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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 79,767 | $102,899 | 0.00% | 0.20% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 51,838 | $66,871 | 0.00% | 0.13% |
| 05/10/2024 | BLACKROCK INC. | 34,871 | $44,984 | -2.39% | 0.09% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 2,430 | $3,135 | -25.48% | 0.01% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 59 | $76 | 1.72% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 37 | $48 | 76.19% | 0.00% |
| 04/19/2024 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 7 | $9 | 0.00% | 0.00% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 0 | $0 | -100.00% | 0.00% |
| 05/13/2024 | UBS GROUP AG | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 13 institutional investors and hedge funds held shares of The Marygold Companies, Inc.. The most heavily invested institutionals were:
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 79,767
GEODE CAPITAL MANAGEMENT, LLC: 51,838
BlackRock Inc.: 34,871
Tower Research Capital LLC (TRC): 2,430
WELLS FARGO & COMPANY/MN: 59
JPMORGAN CHASE & CO: 37
A. 0.42% of The Marygold Companies, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 259,852 shares in the last 24 months. This purchase volume represents approximately $343,005 in transactions.
