Pro-Dex Ownership | Who Owns Pro-Dex?

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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	88.01%	8.90%	3.09%
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
Ritholtz wealth management	12.23K	0.02%	$571.89K
Acadian asset management	56.34K	0.00%	$1.11M
Global retirement partners	1.00K	0.00%	$46.75K
Lsv asset management	22.78K	0.00%	$447.00K
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

Top Buyers

Holder	Shares	% Assets	Change
Ritholtz wealth management	12.23K	0.02%	12.23K
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

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
Ritholtz wealth management	12.23K	0.02%	12.23K	$571.89K
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%	-
Vanguard Institutional Extnd Mkt Idx Tr	29.23K	0.90%	-
EAM Ultra Micro Cap	22.40K	0.69%	-1.21K
DFA US Small Cap I	22.20K	0.68%	-
Calamos Timpani Small Cap Growth I	17.97K	0.55%	17.97K
Avantis US Small Cap Value ETF	16.97K	0.52%	224.00
Pleiades Small Cap Equity A	12.37K	0.38%	12.37K
Fidelity Extended Market Index	12.17K	0.37%	-444.00
Northern Small Cap Core I	9.34K	0.29%	-
Micro Cap Value Equity	8.00K	0.25%	-

Recent Insider Transactions

Date	Name	Activity	Value
Jan 27, 2025	CABILLOT RAYMOND E	Sell	$336.16K
Jan 28, 2025	CABILLOT RAYMOND E	Sell	$224.06K
Jan 23, 2025	CABILLOT RAYMOND E	Sell	$35.07K
Jan 24, 2025	CABILLOT RAYMOND E	Sell	$59.51K
Jan 22, 2025	CABILLOT RAYMOND E	Sell	$52.86K

Insider Transactions Trends

Date	Buy	Sell
2030 Q3	-	-
2028 Q3	-	-
2026 Q3	-	-
2024 Q3	-	-
2024 Q2	-	1

PDEX Ownership FAQ

Who Owns Pro-Dex?

Pro-Dex shareholders are primarily institutional investors at 16.41%, followed by 35.93% insiders and 47.66% retail investors. The average institutional ownership in Pro-Dex's industry, Medical Instruments & Supplies Stocks, is 57.74%, which Pro-Dex falls below.

Who owns the most shares of Pro-Dex?

Pro-Dex’s largest shareholders are Vanguard group (123.65K shares, 3.58%), Punch & associates investment management (75.5K shares, 2.19%), and Dimensional fund advisors lp (63.04K shares, 1.83%). Together, they hold 7.60% of Pro-Dex’s total shares outstanding.

Does Blackrock own Pro-Dex?

Yes, BlackRock owns 1.12% of Pro-Dex, totaling 38.48K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 755.83K$. In the last quarter, BlackRock decreased its holdings by -295 shares, a -0.76% change.

Who is Pro-Dex’s biggest shareholder by percentage of total assets invested?

Bard associates is Pro-Dex’s biggest shareholder by percentage of total assets invested, with 0.09% of its assets in 11.56K Pro-Dex shares, valued at 227.14K$.

Who is the top mutual fund holder of Pro-Dex shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Pro-Dex shares, with 3.01% of its total shares outstanding invested in 98.01K Pro-Dex shares.

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