Servotronics, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OPPENHEIMER & CLOSE, LLC | 10/17/2024 | 122,679 | $1.39 M | 1.62% | 4.89% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 58,362 | $659,491 | 2.62% | 2.33% |
| VANGUARD GROUP INC | 11/13/2024 | 20,387 | $230,373 | 3.56% | 0.81% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 19,653 | $222,079 | 0.00% | 0.78% |
| COURIER CAPITAL LLC | 10/22/2024 | 18,344 | $207,287 | 83.44% | 0.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 13,148 | $148,603 | 100.00% | 0.52% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2,487 | $28,104 | 100.00% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1,000 | $11,300 | -95.80% | 0.04% |
| MORGAN STANLEY | 11/14/2024 | 905 | $10,227 | -55.42% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 370 | $4,181 | -42.19% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 50 | $565 | 316.67% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 3 | $34 | 0.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
Servotronics, Inc.institutional Ownership - FAQ's
During the previous two years, 18 institutional investors and hedge funds held shares of Servotronics, Inc.. The most heavily invested institutionals were:
Oppenheimer & Close, LLC: 122,679
DIMENSIONAL FUND ADVISORS LP: 58,362
VANGUARD GROUP INC: 20,387
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 19,653
COURIER CAPITAL LLC: 18,344
GEODE CAPITAL MANAGEMENT, LLC: 13,148
10.26% of Servotronics, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 271,291 shares in the last 24 months. This purchase volume represents approximately $2.93 M in transactions.