Recent Quarter Total Invested
$3.05 M
Recent Quarter Institutional Ownership Percentage
10.28%
Total Invested of Last Quarter
$3.70 M
Ownership Percentage of Last Quarter
10.82%
Servotronics, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OPPENHEIMER & CLOSE, LLC | 07/25/2024 | 120,727 | $1.44 M | 11.69% | 4.85% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 56,871 | $676,765 | -0.81% | 2.28% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 23,807 | $283,303 | -0.05% | 0.96% |
| VANGUARD GROUP INC | 08/13/2024 | 19,687 | $234,275 | 0.09% | 0.79% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 19,653 | $233,871 | 0.00% | 0.79% |
| COURIER CAPITAL LLC | 07/23/2024 | 10,000 | $119,000 | 0.00% | 0.40% |
| MORGAN STANLEY | 10/17/2024 | 2,030 | $24,157 | -12.88% | 0.08% |
| BLACKROCK INC. | 08/13/2024 | 1,971 | $23,455 | 24.35% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 640 | $7,616 | -0.93% | 0.03% |
| UBS GROUP AG | 08/14/2024 | 530 | $6,307 | 100.00% | 0.02% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 14 | $167 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 12 | $143 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 3 | $36 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
Servotronics, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SVT shares?
During the previous two years, 14 institutional investors and hedge funds held shares of Servotronics, Inc.. The most heavily invested institutionals were:
INNEALTA CAPITAL, LLC: 0
DIMENSIONAL FUND ADVISORS LP: 56,871
WELLS FARGO & COMPANY/MN: 23,807
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 19,653
MORGAN STANLEY: 2,030
BlackRock Inc.: 1,971
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What percentage of Servotronics, Inc. stock is owned by institutional investors?
10.28% of Servotronics, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SVT ?
Institutional investors have bought a total of 117,449 shares in the last 24 months. This purchase volume represents approximately $1.30 M in transactions.