Powell Industries Ownership 2024 | Who Owns Powell Industries Now?
Institutional Ownership
35.32%
Insider Ownership
22.92%
Retail Ownership
41.76%
Institutional Holders
111.00
Powell Industries Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRANSFORM WEALTH, LLC | 13.96% | 18.02% | 1,674,162 | 1,667,728 | 25920.55% | 240,074,831 | Jun 30, 2024 |
| BLACKROCK INC. | 11.74% | 0.00% | 1,407,704 | -41,872 | -2.89% | 201,864,778 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.40% | 0.00% | 648,002 | -8,426 | -1.28% | 92,923,487 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.40% | 0.02% | 647,827 | -44,677 | -6.45% | 92,897,806 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 3.93% | 0.15% | 471,353 | -141,776 | -23.12% | 67,592,020 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 3.45% | 0.10% | 413,835 | -56,500 | -12.01% | 59,343,939 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 3.37% | 0.06% | 404,694 | 101,444 | 33.45% | 58,033,119 | Jun 30, 2024 |
| STATE STREET CORP | 3.00% | 0.00% | 359,314 | 7,402 | 2.10% | 51,525,628,000 | Jun 30, 2024 |
| MORGAN STANLEY | 2.40% | 0.00% | 287,980 | 154,776 | 116.19% | 41,296,431 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.30% | 0.09% | 275,707 | 275,707 | 100.00% | 39,536,323 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.29% | 0.02% | 274,388 | 35,818 | 15.01% | 39,347,239 | Jun 30, 2024 |
| FMR LLC | 2.15% | 0.00% | 257,245 | 110,515 | 75.32% | 36,888,986 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.06% | 0.00% | 247,357 | 14,685 | 6.31% | 35,477,115 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.06% | 0.03% | 246,611 | 50,782 | 25.93% | 35,364,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.29% | 0.00% | 155,049 | 132,951 | 601.64% | 22,234,025 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.25% | 0.04% | 149,503 | 149,503 | 100.00% | 21,438,730 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 1.14% | 3.46% | 136,315 | 42,283 | 44.97% | 19,547,571 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.13% | 0.01% | 135,950 | -79,894 | -37.01% | 19,495,230 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.01% | 0.07% | 120,729 | 17,179 | 16.59% | 17,312,539 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.94% | 0.00% | 113,168 | 1,836 | 1.65% | 16,228,291 | Jun 30, 2024 |
Powell Industries's largest institutional shareholder is TRANSFORM WEALTH, LLC, holding 13.96% of the company's total share outstanding, currently valued at $240.07M. The top 10 institutional shareholders own together 54.96% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRANSFORM WEALTH, LLC | 13.96% | 18.02% | 1,674,162 | 1,667,728 | 25920.55% | 240,074,831 | Jun 30, 2024 |
| ENGINE NO. 1 LLC | 0.51% | 9.23% | 61,374 | 29,300 | 91.35% | 8,801,032 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 1.14% | 3.46% | 136,315 | 42,283 | 44.97% | 19,547,571 | Jun 30, 2024 |
| HEL VED CAPITAL MANAGEMENT LTD | 0.44% | 2.05% | 52,507 | 24,860 | 89.92% | 7,529,504 | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.16% | 1.67% | 19,706 | 5,241 | 36.23% | 2,825,840 | Jun 30, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | 0.19% | 1.53% | 23,169 | 18,548 | 401.38% | 3,322,435 | Jun 30, 2024 |
| RANGE FINANCIAL GROUP LLC | 0.10% | 0.91% | 12,418 | -1,684 | -11.94% | 1,780,741 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.49% | 0.89% | 59,317 | -8,533 | -12.58% | 8,506,058 | Jun 30, 2024 |
| HARVEST INVESTMENT SERVICES, LLC | 0.09% | 0.59% | 10,413 | 4,289 | 70.04% | 1,493,224 | Jun 30, 2024 |
| SPIREPOINT PRIVATE CLIENT, LLC | 0.21% | 0.51% | 25,328 | 503 | 2.03% | 3,631,965 | Jun 30, 2024 |
| NAVELLIER & ASSOCIATES INC | 0.25% | 0.51% | 30,276 | 1,831 | 6.44% | 4,341,578 | Jun 30, 2024 |
| HORIZON INVESTMENT SERVICES, LLC | 0.05% | 0.43% | 6,430 | 2,471 | 62.41% | 922,066 | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | 0.02% | 0.40% | 2,725 | -15 | -0.55% | 390,778 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.14% | 0.39% | 16,572 | -6,913 | -29.44% | 2,376,425 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.27% | 0.37% | 32,764 | -5,230 | -13.77% | 4,698,357 | Jun 30, 2024 |
| QUANTEDGE CAPITAL PTE LTD | 0.05% | 0.34% | 6,500 | 6,500 | 100.00% | 932,100 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.05% | 0.32% | 6,030 | -12 | -0.20% | 865,000 | Jun 30, 2024 |
| GUIDANCE CAPITAL, INC | 0.04% | 0.28% | 4,718 | -21 | -0.44% | 866,447 | Jun 30, 2024 |
| GALLACHER CAPITAL MANAGEMENT LLC | 0.03% | 0.24% | 3,115 | 3,115 | 100.00% | 446,622 | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | 0.43% | 0.22% | 51,860 | 51,860 | 100.00% | 7,436,665 | Jun 30, 2024 |
The largest Powell Industries shareholder by % of total assets is TRANSFORM WEALTH, LLC. The company owns 1.67M shares of Powell Industries (POWL), representing 18.02% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRANSFORM WEALTH, LLC | 13.96% | 18.02% | 1,674,162 | 1,667,728 | 25920.55% | 240,074,831 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.30% | 0.09% | 275,707 | 275,707 | 100.00% | 39,536,323 | Jun 30, 2024 |
| MORGAN STANLEY | 2.40% | 0.00% | 287,980 | 154,776 | 116.19% | 41,296,431 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.25% | 0.04% | 149,503 | 149,503 | 100.00% | 21,438,730 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.29% | 0.00% | 155,049 | 132,951 | 601.64% | 22,234,025 | Jun 30, 2024 |
| FMR LLC | 2.15% | 0.00% | 257,245 | 110,515 | 75.32% | 36,888,986 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 3.37% | 0.06% | 404,694 | 101,444 | 33.45% | 58,033,119 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.68% | 0.11% | 81,295 | 81,295 | 100.00% | 11,657,703 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.45% | 0.04% | 54,505 | 54,505 | 100.00% | 7,817,652 | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | 0.43% | 0.22% | 51,860 | 51,860 | 100.00% | 7,436,665 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.06% | 0.03% | 246,611 | 50,782 | 25.93% | 35,364,000 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.41% | 0.01% | 48,685 | 48,685 | 100.00% | 6,981,429 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.39% | 0.00% | 46,816 | 46,816 | 100.00% | 6,713,475 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 1.14% | 3.46% | 136,315 | 42,283 | 44.97% | 19,547,571 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.30% | 0.03% | 36,361 | 36,361 | 100.00% | 5,214,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.29% | 0.02% | 274,388 | 35,818 | 15.01% | 39,347,239 | Jun 30, 2024 |
| ENGINE NO. 1 LLC | 0.51% | 9.23% | 61,374 | 29,300 | 91.35% | 8,801,032 | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | 0.24% | 0.04% | 28,952 | 28,952 | 100.00% | 4,151,717 | Jun 30, 2024 |
| HEL VED CAPITAL MANAGEMENT LTD | 0.44% | 2.05% | 52,507 | 24,860 | 89.92% | 7,529,504 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.22% | 0.01% | 26,793 | 22,873 | 583.49% | 3,842,000 | Jun 30, 2024 |
As of Jun 30 2024, Powell Industries's largest institutional buyer is TRANSFORM WEALTH, LLC. The company purchased 1.67M stocks of POWL, valued at $240.07M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -311,092 | -100.00% | - | Jun 30, 2024 |
| PACER ADVISORS, INC. | 3.93% | 0.15% | 471,353 | -141,776 | -23.12% | 67,592,020 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.88% | 0.00% | 105,913 | -139,323 | -56.81% | 15,187,952 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.11% | 0.00% | 13,327 | -93,902 | -87.57% | 1,911,091 | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -80,367 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.13% | 0.01% | 135,950 | -79,894 | -37.01% | 19,495,230 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.46% | 0.01% | 54,710 | -76,928 | -58.44% | 7,845,414 | Jun 30, 2024 |
| MAN GROUP PLC | 0.78% | 0.03% | 93,874 | -63,434 | -40.32% | 13,461,532 | Jun 30, 2024 |
| INVESCO LTD. | 0.54% | 0.00% | 64,597 | -56,872 | -46.82% | 9,263,209 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 3.45% | 0.10% | 413,835 | -56,500 | -12.01% | 59,343,939 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.16% | 0.01% | 19,339 | -54,668 | -73.87% | 2,770,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.40% | 0.02% | 647,827 | -44,677 | -6.45% | 92,897,806 | Jun 30, 2024 |
| BLACKROCK INC. | 11.74% | 0.00% | 1,407,704 | -41,872 | -2.89% | 201,864,778 | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | 0.47% | 0.02% | 56,134 | -17,764 | -24.04% | 8,050,000 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -17,525 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -13,569 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -10,200 | -100.00% | - | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.05% | 0.00% | 6,562 | -9,850 | -60.02% | 940,991,000 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.49% | 0.89% | 59,317 | -8,533 | -12.58% | 8,506,058 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.40% | 0.00% | 648,002 | -8,426 | -1.28% | 92,923,487 | Jun 30, 2024 |
As of Jun 30 2024, Powell Industries's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -0.31M shares of POWL, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.30% | 0.09% | 275,707 | 275,707 | 100.00% | 39,536,323 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.25% | 0.04% | 149,503 | 149,503 | 100.00% | 21,438,730 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.68% | 0.11% | 81,295 | 81,295 | 100.00% | 11,657,703 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.45% | 0.04% | 54,505 | 54,505 | 100.00% | 7,817,652 | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | 0.43% | 0.22% | 51,860 | 51,860 | 100.00% | 7,436,665 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.41% | 0.01% | 48,685 | 48,685 | 100.00% | 6,981,429 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.39% | 0.00% | 46,816 | 46,816 | 100.00% | 6,713,475 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.30% | 0.03% | 36,361 | 36,361 | 100.00% | 5,214,000 | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | 0.24% | 0.04% | 28,952 | 28,952 | 100.00% | 4,151,717 | Jun 30, 2024 |
| DANA INVESTMENT ADVISORS, INC. | 0.08% | 0.06% | 10,184 | 10,184 | 100.00% | 1,460,386 | Jun 30, 2024 |
| AXA S.A. | 0.08% | 0.00% | 9,746 | 9,746 | 100.00% | 1,397,577 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.07% | 0.01% | 7,800 | 7,800 | 100.00% | 1,118,520 | Jun 30, 2024 |
| MML INVESTORS SERVICES, LLC | 0.06% | 0.00% | 7,341 | 7,341 | 100.00% | 1,053,000 | Jun 30, 2024 |
| QUANTEDGE CAPITAL PTE LTD | 0.05% | 0.34% | 6,500 | 6,500 | 100.00% | 932,100 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 5,416 | 5,416 | 100.00% | 776,654 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.04% | 0.07% | 4,571 | 4,571 | 100.00% | 655,481 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.03% | 0.01% | 3,661 | 3,661 | 100.00% | 524,987 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.03% | 0.05% | 3,379 | 3,379 | 100.00% | 484,549 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.03% | 0.00% | 3,281 | 3,281 | 100.00% | 470,000 | Jun 30, 2024 |
| PITCAIRN CO | 0.03% | 0.03% | 3,268 | 3,268 | 100.00% | 468,631 | Jun 30, 2024 |
| GALLACHER CAPITAL MANAGEMENT LLC | 0.03% | 0.24% | 3,115 | 3,115 | 100.00% | 446,622 | Jun 30, 2024 |
| ADVISORY SERVICES NETWORK, LLC | 0.02% | 0.01% | 2,821 | 2,821 | 100.00% | 404,545 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.02% | 0.04% | 2,619 | 2,619 | 100.00% | 375,565 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.02% | 0.00% | 2,494 | 2,494 | 100.00% | 357,640 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.02% | 0.02% | 2,108 | 2,108 | 100.00% | 302,000 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.02% | 0.00% | 2,001 | 2,001 | 100.00% | 286,943 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.02% | 0.05% | 1,969 | 1,969 | 100.00% | 282,355 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 0.02% | 0.00% | 1,875 | 1,875 | 100.00% | 268,874 | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 0.01% | 0.00% | 1,036 | 1,036 | 100.00% | 149,000 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.01% | 0.01% | 979 | 979 | 100.00% | 140,389 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.00% | 0.00% | 500 | 500 | 100.00% | 71,700 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.01% | 333 | 333 | 100.00% | 47,752 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 326 | 326 | 100.00% | 47,000 | Jun 30, 2024 |
| KBC GROUP NV | 0.00% | 0.00% | 196 | 196 | 100.00% | 28,000 | Jun 30, 2024 |
| NBC SECURITIES, INC. | 0.00% | 0.00% | 136 | 136 | 100.00% | 19,000 | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | 0.00% | 0.00% | 120 | 120 | 100.00% | 17,210 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | 0.00% | 95 | 95 | 100.00% | 13,626 | Jun 30, 2024 |
| BYRNE ASSET MANAGEMENT LLC | 0.00% | 0.01% | 68 | 68 | 100.00% | 9,662 | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | 0.00% | 0.00% | 65 | 65 | 100.00% | 9,321 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 53 | 53 | 100.00% | 7,600 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 50 | 50 | 100.00% | 7,283 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 50 | 50 | 100.00% | 7,170 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 45 | 45 | 100.00% | 6,453 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 3,585 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 23 | 23 | 100.00% | 3,268 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | - | 16 | 16 | 100.00% | 2,295 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | - | 13 | 13 | 100.00% | 1,864 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | 0.00% | 0.00% | 10 | 10 | 100.00% | 1,434 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | - | 9 | 9 | 100.00% | 1,290 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 9 | 9 | 100.00% | 1,291 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 6 | 6 | 100.00% | 861 | Jun 30, 2024 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | - | 0.00% | 4 | 4 | 100.00% | 574 | Jun 30, 2024 |
| TORONTO DOMINION BANK | - | - | 3 | 3 | 100.00% | 430 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 3 | 3 | 100.00% | 430 | Jun 30, 2024 |
Powell Industries's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 275.71K shares, valued at $39.54M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -311,092 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -80,367 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -17,525 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -13,569 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -10,200 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -8,226 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -7,243 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -7,069 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -7,028 | -100.00% | - | Jun 30, 2024 |
| HUSSMAN STRATEGIC ADVISORS, INC. | - | - | - | -6,300 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,995 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -4,971 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -4,581 | -100.00% | - | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -3,464 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -2,541 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -2,335 | -100.00% | - | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | - | - | - | -2,258 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -2,218 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -2,060 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -1,798 | -100.00% | - | Jun 30, 2024 |
| SCOTIA CAPITAL INC. | - | - | - | -1,710 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -1,439 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -482 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -459 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -198 | -100.00% | - | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Powell Industries's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -0.31M shares, valued at -, as of undefined.
Powell Industries Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HEARTLAND GROUP INC | 0.35% | 200,000 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.32% | 22,736 | - | - | Sep 30, 2022 |
| ROYCE VALUE TRUST, INC. | 0.08% | 65,493 | -4,233 | -6.07% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.05% | 276,943 | 116,123 | 72.21% | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.04% | 21,400 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.02% | 1,015 | -2,395 | -70.23% | Feb 29, 2024 |
| Zacks Trust | 0.02% | 1,783 | 1,783 | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 45,000 | - | - | Mar 28, 2024 |
| OBERWEIS FUNDS | 0.02% | 16,800 | -11,800 | -41.26% | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 1,400 | - | - | Mar 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.01% | 53,100 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 29,094 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 49,540 | -9,642 | -16.29% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 5,654 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 9,441 | -1,334 | -12.38% | Jan 31, 2024 |
| BRAGG CAPITAL TRUST | 0.01% | 4,994 | - | - | May 31, 2023 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 4,582 | 53 | 1.17% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 16,472 | - | - | Jan 31, 2024 |
| BERTOLET CAPITAL TRUST | 0.01% | 1,080 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.01% | 4,000 | - | - | Dec 29, 2023 |
| PFM Multi-Manager Series Trust | 0.01% | 4,684 | 303 | 6.92% | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.01% | 173 | -115 | -39.93% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 12,498 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 0.01% | 12,500 | - | - | Jan 31, 2024 |
| Global X Funds | 0.01% | 227,260 | -125,439 | -35.57% | Feb 29, 2024 |
| Pacer Funds Trust | 0.00% | 227,945 | - | - | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 76,843 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 18,816 | - | - | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 19,498 | -34,200 | -63.69% | Aug 31, 2023 |
| Bernstein Fund Inc | 0.00% | 22,990 | -19,480 | -45.87% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 16,302 | -516 | -3.07% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 26,114 | 1,016 | 4.05% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,373 | -45 | -3.17% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 202,207 | 65,574 | 47.99% | Feb 29, 2024 |
| Nushares ETF Trust | 0.00% | 11,427 | 11,427 | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.00% | 1,263 | 13 | 1.04% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 27,065 | -2,335 | -7.94% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 4,716 | -617 | -11.57% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 419,814 | -129,037 | -23.51% | Mar 31, 2024 |
| VALIC Co II | 0.00% | 28,500 | -100 | -0.35% | Feb 28, 2021 |
| TIMOTHY PLAN | 0.00% | 3,382 | - | - | Mar 31, 2024 |
| FundVantage Trust | 0.00% | 11,046 | 5,252 | 90.65% | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 13,030 | -2,020 | -13.42% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 56,840 | -10,929 | -16.13% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 676,883 | 67,959 | 11.16% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,670 | -261 | -13.52% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 25,376 | 9 | 0.04% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 6,800 | 46 | 0.68% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 112 | -304 | -73.08% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 10,200 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 90,480 | 3,388 | 3.89% | Feb 29, 2024 |
| SHELTON FUNDS | 0.00% | 713 | - | - | Feb 29, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 5,500 | - | - | Mar 31, 2023 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 5,719 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 949 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 685 | -913 | -57.13% | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 69,454 | -1,894 | -2.65% | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 371 | -409 | -52.44% | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 9,959 | 1,923 | 23.93% | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 3,708 | -264 | -6.65% | Feb 29, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 88,184 | 17,289 | 24.39% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 35,758 | -1,171 | -3.17% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 106,137 | 6,870 | 6.92% | Jan 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 5,047 | - | - | Mar 28, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 490 | - | - | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 4,496 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 2,438 | -1,718 | -41.34% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 2,500 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,828 | 228 | 4.07% | Mar 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 5,727 | -1,129 | -16.47% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 2,040 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 4,871 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 599 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 74 | - | - | Apr 30, 2021 |
| Voya INVESTORS TRUST | 0.00% | 7,700 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 1,217 | - | - | Jan 31, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 4,730 | 5 | 0.11% | Jan 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 9,520 | -100 | -1.04% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 6,493 | -360 | -5.25% | Dec 31, 2023 |
| GPS Funds I | 0.00% | 637 | - | - | Mar 31, 2024 |
| Horizon Funds | 0.00% | 229 | 68 | 42.24% | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 11,600 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 425 | -20 | -4.49% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 11,153 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 47,998 | 1,292 | 2.77% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 58 | -8 | -12.12% | Sep 30, 2023 |
| FLEXSHARES TRUST | 0.00% | 5,790 | - | - | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 7,995 | -143 | -1.76% | Mar 28, 2024 |
| KP Funds | 0.00% | 3,212 | - | - | Sep 30, 2020 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,101 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 615 | - | - | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 1,059,825 | -1,706 | -0.16% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 266 | -468 | -63.76% | Dec 31, 2023 |
| VALIC Co I | 0.00% | 17,005 | 1,064 | 6.67% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 8,104 | - | - | Mar 28, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 10,400 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,235 | 100 | 3.19% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 4,809 | -664 | -12.13% | Feb 29, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 900 | 900 | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 509 | -614 | -54.67% | Feb 29, 2024 |
Powell Industries's largest mutual fund holder by % of total assets is "HEARTLAND GROUP INC", owning 200.00K shares, compromising 0.35% of its total assets.
Powell Industries Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 111 | -54.51% |
| 31 Mar, 24 | 244 | 30.48% |
| 31 Dec, 23 | 187 | 10.00% |
| 30 Sep, 23 | 170 | 14.09% |
| 30 Jun, 23 | 149 | 25.21% |
| 31 Mar, 23 | 119 | 10.19% |
| 31 Dec, 22 | 108 | 33.33% |
| 30 Sep, 22 | 81 | -12.90% |
| 30 Jun, 22 | 93 | 3.33% |
| 31 Mar, 22 | 90 | -10.00% |
| 31 Dec, 21 | 100 | -2.91% |
| 30 Sep, 21 | 103 | -3.74% |
| 30 Jun, 21 | 107 | -3.60% |
| 31 Mar, 21 | 111 | -7.50% |
| 31 Dec, 20 | 120 | 5.26% |
| 30 Sep, 20 | 114 | -5.79% |
| 30 Jun, 20 | 121 | -1.63% |
| 31 Mar, 20 | 123 | -16.33% |
| 31 Dec, 19 | 147 | 12.21% |
| 30 Sep, 19 | 131 | 15.93% |
| 30 Jun, 19 | 113 | 13.00% |
| 31 Mar, 19 | 100 | 3.09% |
| 31 Dec, 18 | 97 | -7.62% |
| 30 Sep, 18 | 105 | -8.70% |
| 30 Jun, 18 | 115 | 6.48% |
| 31 Mar, 18 | 108 | 0.93% |
| 31 Dec, 17 | 107 | 11.46% |
| 30 Sep, 17 | 96 | -6.80% |
| 30 Jun, 17 | 103 | -6.36% |
| 31 Mar, 17 | 110 | -8.33% |
| 31 Dec, 16 | 120 | 2.56% |
| 30 Sep, 16 | 117 | 4.46% |
| 30 Jun, 16 | 112 | 9.80% |
| 31 Mar, 16 | 102 | 6.25% |
| 31 Dec, 15 | 96 | 6.67% |
| 30 Sep, 15 | 90 | -7.22% |
| 30 Jun, 15 | 97 | -3.00% |
| 31 Mar, 15 | 100 | -7.41% |
| 31 Dec, 14 | 108 | 4.85% |
| 30 Sep, 14 | 103 | -16.94% |
| 30 Jun, 14 | 124 | -1.59% |
| 31 Mar, 14 | 126 | 3.28% |
| 31 Dec, 13 | 122 | 7.96% |
| 30 Sep, 13 | 113 | 8.65% |
| 30 Jun, 13 | 104 | 116.67% |
| 31 Mar, 13 | 48 | 9.09% |
| 31 Dec, 12 | 44 | 2.33% |
| 30 Sep, 12 | 43 | 2.38% |
| 30 Jun, 12 | 42 | 31.25% |
| 31 Mar, 12 | 32 | -8.57% |
| 31 Dec, 11 | 35 | -2.78% |
| 30 Sep, 11 | 36 | -10.00% |
| 30 Jun, 11 | 40 | 2.56% |
| 31 Mar, 11 | 39 | 14.71% |
| 31 Dec, 10 | 34 | -10.53% |
| 30 Sep, 10 | 38 | 2.70% |
| 30 Jun, 10 | 37 | 5.71% |
| 31 Mar, 10 | 35 | -2.78% |
| 31 Dec, 09 | 36 | 16.13% |
| 30 Sep, 09 | 31 | -16.22% |
| 30 Jun, 09 | 37 | 5.71% |
| 31 Mar, 09 | 35 | 9.38% |
| 31 Dec, 08 | 32 | 3.23% |
| 30 Sep, 08 | 31 | 10.71% |
| 30 Jun, 08 | 28 | 47.37% |
| 31 Mar, 08 | 19 | -13.64% |
| 31 Dec, 07 | 22 | 37.50% |
| 30 Sep, 07 | 16 | - |
| 30 Jun, 07 | 16 | 6.67% |
| 31 Mar, 07 | 15 | 15.38% |
| 31 Dec, 06 | 13 | - |
| 30 Sep, 06 | 13 | 18.18% |
| 30 Jun, 06 | 11 | 57.14% |
| 31 Mar, 06 | 7 | - |
| 31 Dec, 05 | 7 | 75.00% |
| 30 Sep, 05 | 4 | -20.00% |
| 30 Jun, 05 | 5 | -37.50% |
| 31 Mar, 05 | 8 | 60.00% |
| 31 Dec, 04 | 5 | 25.00% |
| 30 Sep, 04 | 4 | -20.00% |
| 30 Jun, 04 | 5 | -37.50% |
| 31 Mar, 04 | 8 | - |
| 31 Dec, 03 | 8 | 33.33% |
| 30 Sep, 03 | 6 | -14.29% |
| 30 Jun, 03 | 7 | - |
| 31 Mar, 03 | 7 | -22.22% |
| 31 Dec, 02 | 9 | - |
| 30 Sep, 02 | 9 | 12.50% |
| 30 Jun, 02 | 8 | - |
| 31 Mar, 02 | 8 | 166.67% |
| 31 Dec, 01 | 3 | -50.00% |
| 30 Sep, 01 | 6 | -50.00% |
| 30 Jun, 01 | 12 | 300.00% |
| 31 Mar, 01 | 3 | - |
| 31 Dec, 00 | 3 | 50.00% |
| 30 Sep, 00 | 2 | -33.33% |
| 30 Jun, 00 | 3 | 50.00% |
| 31 Mar, 00 | 2 | - |
| 31 Dec, 99 | 2 | -33.33% |
| 30 Sep, 99 | 3 | - |
| 30 Jun, 99 | 3 | 50.00% |
| 31 Mar, 99 | 2 | - |
As of 30 Jun 24, 111 institutions are holding Powell Industries's shares, representing a decrease of -54.51% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,235,864 | -55.39% |
| 31 Mar, 24 | 9,495,806 | 14.06% |
| 31 Dec, 23 | 8,325,182 | 1.10% |
| 30 Sep, 23 | 8,234,848 | 3.90% |
| 30 Jun, 23 | 7,925,398 | 1.32% |
| 31 Mar, 23 | 7,822,069 | 2.79% |
| 31 Dec, 22 | 7,610,047 | 3.63% |
| 30 Sep, 22 | 7,343,256 | -2.99% |
| 30 Jun, 22 | 7,569,225 | -26.04% |
| 31 Mar, 22 | 10,234,350 | -1.45% |
| 31 Dec, 21 | 10,385,093 | 1.20% |
| 30 Sep, 21 | 10,261,854 | 25.83% |
| 30 Jun, 21 | 8,155,545 | 1.00% |
| 31 Mar, 21 | 8,074,969 | 1.59% |
| 31 Dec, 20 | 7,948,566 | 3.16% |
| 30 Sep, 20 | 7,704,735 | -2.41% |
| 30 Jun, 20 | 7,894,670 | 0.99% |
| 31 Mar, 20 | 7,817,013 | -0.95% |
| 31 Dec, 19 | 7,892,232 | 2.56% |
| 30 Sep, 19 | 7,695,173 | 2.28% |
| 30 Jun, 19 | 7,523,338 | 1.21% |
| 31 Mar, 19 | 7,433,440 | 1.04% |
| 31 Dec, 18 | 7,357,140 | -1.67% |
| 30 Sep, 18 | 7,482,235 | -0.39% |
| 30 Jun, 18 | 7,511,575 | -1.91% |
| 31 Mar, 18 | 7,657,860 | 2.65% |
| 31 Dec, 17 | 7,460,436 | 2.45% |
| 30 Sep, 17 | 7,282,049 | -0.11% |
| 30 Jun, 17 | 7,289,970 | -0.45% |
| 31 Mar, 17 | 7,322,934 | 2.93% |
| 31 Dec, 16 | 7,114,283 | -1.68% |
| 30 Sep, 16 | 7,236,138 | -0.50% |
| 30 Jun, 16 | 7,272,847 | 3.13% |
| 31 Mar, 16 | 7,052,172 | -5.89% |
| 31 Dec, 15 | 7,493,168 | -3.26% |
| 30 Sep, 15 | 7,745,727 | -6.32% |
| 30 Jun, 15 | 8,268,293 | -1.07% |
| 31 Mar, 15 | 8,357,422 | -1.30% |
| 31 Dec, 14 | 8,467,450 | -0.57% |
| 30 Sep, 14 | 8,516,192 | 2.19% |
| 30 Jun, 14 | 8,333,942 | 1.47% |
| 31 Mar, 14 | 8,212,991 | -0.28% |
| 31 Dec, 13 | 8,236,411 | 0.72% |
| 30 Sep, 13 | 8,177,833 | 0.58% |
| 30 Jun, 13 | 8,130,320 | 177.04% |
| 31 Mar, 13 | 2,934,674 | -20.51% |
| 31 Dec, 12 | 3,691,895 | 2.87% |
| 30 Sep, 12 | 3,588,922 | -22.88% |
| 30 Jun, 12 | 4,653,950 | -6.50% |
| 31 Mar, 12 | 4,977,623 | 10.19% |
| 31 Dec, 11 | 4,517,494 | -0.10% |
| 30 Sep, 11 | 4,522,070 | -9.93% |
| 30 Jun, 11 | 5,020,668 | 79.50% |
| 31 Mar, 11 | 2,796,982 | 17.52% |
| 31 Dec, 10 | 2,379,938 | 15.48% |
| 30 Sep, 10 | 2,060,884 | -13.20% |
| 30 Jun, 10 | 2,374,332 | 15.46% |
| 31 Mar, 10 | 2,056,498 | 11.90% |
| 31 Dec, 09 | 1,837,817 | 7.30% |
| 30 Sep, 09 | 1,712,857 | -6.85% |
| 30 Jun, 09 | 1,838,734 | 4.59% |
| 31 Mar, 09 | 1,758,001 | -10.84% |
| 31 Dec, 08 | 1,971,666 | 15.59% |
| 30 Sep, 08 | 1,705,801 | 2.67% |
| 30 Jun, 08 | 1,661,470 | 45.44% |
| 31 Mar, 08 | 1,142,369 | -11.57% |
| 31 Dec, 07 | 1,291,773 | 92.41% |
| 30 Sep, 07 | 671,362 | 4.19% |
| 30 Jun, 07 | 644,354 | -44.12% |
| 31 Mar, 07 | 1,153,111 | 21.78% |
| 31 Dec, 06 | 946,877 | -2.64% |
| 30 Sep, 06 | 972,503 | -18.16% |
| 30 Jun, 06 | 1,188,276 | 37.00% |
| 31 Mar, 06 | 867,371 | 2.16% |
| 31 Dec, 05 | 849,028 | 147.47% |
| 30 Sep, 05 | 343,084 | 90.97% |
| 30 Jun, 05 | 179,649 | -65.81% |
| 31 Mar, 05 | 525,469 | -10.28% |
| 31 Dec, 04 | 585,707 | 18.88% |
| 30 Sep, 04 | 492,697 | 1.85% |
| 30 Jun, 04 | 483,742 | 111.80% |
| 31 Mar, 04 | 228,391 | 8.25% |
| 31 Dec, 03 | 210,983 | 1.08% |
| 30 Sep, 03 | 208,738 | -21.21% |
| 30 Jun, 03 | 264,940 | -13.26% |
| 31 Mar, 03 | 305,430 | -41.20% |
| 31 Dec, 02 | 519,424 | 48.23% |
| 30 Sep, 02 | 350,416 | 15.84% |
| 30 Jun, 02 | 302,500 | -46.64% |
| 31 Mar, 02 | 566,907 | 661.49% |
| 31 Dec, 01 | 74,447 | -72.00% |
| 30 Sep, 01 | 265,872 | -82.69% |
| 30 Jun, 01 | 1,535,771 | -3.09% |
| 31 Mar, 01 | 1,584,800 | -9.85% |
| 31 Dec, 00 | 1,757,900 | 9.12% |
| 30 Sep, 00 | 1,611,000 | -1.34% |
| 30 Jun, 00 | 1,632,900 | 141.37% |
| 31 Mar, 00 | 676,500 | -59.49% |
| 31 Dec, 99 | 1,670,000 | 72.23% |
| 30 Sep, 99 | 969,644 | -17.84% |
| 30 Jun, 99 | 1,180,144 | 4.23% |
| 31 Mar, 99 | 1,132,269 | - |
Powell Industries (POWL) has 4.24M shares outstanding as of 30 Jun 24, down -55.39% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 35.32% | 0.56% |
| 31 Mar, 24 | 79.18% | 1.63% |
| 31 Dec, 23 | 69.72% | 1.45% |
| 30 Sep, 23 | 69.26% | 1.56% |
| 30 Jun, 23 | 66.66% | 1.54% |
| 31 Mar, 23 | 65.85% | 1.60% |
| 31 Dec, 22 | 64.17% | 1.66% |
| 30 Sep, 22 | 62.25% | 1.52% |
| 30 Jun, 22 | 64.09% | 0.85% |
| 31 Mar, 22 | 86.72% | 1.11% |
| 31 Dec, 21 | 88.27% | 1.15% |
| 30 Sep, 21 | 87.67% | 1.81% |
| 30 Jun, 21 | 69.59% | 1.35% |
| 31 Mar, 21 | 71.78% | 1.55% |
| 31 Dec, 20 | 68.09% | 1.55% |
| 30 Sep, 20 | 66.28% | 1.44% |
| 30 Jun, 20 | 67.88% | 1.50% |
| 31 Mar, 20 | 67.27% | 1.46% |
| 31 Dec, 19 | 67.95% | 1.54% |
| 30 Sep, 19 | 66.43% | 1.57% |
| 30 Jun, 19 | 64.97% | 1.57% |
| 31 Mar, 19 | 64.25% | 1.58% |
| 31 Dec, 18 | 63.69% | 1.51% |
| 30 Sep, 18 | 64.96% | 1.53% |
| 30 Jun, 18 | 65.24% | 1.47% |
| 31 Mar, 18 | 66.69% | 1.58% |
| 31 Dec, 17 | 64.89% | 1.60% |
| 30 Sep, 17 | 63.72% | 1.58% |
| 30 Jun, 17 | 63.60% | 1.55% |
| 31 Mar, 17 | 63.98% | 1.65% |
| 31 Dec, 16 | 62.20% | 1.54% |
| 30 Sep, 16 | 63.47% | 1.56% |
| 30 Jun, 16 | 63.81% | 1.66% |
| 31 Mar, 16 | 62.03% | 1.43% |
| 31 Dec, 15 | 65.76% | 1.42% |
| 30 Sep, 15 | 67.97% | 1.38% |
| 30 Jun, 15 | 70.06% | 1.42% |
| 31 Mar, 15 | 70.34% | 1.40% |
| 31 Dec, 14 | 70.86% | 1.41% |
| 30 Sep, 14 | 70.95% | 1.47% |
| 30 Jun, 14 | 69.36% | 1.48% |
| 31 Mar, 14 | 68.42% | 1.45% |
| 31 Dec, 13 | 68.67% | 1.47% |
| 30 Sep, 13 | 68.32% | 1.47% |
| 30 Jun, 13 | 68.09% | 11.30% |
| 31 Mar, 13 | 24.55% | 2.56% |
| 31 Dec, 12 | 30.97% | 3.41% |
| 30 Sep, 12 | 30.12% | 1.94% |
| 30 Jun, 12 | 39.40% | 2.20% |
| 31 Mar, 12 | 42.32% | 2.87% |
| 31 Dec, 11 | 38.40% | 2.59% |
| 30 Sep, 11 | 38.53% | 2.11% |
| 30 Jun, 11 | 42.77% | 7.44% |
| 31 Mar, 11 | 23.98% | 5.74% |
| 31 Dec, 10 | 20.45% | 6.42% |
| 30 Sep, 10 | 17.85% | 4.23% |
| 30 Jun, 10 | 20.55% | 6.45% |
| 31 Mar, 10 | 17.85% | 6.96% |
| 31 Dec, 09 | 16.01% | 7.12% |
| 30 Sep, 09 | 14.99% | 5.78% |
| 30 Jun, 09 | 16.10% | 6.79% |
| 31 Mar, 09 | 15.40% | 5.16% |
| 31 Dec, 08 | 17.28% | 7.53% |
| 30 Sep, 08 | 15.14% | 7.02% |
| 30 Jun, 08 | 14.69% | 14.20% |
| 31 Mar, 08 | 10.17% | 7.58% |
| 31 Dec, 07 | 11.58% | 31.34% |
| 30 Sep, 07 | 6.08% | 17.98% |
| 30 Jun, 07 | 5.81% | 5.32% |
| 31 Mar, 07 | 10.45% | 13.96% |
| 31 Dec, 06 | 8.65% | 10.82% |
| 30 Sep, 06 | 8.94% | 7.51% |
| 30 Jun, 06 | 10.91% | 17.12% |
| 31 Mar, 06 | 7.98% | 13.04% |
| 31 Dec, 05 | 7.82% | 77.16% |
| 30 Sep, 05 | 3.18% | 114.54% |
| 30 Jun, 05 | 1.67% | 6.99% |
| 31 Mar, 05 | 4.88% | 16.41% |
| 31 Dec, 04 | 5.46% | 25.73% |
| 30 Sep, 04 | 4.60% | 22.53% |
| 30 Jun, 04 | 4.52% | 98.78% |
| 31 Mar, 04 | 2.14% | 54.54% |
| 31 Dec, 03 | 1.98% | 50.94% |
| 30 Sep, 03 | 1.97% | 31.48% |
| 30 Jun, 03 | 2.50% | 30.03% |
| 31 Mar, 03 | 2.89% | 11.96% |
| 31 Dec, 02 | 4.91% | 44.37% |
| 30 Sep, 02 | 3.33% | 40.42% |
| 30 Jun, 02 | 2.87% | 9.76% |
| 31 Mar, 02 | 5.42% | 1067.85% |
| 31 Dec, 01 | 0.71% | 10.86% |
| 30 Sep, 01 | 2.56% | 1.18% |
| 30 Jun, 01 | 14.73% | 6.27% |
| 31 Mar, 01 | 15.32% | 5.28% |
| 31 Dec, 00 | 17.04% | 7.17% |
| 30 Sep, 00 | 15.41% | 6.21% |
| 30 Jun, 00 | 15.76% | 37.58% |
| 31 Mar, 00 | 6.48% | 2.64% |
| 31 Dec, 99 | 15.67% | 19.13% |
| 30 Sep, 99 | 9.05% | 7.46% |
| 30 Jun, 99 | 11.01% | 9.63% |
| 31 Mar, 99 | 10.69% | - |
As of 30 Jun 24, Powell Industries is held by 35.32% institutional shareholders, representing a 0.56% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 66 | -56.00% |
| 31 Mar, 24 | 150 | 54.64% |
| 31 Dec, 23 | 97 | 7.78% |
| 30 Sep, 23 | 90 | 4.65% |
| 30 Jun, 23 | 86 | 50.88% |
| 31 Mar, 23 | 57 | -8.06% |
| 31 Dec, 22 | 62 | 72.22% |
| 30 Sep, 22 | 36 | -18.18% |
| 30 Jun, 22 | 44 | 10.00% |
| 31 Mar, 22 | 40 | -21.57% |
| 31 Dec, 21 | 51 | 4.08% |
| 30 Sep, 21 | 49 | 16.67% |
| 30 Jun, 21 | 42 | -12.50% |
| 31 Mar, 21 | 48 | -11.11% |
| 31 Dec, 20 | 54 | 22.73% |
| 30 Sep, 20 | 44 | -31.25% |
| 30 Jun, 20 | 64 | 1.59% |
| 31 Mar, 20 | 63 | -14.86% |
| 31 Dec, 19 | 74 | 1.37% |
| 30 Sep, 19 | 73 | 37.74% |
| 30 Jun, 19 | 53 | 20.45% |
| 31 Mar, 19 | 44 | 4.76% |
| 31 Dec, 18 | 42 | -16.00% |
| 30 Sep, 18 | 50 | 11.11% |
| 30 Jun, 18 | 45 | 4.65% |
| 31 Mar, 18 | 43 | -21.82% |
| 31 Dec, 17 | 55 | 1.85% |
| 30 Sep, 17 | 54 | 20.00% |
| 30 Jun, 17 | 45 | -8.16% |
| 31 Mar, 17 | 49 | -14.04% |
| 31 Dec, 16 | 57 | -5.00% |
| 30 Sep, 16 | 60 | 9.09% |
| 30 Jun, 16 | 55 | -8.33% |
| 31 Mar, 16 | 60 | 39.53% |
| 31 Dec, 15 | 43 | -12.24% |
| 30 Sep, 15 | 49 | 6.52% |
| 30 Jun, 15 | 46 | - |
| 31 Mar, 15 | 46 | -16.36% |
| 31 Dec, 14 | 55 | 27.91% |
| 30 Sep, 14 | 43 | -12.24% |
| 30 Jun, 14 | 49 | -18.33% |
| 31 Mar, 14 | 60 | -3.23% |
| 31 Dec, 13 | 62 | -6.06% |
| 30 Sep, 13 | 66 | -19.51% |
| 30 Jun, 13 | 82 | 215.38% |
| 31 Mar, 13 | 26 | 30.00% |
| 31 Dec, 12 | 20 | -16.67% |
| 30 Sep, 12 | 24 | -14.29% |
| 30 Jun, 12 | 28 | 27.27% |
| 31 Mar, 12 | 22 | 15.79% |
| 31 Dec, 11 | 19 | 18.75% |
| 30 Sep, 11 | 16 | -30.43% |
| 30 Jun, 11 | 23 | 9.52% |
| 31 Mar, 11 | 21 | 5.00% |
| 31 Dec, 10 | 20 | 11.11% |
| 30 Sep, 10 | 18 | -33.33% |
| 30 Jun, 10 | 27 | 35.00% |
| 31 Mar, 10 | 20 | -23.08% |
| 31 Dec, 09 | 26 | 23.81% |
| 30 Sep, 09 | 21 | -8.70% |
| 30 Jun, 09 | 23 | -11.54% |
| 31 Mar, 09 | 26 | - |
| 31 Dec, 08 | 26 | 30.00% |
| 30 Sep, 08 | 20 | -13.04% |
| 30 Jun, 08 | 23 | 130.00% |
| 31 Mar, 08 | 10 | -33.33% |
| 31 Dec, 07 | 15 | 36.36% |
| 30 Sep, 07 | 11 | 37.50% |
| 30 Jun, 07 | 8 | -11.11% |
| 31 Mar, 07 | 9 | 28.57% |
| 31 Dec, 06 | 7 | -12.50% |
| 30 Sep, 06 | 8 | - |
| 30 Jun, 06 | 8 | 166.67% |
| 31 Mar, 06 | 3 | -40.00% |
| 31 Dec, 05 | 5 | 150.00% |
| 30 Sep, 05 | 2 | -33.33% |
| 30 Jun, 05 | 3 | -50.00% |
| 31 Mar, 05 | 6 | 100.00% |
| 31 Dec, 04 | 3 | - |
| 30 Sep, 04 | 3 | - |
| 30 Jun, 04 | 3 | -25.00% |
| 31 Mar, 04 | 4 | - |
| 31 Dec, 03 | 4 | 100.00% |
| 30 Sep, 03 | 2 | -50.00% |
| 30 Jun, 03 | 4 | 33.33% |
| 31 Mar, 03 | 3 | -57.14% |
| 31 Dec, 02 | 7 | - |
| 30 Sep, 02 | 7 | 40.00% |
| 30 Jun, 02 | 5 | -28.57% |
| 31 Mar, 02 | 7 | 250.00% |
| 31 Dec, 01 | 2 | -60.00% |
| 30 Sep, 01 | 5 | -50.00% |
| 30 Jun, 01 | 10 | 400.00% |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | 2 | 100.00% |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | -50.00% |
| 31 Mar, 99 | 2 | - |
66 institutional shareholders have increased their position in POWL stock as of 30 Jun 24 compared to 150 in the previous quarter (a -56.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 34 | -53.42% |
| 31 Mar, 24 | 73 | 15.87% |
| 31 Dec, 23 | 63 | 6.78% |
| 30 Sep, 23 | 59 | 31.11% |
| 30 Jun, 23 | 45 | 15.38% |
| 31 Mar, 23 | 39 | 34.48% |
| 31 Dec, 22 | 29 | 16.00% |
| 30 Sep, 22 | 25 | -26.47% |
| 30 Jun, 22 | 34 | -5.56% |
| 31 Mar, 22 | 36 | 12.50% |
| 31 Dec, 21 | 32 | -17.95% |
| 30 Sep, 21 | 39 | -9.30% |
| 30 Jun, 21 | 43 | -4.44% |
| 31 Mar, 21 | 45 | -8.16% |
| 31 Dec, 20 | 49 | 2.08% |
| 30 Sep, 20 | 48 | 29.73% |
| 30 Jun, 20 | 37 | -9.76% |
| 31 Mar, 20 | 41 | -16.33% |
| 31 Dec, 19 | 49 | 58.06% |
| 30 Sep, 19 | 31 | 6.90% |
| 30 Jun, 19 | 29 | 3.57% |
| 31 Mar, 19 | 28 | -12.50% |
| 31 Dec, 18 | 32 | 6.67% |
| 30 Sep, 18 | 30 | -33.33% |
| 30 Jun, 18 | 45 | 18.42% |
| 31 Mar, 18 | 38 | 11.76% |
| 31 Dec, 17 | 34 | 25.93% |
| 30 Sep, 17 | 27 | -28.95% |
| 30 Jun, 17 | 38 | 2.70% |
| 31 Mar, 17 | 37 | -7.50% |
| 31 Dec, 16 | 40 | - |
| 30 Sep, 16 | 40 | 14.29% |
| 30 Jun, 16 | 35 | 40.00% |
| 31 Mar, 16 | 25 | -24.24% |
| 31 Dec, 15 | 33 | 32.00% |
| 30 Sep, 15 | 25 | -24.24% |
| 30 Jun, 15 | 33 | -8.33% |
| 31 Mar, 15 | 36 | 12.50% |
| 31 Dec, 14 | 32 | -21.95% |
| 30 Sep, 14 | 41 | -4.65% |
| 30 Jun, 14 | 43 | 2.38% |
| 31 Mar, 14 | 42 | - |
| 31 Dec, 13 | 42 | 13.51% |
| 30 Sep, 13 | 37 | 208.33% |
| 30 Jun, 13 | 12 | -14.29% |
| 31 Mar, 13 | 14 | -12.50% |
| 31 Dec, 12 | 16 | 14.29% |
| 30 Sep, 12 | 14 | 75.00% |
| 30 Jun, 12 | 8 | 60.00% |
| 31 Mar, 12 | 5 | -44.44% |
| 31 Dec, 11 | 9 | -25.00% |
| 30 Sep, 11 | 12 | 9.09% |
| 30 Jun, 11 | 11 | - |
| 31 Mar, 11 | 11 | 10.00% |
| 31 Dec, 10 | 10 | -33.33% |
| 30 Sep, 10 | 15 | 150.00% |
| 30 Jun, 10 | 6 | -50.00% |
| 31 Mar, 10 | 12 | 71.43% |
| 31 Dec, 09 | 7 | 16.67% |
| 30 Sep, 09 | 6 | -40.00% |
| 30 Jun, 09 | 10 | 42.86% |
| 31 Mar, 09 | 7 | 16.67% |
| 31 Dec, 08 | 6 | -25.00% |
| 30 Sep, 08 | 8 | 166.67% |
| 30 Jun, 08 | 3 | -40.00% |
| 31 Mar, 08 | 5 | 25.00% |
| 31 Dec, 07 | 4 | 33.33% |
| 30 Sep, 07 | 3 | -40.00% |
| 30 Jun, 07 | 5 | 66.67% |
| 31 Mar, 07 | 3 | -25.00% |
| 31 Dec, 06 | 4 | 100.00% |
| 30 Sep, 06 | 2 | 100.00% |
| 30 Jun, 06 | 1 | -50.00% |
| 31 Mar, 06 | 2 | - |
| 31 Dec, 05 | - | -100.00% |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | -50.00% |
| 31 Dec, 04 | 2 | - |
| 30 Sep, 04 | - | -100.00% |
| 30 Jun, 04 | 2 | - |
| 31 Mar, 04 | 2 | - |
| 31 Dec, 03 | 2 | - |
| 30 Sep, 03 | 2 | -33.33% |
| 30 Jun, 03 | 3 | - |
| 31 Mar, 03 | 3 | 50.00% |
| 31 Dec, 02 | 2 | 100.00% |
| 30 Sep, 02 | 1 | -50.00% |
| 30 Jun, 02 | 2 | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | 1 | -50.00% |
| 30 Jun, 01 | 2 | 100.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | -100.00% |
| 30 Sep, 99 | 1 | -50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
34 institutional shareholders have reduced their position in POWL stock as of 30 Jun 24 compared to 73 in the previous quarter (a -53.42% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 111 | -54.51% | 4,235,864 | -55.39% | 35.32% | 0.56% | 66 | -56.00% | 34 | -53.42% |
| 31 Mar, 24 | 244 | 30.48% | 9,495,806 | 14.06% | 79.18% | 1.63% | 150 | 54.64% | 73 | 15.87% |
| 31 Dec, 23 | 187 | 10.00% | 8,325,182 | 1.10% | 69.72% | 1.45% | 97 | 7.78% | 63 | 6.78% |
| 30 Sep, 23 | 170 | 14.09% | 8,234,848 | 3.90% | 69.26% | 1.56% | 90 | 4.65% | 59 | 31.11% |
| 30 Jun, 23 | 149 | 25.21% | 7,925,398 | 1.32% | 66.66% | 1.54% | 86 | 50.88% | 45 | 15.38% |
| 31 Mar, 23 | 119 | 10.19% | 7,822,069 | 2.79% | 65.85% | 1.60% | 57 | -8.06% | 39 | 34.48% |
| 31 Dec, 22 | 108 | 33.33% | 7,610,047 | 3.63% | 64.17% | 1.66% | 62 | 72.22% | 29 | 16.00% |
| 30 Sep, 22 | 81 | -12.90% | 7,343,256 | -2.99% | 62.25% | 1.52% | 36 | -18.18% | 25 | -26.47% |
| 30 Jun, 22 | 93 | 3.33% | 7,569,225 | -26.04% | 64.09% | 0.85% | 44 | 10.00% | 34 | -5.56% |
| 31 Mar, 22 | 90 | -10.00% | 10,234,350 | -1.45% | 86.72% | 1.11% | 40 | -21.57% | 36 | 12.50% |
| 31 Dec, 21 | 100 | -2.91% | 10,385,093 | 1.20% | 88.27% | 1.15% | 51 | 4.08% | 32 | -17.95% |
| 30 Sep, 21 | 103 | -3.74% | 10,261,854 | 25.83% | 87.67% | 1.81% | 49 | 16.67% | 39 | -9.30% |
| 30 Jun, 21 | 107 | -3.60% | 8,155,545 | 1.00% | 69.59% | 1.35% | 42 | -12.50% | 43 | -4.44% |
| 31 Mar, 21 | 111 | -7.50% | 8,074,969 | 1.59% | 71.78% | 1.55% | 48 | -11.11% | 45 | -8.16% |
| 31 Dec, 20 | 120 | 5.26% | 7,948,566 | 3.16% | 68.09% | 1.55% | 54 | 22.73% | 49 | 2.08% |
| 30 Sep, 20 | 114 | -5.79% | 7,704,735 | -2.41% | 66.28% | 1.44% | 44 | -31.25% | 48 | 29.73% |
| 30 Jun, 20 | 121 | -1.63% | 7,894,670 | 0.99% | 67.88% | 1.50% | 64 | 1.59% | 37 | -9.76% |
| 31 Mar, 20 | 123 | -16.33% | 7,817,013 | -0.95% | 67.27% | 1.46% | 63 | -14.86% | 41 | -16.33% |
| 31 Dec, 19 | 147 | 12.21% | 7,892,232 | 2.56% | 67.95% | 1.54% | 74 | 1.37% | 49 | 58.06% |
| 30 Sep, 19 | 131 | 15.93% | 7,695,173 | 2.28% | 66.43% | 1.57% | 73 | 37.74% | 31 | 6.90% |
| 30 Jun, 19 | 113 | 13.00% | 7,523,338 | 1.21% | 64.97% | 1.57% | 53 | 20.45% | 29 | 3.57% |
| 31 Mar, 19 | 100 | 3.09% | 7,433,440 | 1.04% | 64.25% | 1.58% | 44 | 4.76% | 28 | -12.50% |
| 31 Dec, 18 | 97 | -7.62% | 7,357,140 | -1.67% | 63.69% | 1.51% | 42 | -16.00% | 32 | 6.67% |
| 30 Sep, 18 | 105 | -8.70% | 7,482,235 | -0.39% | 64.96% | 1.53% | 50 | 11.11% | 30 | -33.33% |
| 30 Jun, 18 | 115 | 6.48% | 7,511,575 | -1.91% | 65.24% | 1.47% | 45 | 4.65% | 45 | 18.42% |
| 31 Mar, 18 | 108 | 0.93% | 7,657,860 | 2.65% | 66.69% | 1.58% | 43 | -21.82% | 38 | 11.76% |
| 31 Dec, 17 | 107 | 11.46% | 7,460,436 | 2.45% | 64.89% | 1.60% | 55 | 1.85% | 34 | 25.93% |
| 30 Sep, 17 | 96 | -6.80% | 7,282,049 | -0.11% | 63.72% | 1.58% | 54 | 20.00% | 27 | -28.95% |
| 30 Jun, 17 | 103 | -6.36% | 7,289,970 | -0.45% | 63.60% | 1.55% | 45 | -8.16% | 38 | 2.70% |
| 31 Mar, 17 | 110 | -8.33% | 7,322,934 | 2.93% | 63.98% | 1.65% | 49 | -14.04% | 37 | -7.50% |
| 31 Dec, 16 | 120 | 2.56% | 7,114,283 | -1.68% | 62.20% | 1.54% | 57 | -5.00% | 40 | - |
| 30 Sep, 16 | 117 | 4.46% | 7,236,138 | -0.50% | 63.47% | 1.56% | 60 | 9.09% | 40 | 14.29% |
| 30 Jun, 16 | 112 | 9.80% | 7,272,847 | 3.13% | 63.81% | 1.66% | 55 | -8.33% | 35 | 40.00% |
| 31 Mar, 16 | 102 | 6.25% | 7,052,172 | -5.89% | 62.03% | 1.43% | 60 | 39.53% | 25 | -24.24% |
| 31 Dec, 15 | 96 | 6.67% | 7,493,168 | -3.26% | 65.76% | 1.42% | 43 | -12.24% | 33 | 32.00% |
| 30 Sep, 15 | 90 | -7.22% | 7,745,727 | -6.32% | 67.97% | 1.38% | 49 | 6.52% | 25 | -24.24% |
| 30 Jun, 15 | 97 | -3.00% | 8,268,293 | -1.07% | 70.06% | 1.42% | 46 | - | 33 | -8.33% |
| 31 Mar, 15 | 100 | -7.41% | 8,357,422 | -1.30% | 70.34% | 1.40% | 46 | -16.36% | 36 | 12.50% |
| 31 Dec, 14 | 108 | 4.85% | 8,467,450 | -0.57% | 70.86% | 1.41% | 55 | 27.91% | 32 | -21.95% |
| 30 Sep, 14 | 103 | -16.94% | 8,516,192 | 2.19% | 70.95% | 1.47% | 43 | -12.24% | 41 | -4.65% |
| 30 Jun, 14 | 124 | -1.59% | 8,333,942 | 1.47% | 69.36% | 1.48% | 49 | -18.33% | 43 | 2.38% |
| 31 Mar, 14 | 126 | 3.28% | 8,212,991 | -0.28% | 68.42% | 1.45% | 60 | -3.23% | 42 | - |
| 31 Dec, 13 | 122 | 7.96% | 8,236,411 | 0.72% | 68.67% | 1.47% | 62 | -6.06% | 42 | 13.51% |
| 30 Sep, 13 | 113 | 8.65% | 8,177,833 | 0.58% | 68.32% | 1.47% | 66 | -19.51% | 37 | 208.33% |
| 30 Jun, 13 | 104 | 116.67% | 8,130,320 | 177.04% | 68.09% | 11.30% | 82 | 215.38% | 12 | -14.29% |
| 31 Mar, 13 | 48 | 9.09% | 2,934,674 | -20.51% | 24.55% | 2.56% | 26 | 30.00% | 14 | -12.50% |
| 31 Dec, 12 | 44 | 2.33% | 3,691,895 | 2.87% | 30.97% | 3.41% | 20 | -16.67% | 16 | 14.29% |
| 30 Sep, 12 | 43 | 2.38% | 3,588,922 | -22.88% | 30.12% | 1.94% | 24 | -14.29% | 14 | 75.00% |
| 30 Jun, 12 | 42 | 31.25% | 4,653,950 | -6.50% | 39.40% | 2.20% | 28 | 27.27% | 8 | 60.00% |
| 31 Mar, 12 | 32 | -8.57% | 4,977,623 | 10.19% | 42.32% | 2.87% | 22 | 15.79% | 5 | -44.44% |
| 31 Dec, 11 | 35 | -2.78% | 4,517,494 | -0.10% | 38.40% | 2.59% | 19 | 18.75% | 9 | -25.00% |
| 30 Sep, 11 | 36 | -10.00% | 4,522,070 | -9.93% | 38.53% | 2.11% | 16 | -30.43% | 12 | 9.09% |
| 30 Jun, 11 | 40 | 2.56% | 5,020,668 | 79.50% | 42.77% | 7.44% | 23 | 9.52% | 11 | - |
| 31 Mar, 11 | 39 | 14.71% | 2,796,982 | 17.52% | 23.98% | 5.74% | 21 | 5.00% | 11 | 10.00% |
| 31 Dec, 10 | 34 | -10.53% | 2,379,938 | 15.48% | 20.45% | 6.42% | 20 | 11.11% | 10 | -33.33% |
| 30 Sep, 10 | 38 | 2.70% | 2,060,884 | -13.20% | 17.85% | 4.23% | 18 | -33.33% | 15 | 150.00% |
| 30 Jun, 10 | 37 | 5.71% | 2,374,332 | 15.46% | 20.55% | 6.45% | 27 | 35.00% | 6 | -50.00% |
| 31 Mar, 10 | 35 | -2.78% | 2,056,498 | 11.90% | 17.85% | 6.96% | 20 | -23.08% | 12 | 71.43% |
| 31 Dec, 09 | 36 | 16.13% | 1,837,817 | 7.30% | 16.01% | 7.12% | 26 | 23.81% | 7 | 16.67% |
| 30 Sep, 09 | 31 | -16.22% | 1,712,857 | -6.85% | 14.99% | 5.78% | 21 | -8.70% | 6 | -40.00% |
| 30 Jun, 09 | 37 | 5.71% | 1,838,734 | 4.59% | 16.10% | 6.79% | 23 | -11.54% | 10 | 42.86% |
| 31 Mar, 09 | 35 | 9.38% | 1,758,001 | -10.84% | 15.40% | 5.16% | 26 | - | 7 | 16.67% |
| 31 Dec, 08 | 32 | 3.23% | 1,971,666 | 15.59% | 17.28% | 7.53% | 26 | 30.00% | 6 | -25.00% |
| 30 Sep, 08 | 31 | 10.71% | 1,705,801 | 2.67% | 15.14% | 7.02% | 20 | -13.04% | 8 | 166.67% |
| 30 Jun, 08 | 28 | 47.37% | 1,661,470 | 45.44% | 14.69% | 14.20% | 23 | 130.00% | 3 | -40.00% |
| 31 Mar, 08 | 19 | -13.64% | 1,142,369 | -11.57% | 10.17% | 7.58% | 10 | -33.33% | 5 | 25.00% |
| 31 Dec, 07 | 22 | 37.50% | 1,291,773 | 92.41% | 11.58% | 31.34% | 15 | 36.36% | 4 | 33.33% |
| 30 Sep, 07 | 16 | - | 671,362 | 4.19% | 6.08% | 17.98% | 11 | 37.50% | 3 | -40.00% |
| 30 Jun, 07 | 16 | 6.67% | 644,354 | -44.12% | 5.81% | 5.32% | 8 | -11.11% | 5 | 66.67% |
| 31 Mar, 07 | 15 | 15.38% | 1,153,111 | 21.78% | 10.45% | 13.96% | 9 | 28.57% | 3 | -25.00% |
| 31 Dec, 06 | 13 | - | 946,877 | -2.64% | 8.65% | 10.82% | 7 | -12.50% | 4 | 100.00% |
| 30 Sep, 06 | 13 | 18.18% | 972,503 | -18.16% | 8.94% | 7.51% | 8 | - | 2 | 100.00% |
| 30 Jun, 06 | 11 | 57.14% | 1,188,276 | 37.00% | 10.91% | 17.12% | 8 | 166.67% | 1 | -50.00% |
| 31 Mar, 06 | 7 | - | 867,371 | 2.16% | 7.98% | 13.04% | 3 | -40.00% | 2 | - |
| 31 Dec, 05 | 7 | 75.00% | 849,028 | 147.47% | 7.82% | 77.16% | 5 | 150.00% | - | -100.00% |
| 30 Sep, 05 | 4 | -20.00% | 343,084 | 90.97% | 3.18% | 114.54% | 2 | -33.33% | 1 | - |
| 30 Jun, 05 | 5 | -37.50% | 179,649 | -65.81% | 1.67% | 6.99% | 3 | -50.00% | 1 | - |
| 31 Mar, 05 | 8 | 60.00% | 525,469 | -10.28% | 4.88% | 16.41% | 6 | 100.00% | 1 | -50.00% |
| 31 Dec, 04 | 5 | 25.00% | 585,707 | 18.88% | 5.46% | 25.73% | 3 | - | 2 | - |
| 30 Sep, 04 | 4 | -20.00% | 492,697 | 1.85% | 4.60% | 22.53% | 3 | - | - | -100.00% |
| 30 Jun, 04 | 5 | -37.50% | 483,742 | 111.80% | 4.52% | 98.78% | 3 | -25.00% | 2 | - |
| 31 Mar, 04 | 8 | - | 228,391 | 8.25% | 2.14% | 54.54% | 4 | - | 2 | - |
| 31 Dec, 03 | 8 | 33.33% | 210,983 | 1.08% | 1.98% | 50.94% | 4 | 100.00% | 2 | - |
| 30 Sep, 03 | 6 | -14.29% | 208,738 | -21.21% | 1.97% | 31.48% | 2 | -50.00% | 2 | -33.33% |
| 30 Jun, 03 | 7 | - | 264,940 | -13.26% | 2.50% | 30.03% | 4 | 33.33% | 3 | - |
| 31 Mar, 03 | 7 | -22.22% | 305,430 | -41.20% | 2.89% | 11.96% | 3 | -57.14% | 3 | 50.00% |
| 31 Dec, 02 | 9 | - | 519,424 | 48.23% | 4.91% | 44.37% | 7 | - | 2 | 100.00% |
| 30 Sep, 02 | 9 | 12.50% | 350,416 | 15.84% | 3.33% | 40.42% | 7 | 40.00% | 1 | -50.00% |
| 30 Jun, 02 | 8 | - | 302,500 | -46.64% | 2.87% | 9.76% | 5 | -28.57% | 2 | - |
| 31 Mar, 02 | 8 | 166.67% | 566,907 | 661.49% | 5.42% | 1067.85% | 7 | 250.00% | - | -100.00% |
| 31 Dec, 01 | 3 | -50.00% | 74,447 | -72.00% | 0.71% | 10.86% | 2 | -60.00% | 1 | - |
| 30 Sep, 01 | 6 | -50.00% | 265,872 | -82.69% | 2.56% | 1.18% | 5 | -50.00% | 1 | -50.00% |
| 30 Jun, 01 | 12 | 300.00% | 1,535,771 | -3.09% | 14.73% | 6.27% | 10 | 400.00% | 2 | 100.00% |
| 31 Mar, 01 | 3 | - | 1,584,800 | -9.85% | 15.32% | 5.28% | 2 | - | 1 | - |
| 31 Dec, 00 | 3 | 50.00% | 1,757,900 | 9.12% | 17.04% | 7.17% | 2 | 100.00% | 1 | - |
| 30 Sep, 00 | 2 | -33.33% | 1,611,000 | -1.34% | 15.41% | 6.21% | 1 | - | 1 | - |
| 30 Jun, 00 | 3 | 50.00% | 1,632,900 | 141.37% | 15.76% | 37.58% | 1 | - | - | - |
| 31 Mar, 00 | 2 | - | 676,500 | -59.49% | 6.48% | 2.64% | 1 | - | - | - |
| 31 Dec, 99 | 2 | -33.33% | 1,670,000 | 72.23% | 15.67% | 19.13% | 1 | - | - | -100.00% |
| 30 Sep, 99 | 3 | - | 969,644 | -17.84% | 9.05% | 7.46% | 1 | - | 1 | -50.00% |
| 30 Jun, 99 | 3 | 50.00% | 1,180,144 | 4.23% | 11.01% | 9.63% | 1 | -50.00% | 2 | - |
| 31 Mar, 99 | 2 | - | 1,132,269 | - | 10.69% | - | 2 | - | - | - |
Powell Industries 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 Powell Industries's stock was made by COPE BRETT ALAN on Aug 09 2024, selling 1,053 shares at $161.35 per share (valued at $169.90K).
Powell Industries Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 10 | - |
| Q2 2024 | 1 | 29 | 3.45% |
| Q1 2024 | 9 | 49 | 18.37% |
| Q4 2023 | 7 | 19 | 36.84% |
| Q3 2023 | - | 11 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | 14 | 1 | 1400.00% |
| Q4 2022 | 7 | 7 | 100.00% |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 16 | 1 | 1600.00% |
| Q4 2021 | 6 | 3 | 200.00% |
| Q2 2021 | - | 2 | - |
| Q1 2021 | 14 | - | - |
| Q4 2020 | 5 | 3 | 166.67% |
| Q1 2020 | 16 | 1 | 1600.00% |
| Q4 2019 | 7 | 7 | 100.00% |
| Q3 2019 | 1 | 7 | 14.29% |
| Q2 2019 | 1 | 1 | 100.00% |
| Q1 2019 | 19 | - | - |
| Q4 2018 | 8 | 4 | 200.00% |
0 total buy trades, and 10 total sell trades (buy/sell ratio of 0.00%) were made by Powell Industries's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 10 | - |
| Q2 2024 | - | 20 | - |
| Q1 2024 | - | 46 | - |
| Q4 2023 | - | 15 | - |
| Q3 2023 | - | 5 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 2 | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 2 | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 4 | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 10 open market sell trades of Powell Industries's stocks.
Powell Industries Peer Ownership
| Ticker | Company |
|---|---|
| ENS | EnerSys |
| AYI | Acuity Brands, Inc. |
| KE | Kimball Electronics, Inc. |
| NVT | nVent Electric plc |
| HOLI | Hollysys Automation Technologies Ltd. |
| AEIS | Advanced Energy Industries, Inc. |
| ENR | Energizer Holdings, Inc. |
| HUBB | Hubbell Incorporated |
| WIRE | Encore Wire Corporation |
| PLPC | Preformed Line Products Company |
| HAYW | Hayward Holdings, Inc. |
POWL Ownership FAQ
Who Owns Powell Industries?
Powell Industries is owned by institutional shareholders (35.32%), insiders (22.92%), and public (41.76%). The largest institutional shareholder of Powell Industries is TRANSFORM WEALTH, LLC (13.96% of total shares) and the top mutual fund owner is HEARTLAND GROUP INC (0.35% of total shares).
Who are the major institutional shareholders of Powell Industries?
Powell Industries's major institutional shareholders are TRANSFORM WEALTH, LLC, BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and PACER ADVISORS, INC.. The top five shareholders own together 40.44% of the company's share outstanding.
How many Powell Industries shareholders are there?
As of Jun 2024, there are 111 institutional shareholders of Powell Industries.
What percentage of Powell Industries is owned by TRANSFORM WEALTH, LLC?
TRANSFORM WEALTH, LLC owns 1.67M shares of Powell Industries, representing 13.96% of the company's total shares outstanding, valued at $240.07M (as of Jun 2024).
What percentage of Powell Industries is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.41M shares of Powell Industries (POWL), compromising 11.74% of the company, valued at $201.86M.
What percentage of Powell Industries is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Powell Industries. The company owns 648K of the company's shares outstanding (worth $92.92M).