Coda Octopus Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 05/13/2025 | 322.96 K | $2.02 M | -18.86% | 2.88% |
| VANGUARD GROUP INC | 05/09/2025 | 297.83 K | $1.86 M | 0.00% | 2.66% |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/01/2025 | 284.20 K | $1.77 M | -4.72% | 2.53% |
| PERRITT CAPITAL MANAGEMENT INC | 05/13/2025 | 74.15 K | $462.70 K | -8.63% | 0.66% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 67.00 K | $418.09 K | 11.30% | 0.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 66.31 K | $413.90 K | 11.59% | 0.59% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 60.00 K | $374.39 K | 0.00% | 0.54% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 58.00 K | $361.92 K | 100.00% | 0.52% |
| RBF CAPITAL, LLC | 05/15/2025 | 55.26 K | $344.81 K | -1.48% | 0.49% |
| BLACKROCK, INC. | 05/02/2025 | 53.72 K | $335.21 K | -1.31% | 0.48% |
| FEDERATED HERMES, INC. | 05/08/2025 | 43.31 K | $270.28 K | 0.00% | 0.39% |
| NORTHERN TRUST CORP | 05/13/2025 | 36.88 K | $230.12 K | -5.03% | 0.33% |
| STATE STREET CORP | 05/15/2025 | 31.90 K | $199.08 K | 0.00% | 0.28% |
| CITADEL ADVISORS LLC | 05/15/2025 | 24.97 K | $155.81 K | -50.85% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 23.98 K | $149.63 K | -2.82% | 0.21% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 05/07/2025 | 14.60 K | $91.12 K | 0.00% | 0.13% |
| WEALTHQUEST CORP | 05/08/2025 | 14.60 K | $91.12 K | 0.00% | 0.13% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 13.11 K | $81.83 K | -44.79% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2025 | 11.91 K | $75.00 K | 0.33% | 0.11% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 5.91 K | $36.00 K | 0.00% | 0.05% |
| UBS GROUP AG | 05/13/2025 | 5.09 K | $31.75 K | -17.76% | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/23/2025 | 1.37 K | $8.57 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 1.03 K | $6.41 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 530 | $3.31 K | 100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 208 | $1.30 K | 0.00% | 0.00% |
| SOUTHSTATE CORP | 05/12/2025 | 186 | $1.16 K | 100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2025 | 76 | $474 | -95.95% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 49 | $306 | 4.26% | 0.00% |
| 05/02/2025 | 30 | $187 | 200.00% | 0.00% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 12 | $75 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/12/2025 | 4 | $25 | -77.78% | 0.00% |
| 04/16/2025 | 2 | $11 | 0.00% | 0.00% | |
| EASTERN BANK | 05/08/2025 | 1 | $6 | 0.00% | 0.00% |
| ST GERMAIN D J CO INC | 04/09/2025 | 0 | $0 | -100.00% | 0.00% |
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Coda Octopus Group, Inc. institutional Ownership - FAQ's
During the previous two years, 38 institutional investors and hedge funds held shares of Coda Octopus Group, Inc.. The most heavily invested institutionals were:
TOCQUEVILLE ASSET MANAGEMENT L.P.: 322,964
VANGUARD GROUP INC: 297,827
RICE HALL JAMES & ASSOCIATES, LLC: 284,201
PERRITT CAPITAL MANAGEMENT INC: 74,150
ADVISOR GROUP HOLDINGS, INC.: 67,001
GEODE CAPITAL MANAGEMENT, LLC: 66,311
13.99% of Coda Octopus Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.07 M shares in the last 24 months. This purchase volume represents approximately $14.74 M in transactions.