urban-gro Ownership | Who Owns urban-gro?

Overview Forecast RevenueFinancials Chart Transcripts

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

Type	Name	% Inst	% Insiders	% Retail
Stock	urban-gro	25.17%	22.43%	52.40%
Sector	Industrials Stocks	60.70%	10.27%	29.03%
Idea	Cannabis Stocks List	15.92%	7.77%	76.31%

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%	$450.50K
Bard associates	297.25K	2.46%	$395.35K
Private advisor group	208.91K	1.73%	$277.84K
Geode capital management	85.94K	0.71%	$114.33K
Blackrock	75.51K	0.63%	$100.43K
Renaissance	50.00K	0.41%	$66.50K
Financial advocates investment management	27.00K	0.22%	$35.91K
State street	26.39K	0.22%	$35.10K
Susquehanna group, llp	25.67K	0.21%	$34.15K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Awm investment company	1.44M	0.26%	$1.92M
Bard associates	297.25K	0.15%	$395.35K
Symphony financial services	19.00K	0.02%	$26.60K
Pfs partners	7.00K	0.01%	$9.31K
Financial advocates investment management	27.00K	0.00%	$35.91K
Private advisor group	208.91K	0.00%	$277.84K
Tower research capital llc (trc)	7.55K	0.00%	$10.04K
Evergreen private wealth	300.00	0.00%	$399.00
Newedge advisors	7.57K	0.00%	$10.06K
Renaissance	50.00K	0.00%	$66.50K

Top Buyers

Holder	Shares	% Assets	Change
Awm investment company	1.44M	0.26%	369.00K
Private advisor group	208.91K	0.00%	208.91K
Susquehanna group, llp	25.67K	-	25.67K
Symphony financial services	19.00K	0.02%	19.00K
Renaissance	50.00K	0.00%	10.60K

Top Sellers

Holder	Shares	% Assets	Change
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

Holder	Shares	% Assets	Change	Value
Private advisor group	208.91K	0.00%	208.91K	$277.84K
Symphony financial services	19.00K	0.02%	19.00K	$26.60K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	26	13.04%	2,478,234	-7.78%	22	3.64%	11	22.22%	7	16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	227.62K	1.85%	-
Vanguard Institutional Extnd Mkt Idx Tr	111.10K	0.90%	-
Fidelity Extended Market Index	49.71K	0.40%	4.00K
Fidelity Nasdaq Composite Index	11.91K	0.10%	-
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%	-
NT Ext Equity Mkt Idx Fd - DC - NL - T2	6.10K	0.05%	19.00
NT Ext Equity Mkt Idx Fd - L	5.38K	0.04%	-
Northern Trust Extended Eq Market Idx	5.38K	0.04%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 13, 2024	AWM Investment Company, Inc.	-	Sell	$11.78K
Nov 11, 2024	AWM Investment Company, Inc.	-	Sell	$11.48K
Nov 12, 2024	AWM Investment Company, Inc.	-	Sell	$6.06K
Jun 06, 2024	WILKS LEWIS	-	Buy	$14.70K
Jun 05, 2024	WILKS LEWIS	-	Buy	$14.30K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	3
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 (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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