urban-gro Ownership | Who Owns urban-gro?

Overview Forecast RevenueFinancials Chart Transcripts

urban-gro Ownership Summary

urban-gro is owned by 10.68% institutional investors, 22.43% insiders, and 66.88% retail investors. Awm investment company is the largest institutional shareholder, holding 11.96% of UGRO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.79% of its assets in urban-gro shares.

UGRO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	urban-gro	10.68%	22.43%	66.88%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Idea	Cannabis Stocks List	16.74%	11.80%	71.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Awm investment company	1.44M	11.96%	$1.92M
Vanguard group	338.72K	2.81%	$320.09K
Bard associates	251.73K	2.08%	$237.78K
Flagship harbor advisors	208.71K	1.73%	$197.15K
Private advisor group	91.43K	0.76%	$86.36K
Geode capital management	90.12K	0.75%	$85.15K
Blackrock	75.51K	0.63%	$100.43K
Blackrock funding, inc. /de	75.51K	0.63%	$71.33K
Evernest financial advisors	60.00K	0.50%	$56.68K
Renaissance	52.30K	0.43%	$49.40K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Awm investment company	1.44M	0.26%	$1.92M
Bard associates	251.73K	0.08%	$237.78K
Evernest financial advisors	60.00K	0.01%	$56.68K
Flagship harbor advisors	208.71K	0.01%	$197.15K
Pfs partners	7.00K	0.00%	$6.61K
Financial advocates investment management	27.00K	0.00%	$35.91K
Ifp advisors	46.25K	0.00%	$43.69K
Virtu financial	26.96K	0.00%	$25.00K
Xtx topco	11.47K	0.00%	$10.84K
Private advisor group	91.43K	0.00%	$86.36K

Top Buyers

Holder	Shares	% Assets	Change
Awm investment company	1.44M	0.26%	369.00K
Evernest financial advisors	60.00K	0.01%	60.00K
Virtu financial	26.96K	0.00%	26.96K
Ubs group	13.54K	-	13.54K
Xtx topco	11.47K	0.00%	11.47K

Top Sellers

Holder	Shares	% Assets	Change
Private advisor group	91.43K	0.00%	-124.32K
Garden state investment advisory services	-	-	-120.00K
Marathon capital management	-	-	-105.00K
Cambria investment management	-	-	-53.70K
Flagship harbor advisors	208.71K	0.01%	-44.50K

New Positions

Holder	Shares	% Assets	Change	Value
Evernest financial advisors	60.00K	0.01%	60.00K	$56.68K
Virtu financial	26.96K	0.00%	26.96K	$25.00K
Xtx topco	11.47K	0.00%	11.47K	$10.84K
Group one trading	900.00	-	900.00	$850.00K
Mai capital management	600.00	-	600.00	$567.00

Sold Out

Holder	Change
Avion wealth	-40.00
Us bancorp \de\	-700.00
Royal bank of canada	-700.00
Redwood wealth management group	-3.00K
Steward partners investment advisory	-7.50K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	22	-18.52%	1,290,204	-58.15%	10	1.64%	10	-	3	-
Sep 30, 2024	26	-3.70%	3,039,283	9.18%	25	4.74%	9	-30.77%	3	-25.00%
Jun 30, 2024	27	-12.90%	2,783,691	7.32%	23	4.35%	13	8.33%	4	-20.00%
Mar 31, 2024	31	3.33%	2,593,897	8.13%	23	5.43%	12	-7.69%	5	-
Dec 31, 2023	30	15.38%	2,398,844	-3.20%	20	4.02%	13	18.18%	5	-28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	227.62K	1.79%	-
Vanguard Total Stock Mkt Idx Inv	227.62K	1.79%	-
Vanguard Institutional Extnd Mkt Idx Tr	111.10K	0.88%	-
Fidelity Extended Market Index	46.90K	0.37%	-299.00
Fidelity Nasdaq Composite Index	11.91K	0.09%	-
Fidelity Total Market Index	10.93K	0.09%	-
Fidelity Series Total Market Index	9.65K	0.08%	-
NT Ext Equity Mkt Idx Fd - NL	7.57K	0.06%	-
Spartan Extended Market Index Pool E	6.80K	0.05%	299.00
Spartan Extended Market Index Pool F	6.80K	0.05%	299.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2024	AWM Investment Company, Inc.	-	Sell	$22.46K
Dec 12, 2024	AWM Investment Company, Inc.	-	Sell	$8.97K
Dec 10, 2024	AWM Investment Company, Inc.	-	Sell	$41.31K
Dec 11, 2024	AWM Investment Company, Inc.	-	Sell	$20.87K
Dec 06, 2024	AWM Investment Company, Inc.	-	Sell	$31.30K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	12
2024 Q2	2	1
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	1	-

UGRO Ownership FAQ

Who owns the most shares of urban-gro?

urban-gro’s largest shareholders are Awm investment company (1.44M shares, 11.96%), Vanguard group (338.72K shares, 2.81%), and Bard associates (251.73K shares, 2.08%). Together, they hold 16.85% of urban-gro’s total shares outstanding.

Does Blackrock own urban-gro?

Yes, BlackRock owns 0.63% of urban-gro, totaling 75.51K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 100.43K$. In the last quarter, BlackRock decreased its holdings by 0 shares, a 0% change.

Who is urban-gro’s biggest shareholder by percentage of total assets invested?

Awm investment company is urban-gro’s biggest shareholder by percentage of total assets invested, with 0.26% of its assets in 1.44M urban-gro shares, valued at 1.92M$.

Who is the top mutual fund holder of urban-gro shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of urban-gro shares, with 1.79% of its total shares outstanding invested in 227.62K urban-gro shares.

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