Powell Industries Ownership | Who Owns Powell Industries?
Powell Industries Ownership Summary
Powell Industries is owned by 96.19% institutional investors, 21.90% insiders. Transform wealth is the largest institutional shareholder, holding 13.96% of POWL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.97% of its assets in Powell Industries shares.
POWL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Powell Industries | 96.19% | 21.90% | -18.10% |
Sector | Industrials Stocks | 61.06% | 10.27% | 28.67% |
Industry | Electrical Equipment Stocks | 44.62% | 15.74% | 39.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Transform wealth | 1.67M | 13.96% | $240.07M |
Blackrock | 1.41M | 11.74% | $201.86M |
Vanguard group | 648.00K | 5.40% | $92.92M |
Dimensional fund advisors lp | 647.83K | 5.40% | $92.90M |
Pacer advisors | 471.35K | 3.93% | $67.59M |
Renaissance | 413.83K | 3.45% | $59.34M |
First trust advisors lp | 404.69K | 3.37% | $58.03M |
State street | 359.31K | 3.00% | $51.53M |
Morgan stanley | 287.98K | 2.40% | $41.30M |
Mirae asset global etfs | 275.71K | 2.30% | $39.54M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Transform wealth | 1.67M | 18.02% | $240.07M |
Engine no. 1 | 61.37K | 9.23% | $8.80M |
Ophir asset management pty | 136.31K | 3.46% | $19.55M |
Hel ved capital management | 52.51K | 2.05% | $7.53M |
Options solutions | 19.71K | 1.67% | $2.83M |
Ausbil investment management | 23.17K | 1.53% | $3.32M |
Range financial group | 12.42K | 0.91% | $1.78M |
Globeflex capital l p | 59.32K | 0.89% | $8.51M |
Harvest investment services | 10.41K | 0.59% | $1.49M |
Spirepoint private client | 25.33K | 0.51% | $3.63M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Transform wealth | 1.67M | 18.02% | 1.67M |
Mirae asset global etfs | 275.71K | 0.09% | 275.71K |
Morgan stanley | 287.98K | 0.00% | 154.78K |
Adage capital partners gp | 149.50K | 0.04% | 149.50K |
Bank of america corp /de/ | 155.05K | 0.00% | 132.95K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global investments | - | - | -311.09K |
Pacer advisors | 471.35K | 0.15% | -141.78K |
Goldman sachs group | 105.91K | 0.00% | -139.32K |
Jpmorgan chase | 13.33K | 0.00% | -93.90K |
Cerity partners | - | - | -80.37K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 275.71K | 0.09% | 275.71K | $39.54M |
Adage capital partners gp | 149.50K | 0.04% | 149.50K | $21.44M |
Driehaus capital management | 81.30K | 0.11% | 81.30K | $11.66M |
Eagle asset management | 54.51K | 0.04% | 54.51K | $7.82M |
Snowden capital advisors | 51.86K | 0.22% | 51.86K | $7.44M |
Sold Out
Holder | Change |
---|---|
Tfc financial management | -1.00 |
1620 investment advisors | -3.00 |
Ifp advisors | -8.00 |
Quest partners | -198.00 |
State of wyoming | -459.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 268 | 9.84% | 11,535,370 | 21.48% | 96 | 1.53% | 152 | 1.33% | 89 | 21.92% |
Mar 31, 2024 | 244 | 29.79% | 9,495,806 | 14.06% | 79 | 1.63% | 150 | 54.64% | 73 | 15.87% |
Dec 31, 2023 | 188 | 9.94% | 8,325,211 | 1.10% | 69 | 1.45% | 97 | 6.59% | 63 | 6.78% |
Sep 30, 2023 | 171 | 14.77% | 8,234,877 | 3.90% | 69 | 1.56% | 91 | 5.81% | 59 | 31.11% |
Jun 30, 2023 | 149 | 25.21% | 7,925,398 | 1.32% | 66 | 1.54% | 86 | 50.88% | 45 | 15.38% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 595.89K | 4.97% | 564.00 |
Pacer US Small Cap Cash Cows 100 ETF | 380.42K | 3.17% | -98.00 |
Vanguard Total Stock Mkt Idx Inv | 282.92K | 2.36% | -594.00 |
Global X US Infrastructure Dev ETF | 263.13K | 2.19% | - |
Avantis US Small Cap Value ETF | 259.65K | 2.17% | - |
iShares Russell 2000 ETF | 240.89K | 2.01% | -546.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 141.02K | 1.18% | -2.18K |
DFA US Targeted Value I | 126.50K | 1.06% | - |
DFA US Micro Cap I | 112.54K | 0.94% | - |
Fidelity Small Cap Index | 95.91K | 0.80% | -2.40K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 11, 2024 | POWELL THOMAS W | - | Sell | $642.40K |
Oct 09, 2024 | POWELL THOMAS W | - | Sell | $539.08K |
Oct 09, 2024 | POWELL THOMAS W | - | Sell | $128.62K |
Oct 09, 2024 | POWELL THOMAS W | - | Sell | $1.68M |
Oct 09, 2024 | POWELL THOMAS W | - | Sell | $1.47M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 12 |
2024 Q3 | - | 34 |
2024 Q2 | - | 20 |
2024 Q1 | - | 46 |
2023 Q4 | - | 15 |
POWL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools