Espey Mfg. & Electronics Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 109,212 | $3.29 M | -2.06% | 4.32% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 89,320 | $2.69 M | 3.13% | 3.54% |
| VANGUARD GROUP INC | 11/13/2024 | 71,328 | $2.15 M | 3.80% | 2.82% |
| DE LISLE PARTNERS LLP | 11/14/2024 | 43,114 | $1.30 M | 7.48% | 1.71% |
| ELLSWORTH ADVISORS, LLC | 10/16/2024 | 23,977 | $721,468 | 6.94% | 0.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 23,907 | $719,488 | 55.28% | 0.95% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 21,371 | $643,050 | 0.00% | 0.85% |
| SAGE INVESTMENT ADVISERS LLC | 11/04/2024 | 19,282 | $580,195 | -1.53% | 0.76% |
| ROYAL BANK OF CANADA | 11/14/2024 | 15,590 | $469,000 | -0.22% | 0.62% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 11/08/2024 | 11,782 | $354,520 | 122.51% | 0.47% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 9,108 | $274,060 | 100.00% | 0.36% |
| MORGAN STANLEY | 11/14/2024 | 7,724 | $232,426 | -8.07% | 0.31% |
| CITADEL ADVISORS LLC | 11/14/2024 | 7,543 | $226,969 | 100.00% | 0.30% |
| SECURE ASSET MANAGEMENT, LLC | 10/16/2024 | 7,264 | $218,564 | 100.00% | 0.29% |
| PERRITT CAPITAL MANAGEMENT INC | 11/12/2024 | 5,500 | $165,495 | 0.00% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 4,250 | $127,881 | 37.54% | 0.17% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 4,039 | $121,534 | 100.00% | 0.16% |
| ADIRONDACK TRUST CO | 10/08/2024 | 2,452 | $73,779 | -1.13% | 0.10% |
| SPIRE WEALTH MANAGEMENT | 10/15/2024 | 418 | $12,578 | 100.00% | 0.02% |
| UBS GROUP AG | 11/14/2024 | 300 | $9,027 | 0.00% | 0.01% |
| US BANCORP \DE\ | 10/28/2024 | 283 | $8,515 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 269 | $8,094 | 2.67% | 0.01% |
| GPS WEALTH STRATEGIES GROUP, LLC | 10/29/2024 | 212 | $6,379 | -34.16% | 0.01% |
| FINTRUST CAPITAL ADVISORS, LLC | 10/11/2024 | 140 | $4,213 | 100.00% | 0.01% |
| ARCHER INVESTMENT CORP | 11/06/2024 | 135 | $4,062 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 133 | $4,002 | -79.06% | 0.01% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 100 | $3,009 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 10/28/2024 | 57 | $1,715 | 0.00% | 0.00% |
| FMR LLC | 11/13/2024 | 12 | $355 | -7.69% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 9 | $271 | 0.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
Espey Mfg. & Electronics Corp.institutional Ownership - FAQ's
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: 109,212
DIMENSIONAL FUND ADVISORS LP: 89,320
VANGUARD GROUP INC: 71,328
De Lisle Partners LLP: 43,114
Ellsworth Advisors, LLC: 23,977
GEODE CAPITAL MANAGEMENT, LLC: 23,907
18.96% of Espey Mfg. & Electronics Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 486,529 shares in the last 24 months. This purchase volume represents approximately $13.61 M in transactions.