Novonix Ownership 2024 | Who Owns Novonix Now?

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Institutional Ownership

0.91%

Institutional Holders

17.00

Novonix Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	0.55%	0.00%	668,007	668,007	100.00%	1,195,733	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.22%	0.00%	271,363	271,363	100.00%	485,740	Jun 30, 2024
HRT FINANCIAL LP	0.06%	0.00%	72,810	72,810	100.00%	130,000	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.01%	-	15,000	15,000	100.00%	26,850	Jun 30, 2024
LPL FINANCIAL LLC	0.01%	-	11,695	11,695	100.00%	20,934	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.01%	-	10,861	8,961	471.63%	19,441	Jun 30, 2024
BROOKSTONE CAPITAL MANAGEMENT	0.01%	0.00%	10,496	-	-	18,158	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	3,500	-	-	6,265	Jun 30, 2024
TD WATERHOUSE CANADA INC.	0.00%	-	2,000	-	-	7,314	Jun 30, 2024
RISE ADVISORS, LLC	0.00%	0.00%	456	-	-	816	Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.	0.00%	0.00%	250	-	-	448	Jun 30, 2024
UBS GROUP AG	0.00%	-	170	-4,381	-96.26%	304	Jun 30, 2024
RHUMBLINE ADVISERS	0.00%	-	102	-3	-2.86%	182	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	0.00%	-	100	-	-	179	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-598	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-26,563	-100.00%	-	Jun 30, 2024
SAVVY ADVISORS, INC.	-	-	-	-10,330	-100.00%	-	Jun 30, 2024

Novonix's largest institutional shareholder is MILLENNIUM MANAGEMENT LLC, holding 0.55% of the company's total share outstanding, currently valued at $1.20M. The top 10 institutional shareholders own together 0.87% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	0.06%	0.00%	72,810	72,810	100.00%	130,000	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.55%	0.00%	668,007	668,007	100.00%	1,195,733	Jun 30, 2024
RISE ADVISORS, LLC	0.00%	0.00%	456	-	-	816	Jun 30, 2024
BROOKSTONE CAPITAL MANAGEMENT	0.01%	0.00%	10,496	-	-	18,158	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.22%	0.00%	271,363	271,363	100.00%	485,740	Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.	0.00%	0.00%	250	-	-	448	Jun 30, 2024
TD WATERHOUSE CANADA INC.	0.00%	-	2,000	-	-	7,314	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.01%	-	15,000	15,000	100.00%	26,850	Jun 30, 2024
LPL FINANCIAL LLC	0.01%	-	11,695	11,695	100.00%	20,934	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	0.00%	-	100	-	-	179	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.01%	-	10,861	8,961	471.63%	19,441	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	3,500	-	-	6,265	Jun 30, 2024
RHUMBLINE ADVISERS	0.00%	-	102	-3	-2.86%	182	Jun 30, 2024
UBS GROUP AG	0.00%	-	170	-4,381	-96.26%	304	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-598	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-26,563	-100.00%	-	Jun 30, 2024
SAVVY ADVISORS, INC.	-	-	-	-10,330	-100.00%	-	Jun 30, 2024

The largest Novonix shareholder by % of total assets is HRT FINANCIAL LP. The company owns 72.81K shares of Novonix (NVX), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	0.55%	0.00%	668,007	668,007	100.00%	1,195,733	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.22%	0.00%	271,363	271,363	100.00%	485,740	Jun 30, 2024
HRT FINANCIAL LP	0.06%	0.00%	72,810	72,810	100.00%	130,000	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.01%	-	15,000	15,000	100.00%	26,850	Jun 30, 2024
LPL FINANCIAL LLC	0.01%	-	11,695	11,695	100.00%	20,934	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.01%	-	10,861	8,961	471.63%	19,441	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	3,500	-	-	6,265	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	0.00%	-	100	-	-	179	Jun 30, 2024
TD WATERHOUSE CANADA INC.	0.00%	-	2,000	-	-	7,314	Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.	0.00%	0.00%	250	-	-	448	Jun 30, 2024
BROOKSTONE CAPITAL MANAGEMENT	0.01%	0.00%	10,496	-	-	18,158	Jun 30, 2024
RISE ADVISORS, LLC	0.00%	0.00%	456	-	-	816	Jun 30, 2024
RHUMBLINE ADVISERS	0.00%	-	102	-3	-2.86%	182	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-598	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.00%	-	170	-4,381	-96.26%	304	Jun 30, 2024
SAVVY ADVISORS, INC.	-	-	-	-10,330	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-26,563	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Novonix's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 668.01K stocks of NVX, valued at $1.20M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIRTU FINANCIAL LLC	-	-	-	-26,563	-100.00%	-	Jun 30, 2024
SAVVY ADVISORS, INC.	-	-	-	-10,330	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.00%	-	170	-4,381	-96.26%	304	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-598	-100.00%	-	Jun 30, 2024
RHUMBLINE ADVISERS	0.00%	-	102	-3	-2.86%	182	Jun 30, 2024
RISE ADVISORS, LLC	0.00%	0.00%	456	-	-	816	Jun 30, 2024
BROOKSTONE CAPITAL MANAGEMENT	0.01%	0.00%	10,496	-	-	18,158	Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.	0.00%	0.00%	250	-	-	448	Jun 30, 2024
TD WATERHOUSE CANADA INC.	0.00%	-	2,000	-	-	7,314	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	0.00%	-	100	-	-	179	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	3,500	-	-	6,265	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.01%	-	10,861	8,961	471.63%	19,441	Jun 30, 2024
LPL FINANCIAL LLC	0.01%	-	11,695	11,695	100.00%	20,934	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.01%	-	15,000	15,000	100.00%	26,850	Jun 30, 2024
HRT FINANCIAL LP	0.06%	0.00%	72,810	72,810	100.00%	130,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.22%	0.00%	271,363	271,363	100.00%	485,740	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.55%	0.00%	668,007	668,007	100.00%	1,195,733	Jun 30, 2024

As of Jun 30 2024, Novonix's biggest institutional seller is VIRTU FINANCIAL LLC. The company sold -26.56K shares of NVX, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	0.55%	0.00%	668,007	668,007	100.00%	1,195,733	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.22%	0.00%	271,363	271,363	100.00%	485,740	Jun 30, 2024
HRT FINANCIAL LP	0.06%	0.00%	72,810	72,810	100.00%	130,000	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.01%	-	15,000	15,000	100.00%	26,850	Jun 30, 2024
LPL FINANCIAL LLC	0.01%	-	11,695	11,695	100.00%	20,934	Jun 30, 2024

Novonix's largest new institutional shareholder by number of shares is MILLENNIUM MANAGEMENT LLC, purchased 668.01K shares, valued at $1.20M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIRTU FINANCIAL LLC	-	-	-	-26,563	-100.00%	-	Jun 30, 2024
SAVVY ADVISORS, INC.	-	-	-	-10,330	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-598	-100.00%	-	Jun 30, 2024

Novonix's largest sold out institutional shareholder by shares sold is VIRTU FINANCIAL LLC, sold -26.56K shares, valued at -, as of undefined.

Novonix Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Amplify ETF Trust	0.00%	114,231	-	-	Mar 31, 2024
Tidal Trust II	0.00%	3,878	3,878	-	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	5,291	-	-	Feb 29, 2024

Novonix's largest mutual fund holder by % of total assets is "Amplify ETF Trust", owning 114.23K shares, compromising 0.00% of its total assets.

Novonix Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	17	13.33%
31 Mar, 24	15	15.38%
31 Dec, 23	13	85.71%
30 Sep, 23	7	-
30 Jun, 23	7	-22.22%
31 Mar, 23	9	-
31 Dec, 22	9	125.00%
30 Sep, 22	4	-50.00%
30 Jun, 22	8	100.00%
31 Mar, 22	4	-

As of 30 Jun 24, 17 institutions are holding Novonix's shares, representing an increase of 13.33% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1,110,621	850.20%
31 Mar, 24	116,883	48.83%
31 Dec, 23	78,534	415.96%
30 Sep, 23	15,221	-54.30%
30 Jun, 23	33,305	-75.28%
31 Mar, 23	134,705	-3.28%
31 Dec, 22	139,278	3161.78%
30 Sep, 22	4,270	-94.34%
30 Jun, 22	75,449	312.52%
31 Mar, 22	18,290	-

Novonix (NVX) has 1.11M shares outstanding as of 30 Jun 24, up 850.20% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	0.91%	9908.24%
31 Mar, 24	0.10%	2097.63%
31 Dec, 23	0.07%	39386.26%
30 Sep, 23	0.01%	1592.33%
30 Jun, 23	0.03%	213.10%
31 Mar, 23	0.12%	806.00%
31 Dec, 22	0.12%	881562.16%
30 Sep, 22	0.00%	87.08%
30 Jun, 22	0.07%	26108.86%
31 Mar, 22	0.02%	-

As of 30 Jun 24, Novonix is held by 0.91% institutional shareholders, representing a 9908.24% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	7	40.00%
31 Mar, 24	5	-37.50%
31 Dec, 23	8	300.00%
30 Sep, 23	2	-50.00%
30 Jun, 23	4	33.33%
31 Mar, 23	3	-57.14%
31 Dec, 22	7	133.33%
30 Sep, 22	3	-57.14%
30 Jun, 22	7	75.00%
31 Mar, 22	4	-

7 institutional shareholders have increased their position in NVX stock as of 30 Jun 24 compared to 5 in the previous quarter (a 40.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	3	200.00%
31 Mar, 24	1	-
31 Dec, 23	-	-100.00%
30 Sep, 23	2	100.00%
30 Jun, 23	1	-50.00%
31 Mar, 23	2	-
31 Dec, 22	-	-
30 Sep, 22	-	-100.00%
30 Jun, 22	1	-
31 Mar, 22	-	-

3 institutional shareholders have reduced their position in NVX stock as of 30 Jun 24 compared to 1 in the previous quarter (a 200.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	17	13.33%	1,110,621	850.20%	0.91%	9908.24%	7	40.00%	3	200.00%
31 Mar, 24	15	15.38%	116,883	48.83%	0.10%	2097.63%	5	-37.50%	1	-
31 Dec, 23	13	85.71%	78,534	415.96%	0.07%	39386.26%	8	300.00%	-	-100.00%
30 Sep, 23	7	-	15,221	-54.30%	0.01%	1592.33%	2	-50.00%	2	100.00%
30 Jun, 23	7	-22.22%	33,305	-75.28%	0.03%	213.10%	4	33.33%	1	-50.00%
31 Mar, 23	9	-	134,705	-3.28%	0.12%	806.00%	3	-57.14%	2	-
31 Dec, 22	9	125.00%	139,278	3161.78%	0.12%	881562.16%	7	133.33%	-	-
30 Sep, 22	4	-50.00%	4,270	-94.34%	0.00%	87.08%	3	-57.14%	-	-100.00%
30 Jun, 22	8	100.00%	75,449	312.52%	0.07%	26108.86%	7	75.00%	1	-
31 Mar, 22	4	-	18,290	-	0.02%	-	4	-	-	-

Novonix Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	105	$14.72	$1.55K	105
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	100	$12.51	$1.25K	100
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	23	$14.81	$340.63	82
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	75	$14.30	$1.07K	75
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	33	$12.40	$409.20	67
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	59	$14.30	$843.70	16
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	82	$14.91	$1.22K	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	16	$14.32	$229.12	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	67	$12.43	$832.81	-

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	105	$14.72	$1.55K	105
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	100	$12.51	$1.25K	100
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	75	$14.30	$1.07K	75

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 22, 2011	CITIGROUP INC	10 percent owner	-	J-Other	Sell	87	$25.00K	$2.18M	74
Apr 22, 2011	CITIGROUP INC	10 percent owner	-	J-Other	Sell	74	$25.00K	$1.85M	-
Apr 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	J-Other	Sell	117	-	-	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	23	$14.81	$340.63	82
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	33	$12.40	$409.20	67
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	59	$14.30	$843.70	16
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	82	$14.91	$1.22K	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	16	$14.32	$229.12	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	67	$12.43	$832.81	-
Aug 06, 2007	AMBOIAN JOHN P	other	CEO of Investment Adviser		Sell	-	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 08, 2016	MOSCHNER ALBIN F		-		Buy	-	-	-	-
Jun 24, 2016	Jones Nathaniel T.	officer	-		Buy	-	-	-	-
Mar 05, 2015	LAMB DAVID J	officer	-		Buy	-	-	-	-
Apr 22, 2011	CITIGROUP INC	10 percent owner	-	J-Other	Sell	87	$25.00K	$2.18M	74
Apr 22, 2011	CITIGROUP INC	10 percent owner	-	J-Other	Sell	74	$25.00K	$1.85M	-
Apr 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	J-Other	Sell	117	-	-	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	105	$14.72	$1.55K	105
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	100	$12.51	$1.25K	100
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	23	$14.81	$340.63	82
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	P-Purchase	Buy	75	$14.30	$1.07K	75
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	33	$12.40	$409.20	67
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	59	$14.30	$843.70	16
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	82	$14.91	$1.22K	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	16	$14.32	$229.12	-
Mar 21, 2011	BANK OF AMERICA CORP /DE/	10 percent owner	-	S-Sale	Sell	67	$12.43	$832.81	-
Mar 10, 2011	CITIGROUP INC	10 percent owner	-		Buy	-	-	-	161
Mar 27, 2009	Cook Margo L.	officer	-		Buy	-	-	-	-
Feb 10, 2009	BANK OF AMERICA CORP /DE/	10 percent owner	-		Buy	-	-	-	584
Jul 01, 2008	TOTH TERENCE J	director			Buy	-	-	-	-
Aug 06, 2007	AMBOIAN JOHN P	other	CEO of Investment Adviser		Sell	-	-	-	-

The last insider sell of Novonix's stock was made by CITIGROUP INC on Apr 22 2011, selling 87 shares at $25.00K per share (valued at $2.18M). The last insider buy of NVX was made by BANK OF AMERICA CORP /DE/ on Mar 21 2011, buying 105 shares at $14.72 per share (worth $1.55K).

Novonix Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio

Novonix Peer Ownership

Ticker	Company
FLUX	Flux Power Holdings, Inc.
KE	Kimball Electronics, Inc.
AEIS	Advanced Energy Industries, Inc.
ADSE	ADS-TEC Energy PLC
NEOV	NeoVolta Inc.
HAYW	Hayward Holdings, Inc.

NVX Ownership FAQ

Who Owns Novonix?

Novonix is owned by institutional shareholders (0.91%), insiders (0.00%), and public (99.09%). The largest institutional shareholder of Novonix is MILLENNIUM MANAGEMENT LLC (0.55% of total shares) and the top mutual fund owner is Amplify ETF Trust (0.00% of total shares).

Who are the major institutional shareholders of Novonix?

Novonix's major institutional shareholders are MILLENNIUM MANAGEMENT LLC, GOLDMAN SACHS GROUP INC, HRT FINANCIAL LP, BALYASNY ASSET MANAGEMENT L.P., and LPL FINANCIAL LLC. The top five shareholders own together 0.85% of the company's share outstanding.

How many Novonix shareholders are there?

As of Jun 2024, there are 17 institutional shareholders of Novonix.

What percentage of Novonix is owned by MILLENNIUM MANAGEMENT LLC?

MILLENNIUM MANAGEMENT LLC owns 668.01K shares of Novonix, representing 0.55% of the company's total shares outstanding, valued at $1.2M (as of Jun 2024).

What percentage of Novonix is owned by GOLDMAN SACHS GROUP INC?

As of Jun 2024, GOLDMAN SACHS GROUP INC holds 271.36K shares of Novonix (NVX), compromising 0.22% of the company, valued at $485.74K.

What percentage of Novonix is owned by HRT FINANCIAL LP?

HRT FINANCIAL LP is the third largest holder of Novonix. The company owns 72.81K of the company's shares outstanding (worth $130K).