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 | 60.70% | 10.27% | 29.03% |
Industry | Electrical Equipment Stocks | 42.81% | 15.74% | 41.45% |
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 |
Options solutions | 19.71K | 1.67% | $2.83M |
Ausbil investment management | 23.17K | 1.53% | $3.32M |
Globeflex capital l p | 59.32K | 0.89% | $8.51M |
Spirepoint private client | 25.33K | 0.51% | $3.63M |
Navellier & associates | 30.28K | 0.51% | $4.34M |
Horizon investment services | 6.43K | 0.43% | $922.07K |
Precision wealth strategies | 2.73K | 0.40% | $390.78K |
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 |
Wr wealth planners | -2.00 |
Abich financial wealth management | -3.00 |
Toronto dominion bank | -3.00 |
1620 investment advisors | -3.00 |
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 | 281.47K | 2.35% | -1.45K |
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 |
---|---|---|---|---|
Nov 08, 2024 | POWELL THOMAS W | - | Sell | $154.00K |
Nov 08, 2024 | POWELL THOMAS W | - | Sell | $402.11K |
Nov 08, 2024 | POWELL THOMAS W | - | Sell | $732.42K |
Nov 08, 2024 | POWELL THOMAS W | - | Sell | $434.85K |
Nov 08, 2024 | POWELL THOMAS W | - | Sell | $138.79K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 12 |
2024 Q3 | - | 34 |
2024 Q2 | - | 20 |
2024 Q1 | - | 46 |
2023 Q4 | - | 15 |
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