NeoVolta Ownership | Who Owns NeoVolta?
NeoVolta Ownership Summary
NeoVolta is owned by 27.93% institutional investors, 15.12% insiders, and 56.95% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 1.36% of NEOV shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.21% of its assets in NeoVolta shares.
NEOV Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | NeoVolta | 27.93% | 15.12% | 56.95% |
Sector | Industrials Stocks | 51.07% | 11.01% | 37.92% |
Industry | Electrical Equipment Stocks | 34.03% | 17.62% | 48.35% |
Idea | Energy Storage Stocks List | 19.78% | 18.71% | 61.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 451.59K | 1.36% | $2.35M |
Blackrock | 418.47K | 1.26% | $1.10M |
Vanguard group | 411.47K | 1.24% | $2.14M |
Geode capital management | 308.62K | 0.93% | $1.61M |
Bip wealth | 219.11K | 0.66% | $1.14M |
Goldman sachs group | 113.62K | 0.34% | $591.94K |
State street | 110.26K | 0.33% | $574.48K |
Northern trust | 87.12K | 0.26% | $229.99K |
Jane street group | 78.33K | 0.24% | $408.13K |
Schonfeld strategic advisors | 35.54K | 0.11% | $185.18K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Bip wealth | 219.11K | 0.08% | $1.14M |
Centennial wealth advisory | 10.10K | 0.02% | $52.62K |
Point72 asia (singapore) pte. | 9.12K | 0.01% | $47.50K |
Beacon capital management | 5.00K | 0.00% | $26.05K |
Schonfeld strategic advisors | 35.54K | 0.00% | $185.18K |
Tower research capital llc (trc) | 3.06K | 0.00% | $15.92K |
Point72 (difc) | 1.60K | 0.00% | $8.33K |
Marshall wace, llp | 32.13K | 0.00% | $167.41K |
Geode capital management | 308.62K | 0.00% | $1.61M |
Jane street group | 78.33K | 0.00% | $408.13K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Goldman sachs group | 113.62K | 0.00% | 113.62K |
Jane street group | 78.33K | 0.00% | 78.33K |
Schonfeld strategic advisors | 35.54K | 0.00% | 35.54K |
Marshall wace, llp | 32.13K | 0.00% | 32.13K |
Blackrock funding, inc. /de | 451.59K | - | 30.42K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Truist financial | - | - | -65.00K |
Ubs group | 3.03K | - | -25.79K |
Ci private wealth | - | - | -25.00K |
Squarepoint ops | - | - | -14.67K |
Two sigma securities | - | - | -11.27K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Goldman sachs group | 113.62K | 0.00% | 113.62K | $591.94K |
Jane street group | 78.33K | 0.00% | 78.33K | $408.13K |
Schonfeld strategic advisors | 35.54K | 0.00% | 35.54K | $185.18K |
Marshall wace, llp | 32.13K | 0.00% | 32.13K | $167.41K |
Balyasny asset management | 17.31K | 0.00% | 17.31K | $90.18K |
Sold Out
Holder | Change |
---|---|
Wells fargo & company/mn | -221.00 |
Riggs asset managment | -600.00 |
Two sigma securities | -11.27K |
Squarepoint ops | -14.67K |
Ci private wealth | -25.00K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 30 | 100.00% | 9,284,466 | 8.71% | 27 | 4.23% | 26 | 188.89% | 2 | - |
Sep 30, 2024 | 15 | 15.38% | 8,540,568 | 439.71% | 25 | 113.33% | 9 | 80.00% | 2 | - |
Jun 30, 2024 | 13 | -7.14% | 1,582,426 | -4.01% | 4 | 19.34% | 5 | 25.00% | 2 | - |
Mar 31, 2024 | 14 | -22.22% | 1,648,500 | -2.92% | 4 | 19.00% | 4 | -55.56% | 2 | 100.00% |
Dec 31, 2023 | 18 | 20.00% | 1,698,139 | 5.12% | 5 | 20.09% | 9 | 80.00% | 1 | -50.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Institutional Extnd Mkt Idx Tr | 402.66K | 1.21% | - |
Fidelity Extended Market Index | 157.91K | 0.47% | -1.27K |
iShares Micro-Cap ETF | 66.92K | 0.20% | - |
Fidelity Total Market Index | 51.38K | 0.15% | - |
BlackRock Extended Equity Market K | 49.25K | 0.15% | -21.00 |
Extended Equity Market Fund K | 48.58K | 0.15% | -669.00 |
Fidelity Series Total Market Index | 36.69K | 0.11% | -998.00 |
Northern Trust Extended Eq Market Idx | 32.26K | 0.10% | 7.92K |
NT Ext Equity Mkt Idx Fd - L | 32.26K | 0.10% | 7.92K |
NT Ext Equity Mkt Idx Fd - NL | 25.87K | 0.08% | - |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | - |
2023 Q4 | - | - |
2023 Q1 | - | - |
2022 Q4 | - | - |
2022 Q3 | - | - |
NEOV Ownership FAQ
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