Ownership | Who Owns ?

Overview RevenueFinancials Chart Transcripts

Ownership Summary

is owned by 36.86% institutional investors, 26.27% insiders, and 36.87% retail investors. Awm investment company is the largest institutional shareholder, holding 6.01% of PFIE shares. Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund, with 3.13% of its assets in shares.

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Awm investment company	2.82M	6.01%	$4.00M
Royce & associates lp	2.01M	4.29%	$2.86M
Ameriprise financial	1.82M	3.88%	$2.58M
Everett harris & co /ca/	1.74M	3.71%	$2.47M
Pacific ridge capital partners	1.74M	3.71%	$2.47M
Wells fargo & company/mn	1.63M	3.48%	$2.32M
Vanguard group	1.63M	3.48%	$2.32M
Renaissance	1.06M	2.25%	$1.50M
King luther capital management	1.03M	2.20%	$1.46M
Perkins capital management	907.42K	1.94%	$1.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Perkins capital management	907.42K	1.21%	$1.29M
Amh equity	638.93K	1.20%	$907.28K
Pacific ridge capital partners	1.74M	0.59%	$2.47M
Awm investment company	2.82M	0.54%	$4.00M
Perritt capital management	335.80K	0.26%	$476.84K
Williams & novak	32.40K	0.04%	$46.01K
Everett harris & co /ca/	1.74M	0.03%	$2.47M
Essex investment management	112.66K	0.03%	$159.97K
Royce & associates lp	2.01M	0.03%	$2.86M
Occudo quantitative strategies lp	90.84K	0.02%	$128.99K

Top Buyers

Holder	Shares	% Assets	Change
Everett harris & co /ca/	1.74M	0.03%	257.06K
Awm investment company	2.82M	0.54%	195.79K
Gsa capital partners llp	168.40K	0.02%	168.40K
Amh equity	638.93K	1.20%	138.93K
Pacific ridge capital partners	1.74M	0.59%	91.94K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	1.06M	0.00%	-226.45K
Essex investment management	112.66K	0.03%	-212.87K
Millennium management	-	-	-87.57K
O'shaughnessy asset management	97.87K	0.00%	-77.92K
Two sigma investments, lp	-	-	-71.94K

New Positions

Holder	Shares	% Assets	Change	Value
Gsa capital partners llp	168.40K	0.02%	168.40K	$239.00K
Williams & novak	32.40K	0.04%	32.40K	$46.01K
Advisor resource council	27.00K	0.00%	27.00K	$38.00K
Wealthcollab	90.00	0.00%	90.00	$128.00

Sold Out

Holder	Change
Qube research	-2.00
Cwm	-1.46K
Anchor investment management	-5.00K
Caprock group	-10.04K
Cerity partners	-12.15K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	56	1.82%	20,112,544	1.37%	36	2.06%	17	-22.73%	17	-22.73%
Jun 30, 2024	55	-	19,840,410	-3.11%	42	2.21%	22	15.79%	22	29.41%
Mar 31, 2024	55	-15.38%	20,476,500	-1.06%	43	2.31%	19	-45.71%	17	-10.53%
Dec 31, 2023	65	-1.52%	20,696,499	1.39%	43	2.35%	35	-14.63%	19	5.56%
Sep 30, 2023	66	50.00%	20,412,959	-2.50%	43	2.19%	41	141.18%	18	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Pacific Ridge Capital Ptnrs Micro Cp Val	1.47M	3.13%	49.56K
Royce Micro-Cap Invmt	1.41M	3.02%	7.40K
Columbia Small Cap Value I A	1.23M	2.63%	10.70K
Columbia Small Cap Value I	1.23M	2.63%	43.00K
Vanguard Total Stock Mkt Idx Inv	1.09M	2.36%	-
Adara Smaller Companies	659.78K	1.43%	-
Royce Capital Micro-Cap Inv	620.33K	1.32%	12.60K
Vanguard Institutional Extnd Mkt Idx Tr	498.09K	1.08%	-
Columbia VP Small Cap Value 1	391.69K	0.84%	-4.05K
Acuitas US Microcap Strategy	386.07K	0.82%	31.33K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 16, 2024	Oviatt Ryan W	Co-CEO	Buy	$6.00K
May 17, 2024	Oviatt Ryan W	Co-CEO	Buy	$5.73K
Feb 08, 2021	Albert Harold	-	Sell	$352.04K
Feb 09, 2021	Albert Harold	-	Sell	$189.05K
Nov 09, 2020	Albert Harold	-	Sell	$90.16K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	2	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-
2023 Q2	-	-

PFIE Ownership FAQ

Who owns the most shares of ?

’s largest shareholders are Awm investment company (2.82M shares, 6.01%), Royce & associates lp (2.01M shares, 4.29%), and Ameriprise financial (1.82M shares, 3.88%). Together, they hold 14.18% of ’s total shares outstanding.

Does Blackrock own ?

BlackRock is not among the top 10 institutional shareholders of .

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

Perkins capital management is ’s biggest shareholder by percentage of total assets invested, with 1.21% of its assets in 907.42K shares, valued at 1.29M$.

Who is the top mutual fund holder of shares?

Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund holder of shares, with 3.13% of its total shares outstanding invested in 1.47M shares.

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