SurgePays Ownership 2024 | Who Owns SurgePays Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

10.18%

Insider Ownership

31.93%

Retail Ownership

57.89%

Institutional Holders

37.00

SurgePays Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	3.00%	-	531,354	25,974	5.14%	1,695,019	Jun 30, 2024
CABLE CAR CAPITAL LLC	2.26%	1.34%	400,000	-	-	1,276,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.75%	-	132,979	14,848	12.57%	424,275	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.71%	0.00%	125,003	-	-	398,760	Jun 30, 2024
IMC-CHICAGO, LLC	0.46%	0.00%	81,231	23,791	41.42%	259,127	Jun 30, 2024
TRUVESTMENTS CAPITAL LLC	0.39%	0.09%	68,990	10,867	18.70%	220,078	Jun 30, 2024
BLACKROCK INC.	0.35%	-	62,482	12,046	23.88%	199,317	Jun 30, 2024
BAILARD, INC.	0.28%	0.00%	48,769	-	-	155,573	Jun 30, 2024
MARINER, LLC	0.25%	0.00%	43,400	15,900	57.82%	138,446	Jun 30, 2024
NORTHERN TRUST CORP	0.21%	-	37,802	-1,461	-3.72%	120,589,000	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	0.20%	0.00%	36,000	12,000	50.00%	111,240	Jun 30, 2024
STATE STREET CORP	0.20%	-	35,800	-	-	114,202,000	Jun 30, 2024
ROYAL BANK OF CANADA	0.15%	-	26,160	25,503	3881.74%	84,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.14%	-	24,331	7,998	48.97%	77,541	Jun 30, 2024
CORSAIR CAPITAL MANAGEMENT, L.P.	0.11%	0.01%	19,864	19,864	100.00%	63,366	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.10%	0.00%	17,500	-	-	55,825	Jun 30, 2024
SIMPLEX TRADING, LLC	0.10%	-	17,479	-59,618	-77.33%	55,000	Jun 30, 2024
PRIVIUM FUND MANAGEMENT B.V.	0.10%	0.01%	17,000	-11,200	-39.72%	53,040	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.09%	0.00%	16,625	875	5.56%	53,032	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.08%	0.00%	14,200	14,200	100.00%	45,298	Jun 30, 2024

SurgePays's largest institutional shareholder is VANGUARD GROUP INC, holding 3.00% of the company's total share outstanding, currently valued at $1.70M. The top 10 institutional shareholders own together 8.66% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CABLE CAR CAPITAL LLC	2.26%	1.34%	400,000	-	-	1,276,000	Jun 30, 2024
TRUVESTMENTS CAPITAL LLC	0.39%	0.09%	68,990	10,867	18.70%	220,078	Jun 30, 2024
PRIVIUM FUND MANAGEMENT B.V.	0.10%	0.01%	17,000	-11,200	-39.72%	53,040	Jun 30, 2024
CORSAIR CAPITAL MANAGEMENT, L.P.	0.11%	0.01%	19,864	19,864	100.00%	63,366	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.01%	0.01%	2,500	2,500	100.00%	7,975	Jun 30, 2024
JAMES INVESTMENT RESEARCH INC	0.07%	0.00%	13,000	-	-	41,470	Jun 30, 2024
BAILARD, INC.	0.28%	0.00%	48,769	-	-	155,573	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	0.01%	0.00%	1,000	1,000	100.00%	3,190	Jun 30, 2024
SKAANA MANAGEMENT L.P.	0.01%	0.00%	1,500	1,500	100.00%	4,785	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.10%	0.00%	17,500	-	-	55,825	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.07%	0.00%	13,000	-1,618	-11.07%	41,470	Jun 30, 2024
MARINER, LLC	0.25%	0.00%	43,400	15,900	57.82%	138,446	Jun 30, 2024
IMC-CHICAGO, LLC	0.46%	0.00%	81,231	23,791	41.42%	259,127	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	0.20%	0.00%	36,000	12,000	50.00%	111,240	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	2,435	2,376	4027.12%	7,768	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.09%	0.00%	16,625	875	5.56%	53,032	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.08%	0.00%	14,200	14,200	100.00%	45,298	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.71%	0.00%	125,003	-	-	398,760	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.75%	-	132,979	14,848	12.57%	424,275	Jun 30, 2024
SIMPLEX TRADING, LLC	0.10%	-	17,479	-59,618	-77.33%	55,000	Jun 30, 2024

The largest SurgePays shareholder by % of total assets is CABLE CAR CAPITAL LLC. The company owns 400.00K shares of SurgePays (SURG), representing 1.34% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	3.00%	-	531,354	25,974	5.14%	1,695,019	Jun 30, 2024
ROYAL BANK OF CANADA	0.15%	-	26,160	25,503	3881.74%	84,000	Jun 30, 2024
IMC-CHICAGO, LLC	0.46%	0.00%	81,231	23,791	41.42%	259,127	Jun 30, 2024
CORSAIR CAPITAL MANAGEMENT, L.P.	0.11%	0.01%	19,864	19,864	100.00%	63,366	Jun 30, 2024
MARINER, LLC	0.25%	0.00%	43,400	15,900	57.82%	138,446	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.75%	-	132,979	14,848	12.57%	424,275	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.08%	0.00%	14,200	14,200	100.00%	45,298	Jun 30, 2024
BLACKROCK INC.	0.35%	-	62,482	12,046	23.88%	199,317	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	0.20%	0.00%	36,000	12,000	50.00%	111,240	Jun 30, 2024
TRUVESTMENTS CAPITAL LLC	0.39%	0.09%	68,990	10,867	18.70%	220,078	Jun 30, 2024
UBS GROUP AG	0.08%	-	14,113	8,274	141.70%	45,020	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.14%	-	24,331	7,998	48.97%	77,541	Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.	0.01%	-	2,652	2,652	100.00%	8,460	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.01%	0.01%	2,500	2,500	100.00%	7,975	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	2,435	2,376	4027.12%	7,768	Jun 30, 2024
SKAANA MANAGEMENT L.P.	0.01%	0.00%	1,500	1,500	100.00%	4,785	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	0.01%	0.00%	1,000	1,000	100.00%	3,190	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.09%	0.00%	16,625	875	5.56%	53,032	Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC	0.00%	-	582	582	100.00%	1,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	105	105	100.00%	335	Jun 30, 2024

As of Jun 30 2024, SurgePays's largest institutional buyer is VANGUARD GROUP INC. The company purchased 25.97K stocks of SURG, valued at $1.70M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MYDA ADVISORS LLC	-	-	-	-72,000	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	0.10%	-	17,479	-59,618	-77.33%	55,000	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	-	-	-	-36,529	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	-	-22,500	-100.00%	-	Jun 30, 2024
WOLVERINE TRADING, LLC	-	-	-	-12,200	-100.00%	-	Jun 30, 2024
PRIVIUM FUND MANAGEMENT B.V.	0.10%	0.01%	17,000	-11,200	-39.72%	53,040	Jun 30, 2024
TUCKER ASSET MANAGEMENT LLC	-	-	-	-10,952	-100.00%	-	Jun 30, 2024
MORGAN STANLEY	0.01%	-	1,000	-7,700	-88.51%	3,190	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.06%	-	10,920	-5,809	-34.72%	34,835	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-2,368	-100.00%	-	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.07%	0.00%	13,000	-1,618	-11.07%	41,470	Jun 30, 2024
NORTHERN TRUST CORP	0.21%	-	37,802	-1,461	-3.72%	120,589,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	200	-87	-30.31%	638	Jun 30, 2024
CABLE CAR CAPITAL LLC	2.26%	1.34%	400,000	-	-	1,276,000	Jun 30, 2024
JAMES INVESTMENT RESEARCH INC	0.07%	0.00%	13,000	-	-	41,470	Jun 30, 2024
BAILARD, INC.	0.28%	0.00%	48,769	-	-	155,573	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.10%	0.00%	17,500	-	-	55,825	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.71%	0.00%	125,003	-	-	398,760	Jun 30, 2024
STATE STREET CORP	0.20%	-	35,800	-	-	114,202,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	105	105	100.00%	335	Jun 30, 2024

As of Jun 30 2024, SurgePays's biggest institutional seller is MYDA ADVISORS LLC. The company sold -72.00K shares of SURG, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CORSAIR CAPITAL MANAGEMENT, L.P.	0.11%	0.01%	19,864	19,864	100.00%	63,366	Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.	0.01%	-	2,652	2,652	100.00%	8,460	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.01%	0.01%	2,500	2,500	100.00%	7,975	Jun 30, 2024
SKAANA MANAGEMENT L.P.	0.01%	0.00%	1,500	1,500	100.00%	4,785	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	0.01%	0.00%	1,000	1,000	100.00%	3,190	Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC	0.00%	-	582	582	100.00%	1,000	Jun 30, 2024

SurgePays's largest new institutional shareholder by number of shares is CORSAIR CAPITAL MANAGEMENT, L.P., purchased 19.86K shares, valued at $63.37K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MYDA ADVISORS LLC	-	-	-	-72,000	-100.00%	-	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	-	-	-	-36,529	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	-	-22,500	-100.00%	-	Jun 30, 2024
WOLVERINE TRADING, LLC	-	-	-	-12,200	-100.00%	-	Jun 30, 2024
TUCKER ASSET MANAGEMENT LLC	-	-	-	-10,952	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-2,368	-100.00%	-	Jun 30, 2024

SurgePays's largest sold out institutional shareholder by shares sold is MYDA ADVISORS LLC, sold -72.00K shares, valued at -, as of undefined.

SurgePays Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PERRITT FUNDS INC	0.24%	30,000	-	-	Jan 31, 2024
BRIDGEWAY FUNDS INC	0.04%	91,058	-	-	Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS	0.02%	12,500	-	-	Mar 31, 2024
Legg Mason ETF Investment Trust	0.00%	6,541	6,541	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	493,134	-87,710	-15.10%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	95,351	4,164	4.57%	Feb 29, 2024
RBB FUND, INC.	0.00%	22,102	22,102	-	Feb 29, 2024
SCHWAB CAPITAL TRUST	0.00%	2,477	-	-	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	3,000	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	6,696	-1,552	-18.82%	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	938	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	1,555	21	1.37%	Mar 31, 2024
iSHARES TRUST	0.00%	19,549	514	2.70%	Mar 31, 2024

SurgePays's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 30.00K shares, compromising 0.24% of its total assets.

SurgePays Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	37	-5.13%
31 Mar, 24	39	2.63%
31 Dec, 23	38	11.76%
30 Sep, 23	34	-2.86%
30 Jun, 23	35	40.00%
31 Mar, 23	25	-28.57%
31 Dec, 22	35	52.17%
30 Sep, 22	23	21.05%
30 Jun, 22	19	72.73%
31 Mar, 22	11	-
31 Dec, 21	11	-

As of 30 Jun 24, 37 institutions are holding SurgePays's shares, representing a decrease of -5.13% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1,800,976	-8.11%
31 Mar, 24	1,959,911	46.34%
31 Dec, 23	1,339,300	-25.42%
30 Sep, 23	1,795,705	-23.04%
30 Jun, 23	2,333,285	8.90%
31 Mar, 23	2,142,514	0.11%
31 Dec, 22	2,140,116	116.85%
30 Sep, 22	986,927	17.07%
30 Jun, 22	843,056	61.93%
31 Mar, 22	520,642	-6.40%
31 Dec, 21	556,256	-

SurgePays (SURG) has 1.80M shares outstanding as of 30 Jun 24, down -8.11% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	10.18%	5.50%
31 Mar, 24	13.61%	15.97%
31 Dec, 23	9.23%	5.77%
30 Sep, 23	12.65%	4.64%
30 Jun, 23	16.51%	7.18%
31 Mar, 23	15.16%	5.09%
31 Dec, 22	17.27%	27.44%
30 Sep, 22	7.93%	16.80%
30 Jun, 22	6.87%	36.89%
31 Mar, 22	4.32%	20.30%
31 Dec, 21	4.61%	-

As of 30 Jun 24, SurgePays is held by 10.18% institutional shareholders, representing a 5.50% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	21	-25.00%
31 Mar, 24	28	12.00%
31 Dec, 23	25	92.31%
30 Sep, 23	13	-45.83%
30 Jun, 23	24	140.00%
31 Mar, 23	10	-50.00%
31 Dec, 22	20	25.00%
30 Sep, 22	16	77.78%
30 Jun, 22	9	50.00%
31 Mar, 22	6	-45.45%
31 Dec, 21	11	-

21 institutional shareholders have increased their position in SURG stock as of 30 Jun 24 compared to 28 in the previous quarter (a -25.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	8	14.29%
31 Mar, 24	7	40.00%
31 Dec, 23	5	-61.54%
30 Sep, 23	13	550.00%
30 Jun, 23	2	-60.00%
31 Mar, 23	5	-16.67%
31 Dec, 22	6	200.00%
30 Sep, 22	2	-60.00%
30 Jun, 22	5	66.67%
31 Mar, 22	3	-
31 Dec, 21	-	-

8 institutional shareholders have reduced their position in SURG stock as of 30 Jun 24 compared to 7 in the previous quarter (a 14.29% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	37	-5.13%	1,800,976	-8.11%	10.18%	5.50%	21	-25.00%	8	14.29%
31 Mar, 24	39	2.63%	1,959,911	46.34%	13.61%	15.97%	28	12.00%	7	40.00%
31 Dec, 23	38	11.76%	1,339,300	-25.42%	9.23%	5.77%	25	92.31%	5	-61.54%
30 Sep, 23	34	-2.86%	1,795,705	-23.04%	12.65%	4.64%	13	-45.83%	13	550.00%
30 Jun, 23	35	40.00%	2,333,285	8.90%	16.51%	7.18%	24	140.00%	2	-60.00%
31 Mar, 23	25	-28.57%	2,142,514	0.11%	15.16%	5.09%	10	-50.00%	5	-16.67%
31 Dec, 22	35	52.17%	2,140,116	116.85%	17.27%	27.44%	20	25.00%	6	200.00%
30 Sep, 22	23	21.05%	986,927	17.07%	7.93%	16.80%	16	77.78%	2	-60.00%
30 Jun, 22	19	72.73%	843,056	61.93%	6.87%	36.89%	9	50.00%	5	66.67%
31 Mar, 22	11	-	520,642	-6.40%	4.32%	20.30%	6	-45.45%	3	-
31 Dec, 21	11	-	556,256	-	4.61%	-	11	-	-	-

SurgePays Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	8,333	$2.78	$23.17K	228,257
Aug 05, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	83	$3.00	$249.00	169,923
Aug 05, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	S-Sale	Sell	33,600	$2.60	$87.33K	5,737,779
Jul 16, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	2,000	$3.00	$6.00K	170,006
Jul 12, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	2,000	$3.00	$6.00K	172,006
Jul 03, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	36,667	$3.01	$110.32K	174,006
Jul 03, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	S-Sale	Sell	20,915	$3.05	$63.83K	5,688,046

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	8,333	$2.78	$23.17K	228,257
Aug 05, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	83	$3.00	$249.00	169,923
Aug 05, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	S-Sale	Sell	33,600	$2.60	$87.33K	5,737,779
Jul 16, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	2,000	$3.00	$6.00K	170,006
Jul 12, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	2,000	$3.00	$6.00K	172,006
Jul 03, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	36,667	$3.01	$110.32K	174,006
Jul 03, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	S-Sale	Sell	20,915	$3.05	$63.83K	5,688,046
Jan 17, 2024	Gies Jeremy	officer	President		Sell	-	-	-	100

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Evers Anthony George	officer	Chief Financial Officer	A-Award	Buy	66,667	-	-	236,590
Aug 05, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	8,333	$2.78	$23.17K	228,257
Aug 05, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	83	$3.00	$249.00	169,923
Aug 05, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	A-Award	Buy	83,333	-	-	5,771,379
Aug 05, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	S-Sale	Sell	33,600	$2.60	$87.33K	5,737,779
Jul 16, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	2,000	$3.00	$6.00K	170,006
Jul 12, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	2,000	$3.00	$6.00K	172,006
Jul 03, 2024	Evers Anthony George	officer	Chief Financial Officer	A-Award	Buy	66,667	-	-	210,673
Jul 03, 2024	Evers Anthony George	officer	Chief Financial Officer	S-Sale	Sell	36,667	$3.01	$110.32K	174,006
Jul 03, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	A-Award	Buy	83,333	-	-	5,708,961
Jul 03, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	S-Sale	Sell	20,915	$3.05	$63.83K	5,688,046
Jun 04, 2024	Evers Anthony George	officer	Chief Financial Officer	A-Award	Buy	66,667	-	-	144,006
Jun 04, 2024	Cox Kevin Brian	director, officer	CEO and Chairman of Board	A-Award	Buy	83,334	-	-	5,620,428
May 03, 2024	Cox Kevin Brian	director, officer	CEO and Chairman	A-Award	Buy	83,334	-	-	5,537,094
May 03, 2024	Evers Anthony George	officer	Chief Financial Officer	A-Award	Buy	66,667	-	-	77,339
Apr 26, 2024	KEYS DAVID N	director	-	A-Award	Buy	14,880	-	-	31,923
Apr 26, 2024	Schurfeld Richard Earl	director	-	A-Award	Buy	14,880	-	-	57,081
Apr 26, 2024	Weisberg Laurie	director	-	A-Award	Buy	14,880	-	-	14,880
Jan 17, 2024	Gies Jeremy	officer	President		Sell	-	-	-	100
Aug 22, 2023	May David Allen	director	-	A-Award	Buy	15,000	-	-	15,000

The last insider sell of SurgePays's stock was made by Evers Anthony George on Aug 05 2024, selling 8,333 shares at $2.78 per share (valued at $23.17K).

SurgePays Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	4	50.00%
Q2 2024	7	-	-
Q1 2024	-	1	-
Q3 2023	5	-	-
Q4 2022	1	2	50.00%
Q3 2022	3	-	-
Q2 2022	3	-	-
Q1 2022	2	-	-
Q4 2021	7	2	350.00%
Q3 2021	8	-	-
Q1 2021	3	1	300.00%
Q4 2020	21	-	-
Q2 2020	-	2	-
Q3 2019	-	-	-
Q4 2018	-	1	-
Q3 2017	-	6	-
Q1 2016	1	-	-
Q4 2015	-	10	-
Q3 2015	1	1	100.00%
Q2 2015	-	1	-

2 total buy trades, and 4 total sell trades (buy/sell ratio of 0.50%) were made by SurgePays's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	4	-
Q2 2024	-	-	-
Q1 2024	-	-	-
Q3 2023	1	-	-
Q4 2022	-	-	-
Q3 2022	3	-	-
Q2 2022	3	-	-
Q1 2022	2	-	-
Q4 2021	5	-	-
Q3 2021	8	-	-
Q1 2021	3	-	-
Q4 2020	18	-	-
Q2 2020	-	-	-
Q3 2019	-	-	-
Q4 2018	-	-	-
Q3 2017	-	-	-
Q1 2016	-	-	-
Q4 2015	-	-	-
Q3 2015	-	-	-
Q2 2015	-	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of SurgePays's stocks.

SurgePays Peer Ownership

Ticker	Company
CWAN	Clearwater Analytics Holdings, Inc.
IDBA	IDEX Biometrics ASA
NOGN	Nogin, Inc.
DSP	Viant Technology Inc.
IDAI	T Stamp Inc.
ENV	Envestnet, Inc.
AUUD	Auddia Inc.
EXFY	Expensify, Inc.
FRGT	Freight Technologies, Inc.
VS	Versus Systems Inc.

SURG Ownership FAQ

Who Owns SurgePays?

SurgePays is owned by institutional shareholders (10.18%), insiders (31.93%), and public (57.89%). The largest institutional shareholder of SurgePays is VANGUARD GROUP INC (3.00% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.24% of total shares).

Who are the major institutional shareholders of SurgePays?

SurgePays's major institutional shareholders are VANGUARD GROUP INC, CABLE CAR CAPITAL LLC, GEODE CAPITAL MANAGEMENT, LLC, BANK OF NEW YORK MELLON CORP, and IMC-CHICAGO, LLC. The top five shareholders own together 7.18% of the company's share outstanding.

How many SurgePays shareholders are there?

As of Jun 2024, there are 37 institutional shareholders of SurgePays.

What percentage of SurgePays is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 531.35K shares of SurgePays, representing 3.00% of the company's total shares outstanding, valued at $1.7M (as of Jun 2024).

What percentage of SurgePays is owned by CABLE CAR CAPITAL LLC?

As of Jun 2024, CABLE CAR CAPITAL LLC holds 400K shares of SurgePays (SURG), compromising 2.26% of the company, valued at $1.28M.

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

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of SurgePays. The company owns 132.98K of the company's shares outstanding (worth $424.28K).