Pro-Dex Ownership | Who Owns Pro-Dex?
Pro-Dex Ownership Summary
Pro-Dex is owned by 16.41% institutional investors, 35.93% insiders, and 47.67% retail investors. Vanguard group is the largest institutional shareholder, holding 3.58% of PDEX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in Pro-Dex shares.
PDEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pro-Dex | 16.41% | 35.93% | 47.67% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Instruments & Supplies Stocks | 57.74% | 11.38% | 30.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 123.65K | 3.58% | $2.43M |
| Punch & associates investment management | 75.50K | 2.19% | $1.48M |
| Dimensional fund advisors lp | 63.04K | 1.83% | $1.24M |
| Acadian asset management | 56.34K | 1.63% | $1.11M |
| Blackrock | 38.48K | 1.12% | $755.83K |
| Geode capital management | 25.14K | 0.73% | $493.85K |
| Jpmorgan chase | 24.26K | 0.70% | $476.49K |
| Northern trust | 23.52K | 0.68% | $461.91K |
| Lsv asset management | 22.78K | 0.66% | $447.00K |
| Morgan stanley | 16.50K | 0.48% | $324.06K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bard associates | 11.56K | 0.09% | $227.14K |
| Punch & associates investment management | 75.50K | 0.09% | $1.48M |
| Perritt capital management | 6.00K | 0.06% | $117.84K |
| Acadian asset management | 56.34K | 0.00% | $1.11M |
| Lsv asset management | 22.78K | 0.00% | $447.00K |
| Global retirement partners | 1.00K | 0.00% | $19.64K |
| Advisor group | 11.53K | 0.00% | $226.45K |
| Renaissance | 12.24K | 0.00% | $240.39K |
| Dimensional fund advisors lp | 63.04K | 0.00% | $1.24M |
| Tower research capital llc (trc) | 543.00 | 0.00% | $10.66K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 63.04K | 0.00% | 3.07K |
| Fmr | 2.94K | - | 2.94K |
| Renaissance | 12.24K | 0.00% | 900.00 |
| Geode capital management | 25.14K | - | 820.00 |
| Newedge advisors | 416.00 | 0.00% | 415.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Covalent partners | - | - | -14.05K |
| Northern trust | 23.52K | 0.00% | -1.57K |
| Jpmorgan chase | 24.26K | - | -1.56K |
| Advisor group | 11.53K | 0.00% | -1.48K |
| Morgan stanley | 16.50K | - | -900.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fmr | 2.94K | - | 2.94K | $57.84K |
| Northwestern mutual wealth management | 263.00 | - | 263.00 | $5.17K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -16.00 |
| Covalent partners | -14.05K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 24 | -4.00% | 534,796 | 0.86% | 16 | 6.95% | 10 | 11.11% | 6 | -14.29% |
| Jun 30, 2024 | 25 | 4.17% | 530,215 | -2.23% | 15 | 6.22% | 9 | 12.50% | 7 | -30.00% |
| Mar 31, 2024 | 24 | -4.00% | 542,285 | 1.09% | 15 | 6.87% | 8 | -27.27% | 10 | 66.67% |
| Dec 31, 2023 | 25 | 25.00% | 536,435 | 2.60% | 15 | 6.96% | 11 | 57.14% | 6 | 50.00% |
| Sep 30, 2023 | 20 | -9.09% | 522,851 | -0.06% | 14 | 6.87% | 7 | -12.50% | 4 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 98.01K | 3.01% | - |
| DFA US Small Cap I | 24.39K | 0.73% | - |
| EAM Ultra Micro Cap | 23.61K | 0.72% | 23.61K |
| Vanguard Institutional Extnd Mkt Idx Tr | 22.09K | 0.68% | - |
| Fidelity Extended Market Index | 13.06K | 0.39% | 1.87K |
| Northern Small Cap Core I | 9.34K | 0.28% | 4.90K |
| DFA US Core Equity 1 I | 7.95K | 0.24% | - |
| Micro Cap Value Equity | 8.00K | 0.24% | - |
| Dimensional US Small Cap ETF | 7.17K | 0.22% | - |
| DFA US Core Equity 2 I | 6.86K | 0.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2024 | Charlton Alisha | Chief Financial Officer | Sell | $40.02K |
| Jun 24, 2024 | Domingo Angelita Rebamontan | - | Sell | $47.29K |
| May 10, 2022 | Philp Katrina Marie Kramer | Buy | $58.42K | |
| Sep 13, 2021 | Philp Katrina Marie Kramer | - | Buy | $97.64K |
| Nov 19, 2021 | Farrell William James III | - | Buy | $41.24K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2030 Q3 | - | - |
| 2028 Q3 | - | - |
| 2026 Q3 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
PDEX Ownership FAQ
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