urban-gro Ownership | Who Owns urban-gro?


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urban-gro Ownership Summary


urban-gro is owned by 25.17% institutional investors, 22.43% insiders, and 52.40% retail investors. Awm investment company is the largest institutional shareholder, holding 11.96% of UGRO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.85% of its assets in urban-gro shares.

UGRO Ownership Benchmark


TypeName% Inst% Insiders% Retail
Stockurban-gro25.17%22.43%52.40%
SectorIndustrials Stocks 62.82%10.55%26.63%
IdeaCannabis Stocks List15.77%7.93%76.29%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Awm investment company1.44M11.96%$1.92M
Vanguard group338.72K2.81%$450.50K
Bard associates297.25K2.46%$395.35K
Private advisor group208.91K1.73%$277.84K
Geode capital management85.94K0.71%$114.33K
Blackrock75.51K0.63%$100.43K
Renaissance50.00K0.41%$66.50K
Financial advocates investment management27.00K0.22%$35.91K
State street26.39K0.22%$35.10K
Susquehanna group, llp25.67K0.21%$34.15K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Awm investment company1.44M0.26%$1.92M
Bard associates297.25K0.15%$395.35K
Symphony financial services19.00K0.02%$26.60K
Pfs partners7.00K0.01%$9.31K
Financial advocates investment management27.00K0.00%$35.91K
Private advisor group208.91K0.00%$277.84K
Tower research capital llc (trc)7.55K0.00%$10.04K
Evergreen private wealth300.000.00%$399.00
Newedge advisors7.57K0.00%$10.06K
Renaissance50.00K0.00%$66.50K

Top Buyers

HolderShares% AssetsChange
Awm investment company1.44M0.26%369.00K
Private advisor group208.91K0.00%208.91K
Susquehanna group, llp25.67K-25.67K
Symphony financial services19.00K0.02%19.00K
Renaissance50.00K0.00%10.60K

Top Sellers

HolderShares% AssetsChange
Marathon capital management---105.00K
Cambria investment management---53.70K
Jane street group---17.66K
Xtx topco---13.62K
Virtu financial---12.67K

New Positions

HolderShares% AssetsChangeValue
Private advisor group208.91K0.00%208.91K$277.84K
Symphony financial services19.00K0.02%19.00K$26.60K

Sold Out

HolderChange
Avion wealth-40.00
Wells fargo & company/mn-62.00
Us bancorp \de\-700.00
Redwood wealth management group-3.00K
Steward partners investment advisory-7.50K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202426-3.70%3,039,2839.18%254.74%9-30.77%3-25.00%
Jun 30, 202427-12.90%2,783,6917.32%234.35%138.33%4-20.00%
Mar 31, 2024313.33%2,593,8978.13%235.43%12-7.69%5-
Dec 31, 20233015.38%2,398,844-3.20%204.02%1318.18%5-28.57%
Sep 30, 20232613.04%2,478,234-7.78%223.64%1122.22%716.67%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv227.62K1.85%-
Vanguard Institutional Extnd Mkt Idx Tr111.10K0.90%-
Fidelity Extended Market Index49.71K0.40%4.00K
Fidelity Nasdaq Composite Index11.91K0.10%-
Fidelity Total Market Index10.93K0.09%-
Fidelity Series Total Market Index9.65K0.08%-
NT Ext Equity Mkt Idx Fd - NL7.57K0.06%-
NT Ext Equity Mkt Idx Fd - DC - NL - T26.10K0.05%19.00
NT Ext Equity Mkt Idx Fd - L5.38K0.04%-
Northern Trust Extended Eq Market Idx5.38K0.04%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 13, 2024AWM Investment Company, Inc.-Sell$22.46K
Dec 12, 2024AWM Investment Company, Inc.-Sell$8.97K
Dec 10, 2024AWM Investment Company, Inc.-Sell$41.31K
Dec 11, 2024AWM Investment Company, Inc.-Sell$20.87K
Dec 06, 2024AWM Investment Company, Inc.-Sell$31.30K

Insider Transactions Trends


DateBuySell
2024 Q4-12
2024 Q221
2024 Q1--
2023 Q4--
2023 Q31-

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 (297.25K shares, 2.46%). Together, they hold 17.22% 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 Total Stock Mkt Idx Inv is the top mutual fund holder of urban-gro shares, with 1.85% of its total shares outstanding invested in 227.62K urban-gro shares.

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