IperionX Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 11/14/2024 | 703,679 | $15.67 M | 34.28% | 3.12% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 11/14/2024 | 663,087 | $14.77 M | -18.27% | 2.94% |
| SHAY CAPITAL LLC | 11/14/2024 | 45,683 | $1.02 M | 23.46% | 0.20% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 11/14/2024 | 36,402 | $810,673 | 0.00% | 0.16% |
| MORGAN STANLEY | 11/14/2024 | 32,600 | $726,002 | -24.19% | 0.14% |
| JANE STREET GROUP, LLC | 11/15/2024 | 26,528 | $590,779 | 134.22% | 0.12% |
| BALLENTINE PARTNERS, LLC | 10/23/2024 | 23,776 | $529,492 | 100.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 20,900 | $465,443 | 4.50% | 0.09% |
| TOROSO INVESTMENTS, LLC | 11/25/2024 | 16,576 | $368,484 | 100.00% | 0.07% |
| SYMMETRY PEAK MANAGEMENT LLC | 11/14/2024 | 10,218 | $227,555 | 100.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 7,191 | $160,144 | 16.15% | 0.03% |
| RHUMBLINE ADVISERS | 11/12/2024 | 4,058 | $90,206 | -1.74% | 0.02% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1,225 | $27,232 | -18.77% | 0.01% |
| BEACON CAPITAL MANAGEMENT, LLC | 11/07/2024 | 1,000 | $22,270 | 0.00% | 0.00% |
| HOBBS GROUP ADVISORS, LLC | 11/18/2024 | 907 | $20,199 | 0.00% | 0.00% |
| PROFFITT & GOODSON INC | 11/04/2024 | 700 | $15,589 | 0.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 525 | $11,692 | 100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 431 | $9,598 | 100.00% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 11/07/2024 | 80 | $1,782 | 0.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/05/2024 | 0 | $0 | -100.00% | 0.00% |
IperionX Limitedinstitutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of IperionX Limited. The most heavily invested institutionals were:
STIFEL FINANCIAL CORP: 703,679
Philadelphia Financial Management of San Francisco, LLC: 663,087
Shay Capital LLC: 45,683
Polar Asset Management Partners Inc.: 36,402
MORGAN STANLEY: 32,600
JANE STREET GROUP, LLC: 26,528
7.07% of IperionX Limited stock is owned by institutional investors.
Institutional investors have bought a total of 1.60 M shares in the last 24 months. This purchase volume represents approximately $53.45 M in transactions.