Taylor Devices Ownership | Who Owns Taylor Devices?
Taylor Devices Ownership Summary
Taylor Devices is owned by 32.83% institutional investors, and 67.17% retail investors. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.41% of its assets in Taylor Devices shares.
TAYD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Taylor Devices | 32.83% | - | 67.17% |
| Sector | Industrials Stocks | 61.26% | - | 38.74% |
| Industry | Industrial Machinery Stocks | 75.33% | - | 24.67% |
Institutional Shareholders
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 51 | 30.77% | 1,015,770 | 29.05% | 32 | 5.07% | 39 | 50.00% | 7 | -12.50% |
| Mar 31, 2024 | 39 | 62.50% | 787,120 | 26.89% | 25 | 8.28% | 26 | 85.71% | 8 | 166.67% |
| Dec 31, 2023 | 24 | -4.00% | 620,296 | 3.36% | 17 | 5.88% | 14 | -12.50% | 3 | 200.00% |
| Sep 30, 2023 | 25 | 8.70% | 600,124 | 3.04% | 17 | 6.34% | 16 | 33.33% | 1 | -80.00% |
| Jun 30, 2023 | 23 | - | 582,427 | 14.78% | 16 | 7.98% | 12 | 9.09% | 5 | 66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 75.26K | 2.41% | 7.49K |
| iShares Russell 2000 ETF | 52.99K | 1.69% | -126.00 |
| Avantis US Small Cap Value ETF | 45.53K | 1.46% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 39.28K | 1.26% | - |
| Fidelity Small Cap Index | 24.53K | 0.78% | -900.00 |
| VT De Lisle America B USD | 23.60K | 0.75% | - |
| iShares Russell 2000 Growth ETF | 20.07K | 0.64% | - |
| Fidelity Extended Market Index | 18.30K | 0.59% | 2.45K |
| State St Russell Sm Cap® Indx SL Cl I | 11.40K | 0.36% | - |
| Vanguard Russell 2000 ETF | 10.93K | 0.35% | 1.33K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 10, 2024 | SOCHET IRA | - | Sell | $9.14M |
| Jan 19, 2023 | Sopko Timothy John | Chief Executive Officer | Buy | $14.10K |
| Oct 20, 2022 | Sopko Timothy John | CHIEF EXECUTIVE OFFICER | Buy | $11.10K |
| Oct 03, 2022 | CAREY ROBERT MICHAEL | - | Buy | $26.74K |
| Apr 01, 2022 | Sopko Timothy John | CHIEF EXECUTIVE OFFICER | Buy | $9.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q2 | - | - |
TAYD Ownership FAQ
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