Recent Quarter Total Invested
$20.22 M
Recent Quarter Institutional Ownership Percentage
37.35%
Total Invested of Last Quarter
$23.73 M
Ownership Percentage of Last Quarter
41.35%
Great Elm Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARRETT & COMPANY, INC. | 07/25/2024 | 13 | $23 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 1 | $2 | -98.51% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 0 | $0 | -100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 43 | $77 | 2.38% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2024 | 77 | $139 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 1,107 | $1,993 | 177.44% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1,611 | $2,900 | -8.21% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 4,849 | $8,728 | 12.32% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 10,895 | $19,611 | 6,463.25% | 0.04% |
| RED DOOR WEALTH MANAGEMENT, LLC | 07/17/2024 | 10,905 | $19,629 | 100.00% | 0.04% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 11,419 | $20,554 | -73.42% | 0.04% |
| CITADEL ADVISORS LLC | 08/14/2024 | 12,999 | $23,398 | 100.00% | 0.04% |
| TRUST CO OF TOLEDO NA /OH/ | 07/08/2024 | 15,000 | $27,000 | 0.00% | 0.05% |
| OPPENHEIMER & CO INC | 08/08/2024 | 20,164 | $36,295 | 0.00% | 0.07% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 08/08/2024 | 39,642 | $71,356 | -22.07% | 0.13% |
| MORGAN STANLEY | 08/14/2024 | 46,123 | $83,021 | 0.00% | 0.15% |
| NORTHERN TRUST CORP | 08/14/2024 | 46,306 | $83,351 | 0.49% | 0.15% |
| STATE STREET CORP | 08/14/2024 | 67,117 | $120,811 | 0.00% | 0.22% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 112,369 | $202,264 | 0.16% | 0.37% |
| ROYAL BANK OF CANADA | 08/14/2024 | 146,733 | $264,000 | 0.13% | 0.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 250,233 | $450,547 | 5.37% | 0.83% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 08/13/2024 | 255,728 | $460,310 | -69.51% | 0.85% |
| COVE STREET CAPITAL, LLC | 07/18/2024 | 302,189 | $544,000 | -70.17% | 1.01% |
| BLACKROCK INC. | 08/13/2024 | 339,630 | $611,334 | 0.99% | 1.13% |
| CLAYTON PARTNERS LLC | 08/13/2024 | 476,929 | $858,472 | 32.39% | 1.59% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 637,276 | $1.15 M | -1.54% | 2.12% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 682,245 | $1.23 M | 0.00% | 2.27% |
| VANGUARD GROUP INC | 08/13/2024 | 1.03 M | $1.85 M | 0.00% | 3.42% |
| ALDEN GLOBAL CAPITAL LLC | 08/14/2024 | 1.20 M | $2.16 M | 0.00% | 3.99% |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 08/14/2024 | 1.27 M | $2.28 M | 0.00% | 4.22% |
| NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 4.24 M | $7.64 M | 1.19% | 14.11% |
Great Elm Group, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of GEG shares?
During the previous two years, 33 institutional investors and hedge funds held shares of Great Elm Group, Inc.. The most heavily invested institutionals were:
Northern Right Capital Management, L.P.: 4.24 M
KINGDON CAPITAL MANAGEMENT, L.L.C.: 1.27 M
Alden Global Capital LLC: 1.2 M
VANGUARD GROUP INC: 1.03 M
ROYCE & ASSOCIATES LP: 682,245
RENAISSANCE TECHNOLOGIES LLC: 637,276
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What percentage of Great Elm Group, Inc. stock is owned by institutional investors?
37.35% of Great Elm Group, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at GEG ?
Institutional investors have bought a total of 11.23 M shares in the last 24 months. This purchase volume represents approximately $21.34 M in transactions.