Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
03/11/2024 | VANGUARD GROUP INC | 744,055 | $149,555 | 0.00% | 1.29% |
02/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 136,279 | $27,405 | 0.00% | 0.24% |
02/12/2024 | ALPINE GLOBAL MANAGEMENT, LLC | 100,000 | $20,100 | 100.00% | 0.17% |
02/14/2024 | STATE STREET CORP | 45,700 | $9,186 | 0.00% | 0.08% |
02/13/2024 | NORTHERN TRUST CORP | 31,772 | $6,386 | 0.00% | 0.06% |
02/14/2024 | CITADEL ADVISORS LLC | 23,294 | $4,682 | 12.75% | 0.04% |
02/13/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 11,318 | $2,275 | 45.78% | 0.02% |
02/14/2024 | MILLENNIUM MANAGEMENT LLC | 10,830 | $2,177 | 100.00% | 0.02% |
02/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 10,700 | $2,000 | 100.00% | 0.02% |
02/01/2024 | LARSON FINANCIAL GROUP LLC | 3,875 | $779 | -23.72% | 0.01% |
02/01/2024 | LINDBROOK CAPITAL, LLC | 2,250 | $452 | 0.00% | 0.00% |
02/09/2024 | WELLS FARGO & COMPANY/MN | 122 | $25 | 6.09% | 0.00% |
02/12/2024 | JPMORGAN CHASE & CO | 17 | $3 | 0.00% | 0.00% |
02/14/2024 | BANK OF AMERICA CORP /DE/ | 14 | $3 | 100.00% | 0.00% |
02/13/2024 | MORGAN STANLEY | 0 | $0 | -100.00% | 0.00% |
02/09/2024 | HRT FINANCIAL LP | 0 | $0 | -100.00% | 0.00% |
02/26/2024 | VIRTU FINANCIAL LLC | 0 | $0 | -100.00% | 0.00% |
02/02/2024 | IAG WEALTH PARTNERS, LLC | 0 | $0 | -100.00% | 0.00% |
02/13/2024 | PLATFORM TECHNOLOGY PARTNERS | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 21 institutional investors and hedge funds held shares of Kaival Brands Innovations Group, Inc.. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 0
GEODE CAPITAL MANAGEMENT, LLC: 0
RENAISSANCE TECHNOLOGIES LLC: 0
BANK OF AMERICA CORP /DE/: 0
Larson Financial Group LLC: 0
Alpine Global Management, LLC: 0
A. 1.95% of Kaival Brands Innovations Group, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 248,380 shares in the last 24 months. This purchase volume represents approximately $308,041 in transactions.