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Nuwellis Ownership 2024 | Who Owns Nuwellis Now?

OverviewRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
ACADIAN ASSET MANAGEMENT LLC3.86%0.00%6,714-11,243-62.61%31,000Mar 31, 2023
UBS GROUP AG1.64%-2,8472,847100.00%13,836,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.30%0.00%529-319-37.62%3,000Mar 31, 2023
JPMORGAN CHASE & CO0.19%-335335100.00%2,000,000Mar 31, 2023
NEWSQUARE CAPITAL LLC0.02%-30--146,000Mar 31, 2023
HEADLANDS TECHNOLOGIES LLC0.02%0.00%2828100.00%136,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-42100.00%19,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
ACADIAN ASSET MANAGEMENT LLC3.86%0.00%6,714-11,243-62.61%31,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.30%0.00%529-319-37.62%3,000Mar 31, 2023
HEADLANDS TECHNOLOGIES LLC0.02%0.00%2828100.00%136,000Mar 31, 2023
NEWSQUARE CAPITAL LLC0.02%-30--146,000Mar 31, 2023
UBS GROUP AG1.64%-2,8472,847100.00%13,836,000Mar 31, 2023
JPMORGAN CHASE & CO0.19%-335335100.00%2,000,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-42100.00%19,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG1.64%-2,8472,847100.00%13,836,000Mar 31, 2023
JPMORGAN CHASE & CO0.19%-335335100.00%2,000,000Mar 31, 2023
HEADLANDS TECHNOLOGIES LLC0.02%0.00%2828100.00%136,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-42100.00%19,000Mar 31, 2023
NEWSQUARE CAPITAL LLC0.02%-30--146,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.30%0.00%529-319-37.62%3,000Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC3.86%0.00%6,714-11,243-62.61%31,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
ACADIAN ASSET MANAGEMENT LLC3.86%0.00%6,714-11,243-62.61%31,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.30%0.00%529-319-37.62%3,000Mar 31, 2023
NEWSQUARE CAPITAL LLC0.02%-30--146,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-42100.00%19,000Mar 31, 2023
HEADLANDS TECHNOLOGIES LLC0.02%0.00%2828100.00%136,000Mar 31, 2023
JPMORGAN CHASE & CO0.19%-335335100.00%2,000,000Mar 31, 2023
UBS GROUP AG1.64%-2,8472,847100.00%13,836,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG1.64%-2,8472,847100.00%13,836,000Mar 31, 2023
JPMORGAN CHASE & CO0.19%-335335100.00%2,000,000Mar 31, 2023
HEADLANDS TECHNOLOGIES LLC0.02%0.00%2828100.00%136,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate

Nuwellis Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD INDEX FUNDS0.00%302,881--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%139,483--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%49,955-49,955-50.00%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%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

DateHoldingsChange %
30 Sep, 201677.78%
30 Jun, 20928.57%
31 Mar, 20740.00%
31 Dec, 195-44.44%
30 Sep, 19912.50%
30 Jun, 19833.33%
31 Mar, 196500.00%
31 Dec, 181-

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

DateShares OutstandingChange %
30 Sep, 201,616,18790.32%
30 Jun, 20849,209150.05%
31 Mar, 20339,61810.17%
31 Dec, 19308,261-5.16%
30 Sep, 19325,027-15.02%
30 Jun, 19382,47966.48%
31 Mar, 19229,750707.33%
31 Dec, 1828,458-

Nuwellis (NUWE) has 1.62M shares outstanding as of 30 Sep 20, up 90.32% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Sep, 20143.53%2.52%
30 Jun, 2075.42%8.29%
31 Mar, 2030.16%4.02%
31 Dec, 1927.38%3.29%
30 Sep, 1928.87%2.50%
30 Jun, 1933.97%8.16%
31 Mar, 1920.40%319.43%
31 Dec, 182.53%-

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

DateIncreased PositionsChange %
30 Sep, 201362.50%
30 Jun, 20833.33%
31 Mar, 20650.00%
31 Dec, 194-42.86%
30 Sep, 197-
30 Jun, 19716.67%
31 Mar, 196500.00%
31 Dec, 181-

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

DateReduced PositionsChange %
30 Sep, 201-
30 Jun, 20--100.00%
31 Mar, 201-
31 Dec, 19--100.00%
30 Sep, 192100.00%
30 Jun, 191-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Sep, 201677.78%1,616,18790.32%143.53%2.52%1362.50%1-
30 Jun, 20928.57%849,209150.05%75.42%8.29%833.33%--100.00%
31 Mar, 20740.00%339,61810.17%30.16%4.02%650.00%1-
31 Dec, 195-44.44%308,261-5.16%27.38%3.29%4-42.86%--100.00%
30 Sep, 19912.50%325,027-15.02%28.87%2.50%7-2100.00%
30 Jun, 19833.33%382,47966.48%33.97%8.16%716.67%1-
31 Mar, 196500.00%229,750707.33%20.40%319.43%6500.00%--
31 Dec, 181-28,458-2.53%-1---

Nuwellis Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 16, 2023Jaramillo Nestor Jr.director, officer President and CEOP-PurchaseBuy4,098$4.79$19.63K4,098

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 16, 2023Jaramillo Nestor Jr.director, officer President and CEOP-PurchaseBuy4,098$4.79$19.63K4,098

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell12$930.00$11.16K-
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell59$359.01$21.18K-
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell52$94.00$4.89K-
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell1,133$7.72$8.75K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 04, 2024McCormick Michael Kendrickdirector-A-AwardBuy20,836$0.69$14.38K20,836
Jan 04, 2024McDonald Daviddirector-A-AwardBuy11,365$0.69$7.84K11,365
Jan 04, 2024Feldshon Archelle Georgioudirector-A-AwardBuy11,365$0.69$7.84K11,365
Nov 01, 2023McDonald Daviddirector Buy----
Nov 01, 2023Feldshon Archelle Georgioudirector Buy----
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerA-AwardBuy18,643$1.79$33.37K18,643
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell12$930.00$11.16K-
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell59$359.01$21.18K-
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell52$94.00$4.89K-
Sep 06, 2023Scott Robert Benjaminofficer Chief Financial OfficerSell1,133$7.72$8.75K-
Jun 05, 2023McCormick Michael Kendrickdirector-A-AwardBuy1,967$2.75$5.41K1,967
Jun 05, 2023McCormick Michael Kendrickdirector Buy----
May 23, 2023Salveson Jon Wdirector-A-AwardBuy2,146$3.02$6.48K2,146
May 23, 2023WALLER GREGORY Ddirector-A-AwardBuy2,146$3.02$6.48K2,146
May 23, 2023WATSON WARREN Sdirector-A-AwardBuy2,146$3.02$6.48K2,146
May 23, 2023ERB JOHN Ldirector-A-AwardBuy2,146$3.02$6.48K2,146
Mar 16, 2023Jaramillo Nestor Jr.director, officer President and CEOP-PurchaseBuy4,098$4.79$19.63K4,098
Mar 07, 2023Jaramillo Nestor Jr.director, officer President and CEOA-AwardBuy13,866$7.72$107.05K13,866
Mar 07, 2023Jaramillo Nestor Jr.director, officer President and CEOA-AwardBuy8,954$7.72$69.12K8,954
Mar 07, 2023AYOTTE NEIL Pofficer SVP, Secretary, GC & CCOA-AwardBuy8,640$7.72$66.70K8,640

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

DateBuySellBuy/Sell Ratio
Q1 20243--
Q4 2023---
Q3 20231425.00%
Q2 20235--
Q1 20235--
Q4 2022---
Q2 20225--
Q1 20223--
Q3 20211--
Q2 20214--
Q1 202111100.00%
Q2 20203--
Q3 2019-1-
Q2 201931300.00%
Q1 20193--
Q3 20181250.00%
Q2 20183--
Q1 201841400.00%
Q4 20175--
Q3 20173--

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

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q1 20231--
Q4 2022---
Q2 2022---
Q1 2022---
Q3 2021---
Q2 2021---
Q1 2021---
Q2 2020---
Q3 2019---
Q2 2019---
Q1 20193--
Q3 201811100.00%
Q2 2018---
Q1 2018---
Q4 20175--
Q3 20173--

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

TickerCompany
TLISTalis Biomedical Corporation
INVOINVO Bioscience, Inc.
TIVCTivic Health Systems, Inc.
RSLSReShape Lifesciences Inc.
BBLGBone Biologics Corporation
BJDXBluejay Diagnostics, Inc.
HSCSHeart Test Laboratories, Inc.
HSDTHelius Medical Technologies, Inc.
SINTSintx Technologies, Inc.
TNONTenon Medical, Inc.
NAOVNanoVibronix, Inc.

NUWE Ownership FAQ

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).

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.

As of Sep 2020, there are 16 institutional shareholders of Nuwellis.

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).

As of Mar 2023, UBS GROUP AG holds 2.85K shares of Nuwellis (NUWE), compromising 1.64% of the company, valued at $13.84M.

TOWER RESEARCH CAPITAL LLC (TRC) is the third largest holder of Nuwellis. The company owns 529 of the company's shares outstanding (worth $3K).