Workhorse Group Ownership 2024 | Who Owns Workhorse Group Now?
Institutional Ownership
0.01%
Insider Ownership
4.09%
Retail Ownership
95.90%
Institutional Holders
8.00
Workhorse Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RONALD BLUE TRUST, INC. | 0.00% | - | 13,700 | 13,700 | 100.00% | 3,214 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.00% | - | 3,930 | -475 | -10.78% | 590 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 3,670 | -116,610 | -96.95% | 550 | Jun 30, 2024 |
| MEADOWBROOK INVESTMENT ADVISORS LLC | 0.00% | 0.00% | 630 | -11,970 | -95.00% | 989 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 200 | 200 | 100.00% | 47 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 80 | 80 | 100.00% | 126 | Jun 30, 2024 |
| HORIZON FINANCIAL SERVICES, LLC | - | - | 50 | -950 | -95.00% | 79 | Jun 30, 2024 |
| PEOPLES BANK/KS | - | - | 10 | -190 | -95.00% | 1 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -112,393 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL SECURITIES, INC. | - | - | - | -2,115 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -87,788 | -100.00% | - | Jun 30, 2024 |
| US BANCORP \DE\ | - | - | - | -479 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -127,621 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -157,820 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -1,944,170 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -330,457 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -4,347,882 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -10,323,640 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -161,101 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -60,493 | -100.00% | - | Jun 30, 2024 |
Workhorse Group's largest institutional shareholder is RONALD BLUE TRUST, INC., holding 0.00% of the company's total share outstanding, currently valued at $3.21K. The top 10 institutional shareholders own together 0.01% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MEADOWBROOK INVESTMENT ADVISORS LLC | 0.00% | 0.00% | 630 | -11,970 | -95.00% | 989 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 80 | 80 | 100.00% | 126 | Jun 30, 2024 |
| HORIZON FINANCIAL SERVICES, LLC | - | - | 50 | -950 | -95.00% | 79 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | 0.00% | - | 13,700 | 13,700 | 100.00% | 3,214 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.00% | - | 3,930 | -475 | -10.78% | 590 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 3,670 | -116,610 | -96.95% | 550 | Jun 30, 2024 |
| PEOPLES BANK/KS | - | - | 10 | -190 | -95.00% | 1 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 200 | 200 | 100.00% | 47 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -112,393 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL SECURITIES, INC. | - | - | - | -2,115 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -87,788 | -100.00% | - | Jun 30, 2024 |
| US BANCORP \DE\ | - | - | - | -479 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -127,621 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -157,820 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -1,944,170 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -330,457 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -4,347,882 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -10,323,640 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -161,101 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -60,493 | -100.00% | - | Jun 30, 2024 |
The largest Workhorse Group shareholder by % of total assets is MEADOWBROOK INVESTMENT ADVISORS LLC. The company owns 630.00 shares of Workhorse Group (WKHS), representing 0.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RONALD BLUE TRUST, INC. | 0.00% | - | 13,700 | 13,700 | 100.00% | 3,214 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 200 | 200 | 100.00% | 47 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 80 | 80 | 100.00% | 126 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| ALBION FINANCIAL GROUP /UT | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| ATWOOD & PALMER INC | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| KOZAK & ASSOCIATES, INC. | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
| MAIN STREET GROUP, LTD | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| INVESTORS RESEARCH CORP | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| TORONTO DOMINION BANK | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
| SCARBOROUGH ADVISORS, LLC | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| GILLILAND JETER WEALTH MANAGEMENT LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| MCILRATH & ECK, LLC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| NEWSQUARE CAPITAL LLC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Workhorse Group's largest institutional buyer is RONALD BLUE TRUST, INC.. The company purchased 13.70K stocks of WKHS, valued at $3.21K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | - | - | - | -15,722,358 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -10,323,640 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -5,547,131 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -4,347,882 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -2,112,100 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -2,051,733 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -1,944,170 | -100.00% | - | Jun 30, 2024 |
| SWEDBANK AB | - | - | - | -1,292,380 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -1,125,181 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -850,171 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -636,360 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -486,696 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -332,338 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -330,457 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -301,873 | -100.00% | - | Jun 30, 2024 |
| RHUMBLINE ADVISERS | - | - | - | -267,833 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -245,434 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -238,204 | -100.00% | - | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -191,053 | -100.00% | - | Jun 30, 2024 |
| SEQUENT PLANNING LLC | - | - | - | -183,562 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Workhorse Group's biggest institutional seller is BLACKROCK INC.. The company sold -15.72M shares of WKHS, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RONALD BLUE TRUST, INC. | 0.00% | - | 13,700 | 13,700 | 100.00% | 3,214 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 200 | 200 | 100.00% | 47 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 80 | 80 | 100.00% | 126 | Jun 30, 2024 |
Workhorse Group's largest new institutional shareholder by number of shares is RONALD BLUE TRUST, INC., purchased 13.70K shares, valued at $3.21K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | - | - | - | -15,722,358 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -10,323,640 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -5,547,131 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -4,347,882 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -2,112,100 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -2,051,733 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -1,944,170 | -100.00% | - | Jun 30, 2024 |
| SWEDBANK AB | - | - | - | -1,292,380 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -1,125,181 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -850,171 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -636,360 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -486,696 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -332,338 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -330,457 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -301,873 | -100.00% | - | Jun 30, 2024 |
| RHUMBLINE ADVISERS | - | - | - | -267,833 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -245,434 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -238,204 | -100.00% | - | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -191,053 | -100.00% | - | Jun 30, 2024 |
| SEQUENT PLANNING LLC | - | - | - | -183,562 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -161,101 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -157,820 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -153,232 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -144,966 | -100.00% | - | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | - | - | - | -143,074 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -141,803 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -127,621 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -114,561 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -112,393 | -100.00% | - | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -100,101 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -96,096 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -87,788 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -76,748 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -66,428 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -62,324 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -60,493 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -57,120 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | - | - | - | -53,600 | -100.00% | - | Jun 30, 2024 |
| MCF ADVISORS LLC | - | - | - | -48,826 | -100.00% | - | Jun 30, 2024 |
| CERTUITY, LLC | - | - | - | -42,615 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -41,763 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -40,974 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -40,440 | -100.00% | - | Jun 30, 2024 |
| LEGACY WEALTH ASSET MANAGEMENT, LLC | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -36,365 | -100.00% | - | Jun 30, 2024 |
| RETIREMENT GUYS FORMULA LLC | - | - | - | -34,595 | -100.00% | - | Jun 30, 2024 |
| HBK SORCE ADVISORY LLC | - | - | - | -31,202 | -100.00% | - | Jun 30, 2024 |
| ABEL HALL, LLC | - | - | - | -30,621 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -29,812 | -100.00% | - | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | - | - | - | -29,642 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | - | - | - | -28,100 | -100.00% | - | Jun 30, 2024 |
| GREENWICH WEALTH MANAGEMENT LLC | - | - | - | -26,102 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -25,897 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -25,882 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -25,286 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -24,231 | -100.00% | - | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | - | - | - | -23,183 | -100.00% | - | Jun 30, 2024 |
| PROSPERA FINANCIAL SERVICES INC | - | - | - | -23,105 | -100.00% | - | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -22,565 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -22,000 | -100.00% | - | Jun 30, 2024 |
| JOHNSON INVESTMENT COUNSEL INC | - | - | - | -20,052 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -18,237 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -17,692 | -100.00% | - | Jun 30, 2024 |
| PFG INVESTMENTS, LLC | - | - | - | -17,508 | -100.00% | - | Jun 30, 2024 |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC | - | - | - | -17,000 | -100.00% | - | Jun 30, 2024 |
| PRIVATE CAPITAL MANAGEMENT LLC | - | - | - | -16,606 | -100.00% | - | Jun 30, 2024 |
| FORMIDABLE ASSET MANAGEMENT, LLC | - | - | - | -15,825 | -100.00% | - | Jun 30, 2024 |
| ETHIC INC. | - | - | - | -15,268 | -100.00% | - | Jun 30, 2024 |
| ESTABROOK CAPITAL MANAGEMENT | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| DOUGLAS LANE & ASSOCIATES, LLC | - | - | - | -14,849 | -100.00% | - | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -14,350 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -14,014 | -100.00% | - | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | - | - | - | -13,424 | -100.00% | - | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | - | - | - | -13,336 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -13,200 | -100.00% | - | Jun 30, 2024 |
| HIGHPOINT ADVISOR GROUP LLC | - | - | - | -13,024 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -12,899 | -100.00% | - | Jun 30, 2024 |
| CANTOR FITZGERALD, L. P. | - | - | - | -12,815 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -12,798 | -100.00% | - | Jun 30, 2024 |
| BEACON CAPITAL MANAGEMENT, LLC | - | - | - | -12,655 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -12,562 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -12,289 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -11,961 | -100.00% | - | Jun 30, 2024 |
| XPONANCE, INC. | - | - | - | -11,663 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -11,341 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -11,200 | -100.00% | - | Jun 30, 2024 |
| FIRST AFFIRMATIVE FINANCIAL NETWORK | - | - | - | -11,009 | -100.00% | - | Jun 30, 2024 |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | - | - | - | -11,000 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -10,914 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -10,779 | -100.00% | - | Jun 30, 2024 |
| MML INVESTORS SERVICES, LLC | - | - | - | -10,510 | -100.00% | - | Jun 30, 2024 |
| 9258 WEALTH MANAGEMENT, LLC | - | - | - | -10,400 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT ADVISORY GROUP, LLC | - | - | - | -10,150 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | - | - | - | -9,948 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -8,079 | -100.00% | - | Jun 30, 2024 |
| SAGEVIEW ADVISORY GROUP, LLC | - | - | - | -6,659 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -5,139 | -100.00% | - | Jun 30, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -4,783 | -100.00% | - | Jun 30, 2024 |
| REGISTER FINANCIAL ADVISORS LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
Workhorse Group's largest sold out institutional shareholder by shares sold is BLACKROCK INC., sold -15.72M shares, valued at -, as of undefined.
Workhorse Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SPARROW FUNDS | 4.73% | 16,865 | - | - | Feb 29, 2024 |
| Ark ETF Trust | 0.70% | 5,586,868 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.69% | 3,838,766 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.43% | 255,258 | - | - | Mar 31, 2024 |
| 360 Funds | 0.22% | 45,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.21% | 108,333 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.10% | 1,034,043 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.09% | 7,616,493 | - | - | Jan 31, 2024 |
| ALPS ETF Trust | 0.06% | 723,116 | - | - | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.05% | 155,365 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.04% | 4,030 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 275,096 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.04% | 481,001 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.04% | 22,404 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.04% | 725,000 | - | - | Jan 31, 2024 |
| ETF Managers Trust | 0.03% | 240,973 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.03% | 184,191 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 93,729 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 50,262 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 7,738,714 | -2,518,317 | -24.55% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 3,711 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 914 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 579,865 | 78,815 | 15.73% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 2,279,182 | 499,118 | 28.04% | Feb 29, 2024 |
| Amplify ETF Trust | 0.01% | 293,069 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.01% | 74,066 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 17,795 | - | - | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.01% | 787,920 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 11,961 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 488,215 | - | - | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 996,926 | 51,083 | 5.40% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 100,038 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 40,262 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 1,168,363 | 39,924 | 3.54% | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 89,508 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 7,669 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 777 | - | - | Apr 30, 2021 |
| ALLSPRING MASTER TRUST | 0.00% | 91,906 | - | - | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 6,370 | - | - | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 4,879 | - | - | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 68,075 | 27,800 | 69.03% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 4,567 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 130,163 | 3,573 | 2.82% | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 10,760 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 25,286 | -58,654 | -69.88% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 2,131 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 13,385 | 5,125 | 62.05% | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 252 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 8,014,213 | 774,959 | 10.70% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 44,775 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 912,032 | 233,625 | 34.44% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 1,514 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 2,250 | - | - | Aug 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 7,797 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 33,462 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 366,865 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,520 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 79,229 | 11,636 | 17.21% | Feb 29, 2024 |
| North Square Investments Trust | 0.00% | 2,530 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,081 | - | - | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 19,415 | - | - | Mar 28, 2024 |
| AdvisorShares Trust | 0.00% | 968 | - | - | Mar 28, 2024 |
| Strategy Shares | 0.00% | 910 | - | - | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 26,944 | - | - | Mar 28, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 21,502 | - | - | Mar 28, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 5,500 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 751 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 23,904 | - | - | Mar 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 32,020 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 1,771 | 32 | 1.84% | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 18,865 | - | - | Mar 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 5,760,134 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 875 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 42,641 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 17,493 | -10,486 | -37.48% | Jan 31, 2024 |
| Tidal ETF Trust | 0.00% | 1,768 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 407,391 | - | - | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 10,044 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 30,250 | 7,582 | 33.45% | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 5,978 | - | - | Mar 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 44,032 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 22,236 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 99 | - | - | Dec 31, 2023 |
| Forethought Variable Insurance Trust | 0.00% | 350 | - | - | Mar 28, 2024 |
| HC CAPITAL TRUST | 0.00% | 2,577 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 14,862 | - | - | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 319 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 6,490 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 67,449 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 23,390 | 3,435 | 17.21% | Jan 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 51,389 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 136,800 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 155,408 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 164,757 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 41,504 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 7,656 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 705 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 67,701 | - | - | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,800 | - | - | Mar 31, 2024 |
| VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 0.00% | 48,713 | - | - | Jan 31, 2024 |
Workhorse Group's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 16.86K shares, compromising 4.73% of its total assets.
Workhorse Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 8 | -95.24% |
| 31 Mar, 24 | 168 | -2.33% |
| 31 Dec, 23 | 172 | -3.91% |
| 30 Sep, 23 | 179 | -4.79% |
| 30 Jun, 23 | 188 | -6.93% |
| 31 Mar, 23 | 202 | -6.91% |
| 31 Dec, 22 | 217 | 9.05% |
| 30 Sep, 22 | 199 | -0.50% |
| 30 Jun, 22 | 200 | -9.91% |
| 31 Mar, 22 | 222 | -3.06% |
| 31 Dec, 21 | 229 | -10.20% |
| 30 Sep, 21 | 255 | -12.07% |
| 30 Jun, 21 | 290 | 0.35% |
| 31 Mar, 21 | 289 | 4.71% |
| 31 Dec, 20 | 276 | 17.45% |
| 30 Sep, 20 | 235 | 54.61% |
| 30 Jun, 20 | 152 | 102.67% |
| 31 Mar, 20 | 75 | 1.35% |
| 31 Dec, 19 | 74 | 37.04% |
| 30 Sep, 19 | 54 | 14.89% |
| 30 Jun, 19 | 47 | 11.90% |
| 31 Mar, 19 | 42 | - |
| 31 Dec, 18 | 42 | -10.64% |
| 30 Sep, 18 | 47 | 11.90% |
| 30 Jun, 18 | 42 | -8.70% |
| 31 Mar, 18 | 46 | 12.20% |
| 31 Dec, 17 | 41 | -2.38% |
| 30 Sep, 17 | 42 | -14.29% |
| 30 Jun, 17 | 49 | - |
| 31 Mar, 17 | 49 | 2.08% |
| 31 Dec, 16 | 48 | 9.09% |
| 30 Sep, 16 | 44 | 4.76% |
| 30 Jun, 16 | 42 | 110.00% |
| 31 Mar, 16 | 20 | 1900.00% |
| 31 Dec, 15 | 1 | - |
As of 30 Jun 24, 8 institutions are holding Workhorse Group's shares, representing a decrease of -95.24% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 22,270 | -99.96% |
| 31 Mar, 24 | 54,168,635 | 8.12% |
| 31 Dec, 23 | 50,102,076 | -4.71% |
| 30 Sep, 23 | 52,580,595 | -0.53% |
| 30 Jun, 23 | 52,860,734 | -12.83% |
| 31 Mar, 23 | 60,639,072 | 4.64% |
| 31 Dec, 22 | 57,952,760 | 10.79% |
| 30 Sep, 22 | 52,308,857 | 1.90% |
| 30 Jun, 22 | 51,335,752 | 3.66% |
| 31 Mar, 22 | 49,522,892 | -1.93% |
| 31 Dec, 21 | 50,496,139 | 8.00% |
| 30 Sep, 21 | 46,757,371 | -4.58% |
| 30 Jun, 21 | 49,003,485 | -13.83% |
| 31 Mar, 21 | 56,868,036 | 17.99% |
| 31 Dec, 20 | 48,198,139 | 21.43% |
| 30 Sep, 20 | 39,691,440 | 76.95% |
| 30 Jun, 20 | 22,430,731 | 43.78% |
| 31 Mar, 20 | 15,601,129 | 3.09% |
| 31 Dec, 19 | 15,134,104 | 17.68% |
| 30 Sep, 19 | 12,859,901 | 5.26% |
| 30 Jun, 19 | 12,216,702 | 54.73% |
| 31 Mar, 19 | 7,895,459 | 7.80% |
| 31 Dec, 18 | 7,324,222 | 42.33% |
| 30 Sep, 18 | 5,145,821 | 13.99% |
| 30 Jun, 18 | 4,514,143 | 6.49% |
| 31 Mar, 18 | 4,238,985 | -12.82% |
| 31 Dec, 17 | 4,862,169 | -6.23% |
| 30 Sep, 17 | 5,185,220 | 21.65% |
| 30 Jun, 17 | 4,262,247 | -25.26% |
| 31 Mar, 17 | 5,703,020 | 77.80% |
| 31 Dec, 16 | 3,207,474 | 9.98% |
| 30 Sep, 16 | 2,916,361 | 32.81% |
| 30 Jun, 16 | 2,195,812 | 88.44% |
| 31 Mar, 16 | 1,165,270 | 11437.33% |
| 31 Dec, 15 | 10,100 | - |
Workhorse Group (WKHS) has 22.27K shares outstanding as of 30 Jun 24, down -99.96% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 0.01% | 0.00% |
| 31 Mar, 24 | 18.94% | 3.52% |
| 31 Dec, 23 | 23.21% | 2.89% |
| 30 Sep, 23 | 28.32% | 2.83% |
| 30 Jun, 23 | 31.63% | 2.40% |
| 31 Mar, 23 | 36.28% | 2.72% |
| 31 Dec, 22 | 36.55% | 3.43% |
| 30 Sep, 22 | 32.65% | 3.14% |
| 30 Jun, 22 | 32.26% | 3.04% |
| 31 Mar, 22 | 32.59% | 1.95% |
| 31 Dec, 21 | 40.86% | 2.85% |
| 30 Sep, 21 | 37.83% | 2.40% |
| 30 Jun, 21 | 39.71% | 1.85% |
| 31 Mar, 21 | 46.37% | 1.72% |
| 31 Dec, 20 | 51.90% | 3.80% |
| 30 Sep, 20 | 36.95% | 4.10% |
| 30 Jun, 20 | 30.03% | 5.78% |
| 31 Mar, 20 | 22.79% | 4.48% |
| 31 Dec, 19 | 22.55% | 5.97% |
| 30 Sep, 19 | 19.43% | 4.77% |
| 30 Jun, 19 | 20.18% | 9.89% |
| 31 Mar, 19 | 14.29% | 8.13% |
| 31 Dec, 18 | 13.25% | 10.68% |
| 30 Sep, 18 | 11.14% | 9.83% |
| 30 Jun, 18 | 10.64% | 9.60% |
| 31 Mar, 18 | 10.53% | 7.22% |
| 31 Dec, 17 | 12.08% | 5.80% |
| 30 Sep, 17 | 14.43% | 9.88% |
| 30 Jun, 17 | 12.08% | 4.04% |
| 31 Mar, 17 | 17.30% | 18.27% |
| 31 Dec, 16 | 9.73% | 4.89% |
| 30 Sep, 16 | 14.11% | 12.50% |
| 30 Jun, 16 | 10.63% | 27.71% |
| 31 Mar, 16 | 6.19% | 214847.86% |
| 31 Dec, 15 | 0.05% | - |
As of 30 Jun 24, Workhorse Group is held by 0.01% institutional shareholders, representing a 0.00% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -95.95% |
| 31 Mar, 24 | 74 | -5.13% |
| 31 Dec, 23 | 78 | 25.81% |
| 30 Sep, 23 | 62 | -10.14% |
| 30 Jun, 23 | 69 | -4.17% |
| 31 Mar, 23 | 72 | -31.43% |
| 31 Dec, 22 | 105 | 28.05% |
| 30 Sep, 22 | 82 | 6.49% |
| 30 Jun, 22 | 77 | -23.76% |
| 31 Mar, 22 | 101 | 1.00% |
| 31 Dec, 21 | 100 | 6.38% |
| 30 Sep, 21 | 94 | -29.85% |
| 30 Jun, 21 | 134 | -14.65% |
| 31 Mar, 21 | 157 | -3.09% |
| 31 Dec, 20 | 162 | 7.28% |
| 30 Sep, 20 | 151 | 33.63% |
| 30 Jun, 20 | 113 | 205.41% |
| 31 Mar, 20 | 37 | -21.28% |
| 31 Dec, 19 | 47 | 62.07% |
| 30 Sep, 19 | 29 | 3.57% |
| 30 Jun, 19 | 28 | 47.37% |
| 31 Mar, 19 | 19 | 46.15% |
| 31 Dec, 18 | 13 | -38.10% |
| 30 Sep, 18 | 21 | 50.00% |
| 30 Jun, 18 | 14 | -26.32% |
| 31 Mar, 18 | 19 | 18.75% |
| 31 Dec, 17 | 16 | - |
| 30 Sep, 17 | 16 | -38.46% |
| 30 Jun, 17 | 26 | -18.75% |
| 31 Mar, 17 | 32 | 23.08% |
| 31 Dec, 16 | 26 | 13.04% |
| 30 Sep, 16 | 23 | -34.29% |
| 30 Jun, 16 | 35 | 75.00% |
| 31 Mar, 16 | 20 | 1900.00% |
| 31 Dec, 15 | 1 | - |
3 institutional shareholders have increased their position in WKHS stock as of 30 Jun 24 compared to 74 in the previous quarter (a -95.95% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 5 | -83.33% |
| 31 Mar, 24 | 30 | -6.25% |
| 31 Dec, 23 | 32 | -21.95% |
| 30 Sep, 23 | 41 | -18.00% |
| 30 Jun, 23 | 50 | -13.79% |
| 31 Mar, 23 | 58 | 13.73% |
| 31 Dec, 22 | 51 | 2.00% |
| 30 Sep, 22 | 50 | -16.67% |
| 30 Jun, 22 | 60 | 15.38% |
| 31 Mar, 22 | 52 | -11.86% |
| 31 Dec, 21 | 59 | -20.27% |
| 30 Sep, 21 | 74 | 21.31% |
| 30 Jun, 21 | 61 | -11.59% |
| 31 Mar, 21 | 69 | 56.82% |
| 31 Dec, 20 | 44 | 4.76% |
| 30 Sep, 20 | 42 | 147.06% |
| 30 Jun, 20 | 17 | 88.89% |
| 31 Mar, 20 | 9 | 50.00% |
| 31 Dec, 19 | 6 | -25.00% |
| 30 Sep, 19 | 8 | 33.33% |
| 30 Jun, 19 | 6 | -25.00% |
| 31 Mar, 19 | 8 | 33.33% |
| 31 Dec, 18 | 6 | -25.00% |
| 30 Sep, 18 | 8 | 14.29% |
| 30 Jun, 18 | 7 | - |
| 31 Mar, 18 | 7 | -22.22% |
| 31 Dec, 17 | 9 | -10.00% |
| 30 Sep, 17 | 10 | -16.67% |
| 30 Jun, 17 | 12 | 100.00% |
| 31 Mar, 17 | 6 | - |
| 31 Dec, 16 | 6 | -25.00% |
| 30 Sep, 16 | 8 | 60.00% |
| 30 Jun, 16 | 5 | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
5 institutional shareholders have reduced their position in WKHS stock as of 30 Jun 24 compared to 30 in the previous quarter (a -83.33% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 8 | -95.24% | 22,270 | -99.96% | 0.01% | 0.00% | 3 | -95.95% | 5 | -83.33% |
| 31 Mar, 24 | 168 | -2.33% | 54,168,635 | 8.12% | 18.94% | 3.52% | 74 | -5.13% | 30 | -6.25% |
| 31 Dec, 23 | 172 | -3.91% | 50,102,076 | -4.71% | 23.21% | 2.89% | 78 | 25.81% | 32 | -21.95% |
| 30 Sep, 23 | 179 | -4.79% | 52,580,595 | -0.53% | 28.32% | 2.83% | 62 | -10.14% | 41 | -18.00% |
| 30 Jun, 23 | 188 | -6.93% | 52,860,734 | -12.83% | 31.63% | 2.40% | 69 | -4.17% | 50 | -13.79% |
| 31 Mar, 23 | 202 | -6.91% | 60,639,072 | 4.64% | 36.28% | 2.72% | 72 | -31.43% | 58 | 13.73% |
| 31 Dec, 22 | 217 | 9.05% | 57,952,760 | 10.79% | 36.55% | 3.43% | 105 | 28.05% | 51 | 2.00% |
| 30 Sep, 22 | 199 | -0.50% | 52,308,857 | 1.90% | 32.65% | 3.14% | 82 | 6.49% | 50 | -16.67% |
| 30 Jun, 22 | 200 | -9.91% | 51,335,752 | 3.66% | 32.26% | 3.04% | 77 | -23.76% | 60 | 15.38% |
| 31 Mar, 22 | 222 | -3.06% | 49,522,892 | -1.93% | 32.59% | 1.95% | 101 | 1.00% | 52 | -11.86% |
| 31 Dec, 21 | 229 | -10.20% | 50,496,139 | 8.00% | 40.86% | 2.85% | 100 | 6.38% | 59 | -20.27% |
| 30 Sep, 21 | 255 | -12.07% | 46,757,371 | -4.58% | 37.83% | 2.40% | 94 | -29.85% | 74 | 21.31% |
| 30 Jun, 21 | 290 | 0.35% | 49,003,485 | -13.83% | 39.71% | 1.85% | 134 | -14.65% | 61 | -11.59% |
| 31 Mar, 21 | 289 | 4.71% | 56,868,036 | 17.99% | 46.37% | 1.72% | 157 | -3.09% | 69 | 56.82% |
| 31 Dec, 20 | 276 | 17.45% | 48,198,139 | 21.43% | 51.90% | 3.80% | 162 | 7.28% | 44 | 4.76% |
| 30 Sep, 20 | 235 | 54.61% | 39,691,440 | 76.95% | 36.95% | 4.10% | 151 | 33.63% | 42 | 147.06% |
| 30 Jun, 20 | 152 | 102.67% | 22,430,731 | 43.78% | 30.03% | 5.78% | 113 | 205.41% | 17 | 88.89% |
| 31 Mar, 20 | 75 | 1.35% | 15,601,129 | 3.09% | 22.79% | 4.48% | 37 | -21.28% | 9 | 50.00% |
| 31 Dec, 19 | 74 | 37.04% | 15,134,104 | 17.68% | 22.55% | 5.97% | 47 | 62.07% | 6 | -25.00% |
| 30 Sep, 19 | 54 | 14.89% | 12,859,901 | 5.26% | 19.43% | 4.77% | 29 | 3.57% | 8 | 33.33% |
| 30 Jun, 19 | 47 | 11.90% | 12,216,702 | 54.73% | 20.18% | 9.89% | 28 | 47.37% | 6 | -25.00% |
| 31 Mar, 19 | 42 | - | 7,895,459 | 7.80% | 14.29% | 8.13% | 19 | 46.15% | 8 | 33.33% |
| 31 Dec, 18 | 42 | -10.64% | 7,324,222 | 42.33% | 13.25% | 10.68% | 13 | -38.10% | 6 | -25.00% |
| 30 Sep, 18 | 47 | 11.90% | 5,145,821 | 13.99% | 11.14% | 9.83% | 21 | 50.00% | 8 | 14.29% |
| 30 Jun, 18 | 42 | -8.70% | 4,514,143 | 6.49% | 10.64% | 9.60% | 14 | -26.32% | 7 | - |
| 31 Mar, 18 | 46 | 12.20% | 4,238,985 | -12.82% | 10.53% | 7.22% | 19 | 18.75% | 7 | -22.22% |
| 31 Dec, 17 | 41 | -2.38% | 4,862,169 | -6.23% | 12.08% | 5.80% | 16 | - | 9 | -10.00% |
| 30 Sep, 17 | 42 | -14.29% | 5,185,220 | 21.65% | 14.43% | 9.88% | 16 | -38.46% | 10 | -16.67% |
| 30 Jun, 17 | 49 | - | 4,262,247 | -25.26% | 12.08% | 4.04% | 26 | -18.75% | 12 | 100.00% |
| 31 Mar, 17 | 49 | 2.08% | 5,703,020 | 77.80% | 17.30% | 18.27% | 32 | 23.08% | 6 | - |
| 31 Dec, 16 | 48 | 9.09% | 3,207,474 | 9.98% | 9.73% | 4.89% | 26 | 13.04% | 6 | -25.00% |
| 30 Sep, 16 | 44 | 4.76% | 2,916,361 | 32.81% | 14.11% | 12.50% | 23 | -34.29% | 8 | 60.00% |
| 30 Jun, 16 | 42 | 110.00% | 2,195,812 | 88.44% | 10.63% | 27.71% | 35 | 75.00% | 5 | - |
| 31 Mar, 16 | 20 | 1900.00% | 1,165,270 | 11437.33% | 6.19% | 214847.86% | 20 | 1900.00% | - | - |
| 31 Dec, 15 | 1 | - | 10,100 | - | 0.05% | - | 1 | - | - | - |
Workhorse Group 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
All Insider Owners Trades
The last insider sell of Workhorse Group's stock was made by GINNAN ROBERT M on Jul 08 2024, selling 244 shares at $1.36 per share (valued at $331.84).
Workhorse Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | 7 | 14.29% |
| Q1 2024 | 18 | 26 | 69.23% |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | 11 | 9 | 122.22% |
| Q1 2023 | 20 | 13 | 153.85% |
| Q4 2022 | 5 | 6 | 83.33% |
| Q3 2022 | - | 3 | - |
| Q2 2022 | 1 | 8 | 12.50% |
| Q1 2022 | 37 | 6 | 616.67% |
| Q4 2021 | 11 | 6 | 183.33% |
| Q3 2021 | - | 11 | - |
| Q2 2021 | 1 | 5 | 20.00% |
| Q1 2021 | 21 | 44 | 47.73% |
| Q4 2020 | 5 | 20 | 25.00% |
| Q3 2020 | 13 | 34 | 38.24% |
| Q2 2020 | 12 | 8 | 150.00% |
| Q1 2020 | 1 | 6 | 16.67% |
| Q4 2019 | 8 | 7 | 114.29% |
| Q3 2019 | 1 | 3 | 33.33% |
1 total buy trades, and 7 total sell trades (buy/sell ratio of 0.14%) were made by Workhorse Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 5 | 2 | 250.00% |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | 3 | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 30 | - |
| Q4 2020 | - | 15 | - |
| Q3 2020 | - | 21 | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | - | 6 | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 2 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Workhorse Group's stocks.
Workhorse Group Peer Ownership
WKHS Ownership FAQ
Who Owns Workhorse Group?
Workhorse Group is owned by institutional shareholders (0.01%), insiders (4.09%), and public (95.90%). The largest institutional shareholder of Workhorse Group is RONALD BLUE TRUST, INC. (0.00% of total shares) and the top mutual fund owner is SPARROW FUNDS (4.73% of total shares).
Who are the major institutional shareholders of Workhorse Group?
Workhorse Group's major institutional shareholders are RONALD BLUE TRUST, INC., IFP ADVISORS, INC, ADVISOR GROUP HOLDINGS, INC., MEADOWBROOK INVESTMENT ADVISORS LLC, and MATHER GROUP, LLC.. The top five shareholders own together 0.01% of the company's share outstanding.
How many Workhorse Group shareholders are there?
As of Jun 2024, there are 8 institutional shareholders of Workhorse Group.
What percentage of Workhorse Group is owned by RONALD BLUE TRUST, INC?
RONALD BLUE TRUST, INC owns 13.7K shares of Workhorse Group, representing 0.00% of the company's total shares outstanding, valued at $3.21K (as of Jun 2024).
What percentage of Workhorse Group is owned by IFP ADVISORS, INC?
As of Jun 2024, IFP ADVISORS, INC holds 3.93K shares of Workhorse Group (WKHS), compromising 0.00% of the company, valued at $590.
What percentage of Workhorse Group is owned by ADVISOR GROUP HOLDINGS, INC?
ADVISOR GROUP HOLDINGS, INC is the third largest holder of Workhorse Group. The company owns 3.67K of the company's shares outstanding (worth $550).