Loading... Please wait... Loading... Please wait...
| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 107,512 | $2.72 M | 3.55% | 4.34% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 85,021 | $2.15 M | -0.01% | 3.43% |
| 05/10/2024 | VANGUARD GROUP INC | 63,723 | $1.61 M | 18.69% | 2.57% |
| 05/08/2024 | DE LISLE PARTNERS LLP | 40,114 | $1.01 M | 100.00% | 1.61% |
| 04/15/2024 | SAGE INVESTMENT ADVISERS LLC | 20,832 | $526,008 | 0.00% | 0.84% |
| 05/15/2024 | ROYAL BANK OF CANADA | 13,995 | $353,000 | -0.21% | 0.56% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 13,477 | $340,401 | 12.11% | 0.54% |
| 04/15/2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,289 | $285,039 | 100.00% | 0.45% |
| 05/15/2024 | CITADEL ADVISORS LLC | 10,778 | $272,145 | 100.00% | 0.43% |
| 04/30/2024 | SECURE ASSET MANAGEMENT, LLC | 9,264 | $233,907 | -24.52% | 0.37% |
| 05/15/2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 9,108 | $229,977 | 100.00% | 0.37% |
| 04/09/2024 | ADIRONDACK TRUST CO | 6,373 | $160,917 | 7.16% | 0.26% |
| 05/15/2024 | PERRITT CAPITAL MANAGEMENT INC | 5,500 | $138,875 | 66.72% | 0.22% |
| 05/10/2024 | BLACKROCK INC. | 4,278 | $108,020 | 3.21% | 0.17% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 3,690 | $93,172 | 0.00% | 0.15% |
| 05/15/2024 | MORGAN STANLEY | 2,525 | $63,777 | -10.78% | 0.10% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 546 | $13,786 | 37.19% | 0.02% |
| 04/30/2024 | GPS WEALTH STRATEGIES GROUP, LLC | 322 | $8,131 | 0.00% | 0.01% |
| 05/13/2024 | UBS GROUP AG | 300 | $7,575 | -68.02% | 0.01% |
| 05/08/2024 | US BANCORP \DE\ | 283 | $7,146 | 0.00% | 0.01% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 250 | $6,312 | -0.40% | 0.01% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 183 | $4,627 | -65.60% | 0.01% |
| 05/09/2024 | ARCHER INVESTMENT CORP | 135 | $3,409 | 0.00% | 0.01% |
| 04/25/2024 | ALLWORTH FINANCIAL LP | 100 | $2,525 | 0.00% | 0.00% |
| 05/10/2024 | PRINCIPAL SECURITIES, INC. | 82 | $2,071 | 0.00% | 0.00% |
| 05/14/2024 | LAZARD ASSET MANAGEMENT LLC | 42 | $1,000 | 100.00% | 0.00% |
| 05/13/2024 | FMR LLC | 14 | $348 | 40.00% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 9 | $227 | 28.57% | 0.00% |
A. During the previous two years, 37 institutional investors and hedge funds held shares of Espey Mfg. & Electronics Corp.. The most heavily invested institutionals were:
RENAISSANCE TECHNOLOGIES LLC: 107,512
DIMENSIONAL FUND ADVISORS LP: 85,021
VANGUARD GROUP INC: 63,723
De Lisle Partners LLP: 40,114
Sage Investment Advisers LLC: 20,832
ROYAL BANK OF CANADA: 13,995
A. 16.44% of Espey Mfg. & Electronics Corp. stock is owned by institutional investors.
A. Institutional investors have bought a total of 429,974 shares in the last 24 months. This purchase volume represents approximately $9.28 M in transactions.
