Usio Ownership | Who Owns Usio?
Usio Ownership Summary
Usio is owned by 29.70% institutional investors, 46.71% insiders, and 23.59% retail investors. Awm investment company is the largest institutional shareholder, holding 4.81% of USIO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.78% of its assets in Usio shares.
USIO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Usio | 29.70% | 46.71% | 23.59% |
Sector | Technology Stocks | 52.67% | 10.52% | 36.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Awm investment company | 1.27M | 4.81% | $1.94M |
Perkins capital management | 1.02M | 3.88% | $1.56M |
Vanguard group | 1.02M | 3.85% | $1.55M |
Kepos capital lp | 500.00K | 1.90% | $765.00K |
Perritt capital management | 380.00K | 1.44% | $581.40K |
Renaissance | 375.66K | 1.42% | $574.75K |
Geode capital management | 172.38K | 0.65% | $263.82K |
Blackrock | 105.36K | 0.40% | $161.19K |
Bridgeway capital management | 96.40K | 0.37% | $147.49K |
Morgan stanley | 84.37K | 0.32% | $129.09K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Perkins capital management | 1.02M | 1.47% | $1.56M |
Perritt capital management | 380.00K | 0.32% | $581.40K |
Kepos capital lp | 500.00K | 0.30% | $765.00K |
Awm investment company | 1.27M | 0.26% | $1.94M |
Madrona financial services | 34.08K | 0.02% | $52.14K |
Investors asset management of georgia inc /ga/ /adv | 20.00K | 0.01% | $30.60K |
Bridgeway capital management | 96.40K | 0.00% | $147.49K |
Renaissance | 375.66K | 0.00% | $574.75K |
Allworth financial lp | 41.23K | 0.00% | $65.56K |
Tower research capital llc (trc) | 6.20K | 0.00% | $9.49K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Perritt capital management | 380.00K | 0.32% | 100.00K |
Ubs group | 62.53K | - | 59.64K |
Geode capital management | 172.38K | - | 10.90K |
Susquehanna group, llp | 27.44K | - | 6.06K |
Blackrock | 105.36K | - | 3.12K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Perkins capital management | 1.02M | 1.47% | -20.50K |
Two sigma securities | - | - | -10.18K |
Renaissance | 375.66K | 0.00% | -9.09K |
Morgan stanley | 84.37K | - | -5.99K |
Advisor group | 15.00 | - | -3.09K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Citadel advisors | 1.20K | - | 1.20K | $1.84K |
Sold Out
Holder | Change |
---|---|
Northwestern mutual wealth management | -10.00 |
Wells fargo & company/mn | -134.00 |
Two sigma securities | -10.18K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 29 | 3.57% | 8,113,441 | 49.03% | 29 | 6.97% | 11 | 10.00% | 8 | 33.33% |
Jun 30, 2024 | 28 | 7.69% | 5,443,996 | 3.36% | 20 | 3.01% | 10 | 66.67% | 6 | -40.00% |
Mar 31, 2024 | 26 | - | 5,267,068 | -0.98% | 26 | 3.74% | 6 | -33.33% | 10 | 66.67% |
Dec 31, 2023 | 26 | -7.14% | 5,319,240 | -5.77% | 26 | 3.37% | 9 | 12.50% | 6 | - |
Sep 30, 2023 | 28 | -3.45% | 5,644,895 | 13.02% | 28 | 4.55% | 8 | - | 6 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 757.30K | 2.78% | - |
Jacob Discovery Fd Instl | 389.10K | 1.43% | 10.00K |
Perritt MicroCap Opportunities Investor | 380.00K | 1.39% | 80.00K |
Vanguard Institutional Extnd Mkt Idx Tr | 234.44K | 0.86% | - |
Fidelity Extended Market Index | 109.53K | 0.40% | 9.33K |
Bridgeway Ultra-Small Company Market | 90.00K | 0.33% | - |
Perritt Ultra MicroCap | 80.00K | 0.29% | - |
iShares Micro-Cap ETF | 49.53K | 0.18% | - |
Fidelity Series Total Market Index | 22.71K | 0.08% | - |
Fidelity Total Market Index | 20.22K | 0.07% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 23, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $300.00 |
Aug 21, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $450.00 |
Aug 20, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $113.74 |
Aug 20, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $296.00 |
Aug 20, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $335.25 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2026 Q4 | - | - |
2026 Q1 | - | - |
2025 Q2 | - | - |
2024 Q3 | 7 | - |
2024 Q2 | - | - |
USIO Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools