Taylor Devices Ownership | Who Owns Taylor Devices?
Taylor Devices Ownership Summary
Taylor Devices is owned by 32.83% institutional investors, 2.45% insiders, and 64.72% retail investors. Janney montgomery scott is the largest institutional shareholder, holding 4.33% of TAYD shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.79% of its assets in Taylor Devices shares.
TAYD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Taylor Devices | 32.83% | 2.45% | 64.72% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
| Industry | Industrial Machinery Stocks | 75.25% | 6.55% | 18.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Janney montgomery scott | 134.11K | 4.33% | $6.03M |
| Oppenheimer & close | 125.59K | 4.06% | $5.65M |
| Blackrock | 113.61K | 3.67% | $5.11M |
| Vanguard group | 95.41K | 3.08% | $4.29M |
| Geode capital management | 58.18K | 1.88% | $2.62M |
| Punch & associates investment management | 51.27K | 1.66% | $2.31M |
| Sowell financial services | 48.47K | 1.57% | $2.18M |
| Renaissance | 46.36K | 1.50% | $2.09M |
| Courier capital | 40.00K | 1.29% | $1.80M |
| Dimensional fund advisors lp | 32.29K | 1.04% | $1.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oppenheimer & close | 125.59K | 4.96% | $5.65M |
| National wealth management group | 11.75K | 0.40% | $528.34K |
| De lisle partners llp | 23.60K | 0.23% | $1.06M |
| Perritt capital management | 6.50K | 0.16% | $292.37K |
| Courier capital | 40.00K | 0.14% | $1.80M |
| Punch & associates investment management | 51.27K | 0.13% | $2.31M |
| Elkhorn partners limited partnership | 4.30K | 0.13% | $193.00K |
| Eam investors | 15.00K | 0.11% | $674.52K |
| Sowell financial services | 48.47K | 0.10% | $2.18M |
| Prescott group capital management | 8.00K | 0.06% | $360.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 113.61K | 0.00% | 100.60K |
| Vanguard group | 95.41K | 0.00% | 38.97K |
| Geode capital management | 58.18K | 0.00% | 27.31K |
| American century companies | 26.81K | 0.00% | 26.81K |
| State street | 30.36K | 0.00% | 21.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ellsworth advisors | - | - | -19.10K |
| Renaissance | 46.36K | 0.00% | -16.70K |
| Citadel advisors | - | - | -7.82K |
| Johnson bixby & associates | - | - | -7.50K |
| Eam investors | 15.00K | 0.11% | -6.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| American century companies | 26.81K | 0.00% | 26.81K | $1.21M |
| B. riley wealth advisors | 12.14K | 0.01% | 12.14K | $545.88K |
| Prescott group capital management | 8.00K | 0.06% | 8.00K | $360.00K |
| Charles schwab investment management | 7.60K | 0.00% | 7.60K | $341.76K |
| Bank of new york mellon | 6.35K | 0.00% | 6.35K | $285.59K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -243.00 |
| Acadian asset management | -1.28K |
| Qube research | -3.24K |
| Royce & associates lp | -4.73K |
| Newedge advisors | -4.78K |
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 | 87.35K | 2.79% | 12.09K |
| 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 | 10.86K | 0.35% | -68.00 |
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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