Nicholas Financial Ownership 2024 | Who Owns Nicholas Financial Now?
Institutional Ownership
2.15%
Insider Ownership
17.66%
Retail Ownership
80.18%
Institutional Holders
1.00
Nicholas Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CALDWELL SUTTER CAPITAL, INC. | 2.15% | 0.51% | 157,000 | -2,900 | -1.81% | 1,031,490 | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -15,251 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -260,941 | -100.00% | - | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | - | - | - | -355,405 | -100.00% | - | Jun 30, 2024 |
TCW GROUP INC | - | - | - | -616,230 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -1,034 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -346,651 | -100.00% | - | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
RBF CAPITAL, LLC | - | - | - | -17,988 | -100.00% | - | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -53,897 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -10,546 | -100.00% | - | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -1,375 | -100.00% | - | Jun 30, 2024 |
ALPHA CUBED INVESTMENTS, LLC | - | - | - | -18,925 | -100.00% | - | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
MAGNOLIA GROUP, LLC | - | - | - | -2,426,067 | -100.00% | - | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
FORTIS CAPITAL ADVISORS, LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CALDWELL SUTTER CAPITAL, INC. | 2.15% | 0.51% | 157,000 | -2,900 | -1.81% | 1,031,490 | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -15,251 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -260,941 | -100.00% | - | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | - | - | - | -355,405 | -100.00% | - | Jun 30, 2024 |
TCW GROUP INC | - | - | - | -616,230 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -1,034 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -346,651 | -100.00% | - | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
RBF CAPITAL, LLC | - | - | - | -17,988 | -100.00% | - | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -53,897 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -10,546 | -100.00% | - | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -1,375 | -100.00% | - | Jun 30, 2024 |
ALPHA CUBED INVESTMENTS, LLC | - | - | - | -18,925 | -100.00% | - | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
MAGNOLIA GROUP, LLC | - | - | - | -2,426,067 | -100.00% | - | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
FORTIS CAPITAL ADVISORS, LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -1,034 | -100.00% | - | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -1,375 | -100.00% | - | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 2.15% | 0.51% | 157,000 | -2,900 | -1.81% | 1,031,490 | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -10,546 | -100.00% | - | Jun 30, 2024 |
FORTIS CAPITAL ADVISORS, LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -15,251 | -100.00% | - | Jun 30, 2024 |
RBF CAPITAL, LLC | - | - | - | -17,988 | -100.00% | - | Jun 30, 2024 |
ALPHA CUBED INVESTMENTS, LLC | - | - | - | -18,925 | -100.00% | - | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -53,897 | -100.00% | - | Jun 30, 2024 |
PATHSTONE HOLDINGS, LLC | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -260,941 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -346,651 | -100.00% | - | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | - | - | - | -355,405 | -100.00% | - | Jun 30, 2024 |
TCW GROUP INC | - | - | - | -616,230 | -100.00% | - | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MAGNOLIA GROUP, LLC | - | - | - | -2,426,067 | -100.00% | - | Jun 30, 2024 |
TCW GROUP INC | - | - | - | -616,230 | -100.00% | - | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | - | - | - | -355,405 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -346,651 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -260,941 | -100.00% | - | Jun 30, 2024 |
PATHSTONE HOLDINGS, LLC | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -53,897 | -100.00% | - | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
ALPHA CUBED INVESTMENTS, LLC | - | - | - | -18,925 | -100.00% | - | Jun 30, 2024 |
RBF CAPITAL, LLC | - | - | - | -17,988 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -15,251 | -100.00% | - | Jun 30, 2024 |
BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
FORTIS CAPITAL ADVISORS, LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -10,546 | -100.00% | - | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 2.15% | 0.51% | 157,000 | -2,900 | -1.81% | 1,031,490 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -1,375 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -1,034 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
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 |
---|---|---|---|---|---|---|---|
MAGNOLIA GROUP, LLC | - | - | - | -2,426,067 | -100.00% | - | Jun 30, 2024 |
TCW GROUP INC | - | - | - | -616,230 | -100.00% | - | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | - | - | - | -355,405 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -346,651 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -260,941 | -100.00% | - | Jun 30, 2024 |
PATHSTONE HOLDINGS, LLC | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -53,897 | -100.00% | - | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | - | - | - | -25,379 | -100.00% | - | Jun 30, 2024 |
ALPHA CUBED INVESTMENTS, LLC | - | - | - | -18,925 | -100.00% | - | Jun 30, 2024 |
RBF CAPITAL, LLC | - | - | - | -17,988 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -15,251 | -100.00% | - | Jun 30, 2024 |
BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
FORTIS CAPITAL ADVISORS, LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -10,546 | -100.00% | - | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -1,375 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -1,034 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
Nicholas Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Vericimetry Funds | 0.03% | 2,760 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.01% | 23,400 | - | - | Mar 28, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.00% | 574 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 255,349 | -107,044 | -29.54% | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 345,783 | 30,682 | 9.74% | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 48,298 | -18,707 | -27.92% | Feb 29, 2024 |
FIDELITY PURITAN TRUST | 0.00% | 9,679 | - | - | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 6,032 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 3,692 | - | - | Mar 31, 2024 |
RBC FUNDS TRUST | 0.00% | 8,367 | - | - | Mar 28, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,306 | - | - | Dec 31, 2023 |
Dimensional ETF Trust | 0.00% | 11,925 | - | - | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 57 | - | - | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 754 | - | - | Jan 31, 2024 |
iSHARES TRUST | 0.00% | 9,505 | -252 | -2.58% | Mar 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 607 | - | - | Mar 31, 2024 |
Nicholas Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1 | -95.65% |
31 Mar, 24 | 23 | 4.55% |
31 Dec, 23 | 22 | - |
30 Sep, 23 | 22 | 10.00% |
30 Jun, 23 | 20 | -9.09% |
31 Mar, 23 | 22 | -4.35% |
31 Dec, 22 | 23 | 21.05% |
30 Sep, 22 | 19 | - |
30 Jun, 22 | 19 | 11.76% |
31 Mar, 22 | 17 | - |
31 Dec, 21 | 17 | -10.53% |
30 Sep, 21 | 19 | -5.00% |
30 Jun, 21 | 20 | - |
31 Mar, 21 | 20 | 5.26% |
31 Dec, 20 | 19 | - |
30 Sep, 20 | 19 | -5.00% |
30 Jun, 20 | 20 | - |
31 Mar, 20 | 20 | -4.76% |
31 Dec, 19 | 21 | -4.55% |
30 Sep, 19 | 22 | -8.33% |
30 Jun, 19 | 24 | 4.35% |
31 Mar, 19 | 23 | -8.00% |
31 Dec, 18 | 25 | 13.64% |
30 Sep, 18 | 22 | -4.35% |
30 Jun, 18 | 23 | -4.17% |
31 Mar, 18 | 24 | -7.69% |
31 Dec, 17 | 26 | - |
30 Sep, 17 | 26 | -3.70% |
30 Jun, 17 | 27 | -18.18% |
31 Mar, 17 | 33 | -5.71% |
31 Dec, 16 | 35 | -2.78% |
30 Sep, 16 | 36 | -7.69% |
30 Jun, 16 | 39 | -9.30% |
31 Mar, 16 | 43 | -2.27% |
31 Dec, 15 | 44 | - |
30 Sep, 15 | 44 | -13.73% |
30 Jun, 15 | 51 | -10.53% |
31 Mar, 15 | 57 | -9.52% |
31 Dec, 14 | 63 | 8.62% |
30 Sep, 14 | 58 | -9.38% |
30 Jun, 14 | 64 | 1.59% |
31 Mar, 14 | 63 | -8.70% |
31 Dec, 13 | 69 | 15.00% |
30 Sep, 13 | 60 | -6.25% |
30 Jun, 13 | 64 | 276.47% |
31 Mar, 13 | 17 | - |
31 Dec, 12 | 17 | 13.33% |
30 Sep, 12 | 15 | -16.67% |
30 Jun, 12 | 18 | 12.50% |
31 Mar, 12 | 16 | 23.08% |
31 Dec, 11 | 13 | -7.14% |
30 Sep, 11 | 14 | -17.65% |
30 Jun, 11 | 17 | 183.33% |
31 Mar, 11 | 6 | 20.00% |
31 Dec, 10 | 5 | - |
30 Sep, 10 | 5 | -16.67% |
30 Jun, 10 | 6 | 50.00% |
31 Mar, 10 | 4 | - |
31 Dec, 09 | 4 | - |
30 Sep, 09 | 4 | - |
30 Jun, 09 | 4 | -33.33% |
31 Mar, 09 | 6 | 20.00% |
31 Dec, 08 | 5 | 25.00% |
30 Sep, 08 | 4 | 33.33% |
30 Jun, 08 | 3 | -50.00% |
31 Mar, 08 | 6 | -25.00% |
31 Dec, 07 | 8 | - |
30 Sep, 07 | 8 | -20.00% |
30 Jun, 07 | 10 | 42.86% |
31 Mar, 07 | 7 | 40.00% |
31 Dec, 06 | 5 | -37.50% |
30 Sep, 06 | 8 | - |
30 Jun, 06 | 8 | -33.33% |
31 Mar, 06 | 12 | 50.00% |
31 Dec, 05 | 8 | 14.29% |
30 Sep, 05 | 7 | -12.50% |
30 Jun, 05 | 8 | 33.33% |
31 Mar, 05 | 6 | 500.00% |
31 Dec, 04 | 1 | - |
30 Sep, 04 | 1 | -75.00% |
30 Jun, 04 | 4 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 157,000 | -96.46% |
31 Mar, 24 | 4,436,129 | -1.43% |
31 Dec, 23 | 4,500,395 | -0.92% |
30 Sep, 23 | 4,542,120 | -0.98% |
30 Jun, 23 | 4,587,202 | -1.78% |
31 Mar, 23 | 4,670,327 | -1.02% |
31 Dec, 22 | 4,718,328 | 3.10% |
30 Sep, 22 | 4,576,452 | -0.80% |
30 Jun, 22 | 4,613,463 | -0.33% |
31 Mar, 22 | 4,628,778 | 2.91% |
31 Dec, 21 | 4,497,734 | -1.48% |
30 Sep, 21 | 4,565,094 | -0.72% |
30 Jun, 21 | 4,598,118 | 1.30% |
31 Mar, 21 | 4,539,024 | -2.09% |
31 Dec, 20 | 4,635,933 | -2.84% |
30 Sep, 20 | 4,771,482 | -0.23% |
30 Jun, 20 | 4,782,382 | 0.03% |
31 Mar, 20 | 4,780,858 | 2.68% |
31 Dec, 19 | 4,656,191 | 0.44% |
30 Sep, 19 | 4,635,646 | 0.43% |
30 Jun, 19 | 4,615,936 | -0.18% |
31 Mar, 19 | 4,624,460 | -0.22% |
31 Dec, 18 | 4,634,748 | 2.38% |
30 Sep, 18 | 4,527,078 | 2.28% |
30 Jun, 18 | 4,426,001 | 1.37% |
31 Mar, 18 | 4,366,360 | 1.35% |
31 Dec, 17 | 4,308,256 | -0.29% |
30 Sep, 17 | 4,320,652 | -0.67% |
30 Jun, 17 | 4,349,881 | 1.59% |
31 Mar, 17 | 4,281,632 | 23.17% |
31 Dec, 16 | 3,476,077 | 36.88% |
30 Sep, 16 | 2,539,598 | 0.50% |
30 Jun, 16 | 2,526,838 | -4.26% |
31 Mar, 16 | 2,639,144 | -7.86% |
31 Dec, 15 | 2,864,139 | 15.65% |
30 Sep, 15 | 2,476,638 | -11.79% |
30 Jun, 15 | 2,807,757 | -9.84% |
31 Mar, 15 | 3,114,182 | -40.73% |
31 Dec, 14 | 5,254,564 | -6.64% |
30 Sep, 14 | 5,628,403 | -9.57% |
30 Jun, 14 | 6,223,884 | 4.26% |
31 Mar, 14 | 5,969,758 | 6.86% |
31 Dec, 13 | 5,586,657 | 15.53% |
30 Sep, 13 | 4,835,493 | 1.41% |
30 Jun, 13 | 4,768,109 | 78.55% |
31 Mar, 13 | 2,670,435 | -8.63% |
31 Dec, 12 | 2,922,504 | 1.91% |
30 Sep, 12 | 2,867,713 | -0.38% |
30 Jun, 12 | 2,878,712 | -7.42% |
31 Mar, 12 | 3,109,499 | 37.72% |
31 Dec, 11 | 2,257,903 | -9.62% |
30 Sep, 11 | 2,498,123 | 9.19% |
30 Jun, 11 | 2,287,770 | 43.29% |
31 Mar, 11 | 1,596,585 | -0.08% |
31 Dec, 10 | 1,597,801 | 1.88% |
30 Sep, 10 | 1,568,351 | -0.62% |
30 Jun, 10 | 1,578,125 | 17.90% |
31 Mar, 10 | 1,338,473 | -7.43% |
31 Dec, 09 | 1,445,914 | 9.35% |
30 Sep, 09 | 1,322,328 | -1.84% |
30 Jun, 09 | 1,347,069 | -44.44% |
31 Mar, 09 | 2,424,343 | 4.33% |
31 Dec, 08 | 2,323,657 | 8.63% |
30 Sep, 08 | 2,138,987 | 10.40% |
30 Jun, 08 | 1,937,409 | 18.28% |
31 Mar, 08 | 1,637,988 | -16.87% |
31 Dec, 07 | 1,970,449 | 27.41% |
30 Sep, 07 | 1,546,551 | -22.78% |
30 Jun, 07 | 2,002,852 | 73.41% |
31 Mar, 07 | 1,154,974 | -23.91% |
31 Dec, 06 | 1,517,895 | 2.09% |
30 Sep, 06 | 1,486,868 | -18.20% |
30 Jun, 06 | 1,817,767 | 24.98% |
31 Mar, 06 | 1,454,390 | 100.01% |
31 Dec, 05 | 727,166 | -21.60% |
30 Sep, 05 | 927,550 | -20.68% |
30 Jun, 05 | 1,169,416 | 75.60% |
31 Mar, 05 | 665,973 | 172.27% |
31 Dec, 04 | 244,600 | 132.07% |
30 Sep, 04 | 105,400 | -67.27% |
30 Jun, 04 | 322,000 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 2.15% | 0.06% |
31 Mar, 24 | 60.89% | 1.60% |
31 Dec, 23 | 61.77% | 1.59% |
30 Sep, 23 | 62.40% | 1.56% |
30 Jun, 23 | 63.31% | 1.51% |
31 Mar, 23 | 64.69% | 1.51% |
31 Dec, 22 | 65.36% | 1.65% |
30 Sep, 22 | 62.92% | 1.65% |
30 Jun, 22 | 61.81% | 1.56% |
31 Mar, 22 | 62.89% | 1.89% |
31 Dec, 21 | 57.66% | 1.61% |
30 Sep, 21 | 59.77% | 1.75% |
30 Jun, 21 | 58.51% | 1.72% |
31 Mar, 21 | 58.29% | 1.62% |
31 Dec, 20 | 60.02% | 1.65% |
30 Sep, 20 | 60.26% | 1.66% |
30 Jun, 20 | 60.20% | 1.56% |
31 Mar, 20 | 62.07% | 1.73% |
31 Dec, 19 | 59.89% | 2.22% |
30 Sep, 19 | 51.89% | 1.74% |
30 Jun, 19 | 54.67% | 1.60% |
31 Mar, 19 | 58.48% | 1.55% |
31 Dec, 18 | 61.46% | 2.07% |
30 Sep, 18 | 54.45% | 1.73% |
30 Jun, 18 | 56.10% | 1.91% |
31 Mar, 18 | 54.24% | 1.79% |
31 Dec, 17 | 55.01% | 1.77% |
30 Sep, 17 | 55.82% | 1.95% |
30 Jun, 17 | 53.50% | 1.74% |
31 Mar, 17 | 55.41% | 2.64% |
31 Dec, 16 | 45.80% | 4.18% |
30 Sep, 16 | 33.10% | 3.05% |
30 Jun, 16 | 32.94% | 2.83% |
31 Mar, 16 | 34.11% | 2.42% |
31 Dec, 15 | 37.57% | 3.56% |
30 Sep, 15 | 32.49% | 2.39% |
30 Jun, 15 | 36.87% | 2.20% |
31 Mar, 15 | 40.89% | 0.86% |
31 Dec, 14 | 68.99% | 1.26% |
30 Sep, 14 | 73.90% | 1.11% |
30 Jun, 14 | 81.72% | 1.33% |
31 Mar, 14 | 78.38% | 1.46% |
31 Dec, 13 | 73.35% | 1.82% |
30 Sep, 13 | 63.49% | 1.62% |
30 Jun, 13 | 62.61% | 5.09% |
31 Mar, 13 | 35.06% | 2.38% |
31 Dec, 12 | 38.37% | 2.71% |
30 Sep, 12 | 37.65% | 2.64% |
30 Jun, 12 | 37.80% | 5.08% |
31 Mar, 12 | 27.28% | 6.95% |
31 Dec, 11 | 19.81% | 4.12% |
30 Sep, 11 | 21.91% | 5.44% |
30 Jun, 11 | 20.07% | 10.23% |
31 Mar, 11 | 14.00% | 7.13% |
31 Dec, 10 | 14.02% | 7.41% |
30 Sep, 10 | 13.76% | 7.18% |
30 Jun, 10 | 13.84% | 10.04% |
31 Mar, 10 | 11.74% | 7.30% |
31 Dec, 09 | 12.68% | 7.79% |
30 Sep, 09 | 12.76% | 7.55% |
30 Jun, 09 | 13.00% | 2.32% |
31 Mar, 09 | 23.65% | 6.04% |
31 Dec, 08 | 19.78% | 4.54% |
30 Sep, 08 | 20.88% | 6.00% |
30 Jun, 08 | 18.66% | 7.50% |
31 Mar, 08 | 15.77% | 4.20% |
31 Dec, 07 | 19.38% | 8.08% |
30 Sep, 07 | 15.49% | 3.82% |
30 Jun, 07 | 20.14% | 14.93% |
31 Mar, 07 | 11.62% | 4.93% |
31 Dec, 06 | 15.34% | 6.79% |
30 Sep, 06 | 15.04% | 4.35% |
30 Jun, 06 | 18.60% | 8.56% |
31 Mar, 06 | 14.74% | 26.27% |
31 Dec, 05 | 7.49% | 8.77% |
30 Sep, 05 | 9.24% | 6.72% |
30 Jun, 05 | 11.72% | 10.19% |
31 Mar, 05 | 10.73% | 76.00% |
31 Dec, 04 | 3.76% | 139.97% |
30 Sep, 04 | 1.64% | 5.01% |
30 Jun, 04 | 5.72% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | - | -100.00% |
31 Mar, 24 | 9 | 12.50% |
31 Dec, 23 | 8 | - |
30 Sep, 23 | 8 | 14.29% |
30 Jun, 23 | 7 | 16.67% |
31 Mar, 23 | 6 | - |
31 Dec, 22 | 6 | 100.00% |
30 Sep, 22 | 3 | -25.00% |
30 Jun, 22 | 4 | - |
31 Mar, 22 | 4 | 33.33% |
31 Dec, 21 | 3 | -50.00% |
30 Sep, 21 | 6 | -40.00% |
30 Jun, 21 | 10 | 150.00% |
31 Mar, 21 | 4 | -20.00% |
31 Dec, 20 | 5 | -16.67% |
30 Sep, 20 | 6 | - |
30 Jun, 20 | 6 | -14.29% |
31 Mar, 20 | 7 | 75.00% |
31 Dec, 19 | 4 | -33.33% |
30 Sep, 19 | 6 | -14.29% |
30 Jun, 19 | 7 | -12.50% |
31 Mar, 19 | 8 | -38.46% |
31 Dec, 18 | 13 | 30.00% |
30 Sep, 18 | 10 | 66.67% |
30 Jun, 18 | 6 | 20.00% |
31 Mar, 18 | 5 | -37.50% |
31 Dec, 17 | 8 | 14.29% |
30 Sep, 17 | 7 | -30.00% |
30 Jun, 17 | 10 | -41.18% |
31 Mar, 17 | 17 | 6.25% |
31 Dec, 16 | 16 | 45.45% |
30 Sep, 16 | 11 | 37.50% |
30 Jun, 16 | 8 | -50.00% |
31 Mar, 16 | 16 | -30.43% |
31 Dec, 15 | 23 | 53.33% |
30 Sep, 15 | 15 | -34.78% |
30 Jun, 15 | 23 | -11.54% |
31 Mar, 15 | 26 | -18.75% |
31 Dec, 14 | 32 | 45.45% |
30 Sep, 14 | 22 | -18.52% |
30 Jun, 14 | 27 | -15.63% |
31 Mar, 14 | 32 | -20.00% |
31 Dec, 13 | 40 | 48.15% |
30 Sep, 13 | 27 | -51.79% |
30 Jun, 13 | 56 | 600.00% |
31 Mar, 13 | 8 | -11.11% |
31 Dec, 12 | 9 | 28.57% |
30 Sep, 12 | 7 | -36.36% |
30 Jun, 12 | 11 | 37.50% |
31 Mar, 12 | 8 | 14.29% |
31 Dec, 11 | 7 | 16.67% |
30 Sep, 11 | 6 | -53.85% |
30 Jun, 11 | 13 | 225.00% |
31 Mar, 11 | 4 | 300.00% |
31 Dec, 10 | 1 | - |
30 Sep, 10 | 1 | -66.67% |
30 Jun, 10 | 3 | - |
31 Mar, 10 | - | -100.00% |
31 Dec, 09 | 4 | 100.00% |
30 Sep, 09 | 2 | - |
30 Jun, 09 | - | -100.00% |
31 Mar, 09 | 1 | -50.00% |
31 Dec, 08 | 2 | - |
30 Sep, 08 | 2 | - |
30 Jun, 08 | 2 | - |
31 Mar, 08 | 2 | -50.00% |
31 Dec, 07 | 4 | 300.00% |
30 Sep, 07 | 1 | -80.00% |
30 Jun, 07 | 5 | - |
31 Mar, 07 | 5 | 150.00% |
31 Dec, 06 | 2 | -33.33% |
30 Sep, 06 | 3 | -50.00% |
30 Jun, 06 | 6 | -14.29% |
31 Mar, 06 | 7 | 133.33% |
31 Dec, 05 | 3 | - |
30 Sep, 05 | 3 | -57.14% |
30 Jun, 05 | 7 | 16.67% |
31 Mar, 05 | 6 | 500.00% |
31 Dec, 04 | 1 | - |
30 Sep, 04 | - | -100.00% |
30 Jun, 04 | 4 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 1 | -87.50% |
31 Mar, 24 | 8 | - |
31 Dec, 23 | 8 | 100.00% |
30 Sep, 23 | 4 | 33.33% |
30 Jun, 23 | 3 | -40.00% |
31 Mar, 23 | 5 | -28.57% |
31 Dec, 22 | 7 | 133.33% |
30 Sep, 22 | 3 | -40.00% |
30 Jun, 22 | 5 | 25.00% |
31 Mar, 22 | 4 | - |
31 Dec, 21 | 4 | -20.00% |
30 Sep, 21 | 5 | 400.00% |
30 Jun, 21 | 1 | -85.71% |
31 Mar, 21 | 7 | - |
31 Dec, 20 | 7 | 40.00% |
30 Sep, 20 | 5 | -16.67% |
30 Jun, 20 | 6 | - |
31 Mar, 20 | 6 | -33.33% |
31 Dec, 19 | 9 | - |
30 Sep, 19 | 9 | 50.00% |
30 Jun, 19 | 6 | - |
31 Mar, 19 | 6 | 50.00% |
31 Dec, 18 | 4 | -20.00% |
30 Sep, 18 | 5 | -16.67% |
30 Jun, 18 | 6 | 20.00% |
31 Mar, 18 | 5 | -50.00% |
31 Dec, 17 | 10 | 25.00% |
30 Sep, 17 | 8 | 14.29% |
30 Jun, 17 | 7 | - |
31 Mar, 17 | 7 | -36.36% |
31 Dec, 16 | 11 | 10.00% |
30 Sep, 16 | 10 | -9.09% |
30 Jun, 16 | 11 | 10.00% |
31 Mar, 16 | 10 | 42.86% |
31 Dec, 15 | 7 | -56.25% |
30 Sep, 15 | 16 | -15.79% |
30 Jun, 15 | 19 | 5.56% |
31 Mar, 15 | 18 | -5.26% |
31 Dec, 14 | 19 | -5.00% |
30 Sep, 14 | 20 | -4.76% |
30 Jun, 14 | 21 | 50.00% |
31 Mar, 14 | 14 | -22.22% |
31 Dec, 13 | 18 | -5.26% |
30 Sep, 13 | 19 | 280.00% |
30 Jun, 13 | 5 | 25.00% |
31 Mar, 13 | 4 | 100.00% |
31 Dec, 12 | 2 | -33.33% |
30 Sep, 12 | 3 | 50.00% |
30 Jun, 12 | 2 | -50.00% |
31 Mar, 12 | 4 | 300.00% |
31 Dec, 11 | 1 | -66.67% |
30 Sep, 11 | 3 | 200.00% |
30 Jun, 11 | 1 | - |
31 Mar, 11 | - | -100.00% |
31 Dec, 10 | 1 | - |
30 Sep, 10 | 1 | - |
30 Jun, 10 | 1 | - |
31 Mar, 10 | 1 | - |
31 Dec, 09 | - | - |
30 Sep, 09 | - | - |
30 Jun, 09 | - | - |
31 Mar, 09 | - | - |
31 Dec, 08 | - | - |
30 Sep, 08 | - | - |
30 Jun, 08 | - | -100.00% |
31 Mar, 08 | 1 | - |
31 Dec, 07 | 1 | - |
30 Sep, 07 | 1 | - |
30 Jun, 07 | - | - |
31 Mar, 07 | - | -100.00% |
31 Dec, 06 | 1 | -50.00% |
30 Sep, 06 | 2 | 100.00% |
30 Jun, 06 | 1 | -50.00% |
31 Mar, 06 | 2 | -33.33% |
31 Dec, 05 | 3 | 200.00% |
30 Sep, 05 | 1 | - |
30 Jun, 05 | 1 | - |
31 Mar, 05 | - | - |
31 Dec, 04 | - | - |
30 Sep, 04 | - | - |
30 Jun, 04 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1 | -95.65% | 157,000 | -96.46% | 2.15% | 0.06% | - | -100.00% | 1 | -87.50% |
31 Mar, 24 | 23 | 4.55% | 4,436,129 | -1.43% | 60.89% | 1.60% | 9 | 12.50% | 8 | - |
31 Dec, 23 | 22 | - | 4,500,395 | -0.92% | 61.77% | 1.59% | 8 | - | 8 | 100.00% |
30 Sep, 23 | 22 | 10.00% | 4,542,120 | -0.98% | 62.40% | 1.56% | 8 | 14.29% | 4 | 33.33% |
30 Jun, 23 | 20 | -9.09% | 4,587,202 | -1.78% | 63.31% | 1.51% | 7 | 16.67% | 3 | -40.00% |
31 Mar, 23 | 22 | -4.35% | 4,670,327 | -1.02% | 64.69% | 1.51% | 6 | - | 5 | -28.57% |
31 Dec, 22 | 23 | 21.05% | 4,718,328 | 3.10% | 65.36% | 1.65% | 6 | 100.00% | 7 | 133.33% |
30 Sep, 22 | 19 | - | 4,576,452 | -0.80% | 62.92% | 1.65% | 3 | -25.00% | 3 | -40.00% |
30 Jun, 22 | 19 | 11.76% | 4,613,463 | -0.33% | 61.81% | 1.56% | 4 | - | 5 | 25.00% |
31 Mar, 22 | 17 | - | 4,628,778 | 2.91% | 62.89% | 1.89% | 4 | 33.33% | 4 | - |
31 Dec, 21 | 17 | -10.53% | 4,497,734 | -1.48% | 57.66% | 1.61% | 3 | -50.00% | 4 | -20.00% |
30 Sep, 21 | 19 | -5.00% | 4,565,094 | -0.72% | 59.77% | 1.75% | 6 | -40.00% | 5 | 400.00% |
30 Jun, 21 | 20 | - | 4,598,118 | 1.30% | 58.51% | 1.72% | 10 | 150.00% | 1 | -85.71% |
31 Mar, 21 | 20 | 5.26% | 4,539,024 | -2.09% | 58.29% | 1.62% | 4 | -20.00% | 7 | - |
31 Dec, 20 | 19 | - | 4,635,933 | -2.84% | 60.02% | 1.65% | 5 | -16.67% | 7 | 40.00% |
30 Sep, 20 | 19 | -5.00% | 4,771,482 | -0.23% | 60.26% | 1.66% | 6 | - | 5 | -16.67% |
30 Jun, 20 | 20 | - | 4,782,382 | 0.03% | 60.20% | 1.56% | 6 | -14.29% | 6 | - |
31 Mar, 20 | 20 | -4.76% | 4,780,858 | 2.68% | 62.07% | 1.73% | 7 | 75.00% | 6 | -33.33% |
31 Dec, 19 | 21 | -4.55% | 4,656,191 | 0.44% | 59.89% | 2.22% | 4 | -33.33% | 9 | - |
30 Sep, 19 | 22 | -8.33% | 4,635,646 | 0.43% | 51.89% | 1.74% | 6 | -14.29% | 9 | 50.00% |
30 Jun, 19 | 24 | 4.35% | 4,615,936 | -0.18% | 54.67% | 1.60% | 7 | -12.50% | 6 | - |
31 Mar, 19 | 23 | -8.00% | 4,624,460 | -0.22% | 58.48% | 1.55% | 8 | -38.46% | 6 | 50.00% |
31 Dec, 18 | 25 | 13.64% | 4,634,748 | 2.38% | 61.46% | 2.07% | 13 | 30.00% | 4 | -20.00% |
30 Sep, 18 | 22 | -4.35% | 4,527,078 | 2.28% | 54.45% | 1.73% | 10 | 66.67% | 5 | -16.67% |
30 Jun, 18 | 23 | -4.17% | 4,426,001 | 1.37% | 56.10% | 1.91% | 6 | 20.00% | 6 | 20.00% |
31 Mar, 18 | 24 | -7.69% | 4,366,360 | 1.35% | 54.24% | 1.79% | 5 | -37.50% | 5 | -50.00% |
31 Dec, 17 | 26 | - | 4,308,256 | -0.29% | 55.01% | 1.77% | 8 | 14.29% | 10 | 25.00% |
30 Sep, 17 | 26 | -3.70% | 4,320,652 | -0.67% | 55.82% | 1.95% | 7 | -30.00% | 8 | 14.29% |
30 Jun, 17 | 27 | -18.18% | 4,349,881 | 1.59% | 53.50% | 1.74% | 10 | -41.18% | 7 | - |
31 Mar, 17 | 33 | -5.71% | 4,281,632 | 23.17% | 55.41% | 2.64% | 17 | 6.25% | 7 | -36.36% |
31 Dec, 16 | 35 | -2.78% | 3,476,077 | 36.88% | 45.80% | 4.18% | 16 | 45.45% | 11 | 10.00% |
30 Sep, 16 | 36 | -7.69% | 2,539,598 | 0.50% | 33.10% | 3.05% | 11 | 37.50% | 10 | -9.09% |
30 Jun, 16 | 39 | -9.30% | 2,526,838 | -4.26% | 32.94% | 2.83% | 8 | -50.00% | 11 | 10.00% |
31 Mar, 16 | 43 | -2.27% | 2,639,144 | -7.86% | 34.11% | 2.42% | 16 | -30.43% | 10 | 42.86% |
31 Dec, 15 | 44 | - | 2,864,139 | 15.65% | 37.57% | 3.56% | 23 | 53.33% | 7 | -56.25% |
30 Sep, 15 | 44 | -13.73% | 2,476,638 | -11.79% | 32.49% | 2.39% | 15 | -34.78% | 16 | -15.79% |
30 Jun, 15 | 51 | -10.53% | 2,807,757 | -9.84% | 36.87% | 2.20% | 23 | -11.54% | 19 | 5.56% |
31 Mar, 15 | 57 | -9.52% | 3,114,182 | -40.73% | 40.89% | 0.86% | 26 | -18.75% | 18 | -5.26% |
31 Dec, 14 | 63 | 8.62% | 5,254,564 | -6.64% | 68.99% | 1.26% | 32 | 45.45% | 19 | -5.00% |
30 Sep, 14 | 58 | -9.38% | 5,628,403 | -9.57% | 73.90% | 1.11% | 22 | -18.52% | 20 | -4.76% |
30 Jun, 14 | 64 | 1.59% | 6,223,884 | 4.26% | 81.72% | 1.33% | 27 | -15.63% | 21 | 50.00% |
31 Mar, 14 | 63 | -8.70% | 5,969,758 | 6.86% | 78.38% | 1.46% | 32 | -20.00% | 14 | -22.22% |
31 Dec, 13 | 69 | 15.00% | 5,586,657 | 15.53% | 73.35% | 1.82% | 40 | 48.15% | 18 | -5.26% |
30 Sep, 13 | 60 | -6.25% | 4,835,493 | 1.41% | 63.49% | 1.62% | 27 | -51.79% | 19 | 280.00% |
30 Jun, 13 | 64 | 276.47% | 4,768,109 | 78.55% | 62.61% | 5.09% | 56 | 600.00% | 5 | 25.00% |
31 Mar, 13 | 17 | - | 2,670,435 | -8.63% | 35.06% | 2.38% | 8 | -11.11% | 4 | 100.00% |
31 Dec, 12 | 17 | 13.33% | 2,922,504 | 1.91% | 38.37% | 2.71% | 9 | 28.57% | 2 | -33.33% |
30 Sep, 12 | 15 | -16.67% | 2,867,713 | -0.38% | 37.65% | 2.64% | 7 | -36.36% | 3 | 50.00% |
30 Jun, 12 | 18 | 12.50% | 2,878,712 | -7.42% | 37.80% | 5.08% | 11 | 37.50% | 2 | -50.00% |
31 Mar, 12 | 16 | 23.08% | 3,109,499 | 37.72% | 27.28% | 6.95% | 8 | 14.29% | 4 | 300.00% |
31 Dec, 11 | 13 | -7.14% | 2,257,903 | -9.62% | 19.81% | 4.12% | 7 | 16.67% | 1 | -66.67% |
30 Sep, 11 | 14 | -17.65% | 2,498,123 | 9.19% | 21.91% | 5.44% | 6 | -53.85% | 3 | 200.00% |
30 Jun, 11 | 17 | 183.33% | 2,287,770 | 43.29% | 20.07% | 10.23% | 13 | 225.00% | 1 | - |
31 Mar, 11 | 6 | 20.00% | 1,596,585 | -0.08% | 14.00% | 7.13% | 4 | 300.00% | - | -100.00% |
31 Dec, 10 | 5 | - | 1,597,801 | 1.88% | 14.02% | 7.41% | 1 | - | 1 | - |
30 Sep, 10 | 5 | -16.67% | 1,568,351 | -0.62% | 13.76% | 7.18% | 1 | -66.67% | 1 | - |
30 Jun, 10 | 6 | 50.00% | 1,578,125 | 17.90% | 13.84% | 10.04% | 3 | - | 1 | - |
31 Mar, 10 | 4 | - | 1,338,473 | -7.43% | 11.74% | 7.30% | - | -100.00% | 1 | - |
31 Dec, 09 | 4 | - | 1,445,914 | 9.35% | 12.68% | 7.79% | 4 | 100.00% | - | - |
30 Sep, 09 | 4 | - | 1,322,328 | -1.84% | 12.76% | 7.55% | 2 | - | - | - |
30 Jun, 09 | 4 | -33.33% | 1,347,069 | -44.44% | 13.00% | 2.32% | - | -100.00% | - | - |
31 Mar, 09 | 6 | 20.00% | 2,424,343 | 4.33% | 23.65% | 6.04% | 1 | -50.00% | - | - |
31 Dec, 08 | 5 | 25.00% | 2,323,657 | 8.63% | 19.78% | 4.54% | 2 | - | - | - |
30 Sep, 08 | 4 | 33.33% | 2,138,987 | 10.40% | 20.88% | 6.00% | 2 | - | - | - |
30 Jun, 08 | 3 | -50.00% | 1,937,409 | 18.28% | 18.66% | 7.50% | 2 | - | - | -100.00% |
31 Mar, 08 | 6 | -25.00% | 1,637,988 | -16.87% | 15.77% | 4.20% | 2 | -50.00% | 1 | - |
31 Dec, 07 | 8 | - | 1,970,449 | 27.41% | 19.38% | 8.08% | 4 | 300.00% | 1 | - |
30 Sep, 07 | 8 | -20.00% | 1,546,551 | -22.78% | 15.49% | 3.82% | 1 | -80.00% | 1 | - |
30 Jun, 07 | 10 | 42.86% | 2,002,852 | 73.41% | 20.14% | 14.93% | 5 | - | - | - |
31 Mar, 07 | 7 | 40.00% | 1,154,974 | -23.91% | 11.62% | 4.93% | 5 | 150.00% | - | -100.00% |
31 Dec, 06 | 5 | -37.50% | 1,517,895 | 2.09% | 15.34% | 6.79% | 2 | -33.33% | 1 | -50.00% |
30 Sep, 06 | 8 | - | 1,486,868 | -18.20% | 15.04% | 4.35% | 3 | -50.00% | 2 | 100.00% |
30 Jun, 06 | 8 | -33.33% | 1,817,767 | 24.98% | 18.60% | 8.56% | 6 | -14.29% | 1 | -50.00% |
31 Mar, 06 | 12 | 50.00% | 1,454,390 | 100.01% | 14.74% | 26.27% | 7 | 133.33% | 2 | -33.33% |
31 Dec, 05 | 8 | 14.29% | 727,166 | -21.60% | 7.49% | 8.77% | 3 | - | 3 | 200.00% |
30 Sep, 05 | 7 | -12.50% | 927,550 | -20.68% | 9.24% | 6.72% | 3 | -57.14% | 1 | - |
30 Jun, 05 | 8 | 33.33% | 1,169,416 | 75.60% | 11.72% | 10.19% | 7 | 16.67% | 1 | - |
31 Mar, 05 | 6 | 500.00% | 665,973 | 172.27% | 10.73% | 76.00% | 6 | 500.00% | - | - |
31 Dec, 04 | 1 | - | 244,600 | 132.07% | 3.76% | 139.97% | 1 | - | - | - |
30 Sep, 04 | 1 | -75.00% | 105,400 | -67.27% | 1.64% | 5.01% | - | -100.00% | - | - |
30 Jun, 04 | 4 | - | 322,000 | - | 5.72% | - | 4 | - | - | - |
Nicholas Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Nicholas Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2023 | 2 | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | 1 | - | - |
Q2 2022 | 1 | 2 | 50.00% |
Q1 2022 | 8 | - | - |
Q4 2021 | 18 | 2 | 900.00% |
Q3 2021 | 16 | 2 | 800.00% |
Q2 2021 | 6 | - | - |
Q1 2021 | 6 | - | - |
Q4 2020 | 14 | - | - |
Q3 2020 | 11 | - | - |
Q2 2020 | 11 | - | - |
Q1 2020 | 6 | - | - |
Q4 2019 | 4 | 2 | 200.00% |
Q3 2019 | 19 | - | - |
Q2 2019 | 22 | - | - |
Q1 2019 | 8 | - | - |
Q4 2018 | 6 | - | - |
Q3 2018 | 26 | - | - |
Q2 2018 | 7 | 1 | 700.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2023 | 2 | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | 1 | - | - |
Q2 2022 | 1 | - | - |
Q1 2022 | 6 | - | - |
Q4 2021 | 15 | - | - |
Q3 2021 | 12 | - | - |
Q2 2021 | 5 | - | - |
Q1 2021 | 5 | - | - |
Q4 2020 | 11 | - | - |
Q3 2020 | 6 | - | - |
Q2 2020 | 9 | - | - |
Q1 2020 | 6 | - | - |
Q4 2019 | 4 | - | - |
Q3 2019 | 13 | - | - |
Q2 2019 | 15 | - | - |
Q1 2019 | 4 | - | - |
Q4 2018 | 3 | - | - |
Q3 2018 | 19 | - | - |
Q2 2018 | 2 | - | - |
Nicholas Financial Peer Ownership
NICK Ownership FAQ
Who Owns Nicholas Financial?
Nicholas Financial is owned by institutional shareholders (2.15%), insiders (17.66%), and public (80.18%). The largest institutional shareholder of Nicholas Financial is CALDWELL SUTTER CAPITAL, INC. (2.15% of total shares) and the top mutual fund owner is Vericimetry Funds (0.03% of total shares).
Who are the major institutional shareholders of Nicholas Financial?
Nicholas Financial's major institutional shareholders are CALDWELL SUTTER CAPITAL, INC., JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, and VANGUARD GROUP INC. The top five shareholders own together 2.15% of the company's share outstanding.
How many Nicholas Financial shareholders are there?
As of Jun 2024, there are 1 institutional shareholders of Nicholas Financial.
What percentage of Nicholas Financial is owned by CALDWELL SUTTER CAPITAL, INC?
CALDWELL SUTTER CAPITAL, INC owns 157K shares of Nicholas Financial, representing 2.15% of the company's total shares outstanding, valued at $1.03M (as of Jun 2024).
What percentage of Nicholas Financial is owned by JPMORGAN CHASE & CO?
As of Jun 2024, JPMORGAN CHASE & CO holds 0 shares of Nicholas Financial (NICK), compromising 0% of the company, valued at $0.
What percentage of Nicholas Financial is owned by WELLS FARGO & COMPANY/MN?
WELLS FARGO & COMPANY/MN is the third largest holder of Nicholas Financial. The company owns 0 of the company's shares outstanding (worth $0).