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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 63,219 | $1.07 M | 0.00% | 6.54% |
| 05/10/2024 | VANGUARD GROUP INC | 41,282 | $701,794 | 0.00% | 4.27% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 37,810 | $643,000 | -2.07% | 3.91% |
| 05/06/2024 | HIGHTOWER ADVISORS, LLC | 25,200 | $428,000 | 0.00% | 2.61% |
| 05/15/2024 | MORGAN STANLEY | 6,978 | $118,626 | 9.77% | 0.72% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 2,154 | $36,618 | 443.94% | 0.22% |
| 05/16/2024 | ANCORA ADVISORS, LLC | 1,849 | $31,433 | 0.00% | 0.19% |
| 05/03/2024 | LARSON FINANCIAL GROUP LLC | 1,383 | $23,511 | 0.00% | 0.14% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 900 | $15,300 | 0.00% | 0.09% |
| 05/10/2024 | PRINCIPAL SECURITIES, INC. | 72 | $1,224 | 0.00% | 0.01% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 7 | $112 | 16.67% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 2 | $34 | 100.00% | 0.00% |
| 05/10/2024 | BLACKROCK INC. | 1 | $17 | 0.00% | 0.00% |
| 05/15/2024 | CANNELL CAPITAL LLC | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 25 institutional investors and hedge funds held shares of Chicago Rivet & Machine Co.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 63,219
VANGUARD GROUP INC: 41,282
RENAISSANCE TECHNOLOGIES LLC: 37,810
HighTower Advisors, LLC: 25,200
MORGAN STANLEY: 6,978
Tower Research Capital LLC (TRC): 2,154
A. 18.72% of Chicago Rivet & Machine Co. stock is owned by institutional investors.
A. Institutional investors have bought a total of 183,554 shares in the last 24 months. This purchase volume represents approximately $2.63 M in transactions.
