SOBR Safe Ownership 2024 | Who Owns SOBR Safe Now?

Overview RevenueFinancials Chart

Institutional Ownership

3.21%

Insider Ownership

12.96%

Retail Ownership

83.83%

Institutional Holders

22.00

SOBR Safe Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	1.64%	-	424,957	399,696	1582.27%	943,405,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.33%	-	84,527	84,527	100.00%	187,650,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.25%	-	66,136	24,787	59.95%	146,821,000	Mar 31, 2023
COMMONWEALTH EQUITY SERVICES, LLC	0.22%	0.00%	56,900	43,150	313.82%	126,000	Mar 31, 2023
BLACKROCK INC.	0.13%	-	34,100	-	-	75,702,000	Mar 31, 2023
KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	0.00%	32,950	32,950	100.00%	73,149,000	Mar 31, 2023
FOUNDERS FINANCIAL SECURITIES LLC	0.10%	0.01%	26,150	-	-	58,053,000	Mar 31, 2023
STATE STREET CORP	0.10%	-	24,700	13,400	118.58%	54,834,000	Mar 31, 2023
XTX TOPCO LTD	0.08%	0.01%	20,397	20,397	100.00%	45,281,000	Mar 31, 2023
NORTHERN TRUST CORP	0.07%	-	18,487	-	-	41,041,000	Mar 31, 2023
WEALTHSPIRE ADVISORS, LLC	0.06%	0.00%	14,818	14,818	100.00%	32,896,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.04%	-	10,205	8,955	716.40%	22,655,000	Mar 31, 2023
UBS GROUP AG	0.03%	-	7,476	3,829	104.99%	16,597,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	3,785	159	4.38%	8,000	Mar 31, 2023
MORGAN STANLEY	0.01%	-	3,203	422	15.17%	7,111,000	Mar 31, 2023
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	0.00%	2,000	-2,000	-50.00%	4,440,000	Mar 31, 2023
SOUND INCOME STRATEGIES, LLC	0.00%	0.00%	702	702	100.00%	1,558,000	Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
FORTIS CAPITAL ADVISORS, LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
CWM, LLC	0.00%	-	500	500	100.00%	1,000	Mar 31, 2023

SOBR Safe's largest institutional shareholder is VANGUARD GROUP INC, holding 1.64% of the company's total share outstanding, currently valued at $943.40M. The top 10 institutional shareholders own together 3.04% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
XTX TOPCO LTD	0.08%	0.01%	20,397	20,397	100.00%	45,281,000	Mar 31, 2023
FOUNDERS FINANCIAL SECURITIES LLC	0.10%	0.01%	26,150	-	-	58,053,000	Mar 31, 2023
KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	0.00%	32,950	32,950	100.00%	73,149,000	Mar 31, 2023
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	0.00%	2,000	-2,000	-50.00%	4,440,000	Mar 31, 2023
FORTIS CAPITAL ADVISORS, LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
WEALTHSPIRE ADVISORS, LLC	0.06%	0.00%	14,818	14,818	100.00%	32,896,000	Mar 31, 2023
COMMONWEALTH EQUITY SERVICES, LLC	0.22%	0.00%	56,900	43,150	313.82%	126,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	3,785	159	4.38%	8,000	Mar 31, 2023
SOUND INCOME STRATEGIES, LLC	0.00%	0.00%	702	702	100.00%	1,558,000	Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.04%	-	10,205	8,955	716.40%	22,655,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.33%	-	84,527	84,527	100.00%	187,650,000	Mar 31, 2023
VANGUARD GROUP INC	1.64%	-	424,957	399,696	1582.27%	943,405,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.25%	-	66,136	24,787	59.95%	146,821,000	Mar 31, 2023
NORTHERN TRUST CORP	0.07%	-	18,487	-	-	41,041,000	Mar 31, 2023
CWM, LLC	0.00%	-	500	500	100.00%	1,000	Mar 31, 2023
UBS GROUP AG	0.03%	-	7,476	3,829	104.99%	16,597,000	Mar 31, 2023
STATE STREET CORP	0.10%	-	24,700	13,400	118.58%	54,834,000	Mar 31, 2023
BLACKROCK INC.	0.13%	-	34,100	-	-	75,702,000	Mar 31, 2023
MORGAN STANLEY	0.01%	-	3,203	422	15.17%	7,111,000	Mar 31, 2023

The largest SOBR Safe shareholder by % of total assets is XTX TOPCO LTD. The company owns 20.40K shares of SOBR Safe (SOBR), representing 0.01% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	1.64%	-	424,957	399,696	1582.27%	943,405,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.33%	-	84,527	84,527	100.00%	187,650,000	Mar 31, 2023
COMMONWEALTH EQUITY SERVICES, LLC	0.22%	0.00%	56,900	43,150	313.82%	126,000	Mar 31, 2023
KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	0.00%	32,950	32,950	100.00%	73,149,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.25%	-	66,136	24,787	59.95%	146,821,000	Mar 31, 2023
XTX TOPCO LTD	0.08%	0.01%	20,397	20,397	100.00%	45,281,000	Mar 31, 2023
WEALTHSPIRE ADVISORS, LLC	0.06%	0.00%	14,818	14,818	100.00%	32,896,000	Mar 31, 2023
STATE STREET CORP	0.10%	-	24,700	13,400	118.58%	54,834,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.04%	-	10,205	8,955	716.40%	22,655,000	Mar 31, 2023
UBS GROUP AG	0.03%	-	7,476	3,829	104.99%	16,597,000	Mar 31, 2023
SOUND INCOME STRATEGIES, LLC	0.00%	0.00%	702	702	100.00%	1,558,000	Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
FORTIS CAPITAL ADVISORS, LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
CWM, LLC	0.00%	-	500	500	100.00%	1,000	Mar 31, 2023
MORGAN STANLEY	0.01%	-	3,203	422	15.17%	7,111,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	3,785	159	4.38%	8,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	60	12	25.00%	133,000	Mar 31, 2023
BLACKROCK INC.	0.13%	-	34,100	-	-	75,702,000	Mar 31, 2023
NORTHERN TRUST CORP	0.07%	-	18,487	-	-	41,041,000	Mar 31, 2023
FOUNDERS FINANCIAL SECURITIES LLC	0.10%	0.01%	26,150	-	-	58,053,000	Mar 31, 2023

As of Mar 31 2023, SOBR Safe's largest institutional buyer is VANGUARD GROUP INC. The company purchased 399.70K stocks of SOBR, valued at $943.40M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MALAGA COVE CAPITAL, LLC	-	-	-	-18,000	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-16,415	-100.00%	-	Mar 31, 2023
VIRTU FINANCIAL LLC	-	-	-	-12,445	-100.00%	-	Mar 31, 2023
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	0.00%	2,000	-2,000	-50.00%	4,440,000	Mar 31, 2023
GODSEY & GIBB, INC	-	-	-	-1,774	-100.00%	-	Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP	-	-	-	-1,250	-100.00%	-	Mar 31, 2023
BANK OF AMERICA CORP /DE/	-	-	9	-19	-67.86%	20,000	Mar 31, 2023
FOUNDERS FINANCIAL SECURITIES LLC	0.10%	0.01%	26,150	-	-	58,053,000	Mar 31, 2023
NORTHERN TRUST CORP	0.07%	-	18,487	-	-	41,041,000	Mar 31, 2023
BLACKROCK INC.	0.13%	-	34,100	-	-	75,702,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	60	12	25.00%	133,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	3,785	159	4.38%	8,000	Mar 31, 2023
MORGAN STANLEY	0.01%	-	3,203	422	15.17%	7,111,000	Mar 31, 2023
CWM, LLC	0.00%	-	500	500	100.00%	1,000	Mar 31, 2023
FORTIS CAPITAL ADVISORS, LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
SOUND INCOME STRATEGIES, LLC	0.00%	0.00%	702	702	100.00%	1,558,000	Mar 31, 2023
UBS GROUP AG	0.03%	-	7,476	3,829	104.99%	16,597,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.04%	-	10,205	8,955	716.40%	22,655,000	Mar 31, 2023
STATE STREET CORP	0.10%	-	24,700	13,400	118.58%	54,834,000	Mar 31, 2023

As of Mar 31 2023, SOBR Safe's biggest institutional seller is MALAGA COVE CAPITAL, LLC. The company sold -18.00K shares of SOBR, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANK OF NEW YORK MELLON CORP	0.33%	-	84,527	84,527	100.00%	187,650,000	Mar 31, 2023
KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	0.00%	32,950	32,950	100.00%	73,149,000	Mar 31, 2023
XTX TOPCO LTD	0.08%	0.01%	20,397	20,397	100.00%	45,281,000	Mar 31, 2023
WEALTHSPIRE ADVISORS, LLC	0.06%	0.00%	14,818	14,818	100.00%	32,896,000	Mar 31, 2023
SOUND INCOME STRATEGIES, LLC	0.00%	0.00%	702	702	100.00%	1,558,000	Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
FORTIS CAPITAL ADVISORS, LLC	0.00%	0.00%	697	697	100.00%	1,547,000	Mar 31, 2023
CWM, LLC	0.00%	-	500	500	100.00%	1,000	Mar 31, 2023

SOBR Safe's largest new institutional shareholder by number of shares is BANK OF NEW YORK MELLON CORP, purchased 84.53K shares, valued at $187.65M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MALAGA COVE CAPITAL, LLC	-	-	-	-18,000	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-16,415	-100.00%	-	Mar 31, 2023
VIRTU FINANCIAL LLC	-	-	-	-12,445	-100.00%	-	Mar 31, 2023
GODSEY & GIBB, INC	-	-	-	-1,774	-100.00%	-	Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP	-	-	-	-1,250	-100.00%	-	Mar 31, 2023

SOBR Safe's largest sold out institutional shareholder by shares sold is MALAGA COVE CAPITAL, LLC, sold -18.00K shares, valued at -, as of undefined.

SOBR Safe Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VANGUARD INDEX FUNDS	0.00%	459,922	-148,945	-24.46%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	115,323	3,792	3.40%	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	1,748	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	20,075	-528	-2.56%	Mar 31, 2024

SOBR Safe's largest mutual fund holder by % of total assets is "VANGUARD INDEX FUNDS", owning 459.92K shares, compromising 0.00% of its total assets.

SOBR Safe Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	22	15.79%
31 Dec, 22	19	90.00%
30 Sep, 22	10	150.00%
30 Jun, 22	4	-

As of 31 Mar 23, 22 institutions are holding SOBR Safe's shares, representing an increase of 15.79% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	833,456	253.67%
31 Dec, 22	235,661	-87.05%
30 Sep, 22	1,819,189	687.12%
30 Jun, 22	231,119	-

SOBR Safe (SOBR) has 833.46K shares outstanding as of 31 Mar 23, up 253.67% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	3.21%	253.67%
31 Dec, 22	0.91%	-87.05%
30 Sep, 22	7.00%	687.15%
30 Jun, 22	0.89%	-

As of 31 Mar 23, SOBR Safe is held by 3.21% institutional shareholders, representing a 253.67% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	9	800.00%
31 Dec, 22	1	-
30 Sep, 22	1	-
30 Jun, 22	-	-

9 institutional shareholders have increased their position in SOBR stock as of 31 Mar 23 compared to 1 in the previous quarter (a 800.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	2	-
31 Dec, 22	2	100.00%
30 Sep, 22	1	-
30 Jun, 22	-	-

2 institutional shareholders have reduced their position in SOBR stock as of 31 Mar 23 compared to 2 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	22	15.79%	833,456	253.67%	3.21%	253.67%	9	800.00%	2	-
31 Dec, 22	19	90.00%	235,661	-87.05%	0.91%	-87.05%	1	-	2	100.00%
30 Sep, 22	10	150.00%	1,819,189	687.12%	7.00%	687.15%	1	-	1	-
30 Jun, 22	4	-	231,119	-	0.89%	-	-	-	-	-

SOBR Safe Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 29, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	50,000	$0.45	$22.50K	2,319,644
May 29, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	98,744	$0.69	$68.13K	-
Mar 07, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	2,316	$0.61	$1.41K	98,744
Mar 01, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	1,016	$0.72	$731.52	111,642
Mar 01, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	8,582	$0.62	$5.32K	103,060
Mar 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	10,000	$0.64	$6.40K	2,374,614
Mar 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	5,000	$0.61	$3.05K	2,369,614
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,748	$0.72	$2.70K	114,763
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,105	$0.70	$1.47K	112,658
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,178	$0.71	$1.55K	2,382,436
Feb 09, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,000	$0.66	$1.98K	2,386,792
Feb 09, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,178	$0.73	$1.59K	2,384,614
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,000	$0.41	$820.00	2,412,814
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	4,000	$0.41	$1.64K	2,408,814
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Buy	19,022	$0.49	$9.32K	2,389,792
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	4,000	$0.49	$1.96K	2,420,195
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,291	$0.40	$916.40	2,417,814
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,000	$0.40	$1.20K	2,414,814

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Buy	19,022	$0.49	$9.32K	2,389,792

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 29, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	50,000	$0.45	$22.50K	2,319,644
May 29, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	98,744	$0.69	$68.13K	-
Mar 07, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	2,316	$0.61	$1.41K	98,744
Mar 01, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	1,016	$0.72	$731.52	111,642
Mar 01, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	8,582	$0.62	$5.32K	103,060
Mar 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	10,000	$0.64	$6.40K	2,374,614
Mar 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	5,000	$0.61	$3.05K	2,369,614
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,748	$0.72	$2.70K	114,763
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,105	$0.70	$1.47K	112,658
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,178	$0.71	$1.55K	2,382,436
Feb 09, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,000	$0.66	$1.98K	2,386,792
Feb 09, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,178	$0.73	$1.59K	2,384,614
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,000	$0.41	$820.00	2,412,814
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	4,000	$0.41	$1.64K	2,408,814
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	4,000	$0.49	$1.96K	2,420,195
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,291	$0.40	$916.40	2,417,814
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,000	$0.40	$1.20K	2,414,814
Jan 30, 2024	Graham Gary John	10 percent owner	-		Sell	-	-	-	11,322,575

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 29, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	50,000	$0.45	$22.50K	2,319,644
May 29, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	98,744	$0.69	$68.13K	-
Mar 07, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	2,316	$0.61	$1.41K	98,744
Mar 01, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	1,016	$0.72	$731.52	111,642
Mar 01, 2024	Graham Gary John	10 percent owner	-	P-Purchase	Sell	8,582	$0.62	$5.32K	103,060
Mar 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	10,000	$0.64	$6.40K	2,374,614
Mar 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	5,000	$0.61	$3.05K	2,369,614
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,748	$0.72	$2.70K	114,763
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,105	$0.70	$1.47K	112,658
Feb 21, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,178	$0.71	$1.55K	2,382,436
Feb 09, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,000	$0.66	$1.98K	2,386,792
Feb 09, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,178	$0.73	$1.59K	2,384,614
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,000	$0.41	$820.00	2,412,814
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	4,000	$0.41	$1.64K	2,408,814
Feb 01, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Buy	19,022	$0.49	$9.32K	2,389,792
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	4,000	$0.49	$1.96K	2,420,195
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	2,291	$0.40	$916.40	2,417,814
Jan 30, 2024	First Capital Holdings LLC	10 percent owner	-	P-Purchase	Sell	3,000	$0.40	$1.20K	2,414,814
Jan 30, 2024	Graham Gary John	10 percent owner	-		Sell	-	-	-	11,322,575
Jan 30, 2024	Graham Gary John	10 percent owner	-	J-Other	Buy	2,000,000	$1.84	$3.68M	2,000,000

The last insider sell of SOBR Safe's stock was made by First Capital Holdings LLC on May 29 2024, selling 50,000 shares at $0.45 per share (valued at $22.50K). The last insider buy of SOBR was made by First Capital Holdings LLC on Feb 01 2024, buying 19,022 shares at $0.49 per share (worth $9.32K).

SOBR Safe Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	2	-
Q1 2024	1	18	5.56%
Q4 2023	2	2	100.00%
Q2 2023	1	2	50.00%
Q4 2022	3	1	300.00%
Q3 2022	5	-	-
Q2 2022	12	-	-
Q1 2022	4	1	400.00%
Q4 2021	2	-	-
Q3 2021	-	1	-
Q2 2021	-	3	-
Q4 2020	2	4	50.00%
Q3 2020	-	1	-
Q2 2020	4	2	200.00%
Q1 2020	1	1	100.00%
Q4 2019	8	-	-
Q3 2019	4	-	-
Q1 2017	-	1	-
Q1 2012	-	2	-
Q3 2011	-	2	-

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by SOBR Safe's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q1 2024	16	-	-
Q4 2023	-	-	-
Q2 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	5	-	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q4 2021	-	-	-
Q3 2021	-	1	-
Q2 2021	-	3	-
Q4 2020	2	-	-
Q3 2020	-	-	-
Q2 2020	2	-	-
Q1 2020	1	-	-
Q4 2019	2	-	-
Q3 2019	4	-	-
Q1 2017	-	-	-
Q1 2012	-	-	-
Q3 2011	-	-	-

As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of SOBR Safe's stocks.

SOBR Safe Peer Ownership

Ticker	Company
FTV	Fortive Corporation
TDY	Teledyne Technologies Incorporated
NOVT	Novanta Inc.
CPTN	Cepton, Inc.
MIND	MIND Technology, Inc.
BNSO	Bonso Electronics International Inc.
AWIN	AERWINS Technologies Inc.
FCUV	Focus Universal Inc.
MVIS	MicroVision, Inc.
CGNX	Cognex Corporation
SVRE	SaverOne 2014 Ltd
COHR	Coherent, Inc.

SOBR Ownership FAQ

Who Owns SOBR Safe?

SOBR Safe is owned by institutional shareholders (3.21%), insiders (12.96%), and public (83.83%). The largest institutional shareholder of SOBR Safe is VANGUARD GROUP INC (1.64% of total shares) and the top mutual fund owner is VANGUARD INDEX FUNDS (0.00% of total shares).

Who are the major institutional shareholders of SOBR Safe?

SOBR Safe's major institutional shareholders are VANGUARD GROUP INC, BANK OF NEW YORK MELLON CORP, GEODE CAPITAL MANAGEMENT, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and BLACKROCK INC.. The top five shareholders own together 2.57% of the company's share outstanding.

How many SOBR Safe shareholders are there?

As of Mar 2023, there are 22 institutional shareholders of SOBR Safe.

What percentage of SOBR Safe is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 424.96K shares of SOBR Safe, representing 1.64% of the company's total shares outstanding, valued at $943.4M (as of Mar 2023).

What percentage of SOBR Safe is owned by BANK OF NEW YORK MELLON CORP?

As of Mar 2023, BANK OF NEW YORK MELLON CORP holds 84.53K shares of SOBR Safe (SOBR), compromising 0.33% of the company, valued at $187.65M.

What percentage of SOBR Safe is owned by GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of SOBR Safe. The company owns 66.14K of the company's shares outstanding (worth $146.82M).