urban-gro Ownership 2024 | Who Owns urban-gro Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

3.33%

Insider Ownership

22.43%

Retail Ownership

74.23%

Institutional Holders

9.00

urban-gro Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	11.96%	0.26%	1,444,037	369,000	34.32%	1,920,569	Jun 30, 2024
VANGUARD GROUP INC	2.81%	-	338,718	-	-	450,495	Jun 30, 2024
BARD ASSOCIATES INC	2.46%	0.15%	297,254	-4,025	-1.34%	395,348	Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC	1.73%	0.00%	208,905	208,905	100.00%	277,843	Jun 30, 2024
MARATHON CAPITAL MANAGEMENT	0.87%	0.04%	105,000	-6,085	-5.48%	139,650	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.71%	-	85,942	7,651	9.77%	114,328	Jun 30, 2024
BLACKROCK INC.	0.63%	-	75,508	-	-	100,426	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.41%	0.00%	50,000	10,600	26.90%	66,500	Jun 30, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.22%	0.00%	27,000	7,000	35.00%	35,910	Jun 30, 2024
STATE STREET CORP	0.22%	-	26,395	4,800	22.23%	35,105,000	Jun 30, 2024
	0.16%	0.02%	19,000	19,000	100.00%	26,600	Jun 30, 2024
NORTHERN TRUST CORP	0.11%	-	13,676	-65	-0.47%	18,189,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.06%	-	7,569	69	0.92%	10,067	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.06%	0.00%	7,565	-	-	10,061	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	0.00%	7,552	3,372	80.67%	10,044	Jun 30, 2024
PFS PARTNERS, LLC	0.06%	0.01%	7,000	-	-	9,310	Jun 30, 2024
UBS GROUP AG	0.04%	-	5,009	5,009	100.00%	6,662	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.02%	0.00%	3,000	3,000	100.00%	3,990	Jun 30, 2024
MORGAN STANLEY	0.02%	-	2,000	-	-	2,660	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	1,185	-	-	1,575	Jun 30, 2024

urban-gro's largest institutional shareholder is AWM INVESTMENT COMPANY, INC., holding 11.96% of the company's total share outstanding, currently valued at $1.92M. The top 10 institutional shareholders own together 22.02% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	11.96%	0.26%	1,444,037	369,000	34.32%	1,920,569	Jun 30, 2024
BARD ASSOCIATES INC	2.46%	0.15%	297,254	-4,025	-1.34%	395,348	Jun 30, 2024
MARATHON CAPITAL MANAGEMENT	0.87%	0.04%	105,000	-6,085	-5.48%	139,650	Jun 30, 2024
	0.16%	0.02%	19,000	19,000	100.00%	26,600	Jun 30, 2024
PFS PARTNERS, LLC	0.06%	0.01%	7,000	-	-	9,310	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.02%	0.00%	3,000	3,000	100.00%	3,990	Jun 30, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.22%	0.00%	27,000	7,000	35.00%	35,910	Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC	1.73%	0.00%	208,905	208,905	100.00%	277,843	Jun 30, 2024
EVERGREEN PRIVATE WEALTH LLC	0.00%	0.00%	300	-	-	399	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	0.00%	7,552	3,372	80.67%	10,044	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.41%	0.00%	50,000	10,600	26.90%	66,500	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.06%	0.00%	7,565	-	-	10,061	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.71%	-	85,942	7,651	9.77%	114,328	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.01%	-	1,000	-	-	1,490	Jun 30, 2024
VANGUARD GROUP INC	2.81%	-	338,718	-	-	450,495	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	1,185	-	-	1,575	Jun 30, 2024
NORTHERN TRUST CORP	0.11%	-	13,676	-65	-0.47%	18,189,000	Jun 30, 2024
BLACKROCK INC.	0.63%	-	75,508	-	-	100,426	Jun 30, 2024
UBS GROUP AG	0.04%	-	5,009	5,009	100.00%	6,662	Jun 30, 2024
STATE STREET CORP	0.22%	-	26,395	4,800	22.23%	35,105,000	Jun 30, 2024

The largest urban-gro shareholder by % of total assets is AWM INVESTMENT COMPANY, INC.. The company owns 1.44M shares of urban-gro (UGRO), representing 0.26% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	11.96%	0.26%	1,444,037	369,000	34.32%	1,920,569	Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC	1.73%	0.00%	208,905	208,905	100.00%	277,843	Jun 30, 2024
	0.16%	0.02%	19,000	19,000	100.00%	26,600	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.41%	0.00%	50,000	10,600	26.90%	66,500	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.71%	-	85,942	7,651	9.77%	114,328	Jun 30, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.22%	0.00%	27,000	7,000	35.00%	35,910	Jun 30, 2024
UBS GROUP AG	0.04%	-	5,009	5,009	100.00%	6,662	Jun 30, 2024
STATE STREET CORP	0.22%	-	26,395	4,800	22.23%	35,105,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	0.00%	7,552	3,372	80.67%	10,044	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.02%	0.00%	3,000	3,000	100.00%	3,990	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.06%	-	7,569	69	0.92%	10,067	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	21	1	5.00%	28	Jun 30, 2024
MORGAN STANLEY	0.02%	-	2,000	-	-	2,660	Jun 30, 2024
US BANCORP \DE\	0.01%	-	700	-	-	931	Jun 30, 2024
BLACKROCK INC.	0.63%	-	75,508	-	-	100,426	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	1,185	-	-	1,575	Jun 30, 2024
VANGUARD GROUP INC	2.81%	-	338,718	-	-	450,495	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.01%	-	1,000	-	-	1,490	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.06%	0.00%	7,565	-	-	10,061	Jun 30, 2024
EVERGREEN PRIVATE WEALTH LLC	0.00%	0.00%	300	-	-	399	Jun 30, 2024

As of Jun 30 2024, urban-gro's largest institutional buyer is AWM INVESTMENT COMPANY, INC.. The company purchased 369.00K stocks of UGRO, valued at $1.92M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAMBRIA INVESTMENT MANAGEMENT, L.P.	-	-	-	-53,701	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-13,619	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-12,670	-100.00%	-	Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC	-	-	-	-7,500	-100.00%	-	Jun 30, 2024
MARATHON CAPITAL MANAGEMENT	0.87%	0.04%	105,000	-6,085	-5.48%	139,650	Jun 30, 2024
BARD ASSOCIATES INC	2.46%	0.15%	297,254	-4,025	-1.34%	395,348	Jun 30, 2024
NORTHERN TRUST CORP	0.11%	-	13,676	-65	-0.47%	18,189,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-62	-100.00%	-	Jun 30, 2024
AVION WEALTH	-	-	-	-40	-100.00%	-	Jun 30, 2024
PFS PARTNERS, LLC	0.06%	0.01%	7,000	-	-	9,310	Jun 30, 2024
EVERGREEN PRIVATE WEALTH LLC	0.00%	0.00%	300	-	-	399	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.06%	0.00%	7,565	-	-	10,061	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.01%	-	1,000	-	-	1,490	Jun 30, 2024
VANGUARD GROUP INC	2.81%	-	338,718	-	-	450,495	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	1,185	-	-	1,575	Jun 30, 2024
BLACKROCK INC.	0.63%	-	75,508	-	-	100,426	Jun 30, 2024
US BANCORP \DE\	0.01%	-	700	-	-	931	Jun 30, 2024
MORGAN STANLEY	0.02%	-	2,000	-	-	2,660	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	21	1	5.00%	28	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.06%	-	7,569	69	0.92%	10,067	Jun 30, 2024

As of Jun 30 2024, urban-gro's biggest institutional seller is CAMBRIA INVESTMENT MANAGEMENT, L.P.. The company sold -53.70K shares of UGRO, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PRIVATE ADVISOR GROUP, LLC	1.73%	0.00%	208,905	208,905	100.00%	277,843	Jun 30, 2024
	0.16%	0.02%	19,000	19,000	100.00%	26,600	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.02%	0.00%	3,000	3,000	100.00%	3,990	Jun 30, 2024

urban-gro's largest new institutional shareholder by number of shares is PRIVATE ADVISOR GROUP, LLC, purchased 208.91K shares, valued at $277.84K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAMBRIA INVESTMENT MANAGEMENT, L.P.	-	-	-	-53,701	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-13,619	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-12,670	-100.00%	-	Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC	-	-	-	-7,500	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-62	-100.00%	-	Jun 30, 2024
AVION WEALTH	-	-	-	-40	-100.00%	-	Jun 30, 2024

urban-gro's largest sold out institutional shareholder by shares sold is CAMBRIA INVESTMENT MANAGEMENT, L.P., sold -53.70K shares, valued at -, as of undefined.

urban-gro Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
AdvisorShares Trust	0.14%	579,947	-	-	Mar 28, 2024
360 Funds	0.08%	16,000	-	-	Feb 29, 2024
Vericimetry Funds	0.02%	1,760	-	-	Mar 31, 2024
WASATCH FUNDS TRUST	0.01%	52,800	-	-	Mar 31, 2024
Cambria ETF Trust	0.00%	35,574	-2,156	-5.71%	Jan 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	9,192	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.00%	338,718	-111,102	-24.70%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	72,105	-292	-0.40%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	9,843	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	4,382	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	2,113	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	4,714	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	802	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	1,510	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	17,129	-	-	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	326	-	-	Mar 31, 2024

urban-gro's largest mutual fund holder by % of total assets is "AdvisorShares Trust", owning 579.95K shares, compromising 0.14% of its total assets.

urban-gro Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	9	-70.97%
31 Mar, 24	31	3.33%
31 Dec, 23	30	15.38%
30 Sep, 23	26	13.04%
30 Jun, 23	23	-23.33%
31 Mar, 23	30	-3.23%
31 Dec, 22	31	24.00%
30 Sep, 22	25	-10.71%
30 Jun, 22	28	-24.32%
31 Mar, 22	37	15.63%
31 Dec, 21	32	-11.11%
30 Sep, 21	36	28.57%
30 Jun, 21	28	27.27%
31 Mar, 21	22	-

As of 30 Jun 24, 9 institutions are holding urban-gro's shares, representing a decrease of -70.97% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	402,547	-84.48%
31 Mar, 24	2,593,897	8.13%
31 Dec, 23	2,398,844	-3.20%
30 Sep, 23	2,478,234	-7.78%
30 Jun, 23	2,687,387	-7.39%
31 Mar, 23	2,901,896	-3.13%
31 Dec, 22	2,995,696	2.10%
30 Sep, 22	2,934,083	7.67%
30 Jun, 22	2,725,165	-5.42%
31 Mar, 22	2,881,262	12.60%
31 Dec, 21	2,558,814	21.87%
30 Sep, 21	2,099,684	37.81%
30 Jun, 21	1,523,610	29.24%
31 Mar, 21	1,178,940	-

urban-gro (UGRO) has 402.55K shares outstanding as of 30 Jun 24, down -84.48% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	3.33%	0.63%
31 Mar, 24	23.03%	5.43%
31 Dec, 23	20.59%	4.02%
30 Sep, 23	22.64%	3.64%
30 Jun, 23	24.95%	3.44%
31 Mar, 23	26.94%	3.38%
31 Dec, 22	28.23%	3.74%
30 Sep, 22	27.49%	4.09%
30 Jun, 22	25.93%	3.45%
31 Mar, 22	27.42%	5.48%
31 Dec, 21	22.37%	6.64%
30 Sep, 21	18.35%	9.95%
30 Jun, 21	13.58%	5.99%
31 Mar, 21	15.05%	-

As of 30 Jun 24, urban-gro is held by 3.33% institutional shareholders, representing a 0.63% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	6	-50.00%
31 Mar, 24	12	-7.69%
31 Dec, 23	13	18.18%
30 Sep, 23	11	22.22%
30 Jun, 23	9	-10.00%
31 Mar, 23	10	-52.38%
31 Dec, 22	21	75.00%
30 Sep, 22	12	33.33%
30 Jun, 22	9	-59.09%
31 Mar, 22	22	10.00%
31 Dec, 21	20	-20.00%
30 Sep, 21	25	25.00%
30 Jun, 21	20	-9.09%
31 Mar, 21	22	-

6 institutional shareholders have increased their position in UGRO stock as of 30 Jun 24 compared to 12 in the previous quarter (a -50.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	5	-
31 Dec, 23	5	-28.57%
30 Sep, 23	7	16.67%
30 Jun, 23	6	-25.00%
31 Mar, 23	8	166.67%
31 Dec, 22	3	-57.14%
30 Sep, 22	7	-30.00%
30 Jun, 22	10	25.00%
31 Mar, 22	8	60.00%
31 Dec, 21	5	-37.50%
30 Sep, 21	8	14.29%
30 Jun, 21	7	-
31 Mar, 21	-	-

- institutional shareholders have reduced their position in UGRO stock as of 30 Jun 24 compared to 5 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	9	-70.97%	402,547	-84.48%	3.33%	0.63%	6	-50.00%	-	-100.00%
31 Mar, 24	31	3.33%	2,593,897	8.13%	23.03%	5.43%	12	-7.69%	5	-
31 Dec, 23	30	15.38%	2,398,844	-3.20%	20.59%	4.02%	13	18.18%	5	-28.57%
30 Sep, 23	26	13.04%	2,478,234	-7.78%	22.64%	3.64%	11	22.22%	7	16.67%
30 Jun, 23	23	-23.33%	2,687,387	-7.39%	24.95%	3.44%	9	-10.00%	6	-25.00%
31 Mar, 23	30	-3.23%	2,901,896	-3.13%	26.94%	3.38%	10	-52.38%	8	166.67%
31 Dec, 22	31	24.00%	2,995,696	2.10%	28.23%	3.74%	21	75.00%	3	-57.14%
30 Sep, 22	25	-10.71%	2,934,083	7.67%	27.49%	4.09%	12	33.33%	7	-30.00%
30 Jun, 22	28	-24.32%	2,725,165	-5.42%	25.93%	3.45%	9	-59.09%	10	25.00%
31 Mar, 22	37	15.63%	2,881,262	12.60%	27.42%	5.48%	22	10.00%	8	60.00%
31 Dec, 21	32	-11.11%	2,558,814	21.87%	22.37%	6.64%	20	-20.00%	5	-37.50%
30 Sep, 21	36	28.57%	2,099,684	37.81%	18.35%	9.95%	25	25.00%	8	14.29%
30 Jun, 21	28	27.27%	1,523,610	29.24%	13.58%	5.99%	20	-9.09%	7	-
31 Mar, 21	22	-	1,178,940	-	15.05%	-	22	-	-	-

urban-gro Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 06, 2024	WILKS LEWIS	director	-	P-Purchase	Buy	10,000	$1.47	$14.70K	184,108
Jun 06, 2024	WILKS LEWIS	director	-	P-Purchase	Buy	10,000	$1.43	$14.30K	174,108
Apr 17, 2024	AWM Investment Company, Inc.	10 percent owner	-	S-Sale	Sell	1,000	$1.70	$1.70K	1,444,037

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jun 06, 2024	WILKS LEWIS	director	-	P-Purchase	Buy	10,000	$1.47	$14.70K	184,108
Jun 06, 2024	WILKS LEWIS	director	-	P-Purchase	Buy	10,000	$1.43	$14.30K	174,108

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 21, 2024	Archer Jason T	officer	Chief Operating Officer	F-InKind	Sell	519	$2.73	$1.42K	111,849
Jun 21, 2024	Archer Jason T	officer	Chief Operating Officer	F-InKind	Sell	3,699	$1.29	$4.77K	108,150
Jun 21, 2024	Archer Jason T	officer	Chief Operating Officer	F-InKind	Sell	15,476	$1.40	$21.67K	92,674
Apr 17, 2024	AWM Investment Company, Inc.	10 percent owner	-	S-Sale	Sell	1,000	$1.70	$1.70K	1,444,037

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 21, 2024	Nattrass Bradley John	director, 10 percent owner, officer	Chief Executive Officer	A-Award	Buy	135,000	-	-	2,035,000
Jun 21, 2024	WILKS LEWIS	director	-	A-Award	Buy	16,000	-	-	200,108
Jun 21, 2024	Lowe James Robert	director	-	A-Award	Buy	16,000	-	-	463,879
Jun 21, 2024	Lo Sonia	director	-	A-Award	Buy	16,000	-	-	55,869
Jun 21, 2024	Archer Jason T	officer	Chief Operating Officer	A-Award	Buy	78,750	-	-	171,424
Jun 21, 2024	Archer Jason T	officer	Chief Operating Officer	F-InKind	Sell	519	$2.73	$1.42K	111,849
Jun 21, 2024	Archer Jason T	officer	Chief Operating Officer	F-InKind	Sell	3,699	$1.29	$4.77K	108,150
Jun 21, 2024	Archer Jason T	officer	Chief Operating Officer	F-InKind	Sell	15,476	$1.40	$21.67K	92,674
Jun 21, 2024	BRITT ANITA D	director	-	A-Award	Buy	16,000	-	-	53,438
Jun 21, 2024	BRITT ANITA D	director	-	A-Award	Buy	12,658	-	-	37,438
Jun 21, 2024	BRITT ANITA D	director	-	A-Award	Buy	17,204	-	-	24,780
Jun 21, 2024	Hsu David	director	-	A-Award	Buy	16,000	-	-	63,325
Jun 21, 2024	Hsu David	director	-	A-Award	Buy	12,658	-	-	47,325
Jun 21, 2024	Hsu David	director	-	A-Award	Buy	17,204	-	-	34,667
Jun 06, 2024	WILKS LEWIS	director	-	P-Purchase	Buy	10,000	$1.47	$14.70K	184,108
Jun 06, 2024	WILKS LEWIS	director	-	P-Purchase	Buy	10,000	$1.43	$14.30K	174,108
Apr 17, 2024	AWM Investment Company, Inc.	10 percent owner	-	S-Sale	Sell	1,000	$1.70	$1.70K	1,444,037
Feb 07, 2024	WILKS LEWIS	director	-	A-Award	Buy	11,364	$1.54	$17.50K	164,108
Nov 16, 2023	Lo Sonia	director	-	A-Award	Buy	5,413	$1.27	$6.87K	39,869
Nov 15, 2023	Lo Sonia	director	-	A-Award	Buy	12,658	-	-	34,456

The last insider sell of urban-gro's stock was made by Archer Jason T on Jun 21 2024, selling 519 shares at $2.73 per share (valued at $1.42K). The last insider buy of UGRO was made by WILKS LEWIS on Jun 06 2024, buying 10,000 shares at $1.47 per share (worth $14.70K).

urban-gro Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	9	1	900.00%
Q1 2024	1	1	100.00%
Q4 2023	3	-	-
Q3 2023	1	1	100.00%
Q2 2023	14	-	-
Q1 2023	2	6	33.33%
Q4 2022	9	-	-
Q3 2022	1	1	100.00%
Q2 2022	8	-	-
Q1 2022	5	1	500.00%
Q4 2021	2	4	50.00%
Q3 2021	-	1	-
Q2 2021	12	2	600.00%
Q1 2021	2	-	-
Q4 2020	2	-	-
Q2 2020	4	-	-
Q1 2020	2	-	-
Q3 2019	2	6	33.33%
Q2 2019	5	1	500.00%
Q4 2018	1	-	-

9 total buy trades, and 1 total sell trades (buy/sell ratio of 9.00%) were made by urban-gro's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	1	200.00%
Q1 2024	-	-	-
Q4 2023	-	-	-
Q3 2023	1	-	-
Q2 2023	6	-	-
Q1 2023	-	-	-
Q4 2022	9	-	-
Q3 2022	-	-	-
Q2 2022	4	-	-
Q1 2022	-	1	-
Q4 2021	-	3	-
Q3 2021	-	1	-
Q2 2021	3	-	-
Q1 2021	1	-	-
Q4 2020	2	-	-
Q2 2020	-	-	-
Q1 2020	-	-	-
Q3 2019	-	-	-
Q2 2019	-	-	-
Q4 2018	-	-	-

As of Q2 2024, Insider owners conducted 2 open market buy trades and 1 open market sell trades of urban-gro's stocks.

urban-gro Peer Ownership

Ticker	Company
REVG	REV Group, Inc.
SHYF	The Shyft Group, Inc.
HY	Hyster-Yale Materials Handling, Inc.
ALG	Alamo Group Inc.
ASTE	Astec Industries, Inc.
LNN	Lindsay Corporation
CEAD	CEA Industries Inc.
TWI	Titan International, Inc.
MNTX	Manitex International, Inc.
IDEX	Ideanomics, Inc.

UGRO Ownership FAQ

Who Owns urban-gro?

urban-gro is owned by institutional shareholders (3.33%), insiders (22.43%), and public (74.23%). The largest institutional shareholder of urban-gro is AWM INVESTMENT COMPANY, INC. (11.96% of total shares) and the top mutual fund owner is AdvisorShares Trust (0.14% of total shares).

Who are the major institutional shareholders of urban-gro?

urban-gro's major institutional shareholders are AWM INVESTMENT COMPANY, INC., VANGUARD GROUP INC, BARD ASSOCIATES INC, PRIVATE ADVISOR GROUP, LLC, and MARATHON CAPITAL MANAGEMENT. The top five shareholders own together 19.82% of the company's share outstanding.

How many urban-gro shareholders are there?

As of Jun 2024, there are 9 institutional shareholders of urban-gro.

What percentage of urban-gro is owned by AWM INVESTMENT COMPANY, INC?

AWM INVESTMENT COMPANY, INC owns 1.44M shares of urban-gro, representing 11.96% of the company's total shares outstanding, valued at $1.92M (as of Jun 2024).

What percentage of urban-gro is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 338.72K shares of urban-gro (UGRO), compromising 2.81% of the company, valued at $450.5K.

What percentage of urban-gro is owned by BARD ASSOCIATES INC?

BARD ASSOCIATES INC is the third largest holder of urban-gro. The company owns 297.25K of the company's shares outstanding (worth $395.35K).