NeoVolta Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/16/2025 | 3.62 M | $7.86 M | 2.68% | 10.77% | |
BLACKROCK, INC. | 05/02/2025 | 456.54 K | $990.69 K | 1.10% | 1.36% |
VANGUARD GROUP INC | 05/09/2025 | 411.47 K | $892.88 K | 0.00% | 1.22% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 320.67 K | $696.05 K | 3.90% | 0.95% |
BIP WEALTH, LLC | 05/02/2025 | 226.23 K | $490.91 K | 3.25% | 0.67% |
04/25/2025 | 166.67 K | $353.34 K | 36.62% | 0.50% | |
UBS GROUP AG | 05/13/2025 | 153.69 K | $333.50 K | 4,978.92% | 0.46% |
NORTHERN TRUST CORP | 05/13/2025 | 123.56 K | $268.12 K | -3.47% | 0.37% |
04/28/2025 | 115.00 K | $308.78 K | 41.10% | 0.34% | |
STATE STREET CORP | 05/15/2025 | 110.26 K | $239.27 K | 0.00% | 0.33% |
JANE STREET GROUP, LLC | 05/19/2025 | 62.26 K | $135.10 K | -20.52% | 0.19% |
ARLINGTON FINANCIAL ADVISORS, LLC | 04/09/2025 | 58.00 K | $125.86 K | 100.00% | 0.17% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 52.20 K | $113.27 K | 100.00% | 0.16% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 14.80 K | $32.12 K | -0.09% | 0.04% |
HRT FINANCIAL LP | 05/15/2025 | 13.21 K | $28.00 K | 100.00% | 0.04% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 12.96 K | $28.13 K | 0.00% | 0.04% |
CENTENNIAL WEALTH ADVISORY LLC | 04/21/2025 | 10.10 K | $21.92 K | 0.00% | 0.03% |
MORGAN STANLEY | 05/15/2025 | 8.83 K | $19.17 K | 30.21% | 0.03% |
TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 6.15 K | $13.35 K | 101.34% | 0.02% |
ALLWORTH FINANCIAL LP | 04/30/2025 | 950 | $2.17 K | 0.00% | 0.00% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 243 | $527 | -99.47% | 0.00% |
HARBOUR INVESTMENTS, INC. | 05/08/2025 | 100 | $217 | 0.00% | 0.00% |
BARCLAYS PLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
FMR LLC | 05/12/2025 | 0 | $0 | -100.00% | 0.00% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 0 | $0 | -100.00% | 0.00% |
BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
MARSHALL WACE, LLP | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
05/09/2025 | 0 | $0 | -100.00% | 0.00% | |
BEACON CAPITAL MANAGEMENT, LLC | 04/21/2025 | 0 | $0 | -100.00% | 0.00% |
POINT72 (DIFC) LTD | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
NeoVolta Inc. institutional Ownership - FAQ's
During the previous two years, 30 institutional investors and hedge funds held shares of NeoVolta Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 456,537
VANGUARD GROUP INC: 411,467
GEODE CAPITAL MANAGEMENT, LLC: 320,671
BIP Wealth, LLC: 226,225
UBS Group AG: 153,688
NORTHERN TRUST CORP: 123,558
17.68% of NeoVolta 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 $8.16 M in transactions.