Ideal Power Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AIGH CAPITAL MANAGEMENT LLC | 11/13/2024 | 700,000 | $5.74 M | 0.00% | 7.98% |
| AWM INVESTMENT COMPANY, INC. | 11/14/2024 | 601,531 | $4.93 M | 270.51% | 6.86% |
| VANGUARD GROUP INC | 11/13/2024 | 323,222 | $2.65 M | 0.01% | 3.69% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 236,310 | $1.94 M | 12.67% | 2.70% |
| BLEICHROEDER LP | 11/13/2024 | 133,000 | $1.09 M | 0.00% | 1.52% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 119,044 | $976,161 | 100.00% | 1.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 77,877 | $638,706 | 13.19% | 0.89% |
| CABLE CAR CAPITAL LLC | 11/14/2024 | 50,000 | $410,000 | -9.09% | 0.57% |
| UBS GROUP AG | 11/14/2024 | 48,482 | $397,552 | 0.55% | 0.55% |
| BAILARD, INC. | 10/30/2024 | 22,915 | $187,903 | -10.54% | 0.26% |
| STATE STREET CORP | 11/14/2024 | 19,147 | $157,005 | 0.00% | 0.22% |
| STRATOS WEALTH PARTNERS, LTD. | 10/17/2024 | 14,809 | $121,434 | 30.57% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 14,442 | $118,424 | 100.00% | 0.16% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 494 | $4,051 | -72.78% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 304 | $2,492 | 0.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 210 | $1,722 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 200 | $1,640 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 93 | $762 | -1.06% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2024 | 88 | $702 | 0.00% | 0.00% |
| MORGAN STANLEY | 11/14/2024 | 50 | $410 | 0.00% | 0.00% |
| FMR LLC | 11/13/2024 | 36 | $293 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Ideal Power Inc.institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Ideal Power Inc.. The most heavily invested institutionals were:
AIGH Capital Management LLC: 700,000
AWM Investment Company, Inc.: 601,531
VANGUARD GROUP INC: 323,222
Baird Financial Group, Inc.: 236,310
Bleichroeder LP: 133,000
BlackRock Funding, Inc. /DE: 119,044
27.06% of Ideal Power Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.48 M shares in the last 24 months. This purchase volume represents approximately $17.82 M in transactions.