Usio Ownership 2024 | Who Owns Usio Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

7.93%

Insider Ownership

46.32%

Retail Ownership

45.75%

Institutional Holders

8.00

Usio 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.	4.81%	0.26%	1,269,866	-	-	1,942,895	Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC	3.88%	1.47%	1,022,193	-20,500	-1.97%	1,564,000	Jun 30, 2024
VANGUARD GROUP INC	3.85%	-	1,015,742	-	-	1,554,085	Jun 30, 2024
KEPOS CAPITAL LP	1.90%	0.30%	500,000	-	-	765,000	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	1.44%	0.32%	380,000	100,000	35.71%	581,400	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	1.42%	0.00%	375,656	-9,085	-2.36%	574,754	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.65%	-	172,385	10,905	6.75%	263,819	Jun 30, 2024
BLACKROCK INC.	0.40%	-	105,356	3,118	3.05%	161,195	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	0.00%	96,400	-	-	147,492	Jun 30, 2024
MORGAN STANLEY	0.32%	-	84,372	-5,987	-6.63%	129,089	Jun 30, 2024
UBS GROUP AG	0.24%	-	62,535	59,636	2057.12%	95,679	Jun 30, 2024
STATE STREET CORP	0.22%	-	58,389	-	-	89,335,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.18%	-	46,421	-4	-0.01%	71,024	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.16%	0.00%	41,234	-	-	65,563	Jun 30, 2024
MADRONA FINANCIAL SERVICES, LLC	0.13%	0.02%	34,080	-	-	52,142	Jun 30, 2024
NORTHERN TRUST CORP	0.13%	-	33,396	-30	-0.09%	51,096,000	Jun 30, 2024
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	0.08%	0.01%	20,000	-	-	30,600	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.07%	-	17,787	-	-	27,214	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.04%	0.00%	10,184	10,184	100.00%	15,582	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	6,200	217	3.63%	9,486	Jun 30, 2024

Usio's largest institutional shareholder is AWM INVESTMENT COMPANY, INC., holding 4.81% of the company's total share outstanding, currently valued at $1.94M. The top 10 institutional shareholders own together 19.04% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PERKINS CAPITAL MANAGEMENT INC	3.88%	1.47%	1,022,193	-20,500	-1.97%	1,564,000	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	1.44%	0.32%	380,000	100,000	35.71%	581,400	Jun 30, 2024
KEPOS CAPITAL LP	1.90%	0.30%	500,000	-	-	765,000	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	4.81%	0.26%	1,269,866	-	-	1,942,895	Jun 30, 2024
MADRONA FINANCIAL SERVICES, LLC	0.13%	0.02%	34,080	-	-	52,142	Jun 30, 2024
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	0.08%	0.01%	20,000	-	-	30,600	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	0.00%	96,400	-	-	147,492	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	1.42%	0.00%	375,656	-9,085	-2.36%	574,754	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.16%	0.00%	41,234	-	-	65,563	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.04%	0.00%	10,184	10,184	100.00%	15,582	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	6,200	217	3.63%	9,486	Jun 30, 2024
VANGUARD GROUP INC	3.85%	-	1,015,742	-	-	1,554,085	Jun 30, 2024
UBS GROUP AG	0.24%	-	62,535	59,636	2057.12%	95,679	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.65%	-	172,385	10,905	6.75%	263,819	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.18%	-	46,421	-4	-0.01%	71,024	Jun 30, 2024
MORGAN STANLEY	0.32%	-	84,372	-5,987	-6.63%	129,089	Jun 30, 2024
NORTHERN TRUST CORP	0.13%	-	33,396	-30	-0.09%	51,096,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.07%	-	17,787	-	-	27,214	Jun 30, 2024
STATE STREET CORP	0.22%	-	58,389	-	-	89,335,000	Jun 30, 2024
BLACKROCK INC.	0.40%	-	105,356	3,118	3.05%	161,195	Jun 30, 2024

The largest Usio shareholder by % of total assets is PERKINS CAPITAL MANAGEMENT INC. The company owns 1.02M shares of Usio (USIO), representing 1.47% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PERRITT CAPITAL MANAGEMENT INC	1.44%	0.32%	380,000	100,000	35.71%	581,400	Jun 30, 2024
UBS GROUP AG	0.24%	-	62,535	59,636	2057.12%	95,679	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.65%	-	172,385	10,905	6.75%	263,819	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.04%	0.00%	10,184	10,184	100.00%	15,582	Jun 30, 2024
BLACKROCK INC.	0.40%	-	105,356	3,118	3.05%	161,195	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	408	408	100.00%	1,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	6,200	217	3.63%	9,486	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	140	140	100.00%	214	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	42	-	-	64	Jun 30, 2024
STATE STREET CORP	0.22%	-	58,389	-	-	89,335,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.07%	-	17,787	-	-	27,214	Jun 30, 2024
VANGUARD GROUP INC	3.85%	-	1,015,742	-	-	1,554,085	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.16%	0.00%	41,234	-	-	65,563	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	0.00%	96,400	-	-	147,492	Jun 30, 2024
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	0.08%	0.01%	20,000	-	-	30,600	Jun 30, 2024
MADRONA FINANCIAL SERVICES, LLC	0.13%	0.02%	34,080	-	-	52,142	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	4.81%	0.26%	1,269,866	-	-	1,942,895	Jun 30, 2024
KEPOS CAPITAL LP	1.90%	0.30%	500,000	-	-	765,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.18%	-	46,421	-4	-0.01%	71,024	Jun 30, 2024
NORTHERN TRUST CORP	0.13%	-	33,396	-30	-0.09%	51,096,000	Jun 30, 2024

As of Jun 30 2024, Usio's largest institutional buyer is PERRITT CAPITAL MANAGEMENT INC. The company purchased 100.00K stocks of USIO, valued at $581.40K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PERKINS CAPITAL MANAGEMENT INC	3.88%	1.47%	1,022,193	-20,500	-1.97%	1,564,000	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	1.42%	0.00%	375,656	-9,085	-2.36%	574,754	Jun 30, 2024
MORGAN STANLEY	0.32%	-	84,372	-5,987	-6.63%	129,089	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	15	-3,093	-99.52%	23	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-134	-100.00%	-	Jun 30, 2024
NORTHERN TRUST CORP	0.13%	-	33,396	-30	-0.09%	51,096,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.18%	-	46,421	-4	-0.01%	71,024	Jun 30, 2024
KEPOS CAPITAL LP	1.90%	0.30%	500,000	-	-	765,000	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	4.81%	0.26%	1,269,866	-	-	1,942,895	Jun 30, 2024
MADRONA FINANCIAL SERVICES, LLC	0.13%	0.02%	34,080	-	-	52,142	Jun 30, 2024
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	0.08%	0.01%	20,000	-	-	30,600	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	0.00%	96,400	-	-	147,492	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.16%	0.00%	41,234	-	-	65,563	Jun 30, 2024
VANGUARD GROUP INC	3.85%	-	1,015,742	-	-	1,554,085	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.07%	-	17,787	-	-	27,214	Jun 30, 2024
STATE STREET CORP	0.22%	-	58,389	-	-	89,335,000	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	42	-	-	64	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	140	140	100.00%	214	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	6,200	217	3.63%	9,486	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	408	408	100.00%	1,000	Jun 30, 2024

As of Jun 30 2024, Usio's biggest institutional seller is PERKINS CAPITAL MANAGEMENT INC. The company sold -20.50K shares of USIO, valued at $1.56M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TWO SIGMA SECURITIES, LLC	0.04%	0.00%	10,184	10,184	100.00%	15,582	Jun 30, 2024

Usio's largest new institutional shareholder by number of shares is TWO SIGMA SECURITIES, LLC, purchased 10.18K shares, valued at $15.58K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-134	-100.00%	-	Jun 30, 2024

Usio's largest sold out institutional shareholder by shares sold is WELLS FARGO & COMPANY/MN, sold -0.13K shares, valued at -, as of undefined.

Usio Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PERRITT FUNDS INC	2.28%	280,000	10,000	3.70%	Jan 31, 2024
Jacob Funds Inc.	1.61%	369,100	-	-	Feb 29, 2024
BRIDGEWAY FUNDS INC	0.04%	90,000	-	-	Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS	0.01%	3,784	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	991,743	-234,439	-19.12%	Mar 31, 2024
AdvisorShares Trust	0.00%	6,703	-	-	Mar 28, 2024
FIDELITY CONCORD STREET TRUST	0.00%	148,650	-686	-0.46%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	16,474	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	17,787	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	8,857	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	3,452	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	46,049	-1,212	-2.56%	Mar 31, 2024
SEI INSTITUTIONAL MANAGED TRUST	0.00%	6,978	-	-	Dec 31, 2023

Usio's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 280.00K shares, compromising 2.28% of its total assets.

Usio Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	8	-69.23%
31 Mar, 24	26	-
31 Dec, 23	26	-7.14%
30 Sep, 23	28	-3.45%
30 Jun, 23	29	7.41%
31 Mar, 23	27	-18.18%
31 Dec, 22	33	32.00%
30 Sep, 22	25	-16.67%
30 Jun, 22	30	-21.05%
31 Mar, 22	38	-5.00%
31 Dec, 21	40	25.00%
30 Sep, 21	32	10.34%
30 Jun, 21	29	7.41%
31 Mar, 21	27	58.82%
31 Dec, 20	17	70.00%
30 Sep, 20	10	-
30 Jun, 20	10	42.86%
31 Mar, 20	7	-30.00%
31 Dec, 19	10	11.11%
30 Sep, 19	9	-

As of 30 Jun 24, 8 institutions are holding Usio's shares, representing a decrease of -69.23% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	2,091,969	-60.28%
31 Mar, 24	5,267,068	-0.98%
31 Dec, 23	5,319,240	-5.77%
30 Sep, 23	5,644,895	13.02%
30 Jun, 23	4,994,699	14.13%
31 Mar, 23	4,376,385	-10.74%
31 Dec, 22	4,903,229	11.30%
30 Sep, 22	4,405,307	3.29%
30 Jun, 22	4,264,875	-1.20%
31 Mar, 22	4,316,781	-14.13%
31 Dec, 21	5,027,044	3.77%
30 Sep, 21	4,844,279	-3.18%
30 Jun, 21	5,003,228	-8.60%
31 Mar, 21	5,474,136	103.98%
31 Dec, 20	2,683,684	168.89%
30 Sep, 20	998,044	139.89%
30 Jun, 20	416,049	40.97%
31 Mar, 20	295,130	-17.93%
31 Dec, 19	359,625	-29.76%
30 Sep, 19	511,972	-

Usio (USIO) has 2.09M shares outstanding as of 30 Jun 24, down -60.28% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	7.93%	1.16%
31 Mar, 24	26.20%	3.74%
31 Dec, 23	26.47%	3.37%
30 Sep, 23	28.04%	4.55%
30 Jun, 23	24.82%	5.25%
31 Mar, 23	21.75%	3.76%
31 Dec, 22	24.06%	5.15%
30 Sep, 22	21.62%	4.91%
30 Jun, 22	20.99%	4.63%
31 Mar, 22	21.29%	3.38%
31 Dec, 21	25.10%	4.29%
30 Sep, 21	24.18%	3.86%
30 Jun, 21	25.02%	3.32%
31 Mar, 21	27.46%	15.16%
31 Dec, 20	13.46%	32.35%
30 Sep, 20	6.45%	64.66%
30 Jun, 20	3.16%	62.49%
31 Mar, 20	2.25%	29.19%
31 Dec, 19	2.78%	18.05%
30 Sep, 19	3.92%	-

As of 30 Jun 24, Usio is held by 7.93% institutional shareholders, representing a 1.16% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	2	-66.67%
31 Mar, 24	6	-33.33%
31 Dec, 23	9	12.50%
30 Sep, 23	8	-
30 Jun, 23	8	-11.11%
31 Mar, 23	9	-35.71%
31 Dec, 22	14	55.56%
30 Sep, 22	9	12.50%
30 Jun, 22	8	-57.89%
31 Mar, 22	19	-17.39%
31 Dec, 21	23	27.78%
30 Sep, 21	18	12.50%
30 Jun, 21	16	-27.27%
31 Mar, 21	22	57.14%
31 Dec, 20	14	100.00%
30 Sep, 20	7	16.67%
30 Jun, 20	6	200.00%
31 Mar, 20	2	-50.00%
31 Dec, 19	4	-55.56%
30 Sep, 19	9	-

2 institutional shareholders have increased their position in USIO stock as of 30 Jun 24 compared to 6 in the previous quarter (a -66.67% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	3	-70.00%
31 Mar, 24	10	66.67%
31 Dec, 23	6	-
30 Sep, 23	6	-
30 Jun, 23	6	20.00%
31 Mar, 23	5	-44.44%
31 Dec, 22	9	28.57%
30 Sep, 22	7	-30.00%
30 Jun, 22	10	42.86%
31 Mar, 22	7	-12.50%
31 Dec, 21	8	-11.11%
30 Sep, 21	9	50.00%
30 Jun, 21	6	200.00%
31 Mar, 21	2	100.00%
31 Dec, 20	1	-
30 Sep, 20	1	-50.00%
30 Jun, 20	2	100.00%
31 Mar, 20	1	-50.00%
31 Dec, 19	2	-
30 Sep, 19	-	-

3 institutional shareholders have reduced their position in USIO stock as of 30 Jun 24 compared to 10 in the previous quarter (a -70.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	8	-69.23%	2,091,969	-60.28%	7.93%	1.16%	2	-66.67%	3	-70.00%
31 Mar, 24	26	-	5,267,068	-0.98%	26.20%	3.74%	6	-33.33%	10	66.67%
31 Dec, 23	26	-7.14%	5,319,240	-5.77%	26.47%	3.37%	9	12.50%	6	-
30 Sep, 23	28	-3.45%	5,644,895	13.02%	28.04%	4.55%	8	-	6	-
30 Jun, 23	29	7.41%	4,994,699	14.13%	24.82%	5.25%	8	-11.11%	6	20.00%
31 Mar, 23	27	-18.18%	4,376,385	-10.74%	21.75%	3.76%	9	-35.71%	5	-44.44%
31 Dec, 22	33	32.00%	4,903,229	11.30%	24.06%	5.15%	14	55.56%	9	28.57%
30 Sep, 22	25	-16.67%	4,405,307	3.29%	21.62%	4.91%	9	12.50%	7	-30.00%
30 Jun, 22	30	-21.05%	4,264,875	-1.20%	20.99%	4.63%	8	-57.89%	10	42.86%
31 Mar, 22	38	-5.00%	4,316,781	-14.13%	21.29%	3.38%	19	-17.39%	7	-12.50%
31 Dec, 21	40	25.00%	5,027,044	3.77%	25.10%	4.29%	23	27.78%	8	-11.11%
30 Sep, 21	32	10.34%	4,844,279	-3.18%	24.18%	3.86%	18	12.50%	9	50.00%
30 Jun, 21	29	7.41%	5,003,228	-8.60%	25.02%	3.32%	16	-27.27%	6	200.00%
31 Mar, 21	27	58.82%	5,474,136	103.98%	27.46%	15.16%	22	57.14%	2	100.00%
31 Dec, 20	17	70.00%	2,683,684	168.89%	13.46%	32.35%	14	100.00%	1	-
30 Sep, 20	10	-	998,044	139.89%	6.45%	64.66%	7	16.67%	1	-50.00%
30 Jun, 20	10	42.86%	416,049	40.97%	3.16%	62.49%	6	200.00%	2	100.00%
31 Mar, 20	7	-30.00%	295,130	-17.93%	2.25%	29.19%	2	-50.00%	1	-50.00%
31 Dec, 19	10	11.11%	359,625	-29.76%	2.78%	18.05%	4	-55.56%	2	-
30 Sep, 19	9	-	511,972	-	3.92%	-	9	-	-	-

Usio Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 27, 2024	Miller Elizabeth Michelle	director	-	F-InKind	Sell	6,667	$1.55	$10.33K	39,278
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing		Sell	-	-	-	100,000
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing		Sell	10,000	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 27, 2024	White Michael Joseph	officer	SVP, Chief Accounting Officer	A-Award	Buy	120,000	$1.55	$186.00K	211,181
Jun 27, 2024	White Michael Joseph	officer	SVP, Chief Accounting Officer	A-Award	Buy	6,000	-	-	20,800
Jun 27, 2024	White Michael Joseph	officer	SVP, Chief Accounting Officer	A-Award	Buy	6,000	-	-	14,800
Jun 27, 2024	White Michael Joseph	officer	SVP, Chief Accounting Officer	A-Award	Buy	6,000	-	-	8,800
Jun 27, 2024	Miller Elizabeth Michelle	director	-	M-Exempt	Buy	22,222	-	-	47,222
Jun 27, 2024	Miller Elizabeth Michelle	director	-	M-Exempt	Buy	22,222	$1.55	$34.44K	45,945
Jun 27, 2024	Miller Elizabeth Michelle	director	-	F-InKind	Sell	6,667	$1.55	$10.33K	39,278
Jun 25, 2024	Frost Houston Korth	officer	SVP, Chief Product Officer	A-Award	Buy	40,000	$1.55	$62.00K	713,027
Jun 25, 2024	Frost Houston Korth	officer	SVP, Chief Product Officer	A-Award	Buy	4,000	-	-	22,000
Jun 25, 2024	Frost Houston Korth	officer	SVP, Chief Product Officer	A-Award	Buy	4,000	-	-	18,000
Jun 25, 2024	Frost Houston Korth	officer	SVP, Chief Product Officer	A-Award	Buy	4,000	-	-	14,000
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing	A-Award	Buy	100,000	$1.55	$155.00K	200,000
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing	A-Award	Buy	4,000	-	-	42,000
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing	A-Award	Buy	4,000	-	-	38,000
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing	A-Award	Buy	4,000	-	-	34,000
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing		Sell	-	-	-	100,000
Jun 25, 2024	Uffner Jerry	officer	SVP, Card Issuing		Sell	10,000	-	-	-
Jun 24, 2024	Beyer del la Garza Ernesto R	director	-	A-Award	Buy	7,000	-	-	39,000
Jun 24, 2024	Beyer del la Garza Ernesto R	director	-	A-Award	Buy	7,000	-	-	32,000
Jun 24, 2024	Beyer del la Garza Ernesto R	director	-	A-Award	Buy	7,000	-	-	25,000

The last insider sell of Usio's stock was made by Miller Elizabeth Michelle on Jun 27 2024, selling 6,667 shares at $1.55 per share (valued at $10.33K).

Usio Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2026	-	1	-
Q1 2026	-	1	-
Q2 2025	-	1	-
Q2 2024	34	2	1700.00%
Q1 2024	11	11	100.00%
Q4 2023	13	5	260.00%
Q3 2023	1	-	-
Q2 2023	2	4	50.00%
Q1 2023	29	1	2900.00%
Q4 2022	10	22	45.45%
Q3 2022	2	11	18.18%
Q2 2022	3	1	300.00%
Q1 2022	6	2	300.00%
Q4 2021	25	59	42.37%
Q3 2021	2	62	3.23%
Q2 2021	9	4	225.00%
Q1 2021	1	1	100.00%
Q4 2020	12	4	300.00%
Q3 2020	-	3	-
Q2 2020	14	1	1400.00%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Usio's insiders, as of Q4 2026.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2026	-	-	-
Q1 2026	-	-	-
Q2 2025	-	-	-
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	-	-	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	-	14	-
Q3 2022	1	7	14.29%
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	58	-
Q3 2021	-	61	-
Q2 2021	-	5	-
Q1 2021	1	-	-
Q4 2020	11	1	1100.00%
Q3 2020	-	-	-
Q2 2020	-	-	-

As of Q4 2026, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Usio's stocks.

Usio Peer Ownership

Ticker	Company
TASK	TaskUs, Inc.
KD	Kyndryl Holdings, Inc.
IBEX	IBEX Limited

USIO Ownership FAQ

Who Owns Usio?

Usio is owned by institutional shareholders (7.93%), insiders (46.32%), and public (45.75%). The largest institutional shareholder of Usio is AWM INVESTMENT COMPANY, INC. (4.81% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (2.28% of total shares).

Who are the major institutional shareholders of Usio?

Usio's major institutional shareholders are AWM INVESTMENT COMPANY, INC., PERKINS CAPITAL MANAGEMENT INC, VANGUARD GROUP INC, KEPOS CAPITAL LP, and PERRITT CAPITAL MANAGEMENT INC. The top five shareholders own together 15.88% of the company's share outstanding.

How many Usio shareholders are there?

As of Jun 2024, there are 8 institutional shareholders of Usio.

What percentage of Usio is owned by AWM INVESTMENT COMPANY, INC?

AWM INVESTMENT COMPANY, INC owns 1.27M shares of Usio, representing 4.81% of the company's total shares outstanding, valued at $1.94M (as of Jun 2024).

What percentage of Usio is owned by PERKINS CAPITAL MANAGEMENT INC?

As of Jun 2024, PERKINS CAPITAL MANAGEMENT INC holds 1.02M shares of Usio (USIO), compromising 3.88% of the company, valued at $1.56M.

What percentage of Usio is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Usio. The company owns 1.02M of the company's shares outstanding (worth $1.55M).