Palisade Bio Ownership 2024 | Who Owns Palisade Bio Now?
Institutional Ownership
17.25%
Insider Ownership
2.29%
Retail Ownership
80.47%
Institutional Holders
24.00
Palisade Bio Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MORGAN STANLEY | 0.37% | - | 3,227 | 1,017 | 46.02% | 11,359,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.28% | 0.00% | 2,479 | 2,479 | 100.00% | 9,000 | Mar 31, 2023 |
UBS GROUP AG | 0.15% | - | 1,342 | -2,773 | -67.39% | 4,724,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.07% | - | 626 | -484 | -43.60% | 2,000,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.04% | - | 335 | 1 | 0.30% | 1,179,000 | Mar 31, 2023 |
ORION CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 299 | 299 | 100.00% | 1,052,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 121 | 121 | 100.00% | 426,000 | Mar 31, 2023 |
BLACKROCK INC. | 0.00% | - | 8 | - | - | 28,000 | Mar 31, 2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | - | 1 | - | - | 4,000 | Mar 31, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -19,692 | -100.00% | - | Mar 31, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -20,461 | -100.00% | - | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -10,396 | -100.00% | - | Mar 31, 2023 |
CVI HOLDINGS, LLC | - | - | - | -40,000 | -100.00% | - | Mar 31, 2023 |
WARBERG ASSET MANAGEMENT LLC | - | - | - | -26,316 | -100.00% | - | Mar 31, 2023 |
Palisade Bio's largest institutional shareholder is MORGAN STANLEY, holding 0.37% of the company's total share outstanding, currently valued at $11.36M. The top 10 institutional shareholders own together 0.96% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ORION CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 299 | 299 | 100.00% | 1,052,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.28% | 0.00% | 2,479 | 2,479 | 100.00% | 9,000 | Mar 31, 2023 |
UBS GROUP AG | 0.15% | - | 1,342 | -2,773 | -67.39% | 4,724,000 | Mar 31, 2023 |
MORGAN STANLEY | 0.37% | - | 3,227 | 1,017 | 46.02% | 11,359,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 121 | 121 | 100.00% | 426,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.04% | - | 335 | 1 | 0.30% | 1,179,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.07% | - | 626 | -484 | -43.60% | 2,000,000 | Mar 31, 2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | - | 1 | - | - | 4,000 | Mar 31, 2023 |
BLACKROCK INC. | 0.00% | - | 8 | - | - | 28,000 | Mar 31, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -19,692 | -100.00% | - | Mar 31, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -20,461 | -100.00% | - | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -10,396 | -100.00% | - | Mar 31, 2023 |
CVI HOLDINGS, LLC | - | - | - | -40,000 | -100.00% | - | Mar 31, 2023 |
WARBERG ASSET MANAGEMENT LLC | - | - | - | -26,316 | -100.00% | - | Mar 31, 2023 |
The largest Palisade Bio shareholder by % of total assets is ORION CAPITAL MANAGEMENT LLC. The company owns 299.00 shares of Palisade Bio (PALI), representing 0.00% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | 0.28% | 0.00% | 2,479 | 2,479 | 100.00% | 9,000 | Mar 31, 2023 |
MORGAN STANLEY | 0.37% | - | 3,227 | 1,017 | 46.02% | 11,359,000 | Mar 31, 2023 |
ORION CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 299 | 299 | 100.00% | 1,052,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 121 | 121 | 100.00% | 426,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.04% | - | 335 | 1 | 0.30% | 1,179,000 | Mar 31, 2023 |
BLACKROCK INC. | 0.00% | - | 8 | - | - | 28,000 | Mar 31, 2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | - | 1 | - | - | 4,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.07% | - | 626 | -484 | -43.60% | 2,000,000 | Mar 31, 2023 |
UBS GROUP AG | 0.15% | - | 1,342 | -2,773 | -67.39% | 4,724,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -10,396 | -100.00% | - | Mar 31, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -19,692 | -100.00% | - | Mar 31, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -20,461 | -100.00% | - | Mar 31, 2023 |
WARBERG ASSET MANAGEMENT LLC | - | - | - | -26,316 | -100.00% | - | Mar 31, 2023 |
CVI HOLDINGS, LLC | - | - | - | -40,000 | -100.00% | - | Mar 31, 2023 |
As of Mar 31 2023, Palisade Bio's largest institutional buyer is TOWER RESEARCH CAPITAL LLC (TRC). The company purchased 2.48K stocks of PALI, valued at $9.00K.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CVI HOLDINGS, LLC | - | - | - | -40,000 | -100.00% | - | Mar 31, 2023 |
WARBERG ASSET MANAGEMENT LLC | - | - | - | -26,316 | -100.00% | - | Mar 31, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -20,461 | -100.00% | - | Mar 31, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -19,692 | -100.00% | - | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -10,396 | -100.00% | - | Mar 31, 2023 |
UBS GROUP AG | 0.15% | - | 1,342 | -2,773 | -67.39% | 4,724,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.07% | - | 626 | -484 | -43.60% | 2,000,000 | Mar 31, 2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | - | 1 | - | - | 4,000 | Mar 31, 2023 |
BLACKROCK INC. | 0.00% | - | 8 | - | - | 28,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.04% | - | 335 | 1 | 0.30% | 1,179,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 121 | 121 | 100.00% | 426,000 | Mar 31, 2023 |
ORION CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 299 | 299 | 100.00% | 1,052,000 | Mar 31, 2023 |
MORGAN STANLEY | 0.37% | - | 3,227 | 1,017 | 46.02% | 11,359,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.28% | 0.00% | 2,479 | 2,479 | 100.00% | 9,000 | Mar 31, 2023 |
As of Mar 31 2023, Palisade Bio's biggest institutional seller is CVI HOLDINGS, LLC. The company sold -40.00K shares of PALI, valued at -.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | 0.28% | 0.00% | 2,479 | 2,479 | 100.00% | 9,000 | Mar 31, 2023 |
ORION CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 299 | 299 | 100.00% | 1,052,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 121 | 121 | 100.00% | 426,000 | Mar 31, 2023 |
Palisade Bio's largest new institutional shareholder by number of shares is TOWER RESEARCH CAPITAL LLC (TRC), purchased 2.48K shares, valued at $9.00K, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CVI HOLDINGS, LLC | - | - | - | -40,000 | -100.00% | - | Mar 31, 2023 |
WARBERG ASSET MANAGEMENT LLC | - | - | - | -26,316 | -100.00% | - | Mar 31, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -20,461 | -100.00% | - | Mar 31, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -19,692 | -100.00% | - | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -10,396 | -100.00% | - | Mar 31, 2023 |
Palisade Bio's largest sold out institutional shareholder by shares sold is CVI HOLDINGS, LLC, sold -40.00K shares, valued at -, as of undefined.
Palisade Bio Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Virtus Total Return Fund Inc. | 0.13% | 249,691 | -30,308 | -10.82% | Feb 29, 2024 |
THRIVENT MUTUAL FUNDS | 0.09% | 8,825,000 | - | - | Jan 31, 2024 |
Virtus Global Multi-Sector Income Fund | 0.09% | 133,763 | -16,236 | -10.82% | Feb 29, 2024 |
THRIVENT SERIES FUND INC | 0.08% | 8,442,388 | -2,307,611 | -21.47% | Mar 28, 2024 |
VIRTUS VARIABLE INSURANCE TRUST | 0.07% | 109,947 | -30,052 | -21.47% | Mar 28, 2024 |
VIRTUS EQUITY TRUST | 0.04% | 337,695 | -92,304 | -21.47% | Mar 28, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.03% | 81,930 | - | - | Feb 29, 2024 |
VIRTUS OPPORTUNITIES TRUST | 0.02% | 6,498,676 | -1,776,323 | -21.47% | Mar 28, 2024 |
Dunham Funds | 0.00% | 135,000 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 126,259 | - | - | Feb 29, 2024 |
EMPOWER FUNDS, INC. | 0.00% | 384,815 | -105,184 | -21.47% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 77,553 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 34,387 | - | - | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 68,054 | -68,054 | -50.00% | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,423 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 1,654 | - | - | Mar 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,243 | - | - | Mar 31, 2024 |
Palisade Bio's largest mutual fund holder by % of total assets is "Virtus Total Return Fund Inc.", owning 249.69K shares, compromising 0.13% of its total assets.
Palisade Bio Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Sep, 22 | 24 | 50.00% |
30 Jun, 22 | 16 | -15.79% |
31 Mar, 22 | 19 | -9.52% |
31 Dec, 21 | 21 | 40.00% |
30 Sep, 21 | 15 | -11.76% |
30 Jun, 21 | 17 | - |
As of 30 Sep 22, 24 institutions are holding Palisade Bio's shares, representing an increase of 50.00% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Sep, 22 | 8,400,849 | 766.27% |
30 Jun, 22 | 969,773 | 6.83% |
31 Mar, 22 | 907,776 | -30.35% |
31 Dec, 21 | 1,303,272 | 70.12% |
30 Sep, 21 | 766,096 | -69.19% |
30 Jun, 21 | 2,486,456 | - |
Palisade Bio (PALI) has 8.40M shares outstanding as of 30 Sep 22, up 766.27% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Sep, 22 | 17.25% | 435.11% |
30 Jun, 22 | 1.99% | 57.32% |
31 Mar, 22 | 1.86% | 26.03% |
31 Dec, 21 | 2.68% | 108.16% |
30 Sep, 21 | 1.57% | 6.04% |
30 Jun, 21 | 5.10% | - |
As of 30 Sep 22, Palisade Bio is held by 17.25% institutional shareholders, representing a 435.11% growth compared to 30 Jun 22.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Sep, 22 | 17 | 70.00% |
30 Jun, 22 | 10 | - |
31 Mar, 22 | 10 | -37.50% |
31 Dec, 21 | 16 | 77.78% |
30 Sep, 21 | 9 | -47.06% |
30 Jun, 21 | 17 | - |
17 institutional shareholders have increased their position in PALI stock as of 30 Sep 22 compared to 10 in the previous quarter (a 70.00% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Sep, 22 | 2 | 100.00% |
30 Jun, 22 | 1 | -66.67% |
31 Mar, 22 | 3 | 200.00% |
31 Dec, 21 | 1 | -50.00% |
30 Sep, 21 | 2 | - |
30 Jun, 21 | - | - |
2 institutional shareholders have reduced their position in PALI stock as of 30 Sep 22 compared to 1 in the previous quarter (a 100.00% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Sep, 22 | 24 | 50.00% | 8,400,849 | 766.27% | 17.25% | 435.11% | 17 | 70.00% | 2 | 100.00% |
30 Jun, 22 | 16 | -15.79% | 969,773 | 6.83% | 1.99% | 57.32% | 10 | - | 1 | -66.67% |
31 Mar, 22 | 19 | -9.52% | 907,776 | -30.35% | 1.86% | 26.03% | 10 | -37.50% | 3 | 200.00% |
31 Dec, 21 | 21 | 40.00% | 1,303,272 | 70.12% | 2.68% | 108.16% | 16 | 77.78% | 1 | -50.00% |
30 Sep, 21 | 15 | -11.76% | 766,096 | -69.19% | 1.57% | 6.04% | 9 | -47.06% | 2 | - |
30 Jun, 21 | 17 | - | 2,486,456 | - | 5.10% | - | 17 | - | - | - |
Palisade Bio Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Palisade Bio's stock was made by Jones Mitchell Lawrence on May 30 2024, selling 461 shares at $4.76 per share (valued at $2.19K). The last insider buy of PALI was made by Williams Donald Allen on May 29 2024, buying 1,000 shares at $4.86 per share (worth $4.86K).
Palisade Bio Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 14 | 16 | 87.50% |
Q1 2024 | 25 | 19 | 131.58% |
Q4 2023 | 23 | 6 | 383.33% |
Q3 2023 | 6 | 9 | 66.67% |
Q2 2023 | 19 | 6 | 316.67% |
Q1 2023 | 4 | 4 | 100.00% |
Q3 2022 | 4 | 2 | 200.00% |
Q2 2022 | 1 | - | - |
Q1 2022 | 6 | 1 | 600.00% |
Q4 2021 | 10 | - | - |
Q3 2021 | 9 | 2 | 450.00% |
Q2 2021 | 60 | - | - |
Q4 2020 | - | 1 | - |
Q2 2020 | 4 | - | - |
Q3 2019 | 8 | 6 | 133.33% |
Q2 2019 | - | 1 | - |
Q1 2019 | - | 2 | - |
Q3 2018 | 5 | - | - |
Q4 2017 | 1 | - | - |
Q3 2017 | 4 | 1 | 400.00% |
14 total buy trades, and 16 total sell trades (buy/sell ratio of 0.88%) were made by Palisade Bio's insiders, as of Q2 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 2 | - | - |
Q1 2024 | 3 | - | - |
Q4 2023 | - | - | - |
Q3 2023 | 3 | 1 | 300.00% |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q3 2022 | 4 | - | - |
Q2 2022 | - | - | - |
Q1 2022 | 3 | - | - |
Q4 2021 | - | - | - |
Q3 2021 | 9 | - | - |
Q2 2021 | - | - | - |
Q4 2020 | - | - | - |
Q2 2020 | - | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | - | - |
Q1 2019 | - | - | - |
Q3 2018 | - | - | - |
Q4 2017 | - | - | - |
Q3 2017 | - | - | - |
As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Palisade Bio's stocks.
PALI Ownership FAQ
Who Owns Palisade Bio?
Palisade Bio is owned by institutional shareholders (17.25%), insiders (2.29%), and public (80.47%). The largest institutional shareholder of Palisade Bio is MORGAN STANLEY (0.37% of total shares) and the top mutual fund owner is Virtus Total Return Fund Inc. (0.13% of total shares).
Who are the major institutional shareholders of Palisade Bio?
Palisade Bio's major institutional shareholders are MORGAN STANLEY, TOWER RESEARCH CAPITAL LLC (TRC), UBS GROUP AG, JPMORGAN CHASE & CO, and WELLS FARGO & COMPANY/MN. The top five shareholders own together 0.91% of the company's share outstanding.
How many Palisade Bio shareholders are there?
As of Sep 2022, there are 24 institutional shareholders of Palisade Bio.
What percentage of Palisade Bio is owned by MORGAN STANLEY?
MORGAN STANLEY owns 3.23K shares of Palisade Bio, representing 0.37% of the company's total shares outstanding, valued at $11.36M (as of Mar 2023).
What percentage of Palisade Bio is owned by TOWER RESEARCH CAPITAL LLC (TRC)?
As of Mar 2023, TOWER RESEARCH CAPITAL LLC (TRC) holds 2.48K shares of Palisade Bio (PALI), compromising 0.28% of the company, valued at $9K.
What percentage of Palisade Bio is owned by UBS GROUP AG?
UBS GROUP AG is the third largest holder of Palisade Bio. The company owns 1.34K of the company's shares outstanding (worth $4.72M).