NextPlat Ownership | Who Owns NextPlat?
NextPlat Ownership Summary
NextPlat is owned by 1.76% institutional investors, 41.60% insiders, and 56.64% retail investors. Geode capital management is the largest institutional shareholder, holding 0.87% of NXPL shares. Fidelity Extended Market Index is the top mutual fund, with 0.37% of its assets in NextPlat shares.
NXPL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NextPlat | 1.76% | 41.60% | 56.64% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Geode capital management | 165.46K | 0.87% | $178.71K |
| Omnia family wealth | 93.43K | 0.49% | $131.74K |
| Vanguard group | 74.83K | 0.39% | $80.82K |
| Renaissance | 28.00K | 0.15% | $30.24K |
| State street | 25.66K | 0.14% | $27.71K |
| Jane street group | 18.29K | 0.10% | $19.75K |
| Millennium management | 17.00K | 0.09% | $18.36K |
| Xtx topco | 12.83K | 0.07% | $13.86K |
| Tower research capital llc (trc) | 7.87K | 0.04% | $8.50K |
| Ubs group | 5.67K | 0.03% | $6.12K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Omnia family wealth | 93.43K | 0.06% | $131.74K |
| Xtx topco | 12.83K | 0.00% | $13.86K |
| Tower research capital llc (trc) | 7.87K | 0.00% | $8.50K |
| Jane street group | 18.29K | - | $19.75K |
| Millennium management | 17.00K | - | $18.36K |
| State street | 25.66K | - | $27.71K |
| Jpmorgan chase | 24.00 | - | $26.00 |
| Ubs group | 5.67K | - | $6.12K |
| Cresset asset management | - | - | - |
| Geode capital management | 165.46K | - | $178.71K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Geode capital management | 165.46K | - | 58.40K |
| Renaissance | 28.00K | - | 28.00K |
| Jane street group | 18.29K | - | 18.29K |
| Millennium management | 17.00K | - | 17.00K |
| Xtx topco | 12.83K | 0.00% | 12.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | - | - | -50.00K |
| Advisor group | - | - | -3.00 |
| State street | 25.66K | - | - |
| Omnia family wealth | 93.43K | 0.06% | - |
| Vanguard group | 74.83K | - | - |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Renaissance | 28.00K | - | 28.00K | $30.24K |
| Jane street group | 18.29K | - | 18.29K | $19.75K |
| Millennium management | 17.00K | - | 17.00K | $18.36K |
| Xtx topco | 12.83K | 0.00% | 12.83K | $13.86K |
| Ubs group | 5.67K | - | 5.67K | $6.12K |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -3.00 |
| Cresset asset management | -50.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 5 | -50.00% | 334,144 | -12.00% | 1 | 43.99% | 3 | -57.14% | - | -100.00% |
| Sep 30, 2024 | 10 | 42.86% | 379,710 | 84.79% | 2 | 167.87% | 7 | 133.33% | 1 | -66.67% |
| Jun 30, 2024 | 7 | -30.00% | 205,480 | -38.40% | 1 | 34.40% | 3 | -50.00% | 3 | 200.00% |
| Mar 31, 2024 | 10 | 11.11% | 333,557 | 37.75% | 1 | 106.51% | 6 | 50.00% | 1 | - |
| Dec 31, 2023 | 9 | -25.00% | 242,152 | -26.12% | 1 | 42.11% | 4 | -20.00% | 1 | -66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Extended Market Index | 96.60K | 0.37% | -615.00 |
| Vanguard Total Stock Mkt Idx Inv | 45.48K | 0.18% | - |
| Vanguard US Total Market Shares ETF | 45.48K | 0.18% | - |
| Fidelity Total Market Index | 41.43K | 0.16% | - |
| Fidelity Nasdaq Composite Index | 37.69K | 0.15% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 26.70K | 0.10% | - |
| SSgA U.S. Extended Market Index Class I | 15.60K | 0.08% | - |
| NT Ext Equity Mkt Idx Fd - L | 19.93K | 0.08% | 17.46K |
| Fidelity Series Total Market Index | 19.62K | 0.08% | 6.94K |
| Spartan Extended Market Index Pool E | 17.35K | 0.07% | 615.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 16, 2024 | Miller John Edward | - | Buy | $35.75M |
| Jan 28, 2022 | Miller John Edward | - | Buy | $29.33M |
| Dec 14, 2022 | Phipps David | President/CEO of Global Ops | Buy | $1.42B |
| Dec 14, 2022 | Phipps David | President/CEO of Global Ops | Buy | - |
| Dec 14, 2022 | Fernandez Charles M. | Chairman & CEO | Buy | $2.06T |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2023 Q2 | - | - |
| 2022 Q4 | 6 | - |
NXPL Ownership FAQ
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