Patriot Transportation Ownership 2024 | Who Owns Patriot Transportation Now?
Institutional Ownership
33.31%
Insider Ownership
39.70%
Retail Ownership
26.99%
Institutional Holders
23.00
Patriot Transportation Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | - | - | - | -3 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -143 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -15 | -100.00% | - | Dec 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -16,094 | -100.00% | - | Dec 31, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -84,058 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -590 | -100.00% | - | Dec 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -16,112 | -100.00% | - | Dec 31, 2023 |
| ROYAL BANK OF CANADA | - | - | - | -100 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -30,420 | -100.00% | - | Dec 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -14,326 | -100.00% | - | Dec 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -28,671 | -100.00% | - | Dec 31, 2023 |
| HYMAN CHARLES D | - | - | - | -369,847 | -100.00% | - | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -15,581 | -100.00% | - | Dec 31, 2023 |
| ESTABROOK CAPITAL MANAGEMENT | - | - | - | -123,611 | -100.00% | - | Dec 31, 2023 |
| BLACKROCK INC. | - | - | - | -45,420 | -100.00% | - | Dec 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -930 | -100.00% | - | Dec 31, 2023 |
| MINERVA ADVISORS LLC | - | - | - | -215,576 | -100.00% | - | Dec 31, 2023 |
| OPPENHEIMER & CLOSE, LLC | - | - | - | -148,990 | -100.00% | - | Dec 31, 2023 |
| UBS GROUP AG | - | - | - | -6,833 | -100.00% | - | Dec 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -140 | -100.00% | - | Dec 31, 2023 |
Patriot Transportation's largest institutional shareholder is JPMORGAN CHASE & CO, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | - | - | - | -3 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -143 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -15 | -100.00% | - | Dec 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -16,094 | -100.00% | - | Dec 31, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -84,058 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -590 | -100.00% | - | Dec 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -16,112 | -100.00% | - | Dec 31, 2023 |
| ROYAL BANK OF CANADA | - | - | - | -100 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -30,420 | -100.00% | - | Dec 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -14,326 | -100.00% | - | Dec 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -28,671 | -100.00% | - | Dec 31, 2023 |
| HYMAN CHARLES D | - | - | - | -369,847 | -100.00% | - | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -15,581 | -100.00% | - | Dec 31, 2023 |
| ESTABROOK CAPITAL MANAGEMENT | - | - | - | -123,611 | -100.00% | - | Dec 31, 2023 |
| BLACKROCK INC. | - | - | - | -45,420 | -100.00% | - | Dec 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -930 | -100.00% | - | Dec 31, 2023 |
| MINERVA ADVISORS LLC | - | - | - | -215,576 | -100.00% | - | Dec 31, 2023 |
| OPPENHEIMER & CLOSE, LLC | - | - | - | -148,990 | -100.00% | - | Dec 31, 2023 |
| UBS GROUP AG | - | - | - | -6,833 | -100.00% | - | Dec 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -140 | -100.00% | - | Dec 31, 2023 |
The largest Patriot Transportation shareholder by % of total assets is JPMORGAN CHASE & CO. The company owns 0.00 shares of Patriot Transportation (PATI), representing 0.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | - | - | - | -3 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -15 | -100.00% | - | Dec 31, 2023 |
| ROYAL BANK OF CANADA | - | - | - | -100 | -100.00% | - | Dec 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -140 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -143 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -590 | -100.00% | - | Dec 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -930 | -100.00% | - | Dec 31, 2023 |
| UBS GROUP AG | - | - | - | -6,833 | -100.00% | - | Dec 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -14,326 | -100.00% | - | Dec 31, 2023 |
| EPACRIA CAPITAL PARTNERS, LLC | - | - | - | -15,328 | -100.00% | - | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -15,581 | -100.00% | - | Dec 31, 2023 |
| CAPCO ASSET MANAGEMENT, LLC | - | - | - | -15,583 | -100.00% | - | Dec 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -16,094 | -100.00% | - | Dec 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -16,112 | -100.00% | - | Dec 31, 2023 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | - | - | - | -26,554 | -100.00% | - | Dec 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -28,671 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -30,420 | -100.00% | - | Dec 31, 2023 |
| BLACKROCK INC. | - | - | - | -45,420 | -100.00% | - | Dec 31, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -84,058 | -100.00% | - | Dec 31, 2023 |
| ESTABROOK CAPITAL MANAGEMENT | - | - | - | -123,611 | -100.00% | - | Dec 31, 2023 |
As of Dec 31 2023, Patriot Transportation's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased -3.00 stocks of PATI, valued at -.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HYMAN CHARLES D | - | - | - | -369,847 | -100.00% | - | Dec 31, 2023 |
| MINERVA ADVISORS LLC | - | - | - | -215,576 | -100.00% | - | Dec 31, 2023 |
| OPPENHEIMER & CLOSE, LLC | - | - | - | -148,990 | -100.00% | - | Dec 31, 2023 |
| ESTABROOK CAPITAL MANAGEMENT | - | - | - | -123,611 | -100.00% | - | Dec 31, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -84,058 | -100.00% | - | Dec 31, 2023 |
| BLACKROCK INC. | - | - | - | -45,420 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -30,420 | -100.00% | - | Dec 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -28,671 | -100.00% | - | Dec 31, 2023 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | - | - | - | -26,554 | -100.00% | - | Dec 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -16,112 | -100.00% | - | Dec 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -16,094 | -100.00% | - | Dec 31, 2023 |
| CAPCO ASSET MANAGEMENT, LLC | - | - | - | -15,583 | -100.00% | - | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -15,581 | -100.00% | - | Dec 31, 2023 |
| EPACRIA CAPITAL PARTNERS, LLC | - | - | - | -15,328 | -100.00% | - | Dec 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -14,326 | -100.00% | - | Dec 31, 2023 |
| UBS GROUP AG | - | - | - | -6,833 | -100.00% | - | Dec 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -930 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -590 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -143 | -100.00% | - | Dec 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -140 | -100.00% | - | Dec 31, 2023 |
As of Dec 31 2023, Patriot Transportation's biggest institutional seller is HYMAN CHARLES D. The company sold -0.37M shares of PATI, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HYMAN CHARLES D | - | - | - | -369,847 | -100.00% | - | Dec 31, 2023 |
| MINERVA ADVISORS LLC | - | - | - | -215,576 | -100.00% | - | Dec 31, 2023 |
| OPPENHEIMER & CLOSE, LLC | - | - | - | -148,990 | -100.00% | - | Dec 31, 2023 |
| ESTABROOK CAPITAL MANAGEMENT | - | - | - | -123,611 | -100.00% | - | Dec 31, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -84,058 | -100.00% | - | Dec 31, 2023 |
| BLACKROCK INC. | - | - | - | -45,420 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -30,420 | -100.00% | - | Dec 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -28,671 | -100.00% | - | Dec 31, 2023 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | - | - | - | -26,554 | -100.00% | - | Dec 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -16,112 | -100.00% | - | Dec 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -16,094 | -100.00% | - | Dec 31, 2023 |
| CAPCO ASSET MANAGEMENT, LLC | - | - | - | -15,583 | -100.00% | - | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -15,581 | -100.00% | - | Dec 31, 2023 |
| EPACRIA CAPITAL PARTNERS, LLC | - | - | - | -15,328 | -100.00% | - | Dec 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -14,326 | -100.00% | - | Dec 31, 2023 |
| UBS GROUP AG | - | - | - | -6,833 | -100.00% | - | Dec 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -930 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -590 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -143 | -100.00% | - | Dec 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -140 | -100.00% | - | Dec 31, 2023 |
| ROYAL BANK OF CANADA | - | - | - | -100 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -15 | -100.00% | - | Dec 31, 2023 |
| JPMORGAN CHASE & CO | - | - | - | -3 | -100.00% | - | Dec 31, 2023 |
Patriot Transportation's largest sold out institutional shareholder by shares sold is HYMAN CHARLES D, sold -0.37M shares, valued at -, as of undefined.
Patriot Transportation Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE VALUE TRUST, INC. | 0.17% | 139,100 | - | - | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.09% | 44,749 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.02% | 169,321 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 28,671 | - | - | Mar 28, 2024 |
| TETON WESTWOOD FUNDS | 0.01% | 6,500 | - | - | Dec 29, 2023 |
| FORUM FUNDS II | 0.01% | 6,060 | - | - | Jan 31, 2024 |
| BERTOLET CAPITAL TRUST | 0.00% | 540 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,850 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 16,219 | - | - | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 55,857 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 1,431 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 17,516 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 16,094 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,500 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 5,000 | - | - | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 96 | - | - | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 10,000 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 465 | - | - | Mar 28, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,527 | - | - | Dec 31, 2023 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 263 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 316 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 3,633 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 450 | - | - | Mar 31, 2024 |
Patriot Transportation's largest mutual fund holder by % of total assets is "ROYCE VALUE TRUST, INC.", owning 139.10K shares, compromising 0.17% of its total assets.
Patriot Transportation Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Sep, 23 | 23 | 4.55% |
| 30 Jun, 23 | 22 | -4.35% |
| 31 Mar, 23 | 23 | 4.55% |
| 31 Dec, 22 | 22 | -12.00% |
| 30 Sep, 22 | 25 | 4.17% |
| 30 Jun, 22 | 24 | - |
| 31 Mar, 22 | 24 | - |
| 31 Dec, 21 | 24 | - |
| 30 Sep, 21 | 24 | -4.00% |
| 30 Jun, 21 | 25 | 4.17% |
| 31 Mar, 21 | 24 | -4.00% |
| 31 Dec, 20 | 25 | 19.05% |
| 30 Sep, 20 | 21 | -12.50% |
| 30 Jun, 20 | 24 | -7.69% |
| 31 Mar, 20 | 26 | 4.00% |
| 31 Dec, 19 | 25 | - |
| 30 Sep, 19 | 25 | -3.85% |
| 30 Jun, 19 | 26 | - |
| 31 Mar, 19 | 26 | -3.70% |
| 31 Dec, 18 | 27 | -10.00% |
| 30 Sep, 18 | 30 | - |
| 30 Jun, 18 | 30 | 11.11% |
| 31 Mar, 18 | 27 | -6.90% |
| 31 Dec, 17 | 29 | 11.54% |
| 30 Sep, 17 | 26 | -7.14% |
| 30 Jun, 17 | 28 | 12.00% |
| 31 Mar, 17 | 25 | -16.67% |
| 31 Dec, 16 | 30 | -3.23% |
| 30 Sep, 16 | 31 | 10.71% |
| 30 Jun, 16 | 28 | - |
| 31 Mar, 16 | 28 | -9.68% |
| 31 Dec, 15 | 31 | - |
| 30 Sep, 15 | 31 | -26.19% |
| 30 Jun, 15 | 42 | -14.29% |
| 31 Mar, 15 | 49 | - |
As of 30 Sep 23, 23 institutions are holding Patriot Transportation's shares, representing an increase of 4.55% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Sep, 23 | 1,174,925 | -0.24% |
| 30 Jun, 23 | 1,177,724 | -2.80% |
| 31 Mar, 23 | 1,211,609 | 0.99% |
| 31 Dec, 22 | 1,199,715 | 0.02% |
| 30 Sep, 22 | 1,199,502 | -2.30% |
| 30 Jun, 22 | 1,227,729 | -2.84% |
| 31 Mar, 22 | 1,263,568 | -2.24% |
| 31 Dec, 21 | 1,292,529 | -4.61% |
| 30 Sep, 21 | 1,355,014 | -0.55% |
| 30 Jun, 21 | 1,362,481 | -0.18% |
| 31 Mar, 21 | 1,364,889 | 2.22% |
| 31 Dec, 20 | 1,335,199 | -13.45% |
| 30 Sep, 20 | 1,542,754 | -8.30% |
| 30 Jun, 20 | 1,682,448 | 15.23% |
| 31 Mar, 20 | 1,460,049 | -7.53% |
| 31 Dec, 19 | 1,578,860 | -3.10% |
| 30 Sep, 19 | 1,629,386 | 0.35% |
| 30 Jun, 19 | 1,623,773 | -4.80% |
| 31 Mar, 19 | 1,705,609 | 4.92% |
| 31 Dec, 18 | 1,625,589 | -0.48% |
| 30 Sep, 18 | 1,633,503 | 0.25% |
| 30 Jun, 18 | 1,629,474 | 2.84% |
| 31 Mar, 18 | 1,584,412 | 1.20% |
| 31 Dec, 17 | 1,565,588 | 25.49% |
| 30 Sep, 17 | 1,247,595 | -0.07% |
| 30 Jun, 17 | 1,248,444 | -4.69% |
| 31 Mar, 17 | 1,309,895 | 0.68% |
| 31 Dec, 16 | 1,300,992 | 1.16% |
| 30 Sep, 16 | 1,286,096 | -0.47% |
| 30 Jun, 16 | 1,292,144 | 0.18% |
| 31 Mar, 16 | 1,289,805 | -4.34% |
| 31 Dec, 15 | 1,348,301 | -3.60% |
| 30 Sep, 15 | 1,398,657 | -5.52% |
| 30 Jun, 15 | 1,480,391 | -0.94% |
| 31 Mar, 15 | 1,494,420 | - |
Patriot Transportation (PATI) has 1.17M shares outstanding as of 30 Sep 23, down -0.24% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Sep, 23 | 33.31% | 2.97% |
| 30 Jun, 23 | 33.48% | 2.82% |
| 31 Mar, 23 | 34.44% | 2.91% |
| 31 Dec, 22 | 34.38% | 2.86% |
| 30 Sep, 22 | 34.68% | 2.79% |
| 30 Jun, 22 | 35.25% | 2.64% |
| 31 Mar, 22 | 36.54% | 2.56% |
| 31 Dec, 21 | 37.80% | 2.39% |
| 30 Sep, 21 | 39.78% | 2.48% |
| 30 Jun, 21 | 40.05% | 2.47% |
| 31 Mar, 21 | 40.23% | 2.57% |
| 31 Dec, 20 | 39.54% | 1.89% |
| 30 Sep, 20 | 45.79% | 0.56% |
| 30 Jun, 20 | 90.49% | 4.78% |
| 31 Mar, 20 | 43.53% | 1.96% |
| 31 Dec, 19 | 47.12% | 1.98% |
| 30 Sep, 19 | 48.75% | 2.07% |
| 30 Jun, 19 | 48.51% | 0.39% |
| 31 Mar, 19 | 111.72% | 4.68% |
| 31 Dec, 18 | 48.85% | 2.02% |
| 30 Sep, 18 | 49.23% | 2.05% |
| 30 Jun, 18 | 49.02% | 0.45% |
| 31 Mar, 18 | 104.60% | 4.66% |
| 31 Dec, 17 | 47.40% | 3.31% |
| 30 Sep, 17 | 37.82% | 2.65% |
| 30 Jun, 17 | 37.79% | 0.50% |
| 31 Mar, 17 | 86.89% | 5.56% |
| 31 Dec, 16 | 39.54% | 0.54% |
| 30 Sep, 16 | 85.76% | 5.55% |
| 30 Jun, 16 | 39.31% | 2.55% |
| 31 Mar, 16 | 39.29% | 2.32% |
| 31 Dec, 15 | 41.19% | 2.26% |
| 30 Sep, 15 | 42.73% | 2.09% |
| 30 Jun, 15 | 45.19% | 2.15% |
| 31 Mar, 15 | 45.83% | - |
As of 30 Sep 23, Patriot Transportation is held by 33.31% institutional shareholders, representing a 2.97% growth compared to 30 Jun 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Sep, 23 | 7 | 133.33% |
| 30 Jun, 23 | 3 | -25.00% |
| 31 Mar, 23 | 4 | -50.00% |
| 31 Dec, 22 | 8 | -11.11% |
| 30 Sep, 22 | 9 | 50.00% |
| 30 Jun, 22 | 6 | -25.00% |
| 31 Mar, 22 | 8 | -11.11% |
| 31 Dec, 21 | 9 | 125.00% |
| 30 Sep, 21 | 4 | -20.00% |
| 30 Jun, 21 | 5 | -44.44% |
| 31 Mar, 21 | 9 | 28.57% |
| 31 Dec, 20 | 7 | 40.00% |
| 30 Sep, 20 | 5 | -28.57% |
| 30 Jun, 20 | 7 | -30.00% |
| 31 Mar, 20 | 10 | 66.67% |
| 31 Dec, 19 | 6 | 100.00% |
| 30 Sep, 19 | 3 | -50.00% |
| 30 Jun, 19 | 6 | -33.33% |
| 31 Mar, 19 | 9 | 12.50% |
| 31 Dec, 18 | 8 | -11.11% |
| 30 Sep, 18 | 9 | -18.18% |
| 30 Jun, 18 | 11 | 22.22% |
| 31 Mar, 18 | 9 | -30.77% |
| 31 Dec, 17 | 13 | 85.71% |
| 30 Sep, 17 | 7 | -12.50% |
| 30 Jun, 17 | 8 | - |
| 31 Mar, 17 | 8 | 60.00% |
| 31 Dec, 16 | 5 | -54.55% |
| 30 Sep, 16 | 11 | 10.00% |
| 30 Jun, 16 | 10 | 25.00% |
| 31 Mar, 16 | 8 | 14.29% |
| 31 Dec, 15 | 7 | -30.00% |
| 30 Sep, 15 | 10 | -33.33% |
| 30 Jun, 15 | 15 | -69.39% |
| 31 Mar, 15 | 49 | - |
7 institutional shareholders have increased their position in PATI stock as of 30 Sep 23 compared to 3 in the previous quarter (a 133.33% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Sep, 23 | 7 | -12.50% |
| 30 Jun, 23 | 8 | - |
| 31 Mar, 23 | 8 | 166.67% |
| 31 Dec, 22 | 3 | -25.00% |
| 30 Sep, 22 | 4 | -50.00% |
| 30 Jun, 22 | 8 | 33.33% |
| 31 Mar, 22 | 6 | -25.00% |
| 31 Dec, 21 | 8 | -27.27% |
| 30 Sep, 21 | 11 | 22.22% |
| 30 Jun, 21 | 9 | 50.00% |
| 31 Mar, 21 | 6 | -25.00% |
| 31 Dec, 20 | 8 | 14.29% |
| 30 Sep, 20 | 7 | 16.67% |
| 30 Jun, 20 | 6 | -25.00% |
| 31 Mar, 20 | 8 | 33.33% |
| 31 Dec, 19 | 6 | -40.00% |
| 30 Sep, 19 | 10 | 42.86% |
| 30 Jun, 19 | 7 | -12.50% |
| 31 Mar, 19 | 8 | 14.29% |
| 31 Dec, 18 | 7 | 40.00% |
| 30 Sep, 18 | 5 | -16.67% |
| 30 Jun, 18 | 6 | -25.00% |
| 31 Mar, 18 | 8 | 33.33% |
| 31 Dec, 17 | 6 | -14.29% |
| 30 Sep, 17 | 7 | -12.50% |
| 30 Jun, 17 | 8 | 300.00% |
| 31 Mar, 17 | 2 | -66.67% |
| 31 Dec, 16 | 6 | 20.00% |
| 30 Sep, 16 | 5 | -16.67% |
| 30 Jun, 16 | 6 | -14.29% |
| 31 Mar, 16 | 7 | -12.50% |
| 31 Dec, 15 | 8 | -20.00% |
| 30 Sep, 15 | 10 | -37.50% |
| 30 Jun, 15 | 16 | - |
| 31 Mar, 15 | - | - |
7 institutional shareholders have reduced their position in PATI stock as of 30 Sep 23 compared to 8 in the previous quarter (a -12.50% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Sep, 23 | 23 | 4.55% | 1,174,925 | -0.24% | 33.31% | 2.97% | 7 | 133.33% | 7 | -12.50% |
| 30 Jun, 23 | 22 | -4.35% | 1,177,724 | -2.80% | 33.48% | 2.82% | 3 | -25.00% | 8 | - |
| 31 Mar, 23 | 23 | 4.55% | 1,211,609 | 0.99% | 34.44% | 2.91% | 4 | -50.00% | 8 | 166.67% |
| 31 Dec, 22 | 22 | -12.00% | 1,199,715 | 0.02% | 34.38% | 2.86% | 8 | -11.11% | 3 | -25.00% |
| 30 Sep, 22 | 25 | 4.17% | 1,199,502 | -2.30% | 34.68% | 2.79% | 9 | 50.00% | 4 | -50.00% |
| 30 Jun, 22 | 24 | - | 1,227,729 | -2.84% | 35.25% | 2.64% | 6 | -25.00% | 8 | 33.33% |
| 31 Mar, 22 | 24 | - | 1,263,568 | -2.24% | 36.54% | 2.56% | 8 | -11.11% | 6 | -25.00% |
| 31 Dec, 21 | 24 | - | 1,292,529 | -4.61% | 37.80% | 2.39% | 9 | 125.00% | 8 | -27.27% |
| 30 Sep, 21 | 24 | -4.00% | 1,355,014 | -0.55% | 39.78% | 2.48% | 4 | -20.00% | 11 | 22.22% |
| 30 Jun, 21 | 25 | 4.17% | 1,362,481 | -0.18% | 40.05% | 2.47% | 5 | -44.44% | 9 | 50.00% |
| 31 Mar, 21 | 24 | -4.00% | 1,364,889 | 2.22% | 40.23% | 2.57% | 9 | 28.57% | 6 | -25.00% |
| 31 Dec, 20 | 25 | 19.05% | 1,335,199 | -13.45% | 39.54% | 1.89% | 7 | 40.00% | 8 | 14.29% |
| 30 Sep, 20 | 21 | -12.50% | 1,542,754 | -8.30% | 45.79% | 0.56% | 5 | -28.57% | 7 | 16.67% |
| 30 Jun, 20 | 24 | -7.69% | 1,682,448 | 15.23% | 90.49% | 4.78% | 7 | -30.00% | 6 | -25.00% |
| 31 Mar, 20 | 26 | 4.00% | 1,460,049 | -7.53% | 43.53% | 1.96% | 10 | 66.67% | 8 | 33.33% |
| 31 Dec, 19 | 25 | - | 1,578,860 | -3.10% | 47.12% | 1.98% | 6 | 100.00% | 6 | -40.00% |
| 30 Sep, 19 | 25 | -3.85% | 1,629,386 | 0.35% | 48.75% | 2.07% | 3 | -50.00% | 10 | 42.86% |
| 30 Jun, 19 | 26 | - | 1,623,773 | -4.80% | 48.51% | 0.39% | 6 | -33.33% | 7 | -12.50% |
| 31 Mar, 19 | 26 | -3.70% | 1,705,609 | 4.92% | 111.72% | 4.68% | 9 | 12.50% | 8 | 14.29% |
| 31 Dec, 18 | 27 | -10.00% | 1,625,589 | -0.48% | 48.85% | 2.02% | 8 | -11.11% | 7 | 40.00% |
| 30 Sep, 18 | 30 | - | 1,633,503 | 0.25% | 49.23% | 2.05% | 9 | -18.18% | 5 | -16.67% |
| 30 Jun, 18 | 30 | 11.11% | 1,629,474 | 2.84% | 49.02% | 0.45% | 11 | 22.22% | 6 | -25.00% |
| 31 Mar, 18 | 27 | -6.90% | 1,584,412 | 1.20% | 104.60% | 4.66% | 9 | -30.77% | 8 | 33.33% |
| 31 Dec, 17 | 29 | 11.54% | 1,565,588 | 25.49% | 47.40% | 3.31% | 13 | 85.71% | 6 | -14.29% |
| 30 Sep, 17 | 26 | -7.14% | 1,247,595 | -0.07% | 37.82% | 2.65% | 7 | -12.50% | 7 | -12.50% |
| 30 Jun, 17 | 28 | 12.00% | 1,248,444 | -4.69% | 37.79% | 0.50% | 8 | - | 8 | 300.00% |
| 31 Mar, 17 | 25 | -16.67% | 1,309,895 | 0.68% | 86.89% | 5.56% | 8 | 60.00% | 2 | -66.67% |
| 31 Dec, 16 | 30 | -3.23% | 1,300,992 | 1.16% | 39.54% | 0.54% | 5 | -54.55% | 6 | 20.00% |
| 30 Sep, 16 | 31 | 10.71% | 1,286,096 | -0.47% | 85.76% | 5.55% | 11 | 10.00% | 5 | -16.67% |
| 30 Jun, 16 | 28 | - | 1,292,144 | 0.18% | 39.31% | 2.55% | 10 | 25.00% | 6 | -14.29% |
| 31 Mar, 16 | 28 | -9.68% | 1,289,805 | -4.34% | 39.29% | 2.32% | 8 | 14.29% | 7 | -12.50% |
| 31 Dec, 15 | 31 | - | 1,348,301 | -3.60% | 41.19% | 2.26% | 7 | -30.00% | 8 | -20.00% |
| 30 Sep, 15 | 31 | -26.19% | 1,398,657 | -5.52% | 42.73% | 2.09% | 10 | -33.33% | 10 | -37.50% |
| 30 Jun, 15 | 42 | -14.29% | 1,480,391 | -0.94% | 45.19% | 2.15% | 15 | -69.39% | 16 | - |
| 31 Mar, 15 | 49 | - | 1,494,420 | - | 45.83% | - | 49 | - | - | - |
Patriot Transportation Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Patriot Transportation's stock was made by HYMAN CHARLES D on Dec 21 2023, selling 334 shares at $16.26 per share (valued at $5.43K).
Patriot Transportation Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 6 | 34 | 17.65% |
| Q2 2023 | 6 | - | - |
| Q1 2023 | 37 | 1 | 3700.00% |
| Q4 2022 | 1 | 2 | 50.00% |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 13 | - | - |
| Q1 2022 | 6 | 1 | 600.00% |
| Q3 2021 | 4 | 6 | 66.67% |
| Q1 2021 | 5 | - | - |
| Q4 2020 | 3 | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 34 | - | - |
| Q4 2019 | 3 | - | - |
| Q3 2019 | 7 | 1 | 700.00% |
| Q1 2019 | 13 | - | - |
| Q4 2018 | 10 | 1 | 1000.00% |
| Q2 2018 | 6 | 5 | 120.00% |
| Q1 2018 | 5 | - | - |
| Q4 2017 | 3 | - | - |
6 total buy trades, and 34 total sell trades (buy/sell ratio of 0.18%) were made by Patriot Transportation's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | - | - | - |
| Q2 2023 | 6 | - | - |
| Q1 2023 | 31 | 1 | 3100.00% |
| Q4 2022 | - | - | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 12 | - | - |
| Q1 2022 | - | - | - |
| Q3 2021 | - | 3 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 25 | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | 6 | - | - |
| Q1 2019 | 8 | - | - |
| Q4 2018 | 7 | - | - |
| Q2 2018 | 3 | 2 | 150.00% |
| Q1 2018 | - | - | - |
| Q4 2017 | - | - | - |
As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Patriot Transportation's stocks.
PATI Ownership FAQ
Who Owns Patriot Transportation?
Patriot Transportation is owned by institutional shareholders (33.31%), insiders (39.70%), and public (26.99%). The largest institutional shareholder of Patriot Transportation is JPMORGAN CHASE & CO (0% of total shares) and the top mutual fund owner is ROYCE VALUE TRUST, INC. (0.17% of total shares).
Who are the major institutional shareholders of Patriot Transportation?
Patriot Transportation's major institutional shareholders are JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, VANGUARD GROUP INC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 0% of the company's share outstanding.
How many Patriot Transportation shareholders are there?
As of Sep 2023, there are 23 institutional shareholders of Patriot Transportation.
What percentage of Patriot Transportation is owned by JPMORGAN CHASE & CO?
JPMORGAN CHASE & CO owns 0 shares of Patriot Transportation, representing 0% of the company's total shares outstanding, valued at $0 (as of Dec 2023).
What percentage of Patriot Transportation is owned by BANK OF AMERICA CORP /DE/?
As of Dec 2023, BANK OF AMERICA CORP /DE/ holds 0 shares of Patriot Transportation (PATI), compromising 0% of the company, valued at $0.
What percentage of Patriot Transportation is owned by WELLS FARGO & COMPANY/MN?
WELLS FARGO & COMPANY/MN is the third largest holder of Patriot Transportation. The company owns 0 of the company's shares outstanding (worth $0).