CBAK Energy Technology, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 670,337 | $837,921 | 2.42% | 0.75% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 310,337 | $387,921 | 5.37% | 0.35% |
| STATE STREET CORP | 11/14/2024 | 261,170 | $326,463 | -1.96% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 82,208 | $102,760 | 36.87% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 80,942 | $101,180 | 118.76% | 0.09% |
| INVESCO LTD. | 11/12/2024 | 73,689 | $92,111 | 100.00% | 0.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 60,126 | $75,157 | 0.00% | 0.07% |
| ATTICUS WEALTH MANAGEMENT, LLC | 10/15/2024 | 55,000 | $68,750 | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 42,205 | $52,756 | -52.40% | 0.05% |
| JAMES INVESTMENT RESEARCH INC | 10/29/2024 | 37,000 | $46,250 | 0.00% | 0.04% |
| XTX TOPCO LTD | 11/14/2024 | 36,400 | $45,500 | 100.00% | 0.04% |
| AZZAD ASSET MANAGEMENT INC /ADV | 10/07/2024 | 36,312 | $45,390 | -21.59% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 35,800 | $44,750 | 18.94% | 0.04% |
| PFG INVESTMENTS, LLC | 10/24/2024 | 35,250 | $44,063 | 100.00% | 0.04% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 24,560 | $30,700 | 0.00% | 0.03% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 21,188 | $26,000 | -58.42% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 19,914 | $24,893 | -54.19% | 0.02% |
| OLD MISSION CAPITAL LLC | 11/14/2024 | 17,006 | $21,257 | 8.17% | 0.02% |
| MORGAN STANLEY | 11/14/2024 | 16,414 | $20,518 | -5.74% | 0.02% |
| TREK FINANCIAL, LLC | 11/14/2024 | 14,964 | $18,705 | 0.00% | 0.02% |
| B. RILEY WEALTH ADVISORS, INC. | 12/13/2024 | 12,200 | $15,250 | 0.00% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 11,100 | $13,875 | 100.00% | 0.01% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 11/01/2024 | 10,250 | $12,813 | 0.00% | 0.01% |
| CREATIVE PLANNING | 10/11/2024 | 10,000 | $12,500 | 100.00% | 0.01% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 11/04/2024 | 9,050 | $11,313 | 100.00% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 8,300 | $10,375 | 80.43% | 0.01% |
| CONCORD WEALTH PARTNERS | 10/24/2024 | 2,800 | $3,500 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 2,219 | $2,774 | 15.63% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1,594 | $1,993 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 900 | $1,125 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 250 | $313 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 200 | $250 | -33.33% | 0.00% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 10/01/2024 | 120 | $150,000 | 0.00% | 0.00% |
| SACHETTA, LLC | 11/08/2024 | 10 | $13 | 0.00% | 0.00% |
| MARSHALL WACE, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| MATHER GROUP, LLC. | 10/07/2024 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
CBAK Energy Technology, Inc.institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of CBAK Energy Technology, Inc.. The most heavily invested institutionals were:
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 670,337
Empowered Funds, LLC: 310,337
STATE STREET CORP: 261,170
MILLENNIUM MANAGEMENT LLC: 82,208
NewEdge Advisors, LLC: 80,942
Invesco Ltd.: 73,689
2.17% of CBAK Energy Technology, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.91 M shares in the last 24 months. This purchase volume represents approximately $2.65 M in transactions.