Recent Quarter Total Invested
$4.18 M
Recent Quarter Institutional Ownership Percentage
4.76%
Total Invested of Last Quarter
$1.95 M
Ownership Percentage of Last Quarter
4.96%
NeoVolta Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 418,469 | $1.10 M | 0.91% | 1.26% |
| VANGUARD GROUP INC | 08/13/2024 | 385,574 | $1.02 M | 0.08% | 1.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 290,897 | $768,166 | 0.91% | 0.88% |
| BIP WEALTH, LLC | 08/08/2024 | 200,214 | $528,565 | 0.00% | 0.60% |
| STATE STREET CORP | 08/14/2024 | 143,214 | $378,085 | 0.00% | 0.43% |
| NORTHERN TRUST CORP | 08/14/2024 | 87,119 | $229,994 | -3.22% | 0.26% |
| CI PRIVATE WEALTH, LLC | 08/13/2024 | 25,000 | $66,000 | 0.00% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 12,964 | $34,225 | 0.00% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 08/14/2024 | 11,271 | $29,755 | 100.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 5,872 | $15,502 | -20.49% | 0.02% |
| MORGAN STANLEY | 10/17/2024 | 1,000 | $2,640 | 0.00% | 0.00% |
| RIGGS ASSET MANAGMENT CO. INC. | 07/29/2024 | 600 | $1,584 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 232 | $612 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
NeoVolta Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of NEOV shares?
During the previous two years, 12 institutional investors and hedge funds held shares of NeoVolta Inc.. The most heavily invested institutionals were:
CI Private Wealth, LLC: 0
BlackRock Inc.: 418,469
GEODE CAPITAL MANAGEMENT, LLC: 290,897
STATE STREET CORP: 143,214
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 12,964
TWO SIGMA SECURITIES, LLC: 11,271
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What percentage of NeoVolta Inc. stock is owned by institutional investors?
4.76% of NeoVolta Inc. stock is owned by institutional investors.
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How much institutional buying is happening at NEOV ?
Institutional investors have bought a total of 903,919 shares in the last 24 months. This purchase volume represents approximately $4.69 M in transactions.