Precision Optics Ownership 2024 | Who Owns Precision Optics Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

7.00%

Insider Ownership

24.84%

Retail Ownership

68.15%

Institutional Holders

7.00

Precision Optics Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NEEDHAM INVESTMENT MANAGEMENT LLC	3.34%	0.23%	198,500	-	-	1,337,890,000	Mar 31, 2023
WEALTHTRUST AXIOM LLC	1.62%	0.22%	96,428	96,428	100.00%	654,746,000	Mar 31, 2023
HIGHTOWER ADVISORS, LLC	1.21%	0.00%	71,565	-	-	486,000,000	Mar 31, 2023
MORGAN STANLEY	0.58%	-	34,448	-666	-1.90%	233,902,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.21%	0.00%	12,367	12,367	100.00%	84,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	2,396	2,396	100.00%	16,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	24	24	100.00%	163,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-2,314	-100.00%	-	Mar 31, 2023

Precision Optics's largest institutional shareholder is NEEDHAM INVESTMENT MANAGEMENT LLC, holding 3.34% of the company's total share outstanding, currently valued at $1.34B. The top 10 institutional shareholders own together 7.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NEEDHAM INVESTMENT MANAGEMENT LLC	3.34%	0.23%	198,500	-	-	1,337,890,000	Mar 31, 2023
WEALTHTRUST AXIOM LLC	1.62%	0.22%	96,428	96,428	100.00%	654,746,000	Mar 31, 2023
HIGHTOWER ADVISORS, LLC	1.21%	0.00%	71,565	-	-	486,000,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	2,396	2,396	100.00%	16,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.21%	0.00%	12,367	12,367	100.00%	84,000	Mar 31, 2023
MORGAN STANLEY	0.58%	-	34,448	-666	-1.90%	233,902,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	24	24	100.00%	163,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-2,314	-100.00%	-	Mar 31, 2023

The largest Precision Optics shareholder by % of total assets is NEEDHAM INVESTMENT MANAGEMENT LLC. The company owns 198.50K shares of Precision Optics (POCI), representing 0.23% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WEALTHTRUST AXIOM LLC	1.62%	0.22%	96,428	96,428	100.00%	654,746,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.21%	0.00%	12,367	12,367	100.00%	84,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	2,396	2,396	100.00%	16,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	24	24	100.00%	163,000	Mar 31, 2023
HIGHTOWER ADVISORS, LLC	1.21%	0.00%	71,565	-	-	486,000,000	Mar 31, 2023
NEEDHAM INVESTMENT MANAGEMENT LLC	3.34%	0.23%	198,500	-	-	1,337,890,000	Mar 31, 2023
MORGAN STANLEY	0.58%	-	34,448	-666	-1.90%	233,902,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-2,314	-100.00%	-	Mar 31, 2023

As of Mar 31 2023, Precision Optics's largest institutional buyer is WEALTHTRUST AXIOM LLC. The company purchased 96.43K stocks of POCI, valued at $654.75M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
UBS GROUP AG	-	-	-	-2,314	-100.00%	-	Mar 31, 2023
MORGAN STANLEY	0.58%	-	34,448	-666	-1.90%	233,902,000	Mar 31, 2023
NEEDHAM INVESTMENT MANAGEMENT LLC	3.34%	0.23%	198,500	-	-	1,337,890,000	Mar 31, 2023
HIGHTOWER ADVISORS, LLC	1.21%	0.00%	71,565	-	-	486,000,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	24	24	100.00%	163,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	2,396	2,396	100.00%	16,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.21%	0.00%	12,367	12,367	100.00%	84,000	Mar 31, 2023
WEALTHTRUST AXIOM LLC	1.62%	0.22%	96,428	96,428	100.00%	654,746,000	Mar 31, 2023

As of Mar 31 2023, Precision Optics's biggest institutional seller is UBS GROUP AG. The company sold -2.31K shares of POCI, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WEALTHTRUST AXIOM LLC	1.62%	0.22%	96,428	96,428	100.00%	654,746,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.21%	0.00%	12,367	12,367	100.00%	84,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	2,396	2,396	100.00%	16,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	24	24	100.00%	163,000	Mar 31, 2023

Precision Optics's largest new institutional shareholder by number of shares is WEALTHTRUST AXIOM LLC, purchased 96.43K shares, valued at $654.75M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
UBS GROUP AG	-	-	-	-2,314	-100.00%	-	Mar 31, 2023

Precision Optics's largest sold out institutional shareholder by shares sold is UBS GROUP AG, sold -2.31K shares, valued at -, as of undefined.

Precision Optics Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
NEEDHAM FUNDS INC	0.15%	300,000	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	28,111	28,111	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	40,708	-266	-0.65%	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	672	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	8,916	-236	-2.58%	Mar 31, 2024

Precision Optics's largest mutual fund holder by % of total assets is "NEEDHAM FUNDS INC", owning 300.00K shares, compromising 0.15% of its total assets.

Precision Optics Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	7	75.00%
31 Dec, 22	4	-

As of 31 Mar 23, 7 institutions are holding Precision Optics's shares, representing an increase of 75.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	415,728	35.20%
31 Dec, 22	307,493	-

Precision Optics (POCI) has 415.73K shares outstanding as of 31 Mar 23, up 35.20% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	7.00%	285.26%
31 Dec, 22	1.82%	-

As of 31 Mar 23, Precision Optics is held by 7.00% institutional shareholders, representing a 285.26% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	-	-
31 Dec, 22	-	-

- institutional shareholders have increased their position in POCI stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	1	-
31 Dec, 22	-	-

1 institutional shareholders have reduced their position in POCI stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	7	75.00%	415,728	35.20%	7.00%	285.26%	-	-	1	-
31 Dec, 22	4	-	307,493	-	1.82%	-	-	-	-	-

Precision Optics Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	Lawande Mahesh	officer	Chief Operating Officer	P-Purchase	Buy	1,726	$9.99K	$17.25M	1,726
Aug 16, 2024	COLL WAYNE M	officer	Chief Financial Officer	P-Purchase	Buy	4,317	$25.00K	$107.91M	4,317
Aug 16, 2024	Forkey Joseph Norman	director, officer	Chief Executive Officer	P-Purchase	Buy	1,725	$9.99K	$17.23M	122,572
Apr 14, 2023	Anania Peter V.	director	-	P-Purchase	Buy	332	$6.00	$1.99K	8,950

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	Lawande Mahesh	officer	Chief Operating Officer	P-Purchase	Buy	1,726	$9.99K	$17.25M	1,726
Aug 16, 2024	COLL WAYNE M	officer	Chief Financial Officer	P-Purchase	Buy	4,317	$25.00K	$107.91M	4,317
Aug 16, 2024	Forkey Joseph Norman	director, officer	Chief Executive Officer	P-Purchase	Buy	1,725	$9.99K	$17.23M	122,572
Apr 14, 2023	Anania Peter V.	director	-	P-Purchase	Buy	332	$6.00	$1.99K	8,950

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 15, 2023	COLL WAYNE M	officer	Chief Financial Officer		Sell	50,000	$6.94	$347.00K	-
May 09, 2023	Lawande Mahesh	officer	Chief Operating Officer		Sell	60,000	$6.40	$384.00K	-
Apr 14, 2023	Anania Peter V.	director	-	J-Other	Sell	232,915	-	-	327,133
Apr 14, 2023	Anania Peter V.	director	-	J-Other	Sell	232,915	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	Lawande Mahesh	officer	Chief Operating Officer	P-Purchase	Buy	1,726	$9.99K	$17.25M	1,726
Aug 16, 2024	COLL WAYNE M	officer	Chief Financial Officer	P-Purchase	Buy	4,317	$25.00K	$107.91M	4,317
Aug 16, 2024	Forkey Joseph Norman	director, officer	Chief Executive Officer	P-Purchase	Buy	1,725	$9.99K	$17.23M	122,572
Nov 17, 2023	Woodward Peter H	director	-	A-Award	Buy	45,000	$5.95	$267.75K	135,000
Nov 17, 2023	Miles Richard B	director	-	A-Award	Buy	30,000	$5.95	$178.50K	90,998
Nov 17, 2023	Miclot Andrew J.	director	-	A-Award	Buy	30,000	$5.95	$178.50K	89,998
Nov 17, 2023	Anania Peter V.	director	-	A-Award	Buy	30,000	$5.95	$178.50K	56,666
Jun 20, 2023	Anania Peter V.	director	-	J-Other	Buy	4,827	-	-	201,648
Jun 15, 2023	COLL WAYNE M	officer	Chief Financial Officer		Sell	50,000	$6.94	$347.00K	-
May 09, 2023	Lawande Mahesh	officer	Chief Operating Officer		Sell	60,000	$6.40	$384.00K	-
Apr 14, 2023	Anania Peter V.	director	-	J-Other	Sell	232,915	-	-	327,133
Apr 14, 2023	Anania Peter V.	director	-	J-Other	Buy	232,915	-	-	232,915
Apr 14, 2023	Anania Peter V.	director	-	J-Other	Buy	196,821	-	-	196,821
Apr 14, 2023	Anania Peter V.	director	-	P-Purchase	Buy	332	$6.00	$1.99K	8,950
Apr 14, 2023	Anania Peter V.	director	-	J-Other	Buy	8,618	-	-	8,618
Apr 14, 2023	Anania Peter V.	director	-	J-Other	Sell	232,915	-	-	-
Jan 27, 2023	Forkey Joseph Norman	officer	Chief Executive Officer	W-Will	Buy	4,974	-	-	120,847
Jan 18, 2023	Woodward Peter H	director	-	A-Award	Buy	20,000	-	-	90,000
Jan 18, 2023	Miles Richard B	director	-	A-Award	Buy	13,334	-	-	62,133
Jan 18, 2023	Miclot Andrew J.	director	-	A-Award	Buy	13,334	-	-	60,000

The last insider sell of Precision Optics's stock was made by COLL WAYNE M on Jun 15 2023, selling 50,000 shares at $6.94 per share (valued at $347.00K). The last insider buy of POCI was made by Lawande Mahesh on Aug 16 2024, buying 1,726 shares at $9.99K per share (worth $17.25M).

Precision Optics Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	3	-	-
Q4 2023	4	-	-
Q2 2023	1	2	50.00%
Q1 2023	5	2	250.00%
Q4 2022	6	1	600.00%
Q3 2022	2	1	200.00%
Q2 2022	1	1	100.00%
Q4 2007	1	-	-
Q1 2007	2	-	-
Q4 2006	1	-	-
Q2 2006	1	-	-
Q4 2005	1	-	-
Q2 2005	2	-	-
Q4 2004	1	-	-
Q3 2004	3	-	-
Q4 2003	2	-	-

3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Precision Optics's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	3	-	-
Q4 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	1	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q4 2007	-	-	-
Q1 2007	2	-	-
Q4 2006	-	-	-
Q2 2006	1	-	-
Q4 2005	-	-	-
Q2 2005	-	-	-
Q4 2004	-	-	-
Q3 2004	-	-	-
Q4 2003	-	-	-

As of Q3 2024, Insider owners conducted 3 open market buy trades and 0 open market sell trades of Precision Optics's stocks.

Precision Optics Peer Ownership

Ticker	Company
FEMY	Femasys Inc.
KRMD	KORU Medical Systems, Inc.
BNGO	Bionano Genomics, Inc.
ISRG	Intuitive Surgical, Inc.
UTMD	Utah Medical Products, Inc.
PDEX	Pro-Dex, Inc.

POCI Ownership FAQ

Who Owns Precision Optics?

Precision Optics is owned by institutional shareholders (7.00%), insiders (24.84%), and public (68.15%). The largest institutional shareholder of Precision Optics is NEEDHAM INVESTMENT MANAGEMENT LLC (3.34% of total shares) and the top mutual fund owner is NEEDHAM FUNDS INC (0.15% of total shares).

Who are the major institutional shareholders of Precision Optics?

Precision Optics's major institutional shareholders are NEEDHAM INVESTMENT MANAGEMENT LLC, WEALTHTRUST AXIOM LLC, HIGHTOWER ADVISORS, LLC, MORGAN STANLEY, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 6.96% of the company's share outstanding.

How many Precision Optics shareholders are there?

As of Mar 2023, there are 7 institutional shareholders of Precision Optics.

What percentage of Precision Optics is owned by NEEDHAM INVESTMENT MANAGEMENT LLC?

NEEDHAM INVESTMENT MANAGEMENT LLC owns 198.5K shares of Precision Optics, representing 3.34% of the company's total shares outstanding, valued at $1.34B (as of Mar 2023).

What percentage of Precision Optics is owned by WEALTHTRUST AXIOM LLC?

As of Mar 2023, WEALTHTRUST AXIOM LLC holds 96.43K shares of Precision Optics (POCI), compromising 1.62% of the company, valued at $654.75M.

What percentage of Precision Optics is owned by HIGHTOWER ADVISORS, LLC?

HIGHTOWER ADVISORS, LLC is the third largest holder of Precision Optics. The company owns 71.56K of the company's shares outstanding (worth $486M).