00 | 12 | 20.00% | 372,095 | 137.49% | 4.57% | 123.38% | 7 | - | 3 | 50.00% |
| 31 Mar, 00 | 10 | -9.09% | 156,677 | 50.83% | 1.92% | 118.29% | 7 | 16.67% | 2 | -33.33% |
| 31 Dec, 99 | 11 | -35.29% | 103,875 | -85.84% | 1.28% | 1.57% | 6 | - | 3 | -40.00% |
| 30 Sep, 99 | 17 | -22.73% | 733,690 | -19.01% | 9.01% | 7.30% | 6 | -45.45% | 5 | - |
| 30 Jun, 99 | 22 | 10.00% | 905,901 | -3.53% | 11.12% | 8.35% | 11 | -42.11% | 5 | - |
| 31 Mar, 99 | 20 | 1900.00% | 939,064 | 50144.19% | 11.54% | 1935201.64% | 19 | 1800.00% | - | - |
| 31 Dec, 98 | 1 | - | 1,869 | - | 0.02% | - | 1 | - | - | - |
NACCO Industries Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of NACCO Industries's stock was made by Maxwell Thomas A on Jun 17 2024, selling 1,034 shares at $32.03 per share (valued at $33.11K).
NACCO Industries Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 15 | - | - |
| Q2 2024 | 16 | 2 | 800.00% |
| Q1 2024 | 23 | 3 | 766.67% |
| Q4 2023 | 106 | 52 | 203.85% |
| Q3 2023 | 35 | 11 | 318.18% |
| Q2 2023 | 16 | - | - |
| Q1 2023 | 23 | 4 | 575.00% |
| Q4 2022 | 17 | 21 | 80.95% |
| Q3 2022 | 16 | - | - |
| Q2 2022 | 16 | - | - |
| Q1 2022 | 31 | 3 | 1033.33% |
| Q4 2021 | 23 | 17 | 135.29% |
| Q3 2021 | 16 | - | - |
| Q2 2021 | 16 | - | - |
| Q1 2021 | 98 | 10 | 980.00% |
| Q4 2020 | 61 | 70 | 87.14% |
| Q3 2020 | 17 | - | - |
| Q2 2020 | 19 | 2 | 950.00% |
| Q1 2020 | 178 | 150 | 118.67% |
| Q4 2019 | 37 | 53 | 69.81% |
15 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by NACCO Industries's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 1 | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | 68 | 10 | 680.00% |
| Q4 2020 | 6 | 6 | 100.00% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 1 | - | - |
| Q4 2019 | 1 | 2 | 50.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of NACCO Industries's stocks.
NC Ownership FAQ
Who Owns NACCO Industries?
NACCO Industries is owned by institutional shareholders (28.46%), insiders (33.95%), and public (37.58%). The largest institutional shareholder of NACCO Industries is DIMENSIONAL FUND ADVISORS LP (5.89% of total shares) and the top mutual fund owner is FOXBY CORP. (0.53% of total shares).
Who are the major institutional shareholders of NACCO Industries?
NACCO Industries's major institutional shareholders are DIMENSIONAL FUND ADVISORS LP, BLACKROCK INC., VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, and FMR LLC. The top five shareholders own together 17.85% of the company's share outstanding.
How many NACCO Industries shareholders are there?
As of Jun 2024, there are 65 institutional shareholders of NACCO Industries.
What percentage of NACCO Industries is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP owns 438.7K shares of NACCO Industries, representing 5.89% of the company's total shares outstanding, valued at $12.14M (as of Jun 2024).
What percentage of NACCO Industries is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 340.48K shares of NACCO Industries (NC), compromising 4.57% of the company, valued at $9.42M.
What percentage of NACCO Industries is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of NACCO Industries. The company owns 210K of the company's shares outstanding (worth $5.81M).