Rand Capital Ownership | Who Owns Rand Capital?
Rand Capital Ownership Summary
Rand Capital is owned by 2.96% institutional investors, 76.03% insiders, and 21.02% retail investors. Shufro rose is the largest institutional shareholder, holding 1.60% of RAND shares. Royce Global Financial Services Svc is the top mutual fund, with 0.19% of its assets in Rand Capital shares.
RAND Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Rand Capital | 2.96% | 76.03% | 21.02% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Asset Management Stocks | 39.76% | 8.77% | 51.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Shufro rose | 41.39K | 1.60% | $630.02K |
| Ewing morris & co. investment partners | 18.65K | 0.72% | $283.91K |
| Nottingham advisors | 16.10K | 0.62% | $245.10K |
| Bank of america corp /de/ | 78.00 | 0.00% | $1.19K |
| Ancora advisors | 39.00 | 0.00% | $594.00 |
| Wells fargo & company/mn | - | - | - |
| Ubs group | - | - | - |
| Morgan stanley | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ewing morris & co. investment partners | 18.65K | 0.18% | $283.91K |
| Shufro rose | 41.39K | 0.05% | $630.02K |
| Nottingham advisors | 16.10K | 0.03% | $245.10K |
| Morgan stanley | - | - | - |
| Bank of america corp /de/ | 78.00 | - | $1.19K |
| Ancora advisors | 39.00 | - | $594.00 |
| Ubs group | - | - | - |
| Wells fargo & company/mn | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ancora advisors | 39.00 | - | 39.00 |
| Shufro rose | 41.39K | 0.05% | - |
| Ewing morris & co. investment partners | 18.65K | 0.18% | - |
| Bank of america corp /de/ | 78.00 | - | - |
| Nottingham advisors | 16.10K | 0.03% | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | - | - | -89.00 |
| Morgan stanley | - | - | -43.00 |
| Wells fargo & company/mn | - | - | -2.00 |
| Nottingham advisors | 16.10K | 0.03% | - |
| Bank of america corp /de/ | 78.00 | - | - |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ancora advisors | 39.00 | - | 39.00 | $594.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -2.00 |
| Morgan stanley | -43.00 |
| Ubs group | -89.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 5 | -28.57% | 76,269 | -0.12% | 2 | 33.76% | 1 | - | - | -100.00% |
| Mar 31, 2024 | 7 | -12.50% | 76,364 | -10.22% | 2 | 27.24% | 1 | -75.00% | 3 | 200.00% |
| Dec 31, 2023 | 8 | 33.33% | 85,060 | 34.49% | 3 | 54.88% | 4 | 300.00% | 1 | -50.00% |
| Sep 30, 2023 | 6 | - | 63,248 | -25.28% | 2 | 22.78% | 1 | - | 2 | 100.00% |
| Jun 30, 2023 | 6 | -14.29% | 84,645 | -2.09% | 3 | 29.23% | 1 | - | 1 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Royce Global Financial Services Svc | 5.00K | 0.19% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 12, 2024 | Godley Benjamin E | - | Buy | $27.41K |
| Mar 06, 2024 | Godley Benjamin E | - | Buy | $11.89K |
| Mar 07, 2024 | Godley Benjamin E | - | Buy | $2.56K |
| Aug 16, 2023 | Godley Benjamin E | - | Buy | $24.66K |
| Aug 17, 2023 | Godley Benjamin E | - | Buy | $1.31K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | 3 | - |
| 2023 Q3 | 4 | - |
| 2023 Q2 | 14 | - |
| 2023 Q1 | 3 | - |
| 2022 Q4 | 4 | - |
RAND Ownership FAQ
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