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. | 11/08/2024 | 442,964 | $3.21 M | -10.29% | 3.96% |
| TOUCHSTONE CAPITAL, INC. | 10/16/2024 | 436,942 | $3.17 M | -14.98% | 3.91% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/28/2024 | 307,388 | $2.23 M | 25.73% | 2.75% |
| VANGUARD GROUP INC | 11/13/2024 | 299,795 | $2.17 M | 0.00% | 2.68% |
| PERRITT CAPITAL MANAGEMENT INC | 11/12/2024 | 81,900 | $593,775 | 0.00% | 0.73% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 62,675 | $454,394 | 0.42% | 0.56% |
| RBF CAPITAL, LLC | 11/14/2024 | 60,000 | $435,000 | 0.00% | 0.54% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 57,819 | $419,188 | 0.01% | 0.52% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 57,370 | $416,044 | -0.11% | 0.51% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 54,610 | $395,923 | 100.00% | 0.49% |
| CITADEL ADVISORS LLC | 11/14/2024 | 26,720 | $193,720 | 20.19% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 25,204 | $182,729 | 71.41% | 0.23% |
| WEALTHQUEST CORP | 11/21/2024 | 14,603 | $107,770 | 100.00% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 13,100 | $95,000 | 18.02% | 0.12% |
| STATE STREET CORP | 11/14/2024 | 13,003 | $94,272 | 0.00% | 0.12% |
| ROYAL BANK OF CANADA | 11/14/2024 | 11,800 | $86,000 | 0.00% | 0.11% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 10,014 | $72,602 | 100.00% | 0.09% |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | 11/04/2024 | 10,000 | $72,500 | 0.00% | 0.09% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10/28/2024 | 1,852 | $13,427 | -57.71% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 641 | $4,647 | -63.85% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 139 | $1,008 | 178.00% | 0.00% |
| MORGAN STANLEY | 11/14/2024 | 76 | $551 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 18 | $131 | 0.00% | 0.00% |
| ST GERMAIN D J CO INC | 10/18/2024 | 1 | $7 | 0.00% | 0.00% |
| EASTERN BANK | 10/21/2024 | 1 | $7 | 100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 1 | $7 | -99.98% | 0.00% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 0 | $0 | -100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
Coda Octopus Group, Inc.institutional Ownership - FAQ's
During the previous two years, 33 institutional investors and hedge funds held shares of Coda Octopus Group, Inc.. The most heavily invested institutionals were:
TOCQUEVILLE ASSET MANAGEMENT L.P.: 442,964
Touchstone Capital, Inc.: 436,942
RICE HALL JAMES & ASSOCIATES, LLC: 307,388
VANGUARD GROUP INC: 299,795
PERRITT CAPITAL MANAGEMENT INC: 81,900
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 62,675
18.47% of Coda Octopus Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.04 M shares in the last 24 months. This purchase volume represents approximately $16.00 M in transactions.