INNOVATE Ownership | Who Owns INNOVATE?
INNOVATE Ownership Summary
INNOVATE is owned by 33.20% institutional investors, 59.75% insiders, and 7.06% retail investors. Goldman sachs group is the largest institutional shareholder, holding 3.68% of VATE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.23% of its assets in INNOVATE shares.
VATE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | INNOVATE | 33.20% | 59.75% | 7.06% |
Sector | Industrials Stocks | 60.61% | 10.39% | 28.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Goldman sachs group | 2.89M | 3.68% | $1.75M |
Blackrock | 775.11K | 0.98% | $468.63K |
Millennium management | 659.68K | 0.84% | $398.84K |
Geode capital management | 520.31K | 0.66% | $314.66K |
Susquehanna group, llp | 187.47K | 0.24% | $113.34K |
State street | 165.45K | 0.21% | $100.03K |
Jpmorgan chase | 33.33K | 0.04% | $20.15K |
Russell investments group | 32.39K | 0.04% | $19.58K |
Morgan stanley | 24.24K | 0.03% | $14.66K |
Charles schwab investment management | 23.12K | 0.03% | $13.98K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Goldman sachs group | 2.89M | 0.00% | $1.75M |
Millennium management | 659.68K | 0.00% | $398.84K |
Cubist systematic strategies | 15.65K | 0.00% | $9.46K |
Geode capital management | 520.31K | - | $314.66K |
Gendell jeffrey l | - | - | - |
Mariner | - | - | - |
Legal & general group | - | - | - |
Blackrock | 775.11K | - | $468.63K |
New york state common retirement fund | - | - | - |
Berkshire asset management llc/pa | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Millennium management | 659.68K | 0.00% | 517.24K |
Susquehanna group, llp | 187.47K | - | 170.74K |
Goldman sachs group | 2.89M | 0.00% | 134.83K |
Aqr capital management | 15.84K | - | 15.84K |
Cubist systematic strategies | 15.65K | 0.00% | 15.65K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Jefferies financial group | - | - | -7.01M |
Gendell jeffrey l | - | - | -4.07M |
Blackrock | 775.11K | - | -2.79M |
Vanguard group | - | - | -2.59M |
Ars investment partners | - | - | -1.87M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Aqr capital management | 15.84K | - | 15.84K | $9.58K |
Cubist systematic strategies | 15.65K | 0.00% | 15.65K | $9.46K |
Macquarie group | 3.39K | - | 3.39K | $2.05K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -7.00 |
Nisa investment advisors | -100.00 |
Old point trust & financial services n a | -250.00 |
Federated hermes | -588.00 |
Prairieview partners | -1.00K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 59 | -3.28% | 26,124,742 | -8.50% | 33 | 2.55% | 32 | 6.67% | 19 | 26.67% |
Mar 31, 2024 | 61 | 1.67% | 28,550,785 | 5.17% | 36 | 3.01% | 30 | - | 15 | 25.00% |
Dec 31, 2023 | 60 | -4.76% | 27,147,758 | 3.59% | 34 | 3.06% | 30 | 15.38% | 12 | -25.00% |
Sep 30, 2023 | 63 | 6.78% | 26,206,092 | 1.93% | 33 | 3.07% | 26 | -21.21% | 16 | 45.45% |
Jun 30, 2023 | 59 | -22.37% | 25,708,648 | -2.85% | 33 | 2.85% | 33 | -28.26% | 11 | 37.50% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 161.86K | 1.23% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 89.14K | 0.68% | - |
Fidelity Extended Market Index | 70.52K | 0.54% | 41.85K |
TETON Westwood Mighty Mites AAA | 295.73K | 0.23% | - |
Gabelli Small Cap Growth AAA | 255.09K | 0.20% | 50.00K |
Fidelity Total Market Index | 23.77K | 0.18% | 12.95K |
Fidelity Series Total Market Index | 16.31K | 0.12% | 8.85K |
NT R2000 Index Fund - NL | 157.75K | 0.12% | -19.30K |
NT R2000 Index Fund - DC - NL - 2 | 124.83K | 0.10% | -15.77K |
NT R2000 Value Index Fund - NL | 118.67K | 0.09% | -19.53K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 19, 2024 | Voigt Paul | Interim CEO | Buy | $99.50K |
Sep 12, 2024 | Voigt Paul | Interim CEO | Buy | $166.38K |
Jun 14, 2024 | Voigt Paul | Interim CEO | Buy | $105.60 |
Jun 11, 2024 | Voigt Paul | Interim CEO | Buy | $5.30K |
Jun 12, 2024 | Voigt Paul | Interim CEO | Buy | $4.22K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 1 | - |
2024 Q3 | 1 | - |
2024 Q2 | 4 | - |
2024 Q1 | - | 4 |
2023 Q3 | - | - |
VATE 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