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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | BARD ASSOCIATES INC | 380,053 | $703,099 | 5.83% | 3.91% |
| 05/10/2024 | VANGUARD GROUP INC | 273,292 | $505,590 | 14.00% | 2.81% |
| 05/07/2024 | AMH EQUITY LTD | 117,250 | $216,913 | 12.30% | 1.21% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 113,303 | $209,637 | 0.00% | 1.17% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 57,800 | $107,000 | -18.69% | 0.60% |
| 05/15/2024 | CITADEL ADVISORS LLC | 28,771 | $53,226 | 12.18% | 0.30% |
| 05/15/2024 | STATE STREET CORP | 28,200 | $52,170 | 0.00% | 0.29% |
| 05/10/2024 | BLACKROCK INC. | 15,377 | $28,448 | -2.36% | 0.16% |
| 05/14/2024 | NORTHERN TRUST CORP | 12,652 | $23,406 | 0.00% | 0.13% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 5,186 | $9,594 | -15.50% | 0.05% |
| 05/07/2024 | CORNERSTONE PLANNING GROUP LLC | 3,800 | $8,588 | 0.00% | 0.04% |
| 05/13/2024 | UBS GROUP AG | 1,600 | $2,960 | 100.00% | 0.02% |
| 04/23/2024 | GLOBAL RETIREMENT PARTNERS, LLC | 420 | $777 | 0.00% | 0.00% |
| 05/13/2024 | FMR LLC | 400 | $740 | 100.00% | 0.00% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 325 | $601 | -90.71% | 0.00% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 53 | $98 | 1.92% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 16 | $30 | 45.45% | 0.00% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 0 | $0 | -100.00% | 0.00% |
| 05/02/2024 | THOMPSON DAVIS & CO., INC. | 0 | $0 | -100.00% | 0.00% |
| 05/16/2024 | MURCHINSON LTD. | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 28 institutional investors and hedge funds held shares of AmpliTech Group, Inc.. The most heavily invested institutionals were:
BARD ASSOCIATES INC: 380,053
VANGUARD GROUP INC: 273,292
AMH Equity Ltd: 117,250
GEODE CAPITAL MANAGEMENT, LLC: 113,303
RENAISSANCE TECHNOLOGIES LLC: 57,800
CITADEL ADVISORS LLC: 28,771
A. 10.69% of AmpliTech Group, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 1.25 M shares in the last 24 months. This purchase volume represents approximately $1.31 M in transactions.
