Servotronics, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OPPENHEIMER & CLOSE, LLC | 02/11/2025 | 122.68 K | $1.30 M | 0.00% | 4.89% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 58.36 K | $647.07 K | 0.00% | 2.33% |
| COURIER CAPITAL LLC | 01/13/2025 | 25.00 K | $265.00 K | 36.28% | 1.00% |
| VANGUARD GROUP INC | 02/11/2025 | 20.39 K | $222.63 K | 0.00% | 0.81% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 19.65 K | $208.32 K | 0.00% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 13.15 K | $139.41 K | 0.00% | 0.52% |
| BLACKROCK, INC. | 02/07/2025 | 2.50 K | $26.53 K | 0.64% | 0.10% |
| MORGAN STANLEY | 02/14/2025 | 1.78 K | $18.87 K | 96.69% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1.00 K | $11.09 K | 0.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 311 | $3.30 K | -15.95% | 0.01% |
| 02/14/2025 | 13 | $144 | 100.00% | 0.00% | |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 12 | $127 | -76.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 3 | $33 | 0.00% | 0.00% |
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Servotronics, Inc. institutional Ownership - FAQ's
During the previous two years, 13 institutional investors and hedge funds held shares of Servotronics, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 58,362
VANGUARD GROUP INC: 20,387
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 19,653
GEODE CAPITAL MANAGEMENT, LLC: 13,148
MORGAN STANLEY: 1,780
WELLS FARGO & COMPANY/MN: 1,000
10.56% of Servotronics, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 128.56 K shares in the last 24 months. This purchase volume represents approximately $1.40 M in transactions.