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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 04/24/2024 | GEMMER ASSET MANAGEMENT LLC | 1.02 M | $25.46 M | 0.00% | 8.08% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 774,472 | $19.28 M | 0.00% | 6.12% |
| 04/26/2024 | CONESTOGA CAPITAL ADVISORS, LLC | 647,161 | $16.11 M | 6.61% | 5.11% |
| 05/15/2024 | SWEDBANK AB | 375,000 | $9.34 M | 100.00% | 2.96% |
| 05/13/2024 | BROADCREST ASSET MANAGEMENT, LLC | 338,000 | $8.42 M | 0.00% | 2.67% |
| 05/10/2024 | BLACKROCK INC. | 314,034 | $7.82 M | 15.12% | 2.48% |
| 05/10/2024 | VANGUARD GROUP INC | 290,501 | $7.23 M | 8.96% | 2.29% |
| 04/30/2024 | EMPIRE LIFE INVESTMENTS INC. | 244,216 | $6.08 M | -1.25% | 1.93% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 183,165 | $4.56 M | -0.56% | 1.45% |
| 05/15/2024 | ARROWMARK COLORADO HOLDINGS LLC | 174,922 | $4.36 M | 0.00% | 1.38% |
| 05/15/2024 | CAPTRUST FINANCIAL ADVISORS | 142,673 | $3.55 M | -1.01% | 1.13% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 121,223 | $3.02 M | 15.23% | 0.96% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 94,600 | $2.36 M | 0.00% | 0.75% |
| 05/15/2024 | STATE STREET CORP | 84,605 | $2.11 M | 1.35% | 0.67% |
| 05/16/2024 | COMERICA BANK | 73,095 | $1.82 M | 53.80% | 0.58% |
| 05/14/2024 | NORTHERN TRUST CORP | 58,907 | $1.47 M | 21.21% | 0.47% |
| 04/25/2024 | MENDOTA FINANCIAL GROUP, LLC | 42,627 | $1.06 M | -22.97% | 0.34% |
| 05/13/2024 | PATHSTONE HOLDINGS, LLC | 38,563 | $960,216 | 240.12% | 0.30% |
| 04/25/2024 | NATIXIS ADVISORS, L.P. | 34,212 | $852,000 | 5.49% | 0.27% |
| 04/29/2024 | HERITAGE INVESTORS MANAGEMENT CORP | 27,594 | $687,000 | 0.00% | 0.22% |
| 05/15/2024 | CITADEL ADVISORS LLC | 25,169 | $626,708 | 6.31% | 0.20% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 20,077 | $499,914 | 8.02% | 0.16% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 19,697 | $490,449 | 3.78% | 0.16% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17,425 | $433,883 | 28.42% | 0.14% |
| 05/15/2024 | TWO SIGMA INVESTMENTS, LP | 13,214 | $329,029 | 0.00% | 0.10% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 11,597 | $289,000 | 3.87% | 0.09% |
| 04/25/2024 | CARMEL CAPITAL PARTNERS, LLC | 11,060 | $275,394 | 0.00% | 0.09% |
| 05/10/2024 | JPMORGAN CHASE & CO | 8,970 | $223,353 | 87.46% | 0.07% |
| 05/13/2024 | BARD ASSOCIATES INC | 8,600 | $214,140 | 0.00% | 0.07% |
| 04/24/2024 | RAYMOND JAMES TRUST N.A. | 8,372 | $208,467 | 100.00% | 0.07% |
| 05/15/2024 | SQUAREPOINT OPS LLC | 8,345 | $207,791 | 100.00% | 0.07% |
| 05/13/2024 | UBS GROUP AG | 8,248 | $205,375 | 24.05% | 0.07% |
| 05/15/2024 | MORGAN STANLEY | 7,901 | $196,740 | -18.80% | 0.06% |
| 05/15/2024 | ROYAL BANK OF CANADA | 6,949 | $173,000 | -17.58% | 0.05% |
| 04/19/2024 | DENALI ADVISORS LLC | 6,700 | $166,830 | 0.00% | 0.05% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 4,850 | $120,765 | 42.82% | 0.04% |
| 05/15/2024 | BARCLAYS PLC | 4,710 | $117,000 | -28.28% | 0.04% |
| 05/09/2024 | RHUMBLINE ADVISERS | 4,657 | $115,953 | 12.57% | 0.04% |
| 05/06/2024 | HILLTOP NATIONAL BANK | 3,431 | $85,432 | 100.00% | 0.03% |
| 05/14/2024 | METLIFE INVESTMENT MANAGEMENT, LLC | 3,365 | $83,789 | 100.00% | 0.03% |
| 05/13/2024 | AMERICAN INTERNATIONAL GROUP, INC. | 3,195 | $79,556 | 35.55% | 0.03% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 2,884 | $71,812 | 570.70% | 0.02% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 2,631 | $65,512 | -68.11% | 0.02% |
| 05/07/2024 | NEW YORK STATE COMMON RETIREMENT FUND | 2,243 | $56,000 | 0.00% | 0.02% |
| 05/10/2024 | CITIGROUP INC | 1,094 | $27,241 | 58.78% | 0.01% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 1,060 | $26,394 | 0.00% | 0.01% |
| 05/16/2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 652 | $16,235 | -16.52% | 0.01% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 542 | $13,496 | 0.00% | 0.00% |
| 05/13/2024 | AMERITAS INVESTMENT PARTNERS, INC. | 392 | $9,761 | 0.00% | 0.00% |
| 05/14/2024 | METROPOLITAN LIFE INSURANCE CO/NY | 346 | $8,615 | 100.00% | 0.00% |
A. During the previous two years, 69 institutional investors and hedge funds held shares of EVI Industries, Inc.. The most heavily invested institutionals were:
Gemmer Asset Management LLC: 1.02 M
ROYCE & ASSOCIATES LP: 774,472
Conestoga Capital Advisors, LLC: 647,161
Swedbank AB: 375,000
Broadcrest Asset Management, LLC: 338,000
BlackRock Inc.: 314,034
A. 41.87% of EVI Industries, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 6.05 M shares in the last 24 months. This purchase volume represents approximately $106.36 M in transactions.
