Educational Development Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | 11/14/2024 | 805,000 | $1.88 M | 7.33% | 9.73% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 556,853 | $1.30 M | 0.87% | 6.73% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 225,145 | $526,839 | -3.06% | 2.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 73,700 | $172,458 | 0.00% | 0.89% |
| VANGUARD GROUP INC | 11/13/2024 | 64,779 | $151,583 | 0.00% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 60,393 | $141,390 | 2.06% | 0.73% |
| VISTA INVESTMENT PARTNERS LLC | 10/16/2024 | 25,000 | $58,500 | 0.00% | 0.30% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 24,617 | $57,604 | 2.07% | 0.30% |
| RIDGEWOOD INVESTMENTS LLC | 10/04/2024 | 23,320 | $54,569 | -48.86% | 0.28% |
| UBS GROUP AG | 11/14/2024 | 21,705 | $50,790 | 83.93% | 0.26% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 20,864 | $48,822 | 5.26% | 0.25% |
| STATE STREET CORP | 11/14/2024 | 15,476 | $36,214 | 0.00% | 0.19% |
| MORGAN STANLEY | 11/14/2024 | 6,321 | $14,792 | 0.00% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 1,828 | $4,278 | -50.39% | 0.02% |
| HANTZ FINANCIAL SERVICES, INC. | 11/14/2024 | 800 | $2,000 | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 262 | $613 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 52 | $122 | 1.96% | 0.00% |
| MAROTTA ASSET MANAGEMENT | 10/03/2024 | 0 | $0 | -100.00% | 0.00% |
Educational Development Corporationinstitutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of Educational Development Corporation. The most heavily invested institutionals were:
NEEDHAM INVESTMENT MANAGEMENT LLC: 805,000
AMERIPRISE FINANCIAL INC: 556,853
RENAISSANCE TECHNOLOGIES LLC: 225,145
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 73,700
VANGUARD GROUP INC: 64,779
GEODE CAPITAL MANAGEMENT, LLC: 60,393
23.44% of Educational Development Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 1.92 M shares in the last 24 months. This purchase volume represents approximately $3.20 M in transactions.