SurgePays Ownership | Who Owns SurgePays?
SurgePays Ownership Summary
SurgePays is owned by 10.25% institutional investors, 31.94% insiders, and 57.81% retail investors. Vanguard group is the largest institutional shareholder, holding 3.00% of SURG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.17% of its assets in SurgePays shares.
SURG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SurgePays | 10.25% | 31.94% | 57.81% |
| Sector | Technology Stocks | 52.67% | 10.52% | 36.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 531.35K | 3.00% | $1.70M |
| Cable car capital | 400.00K | 2.26% | $1.28M |
| Geode capital management | 132.98K | 0.75% | $424.27K |
| Bank of new york mellon | 125.00K | 0.71% | $398.76K |
| Truvestments capital | 68.99K | 0.39% | $220.08K |
| Blackrock | 62.48K | 0.35% | $199.32K |
| Bailard | 48.77K | 0.28% | $155.57K |
| Mariner | 43.40K | 0.25% | $138.45K |
| Northern trust | 37.80K | 0.21% | $120.59K |
| State street | 35.80K | 0.20% | $114.20K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cable car capital | 400.00K | 1.34% | $1.28M |
| Truvestments capital | 68.99K | 0.09% | $220.08K |
| Corsair capital management | 19.86K | 0.01% | $63.37K |
| James investment research | 13.00K | 0.00% | $41.47K |
| Bailard | 48.77K | 0.00% | $155.57K |
| Financial network wealth advisors | 1.00K | 0.00% | $3.19K |
| Skaana management | 1.50K | 0.00% | $4.79K |
| Caption management | 17.50K | 0.00% | $55.83K |
| Newedge advisors | 13.00K | 0.00% | $41.47K |
| Mariner | 43.40K | 0.00% | $138.45K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 531.35K | - | 25.97K |
| Royal bank of canada | 26.16K | - | 25.50K |
| Corsair capital management | 19.86K | 0.01% | 19.86K |
| Mariner | 43.40K | 0.00% | 15.90K |
| Geode capital management | 132.98K | - | 14.85K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Imc-chicago | - | - | -81.23K |
| Myda advisors | - | - | -72.00K |
| Susquehanna group, llp | - | - | -70.20K |
| Simplex trading | 17.48K | - | -59.62K |
| Jane street group | - | - | -42.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corsair capital management | 19.86K | 0.01% | 19.86K | $63.37K |
| Pnc financial services group | 2.65K | - | 2.65K | $8.46K |
| Skaana management | 1.50K | 0.00% | 1.50K | $4.79K |
| Financial network wealth advisors | 1.00K | 0.00% | 1.00K | $3.19K |
Sold Out
| Holder | Change |
|---|---|
| Lazard asset management | -582.00 |
| Qube research | -2.37K |
| Redwood wealth management group | -2.50K |
| Citadel advisors | -3.56K |
| Tucker asset management | -10.95K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 38 | -2.56% | 1,813,176 | -7.49% | 10 | 5.53% | 21 | -25.00% | 8 | 14.29% |
| Mar 31, 2024 | 39 | 2.63% | 1,959,911 | 46.34% | 13 | 15.97% | 28 | 12.00% | 7 | 40.00% |
| Dec 31, 2023 | 38 | 11.76% | 1,339,300 | -25.42% | 9 | 5.77% | 25 | 92.31% | 5 | -61.54% |
| Sep 30, 2023 | 34 | -2.86% | 1,795,705 | -23.04% | 12 | 4.64% | 13 | -45.83% | 13 | 550.00% |
| Jun 30, 2023 | 35 | 40.00% | 2,333,285 | 8.90% | 16 | 7.18% | 24 | 140.00% | 2 | -60.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 427.58K | 2.17% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 147.20K | 0.75% | - |
| Fidelity Extended Market Index | 82.05K | 0.42% | 2.99K |
| iShares Micro-Cap ETF | 31.33K | 0.16% | - |
| Perritt Ultra MicroCap | 30.00K | 0.15% | - |
| RBC Microcap Value I | 26.00K | 0.13% | 26.00K |
| BlackRock Extended Equity Market K | 24.69K | 0.13% | -10.00 |
| Fidelity Total Market Index | 20.92K | 0.11% | - |
| Fidelity Series Total Market Index | 18.68K | 0.09% | 5.47K |
| Royce Quant Small-Cap Quality Value ETF | 18.56K | 0.09% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Schurfeld Richard Earl | - | Buy | $4.45K |
| Nov 15, 2024 | Schurfeld Richard Earl | - | Buy | $1.15K |
| Nov 01, 2024 | Evers Anthony George | Chief Financial Officer | Sell | $58.67K |
| Nov 04, 2024 | Cox Kevin Brian | CEO and Chairman of Board | Sell | $50.56K |
| Oct 02, 2024 | Cox Kevin Brian | CEO and Chairman of Board | Sell | $56.71K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | 1 | 12 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | 1 | - |
SURG Ownership FAQ
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