Broadwind, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GRACE & WHITE INC /NY | 10/21/2024 | 1.72 M | $3.89 M | 6.10% | 7.79% |
| VANGUARD GROUP INC | 11/13/2024 | 982,784 | $2.23 M | 0.00% | 4.46% |
| QUINN OPPORTUNITY PARTNERS LLC | 11/13/2024 | 492,598 | $1.12 M | 0.00% | 2.24% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 364,791 | $828,076 | 100.00% | 1.66% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 359,096 | $815,146 | -0.47% | 1.63% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 355,423 | $806,810 | 7.84% | 1.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 227,738 | $517,074 | 6.02% | 1.03% |
| BOSTON PARTNERS | 11/12/2024 | 184,152 | $418,030 | 1.54% | 0.84% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 150,079 | $341,000 | 26.88% | 0.68% |
| US BANCORP \DE\ | 10/28/2024 | 143,130 | $324,905 | 0.00% | 0.65% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 131,884 | $299,377 | 57.38% | 0.60% |
| PERRITT CAPITAL MANAGEMENT INC | 11/12/2024 | 124,000 | $281,480 | -17.33% | 0.56% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 120,174 | $272,000 | -7.25% | 0.55% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 100,032 | $209,067 | 211.69% | 0.45% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 81,211 | $184,349 | 52.68% | 0.37% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 81,211 | $184,349 | 52.68% | 0.37% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 10/10/2024 | 67,812 | $153,933 | 0.00% | 0.31% |
| STATE STREET CORP | 11/14/2024 | 64,665 | $146,790 | 0.00% | 0.29% |
| LPL FINANCIAL LLC | 11/08/2024 | 52,200 | $118,494 | 29.85% | 0.24% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 50,226 | $114,013 | 99.26% | 0.23% |
| ROYAL BANK OF CANADA | 11/14/2024 | 45,400 | $103,000 | 0.00% | 0.21% |
| RBF CAPITAL, LLC | 11/14/2024 | 44,947 | $102,030 | 0.00% | 0.20% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 33,705 | $76,510 | -59.09% | 0.15% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 27,743 | $62,979 | -52.69% | 0.13% |
| LINCOLN CAPITAL CORP | 10/23/2024 | 23,437 | $53,202 | 61.75% | 0.11% |
| PALE FIRE CAPITAL SE | 11/12/2024 | 22,026 | $49,999 | 100.00% | 0.10% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/07/2024 | 14,806 | $33,610 | 0.00% | 0.07% |
| CITADEL ADVISORS LLC | 11/14/2024 | 14,600 | $33,142 | 0.00% | 0.07% |
| ALERUS FINANCIAL NA | 11/14/2024 | 13,239 | $30,053 | 0.00% | 0.06% |
| JAMES INVESTMENT RESEARCH INC | 10/29/2024 | 12,499 | $28,373 | -1.05% | 0.06% |
| LAIDLAW WEALTH MANAGEMENT LLC | 11/12/2024 | 10,600 | $24,062 | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 10,286 | $23,349 | -8.86% | 0.05% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 10,000 | $22,700 | 100.00% | 0.05% |
| PFG INVESTMENTS, LLC | 10/24/2024 | 10,000 | $22,700 | 0.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 2,016 | $4,576 | -7.44% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1,965 | $4,461 | 0.00% | 0.01% |
| MORGAN STANLEY | 11/14/2024 | 1,424 | $3,233 | -4.69% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 700 | $1,589 | 75.00% | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 535 | $1,000 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 269 | $611 | 3.07% | 0.00% |
| FAIRWAY WEALTH LLC | 11/01/2024 | 170 | $386 | 0.00% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2024 | 17 | $37 | 0.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 1 | $2 | -99.98% | 0.00% |
| FMR LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STEPH & CO | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
| RHUMBLINE ADVISERS | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Broadwind, Inc.institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of Broadwind, Inc.. The most heavily invested institutionals were:
GRACE & WHITE INC /NY: 1.72 M
VANGUARD GROUP INC: 982,784
Quinn Opportunity Partners LLC: 492,598
BlackRock Funding, Inc. /DE: 364,791
Russell Investments Group, Ltd.: 359,096
DIMENSIONAL FUND ADVISORS LP: 355,423
28.01% of Broadwind, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.40 M shares in the last 24 months. This purchase volume represents approximately $13.62 M in transactions.