Wallbox Ownership 2024 | Who Owns Wallbox Now?
Institutional Ownership
3.41%
Insider Ownership
69.30%
Retail Ownership
27.28%
Institutional Holders
19.00
Wallbox Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INVESCO LTD. | 1.79% | 0.00% | 3,570,550 | 82,409 | 2.36% | 4,677,421 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 0.96% | 0.00% | 1,909,852 | 123,555 | 6.92% | 2,501,906 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.34% | 0.00% | 670,626 | -78,410 | -10.47% | 878,520 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 428,300 | 428,300 | 100.00% | 561,073 | Jun 30, 2024 |
TOROSO INVESTMENTS, LLC | 0.12% | 0.00% | 236,604 | -79,080 | -25.05% | 309,950 | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.09% | 0.00% | 188,712 | -10,151 | -5.10% | 247,213 | Jun 30, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.05% | 0.00% | 100,000 | -7,500 | -6.98% | 131,000 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 70,204 | -3,868 | -5.22% | 91,967 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.03% | - | 64,503 | -22,552 | -25.91% | 84,499 | Jun 30, 2024 |
MORGAN STANLEY | 0.03% | - | 54,200 | -16,486 | -23.32% | 71,002 | Jun 30, 2024 |
J. STERN & CO. LLP | 0.03% | 0.01% | 50,000 | 50,000 | 100.00% | 65,500 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.01% | - | 27,154 | 47 | 0.17% | 35,572 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | 0.00% | 23,455 | -540 | -2.25% | 30,718 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.01% | 0.00% | 23,398 | 23,398 | 100.00% | 30,651 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.01% | 0.00% | 20,352 | 20,352 | 100.00% | 27,000 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 20,039 | 17,426 | 666.90% | 26,251,000 | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | 0.01% | 0.00% | 19,720 | -280 | -1.40% | 25,833 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.01% | - | 18,606 | -138 | -0.74% | 24,374 | Jun 30, 2024 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.01% | 0.00% | 10,000 | - | - | 13,100 | Jun 30, 2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 0.00% | - | 9,485 | - | - | 12,209,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
J. STERN & CO. LLP | 0.03% | 0.01% | 50,000 | 50,000 | 100.00% | 65,500 | Jun 30, 2024 |
TOROSO INVESTMENTS, LLC | 0.12% | 0.00% | 236,604 | -79,080 | -25.05% | 309,950 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 0.96% | 0.00% | 1,909,852 | 123,555 | 6.92% | 2,501,906 | Jun 30, 2024 |
INVESCO LTD. | 1.79% | 0.00% | 3,570,550 | 82,409 | 2.36% | 4,677,421 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.34% | 0.00% | 670,626 | -78,410 | -10.47% | 878,520 | Jun 30, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.05% | 0.00% | 100,000 | -7,500 | -6.98% | 131,000 | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.09% | 0.00% | 188,712 | -10,151 | -5.10% | 247,213 | Jun 30, 2024 |
HOEY INVESTMENTS, INC | 0.00% | 0.00% | 2,000 | - | - | 2,620 | Jun 30, 2024 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.01% | 0.00% | 10,000 | - | - | 13,100 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.01% | 0.00% | 23,398 | 23,398 | 100.00% | 30,651 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 428,300 | 428,300 | 100.00% | 561,073 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 20,039 | 17,426 | 666.90% | 26,251,000 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.00% | 0.00% | 2,000 | -1,000 | -33.33% | 2,620 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.01% | 0.00% | 20,352 | 20,352 | 100.00% | 27,000 | Jun 30, 2024 |
CREWE ADVISORS LLC | 0.00% | 0.00% | 500 | - | - | 655 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | 0.00% | 23,455 | -540 | -2.25% | 30,718 | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | 0.01% | 0.00% | 19,720 | -280 | -1.40% | 25,833 | Jun 30, 2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 0.00% | - | 9,485 | - | - | 12,209,000 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 70,204 | -3,868 | -5.22% | 91,967 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.01% | - | 27,154 | 47 | 0.17% | 35,572 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 428,300 | 428,300 | 100.00% | 561,073 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 0.96% | 0.00% | 1,909,852 | 123,555 | 6.92% | 2,501,906 | Jun 30, 2024 |
INVESCO LTD. | 1.79% | 0.00% | 3,570,550 | 82,409 | 2.36% | 4,677,421 | Jun 30, 2024 |
J. STERN & CO. LLP | 0.03% | 0.01% | 50,000 | 50,000 | 100.00% | 65,500 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.01% | 0.00% | 23,398 | 23,398 | 100.00% | 30,651 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.01% | 0.00% | 20,352 | 20,352 | 100.00% | 27,000 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 20,039 | 17,426 | 666.90% | 26,251,000 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 3,939 | 2,678 | 212.37% | 6,000 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.01% | - | 27,154 | 47 | 0.17% | 35,572 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 3,000 | - | - | 3,930 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | - | 100 | - | - | 131 | Jun 30, 2024 |
FIFTH THIRD BANCORP | 0.00% | - | 700 | - | - | 917 | Jun 30, 2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.00% | - | 2,329 | - | - | 3,051 | Jun 30, 2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 0.00% | - | 9,485 | - | - | 12,209,000 | Jun 30, 2024 |
CREWE ADVISORS LLC | 0.00% | 0.00% | 500 | - | - | 655 | Jun 30, 2024 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.01% | 0.00% | 10,000 | - | - | 13,100 | Jun 30, 2024 |
HOEY INVESTMENTS, INC | 0.00% | 0.00% | 2,000 | - | - | 2,620 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.01% | - | 18,606 | -138 | -0.74% | 24,374 | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | 0.01% | 0.00% | 19,720 | -280 | -1.40% | 25,833 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | 0.00% | 23,455 | -540 | -2.25% | 30,718 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TOROSO INVESTMENTS, LLC | 0.12% | 0.00% | 236,604 | -79,080 | -25.05% | 309,950 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.34% | 0.00% | 670,626 | -78,410 | -10.47% | 878,520 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -37,205 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | - | - | - | -32,978 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -28,163 | -100.00% | - | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.03% | - | 64,503 | -22,552 | -25.91% | 84,499 | Jun 30, 2024 |
VIDENT ADVISORY, LLC | - | - | - | -18,714 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | 0.03% | - | 54,200 | -16,486 | -23.32% | 71,002 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -16,293 | -100.00% | - | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.09% | 0.00% | 188,712 | -10,151 | -5.10% | 247,213 | Jun 30, 2024 |
RAFFERTY ASSET MANAGEMENT, LLC | - | - | - | -10,081 | -100.00% | - | Jun 30, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.05% | 0.00% | 100,000 | -7,500 | -6.98% | 131,000 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 70,204 | -3,868 | -5.22% | 91,967 | Jun 30, 2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -1,280 | -100.00% | - | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.00% | 0.00% | 2,000 | -1,000 | -33.33% | 2,620 | Jun 30, 2024 |
GAMMA INVESTING LLC | - | - | - | -844 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.00% | - | 2,985 | -737 | -19.80% | 3,000 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | 0.00% | 23,455 | -540 | -2.25% | 30,718 | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | 0.01% | 0.00% | 19,720 | -280 | -1.40% | 25,833 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.01% | - | 18,606 | -138 | -0.74% | 24,374 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 428,300 | 428,300 | 100.00% | 561,073 | Jun 30, 2024 |
J. STERN & CO. LLP | 0.03% | 0.01% | 50,000 | 50,000 | 100.00% | 65,500 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.01% | 0.00% | 20,352 | 20,352 | 100.00% | 27,000 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MILLENNIUM MANAGEMENT LLC | - | - | - | -37,205 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | - | - | - | -32,978 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -28,163 | -100.00% | - | Jun 30, 2024 |
VIDENT ADVISORY, LLC | - | - | - | -18,714 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -16,293 | -100.00% | - | Jun 30, 2024 |
RAFFERTY ASSET MANAGEMENT, LLC | - | - | - | -10,081 | -100.00% | - | Jun 30, 2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -1,280 | -100.00% | - | Jun 30, 2024 |
GAMMA INVESTING LLC | - | - | - | -844 | -100.00% | - | Jun 30, 2024 |
Wallbox Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
INVESCO EXCHANGE-TRADED FUND TRUST | 0.04% | 3,099,883 | 103,277 | 3.45% | Jan 31, 2024 |
Amplify ETF Trust | 0.01% | 308,275 | 168,018 | 119.79% | Mar 31, 2024 |
Tidal ETF Trust | 0.00% | 9,325 | - | - | Jan 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 161,172 | - | - | Jan 31, 2024 |
Direxion Shares ETF Trust | 0.00% | 20,493 | 12,068 | 143.24% | Jan 31, 2024 |
ETF Series Solutions | 0.00% | 1,958 | - | - | Jan 31, 2024 |
Wallbox Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 19 | -56.82% |
31 Mar, 24 | 44 | -10.20% |
31 Dec, 23 | 49 | 36.11% |
30 Sep, 23 | 36 | -2.70% |
30 Jun, 23 | 37 | -24.49% |
31 Mar, 23 | 49 | -2.00% |
31 Dec, 22 | 50 | 13.64% |
30 Sep, 22 | 44 | -8.33% |
30 Jun, 22 | 48 | -4.00% |
31 Mar, 22 | 50 | 13.64% |
31 Dec, 21 | 44 | 4300.00% |
30 Sep, 21 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 6,819,237 | -11.90% |
31 Mar, 24 | 7,740,405 | -41.55% |
31 Dec, 23 | 13,243,101 | 18.51% |
30 Sep, 23 | 11,174,689 | -4.60% |
30 Jun, 23 | 11,713,631 | -14.54% |
31 Mar, 23 | 13,706,713 | 26.28% |
31 Dec, 22 | 10,853,973 | 26.43% |
30 Sep, 22 | 8,585,166 | 28.89% |
30 Jun, 22 | 6,660,652 | -1.50% |
31 Mar, 22 | 6,762,122 | 3.99% |
31 Dec, 21 | 6,502,733 | 17804.00% |
30 Sep, 21 | 36,320 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 3.41% | 20.06% |
31 Mar, 24 | 4.12% | 8.28% |
31 Dec, 23 | 7.06% | 22.57% |
30 Sep, 23 | 5.59% | 12.55% |
30 Jun, 23 | 6.67% | 10.94% |
31 Mar, 23 | 7.81% | 17.69% |
31 Dec, 22 | 6.64% | 24.47% |
30 Sep, 22 | 5.21% | 30.82% |
30 Jun, 22 | 4.11% | 26.68% |
31 Mar, 22 | 3.93% | 24.19% |
31 Dec, 21 | 4.03% | 795733.33% |
30 Sep, 21 | 0.02% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 5 | -66.67% |
31 Mar, 24 | 15 | -51.61% |
31 Dec, 23 | 31 | 72.22% |
30 Sep, 23 | 18 | -25.00% |
30 Jun, 23 | 24 | -7.69% |
31 Mar, 23 | 26 | -16.13% |
31 Dec, 22 | 31 | 19.23% |
30 Sep, 22 | 26 | 44.44% |
30 Jun, 22 | 18 | -28.00% |
31 Mar, 22 | 25 | -35.90% |
31 Dec, 21 | 39 | 3800.00% |
30 Sep, 21 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 7 | -53.33% |
31 Mar, 24 | 15 | 66.67% |
31 Dec, 23 | 9 | -30.77% |
30 Sep, 23 | 13 | 44.44% |
30 Jun, 23 | 9 | -35.71% |
31 Mar, 23 | 14 | 7.69% |
31 Dec, 22 | 13 | 62.50% |
30 Sep, 22 | 8 | -46.67% |
30 Jun, 22 | 15 | 50.00% |
31 Mar, 22 | 10 | - |
31 Dec, 21 | - | - |
30 Sep, 21 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 19 | -56.82% | 6,819,237 | -11.90% | 3.41% | 20.06% | 5 | -66.67% | 7 | -53.33% |
31 Mar, 24 | 44 | -10.20% | 7,740,405 | -41.55% | 4.12% | 8.28% | 15 | -51.61% | 15 | 66.67% |
31 Dec, 23 | 49 | 36.11% | 13,243,101 | 18.51% | 7.06% | 22.57% | 31 | 72.22% | 9 | -30.77% |
30 Sep, 23 | 36 | -2.70% | 11,174,689 | -4.60% | 5.59% | 12.55% | 18 | -25.00% | 13 | 44.44% |
30 Jun, 23 | 37 | -24.49% | 11,713,631 | -14.54% | 6.67% | 10.94% | 24 | -7.69% | 9 | -35.71% |
31 Mar, 23 | 49 | -2.00% | 13,706,713 | 26.28% | 7.81% | 17.69% | 26 | -16.13% | 14 | 7.69% |
31 Dec, 22 | 50 | 13.64% | 10,853,973 | 26.43% | 6.64% | 24.47% | 31 | 19.23% | 13 | 62.50% |
30 Sep, 22 | 44 | -8.33% | 8,585,166 | 28.89% | 5.21% | 30.82% | 26 | 44.44% | 8 | -46.67% |
30 Jun, 22 | 48 | -4.00% | 6,660,652 | -1.50% | 4.11% | 26.68% | 18 | -28.00% | 15 | 50.00% |
31 Mar, 22 | 50 | 13.64% | 6,762,122 | 3.99% | 3.93% | 24.19% | 25 | -35.90% | 10 | - |
31 Dec, 21 | 44 | 4300.00% | 6,502,733 | 17804.00% | 4.03% | 795733.33% | 39 | 3800.00% | - | - |
30 Sep, 21 | 1 | - | 36,320 | - | 0.02% | - | 1 | - | - | - |
Wallbox Peer Ownership
Ticker | Company |
---|---|
ROG | Rogers Corporation |
JBL | Jabil Inc. |
APH | Amphenol Corporation |
REFR | Research Frontiers Incorporated |
LINK | Interlink Electronics, Inc. |
LPTH | LightPath Technologies, Inc. |
KOPN | Kopin Corporation |
MMAT | Meta Materials Inc. |
GLW | Corning Incorporated |
FN | Fabrinet |
VICR | Vicor Corporation |
SANM | Sanmina Corporation |
FLEX | Flex Ltd. |
DAKT | Daktronics, Inc. |
PLXS | Plexus Corp. |
OUST | Ouster, Inc. |
HOLO | MicroCloud Hologram Inc. |
WBX Ownership FAQ
Who Owns Wallbox?
Wallbox is owned by institutional shareholders (3.41%), insiders (69.30%), and public (27.28%). The largest institutional shareholder of Wallbox is INVESCO LTD. (1.79% of total shares) and the top mutual fund owner is INVESCO EXCHANGE-TRADED FUND TRUST (0.04% of total shares).
Who are the major institutional shareholders of Wallbox?
Wallbox's major institutional shareholders are INVESCO LTD., STIFEL FINANCIAL CORP, FIRST TRUST ADVISORS LP, UBS ASSET MANAGEMENT AMERICAS INC, and TOROSO INVESTMENTS, LLC. The top five shareholders own together 3.41% of the company's share outstanding.
How many Wallbox shareholders are there?
As of Jun 2024, there are 19 institutional shareholders of Wallbox.
What percentage of Wallbox is owned by INVESCO LTD?
INVESCO LTD owns 3.57M shares of Wallbox, representing 1.79% of the company's total shares outstanding, valued at $4.68M (as of Jun 2024).
What percentage of Wallbox is owned by STIFEL FINANCIAL CORP?
As of Jun 2024, STIFEL FINANCIAL CORP holds 1.91M shares of Wallbox (WBX), compromising 0.96% of the company, valued at $2.5M.
What percentage of Wallbox is owned by FIRST TRUST ADVISORS LP?
FIRST TRUST ADVISORS LP is the third largest holder of Wallbox. The company owns 670.63K of the company's shares outstanding (worth $878.52K).