Nuwellis Ownership 2024 | Who Owns Nuwellis Now?
Institutional Ownership
143.53%
Insider Ownership
1.86%
Retail Ownership
-45.40%
Institutional Holders
16.00
Nuwellis Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ACADIAN ASSET MANAGEMENT LLC | 3.86% | 0.00% | 6,714 | -11,243 | -62.61% | 31,000 | Mar 31, 2023 |
UBS GROUP AG | 1.64% | - | 2,847 | 2,847 | 100.00% | 13,836,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.30% | 0.00% | 529 | -319 | -37.62% | 3,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.19% | - | 335 | 335 | 100.00% | 2,000,000 | Mar 31, 2023 |
NEWSQUARE CAPITAL LLC | 0.02% | - | 30 | - | - | 146,000 | Mar 31, 2023 |
HEADLANDS TECHNOLOGIES LLC | 0.02% | 0.00% | 28 | 28 | 100.00% | 136,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 4 | 2 | 100.00% | 19,000 | Mar 31, 2023 |
Nuwellis's largest institutional shareholder is ACADIAN ASSET MANAGEMENT LLC, holding 3.86% of the company's total share outstanding, currently valued at $31.00K. The top 10 institutional shareholders own together 6.03% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ACADIAN ASSET MANAGEMENT LLC | 3.86% | 0.00% | 6,714 | -11,243 | -62.61% | 31,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.30% | 0.00% | 529 | -319 | -37.62% | 3,000 | Mar 31, 2023 |
HEADLANDS TECHNOLOGIES LLC | 0.02% | 0.00% | 28 | 28 | 100.00% | 136,000 | Mar 31, 2023 |
NEWSQUARE CAPITAL LLC | 0.02% | - | 30 | - | - | 146,000 | Mar 31, 2023 |
UBS GROUP AG | 1.64% | - | 2,847 | 2,847 | 100.00% | 13,836,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.19% | - | 335 | 335 | 100.00% | 2,000,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 4 | 2 | 100.00% | 19,000 | Mar 31, 2023 |
The largest Nuwellis shareholder by % of total assets is ACADIAN ASSET MANAGEMENT LLC. The company owns 6.71K shares of Nuwellis (NUWE), representing 0.00% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS GROUP AG | 1.64% | - | 2,847 | 2,847 | 100.00% | 13,836,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.19% | - | 335 | 335 | 100.00% | 2,000,000 | Mar 31, 2023 |
HEADLANDS TECHNOLOGIES LLC | 0.02% | 0.00% | 28 | 28 | 100.00% | 136,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 4 | 2 | 100.00% | 19,000 | Mar 31, 2023 |
NEWSQUARE CAPITAL LLC | 0.02% | - | 30 | - | - | 146,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.30% | 0.00% | 529 | -319 | -37.62% | 3,000 | Mar 31, 2023 |
ACADIAN ASSET MANAGEMENT LLC | 3.86% | 0.00% | 6,714 | -11,243 | -62.61% | 31,000 | Mar 31, 2023 |
As of Mar 31 2023, Nuwellis's largest institutional buyer is UBS GROUP AG. The company purchased 2.85K stocks of NUWE, valued at $13.84M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ACADIAN ASSET MANAGEMENT LLC | 3.86% | 0.00% | 6,714 | -11,243 | -62.61% | 31,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.30% | 0.00% | 529 | -319 | -37.62% | 3,000 | Mar 31, 2023 |
NEWSQUARE CAPITAL LLC | 0.02% | - | 30 | - | - | 146,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 4 | 2 | 100.00% | 19,000 | Mar 31, 2023 |
HEADLANDS TECHNOLOGIES LLC | 0.02% | 0.00% | 28 | 28 | 100.00% | 136,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.19% | - | 335 | 335 | 100.00% | 2,000,000 | Mar 31, 2023 |
UBS GROUP AG | 1.64% | - | 2,847 | 2,847 | 100.00% | 13,836,000 | Mar 31, 2023 |
As of Mar 31 2023, Nuwellis's biggest institutional seller is ACADIAN ASSET MANAGEMENT LLC. The company sold -11.24K shares of NUWE, valued at $31.00K.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS GROUP AG | 1.64% | - | 2,847 | 2,847 | 100.00% | 13,836,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.19% | - | 335 | 335 | 100.00% | 2,000,000 | Mar 31, 2023 |
HEADLANDS TECHNOLOGIES LLC | 0.02% | 0.00% | 28 | 28 | 100.00% | 136,000 | Mar 31, 2023 |
Nuwellis's largest new institutional shareholder by number of shares is UBS GROUP AG, purchased 2.85K shares, valued at $13.84M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
Nuwellis Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
VANGUARD INDEX FUNDS | 0.00% | 302,881 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 139,483 | - | - | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 49,955 | -49,955 | -50.00% | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 11,218 | -93 | -0.82% | Feb 29, 2024 |
Nuwellis's largest mutual fund holder by % of total assets is "VANGUARD INDEX FUNDS", owning 302.88K shares, compromising 0.00% of its total assets.
Nuwellis Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Sep, 20 | 16 | 77.78% |
30 Jun, 20 | 9 | 28.57% |
31 Mar, 20 | 7 | 40.00% |
31 Dec, 19 | 5 | -44.44% |
30 Sep, 19 | 9 | 12.50% |
30 Jun, 19 | 8 | 33.33% |
31 Mar, 19 | 6 | 500.00% |
31 Dec, 18 | 1 | - |
As of 30 Sep 20, 16 institutions are holding Nuwellis's shares, representing an increase of 77.78% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Sep, 20 | 1,616,187 | 90.32% |
30 Jun, 20 | 849,209 | 150.05% |
31 Mar, 20 | 339,618 | 10.17% |
31 Dec, 19 | 308,261 | -5.16% |
30 Sep, 19 | 325,027 | -15.02% |
30 Jun, 19 | 382,479 | 66.48% |
31 Mar, 19 | 229,750 | 707.33% |
31 Dec, 18 | 28,458 | - |
Nuwellis (NUWE) has 1.62M shares outstanding as of 30 Sep 20, up 90.32% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Sep, 20 | 143.53% | 2.52% |
30 Jun, 20 | 75.42% | 8.29% |
31 Mar, 20 | 30.16% | 4.02% |
31 Dec, 19 | 27.38% | 3.29% |
30 Sep, 19 | 28.87% | 2.50% |
30 Jun, 19 | 33.97% | 8.16% |
31 Mar, 19 | 20.40% | 319.43% |
31 Dec, 18 | 2.53% | - |
As of 30 Sep 20, Nuwellis is held by 143.53% institutional shareholders, representing a 2.52% growth compared to 30 Jun 20.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Sep, 20 | 13 | 62.50% |
30 Jun, 20 | 8 | 33.33% |
31 Mar, 20 | 6 | 50.00% |
31 Dec, 19 | 4 | -42.86% |
30 Sep, 19 | 7 | - |
30 Jun, 19 | 7 | 16.67% |
31 Mar, 19 | 6 | 500.00% |
31 Dec, 18 | 1 | - |
13 institutional shareholders have increased their position in NUWE stock as of 30 Sep 20 compared to 8 in the previous quarter (a 62.50% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Sep, 20 | 1 | - |
30 Jun, 20 | - | -100.00% |
31 Mar, 20 | 1 | - |
31 Dec, 19 | - | -100.00% |
30 Sep, 19 | 2 | 100.00% |
30 Jun, 19 | 1 | - |
31 Mar, 19 | - | - |
31 Dec, 18 | - | - |
1 institutional shareholders have reduced their position in NUWE stock as of 30 Sep 20 compared to - 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 % |
---|---|---|---|---|---|---|---|---|---|---|
30 Sep, 20 | 16 | 77.78% | 1,616,187 | 90.32% | 143.53% | 2.52% | 13 | 62.50% | 1 | - |
30 Jun, 20 | 9 | 28.57% | 849,209 | 150.05% | 75.42% | 8.29% | 8 | 33.33% | - | -100.00% |
31 Mar, 20 | 7 | 40.00% | 339,618 | 10.17% | 30.16% | 4.02% | 6 | 50.00% | 1 | - |
31 Dec, 19 | 5 | -44.44% | 308,261 | -5.16% | 27.38% | 3.29% | 4 | -42.86% | - | -100.00% |
30 Sep, 19 | 9 | 12.50% | 325,027 | -15.02% | 28.87% | 2.50% | 7 | - | 2 | 100.00% |
30 Jun, 19 | 8 | 33.33% | 382,479 | 66.48% | 33.97% | 8.16% | 7 | 16.67% | 1 | - |
31 Mar, 19 | 6 | 500.00% | 229,750 | 707.33% | 20.40% | 319.43% | 6 | 500.00% | - | - |
31 Dec, 18 | 1 | - | 28,458 | - | 2.53% | - | 1 | - | - | - |
Nuwellis Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Nuwellis's stock was made by Scott Robert Benjamin on Sep 06 2023, selling 12 shares at $930.00 per share (valued at $11.16K). The last insider buy of NUWE was made by Jaramillo Nestor Jr. on Mar 16 2023, buying 4,098 shares at $4.79 per share (worth $19.63K).
Nuwellis Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 3 | - | - |
Q4 2023 | - | - | - |
Q3 2023 | 1 | 4 | 25.00% |
Q2 2023 | 5 | - | - |
Q1 2023 | 5 | - | - |
Q4 2022 | - | - | - |
Q2 2022 | 5 | - | - |
Q1 2022 | 3 | - | - |
Q3 2021 | 1 | - | - |
Q2 2021 | 4 | - | - |
Q1 2021 | 1 | 1 | 100.00% |
Q2 2020 | 3 | - | - |
Q3 2019 | - | 1 | - |
Q2 2019 | 3 | 1 | 300.00% |
Q1 2019 | 3 | - | - |
Q3 2018 | 1 | 2 | 50.00% |
Q2 2018 | 3 | - | - |
Q1 2018 | 4 | 1 | 400.00% |
Q4 2017 | 5 | - | - |
Q3 2017 | 3 | - | - |
3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Nuwellis's insiders, as of Q1 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | - | - | - |
Q4 2023 | - | - | - |
Q3 2023 | - | - | - |
Q2 2023 | - | - | - |
Q1 2023 | 1 | - | - |
Q4 2022 | - | - | - |
Q2 2022 | - | - | - |
Q1 2022 | - | - | - |
Q3 2021 | - | - | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q2 2020 | - | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | - | - |
Q1 2019 | 3 | - | - |
Q3 2018 | 1 | 1 | 100.00% |
Q2 2018 | - | - | - |
Q1 2018 | - | - | - |
Q4 2017 | 5 | - | - |
Q3 2017 | 3 | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Nuwellis's stocks.
Nuwellis Peer Ownership
Ticker | Company |
---|---|
TLIS | Talis Biomedical Corporation |
INVO | INVO Bioscience, Inc. |
TIVC | Tivic Health Systems, Inc. |
RSLS | ReShape Lifesciences Inc. |
BBLG | Bone Biologics Corporation |
BJDX | Bluejay Diagnostics, Inc. |
HSCS | Heart Test Laboratories, Inc. |
HSDT | Helius Medical Technologies, Inc. |
SINT | Sintx Technologies, Inc. |
TNON | Tenon Medical, Inc. |
NAOV | NanoVibronix, Inc. |
NUWE Ownership FAQ
Who Owns Nuwellis?
Nuwellis is owned by institutional shareholders (143.53%), insiders (1.86%), and public (-45.40%). The largest institutional shareholder of Nuwellis is ACADIAN ASSET MANAGEMENT LLC (3.86% 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 Nuwellis?
Nuwellis's major institutional shareholders are ACADIAN ASSET MANAGEMENT LLC, UBS GROUP AG, TOWER RESEARCH CAPITAL LLC (TRC), JPMORGAN CHASE & CO, and NEWSQUARE CAPITAL LLC. The top five shareholders own together 6.01% of the company's share outstanding.
How many Nuwellis shareholders are there?
As of Sep 2020, there are 16 institutional shareholders of Nuwellis.
What percentage of Nuwellis is owned by ACADIAN ASSET MANAGEMENT LLC?
ACADIAN ASSET MANAGEMENT LLC owns 6.71K shares of Nuwellis, representing 3.86% of the company's total shares outstanding, valued at $31K (as of Mar 2023).
What percentage of Nuwellis is owned by UBS GROUP AG?
As of Mar 2023, UBS GROUP AG holds 2.85K shares of Nuwellis (NUWE), compromising 1.64% of the company, valued at $13.84M.
What percentage of Nuwellis is owned by TOWER RESEARCH CAPITAL LLC (TRC)?
TOWER RESEARCH CAPITAL LLC (TRC) is the third largest holder of Nuwellis. The company owns 529 of the company's shares outstanding (worth $3K).