TOP Financial Group Ownership | Who Owns TOP Financial Group?
TOP Financial Group Ownership Summary
TOP Financial Group is owned by 0.17% institutional investors, 81.12% insiders, and 18.71% retail investors. Blackrock is the largest institutional shareholder, holding 0.07% of TOP shares. Fidelity Nasdaq Composite Index is the top mutual fund, with 0.06% of its assets in TOP Financial Group shares.
TOP Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | TOP Financial Group | 0.17% | 81.12% | 18.71% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Capital Markets Stocks | 43.37% | 15.77% | 40.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 23.62K | 0.07% | $61.42K |
Geode capital management | 22.65K | 0.06% | $58.89K |
Ubs group | 15.52K | 0.04% | $40.36K |
Wealthcollab | 852.00 | 0.00% | $2.22K |
Bank of america corp /de/ | 154.00 | 0.00% | $400.00 |
Qube research | - | - | - |
Marshall wace, llp | - | - | - |
Tower research capital llc (trc) | - | - | - |
Xtx topco | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Wealthcollab | 852.00 | 0.00% | $2.22K |
Marshall wace, llp | - | - | - |
Blackrock | 23.62K | - | $61.42K |
Tower research capital llc (trc) | - | - | - |
Bank of america corp /de/ | 154.00 | - | $400.00 |
Ubs group | 15.52K | - | $40.36K |
Xtx topco | - | - | - |
Geode capital management | 22.65K | - | $58.89K |
Qube research | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | 15.52K | - | 15.52K |
Wealthcollab | 852.00 | 0.00% | 852.00 |
Geode capital management | 22.65K | - | - |
Blackrock | 23.62K | - | - |
Tower research capital llc (trc) | - | - | -1.00 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Marshall wace, llp | - | - | -20.33K |
Xtx topco | - | - | -11.59K |
Bank of america corp /de/ | 154.00 | - | -7.82K |
Qube research | - | - | -748.00 |
Tower research capital llc (trc) | - | - | -1.00 |
Sold Out
Holder | Change |
---|---|
Tower research capital llc (trc) | -1.00 |
Qube research | -748.00 |
Xtx topco | -11.59K |
Marshall wace, llp | -20.33K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 5 | -37.50% | 55,557 | -33.77% | - | 299.79% | 2 | -33.33% | 1 | -50.00% |
Jun 30, 2024 | 8 | 14.29% | 83,882 | -9.16% | - | 344.35% | 3 | - | 2 | - |
Mar 31, 2024 | 7 | - | 92,344 | 19.94% | - | 545.43% | 3 | -25.00% | 2 | -33.33% |
Dec 31, 2023 | 7 | -22.22% | 76,990 | -18.98% | - | 298.53% | 4 | -33.33% | 3 | - |
Sep 30, 2023 | 9 | -10.00% | 95,024 | -27.54% | - | 193.43% | 6 | -33.33% | 3 | 200.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Fidelity Nasdaq Composite Index | 22.65K | 0.06% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 14, 2014 | McAllister Robert | President | Buy | $40.00K |
Mar 14, 2014 | McAllister Robert | President | Sell | $40.00K |
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