Patriot Transportation Holding, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HYMAN CHARLES D | 11/01/2023 | 369,847 | $3.03 M | 0.00% | 10.49% |
| MINERVA ADVISORS LLC | 01/31/2024 | 215,576 | $1.76 M | 0.00% | 6.11% |
| OPPENHEIMER & CLOSE, LLC | 11/13/2023 | 148,990 | $1.22 M | 0.00% | 4.22% |
| ESTABROOK CAPITAL MANAGEMENT | 11/13/2023 | 123,611 | $1.01 M | -5.79% | 3.50% |
| DIMENSIONAL FUND ADVISORS LP | 11/09/2023 | 84,058 | $713,653 | -9.89% | 2.38% |
| BLACKROCK INC. | 11/13/2023 | 45,420 | $371,308 | 2.42% | 1.29% |
| RENAISSANCE TECHNOLOGIES LLC | 11/14/2023 | 30,420 | $249,000 | 0.70% | 0.86% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2023 | 28,671 | $243,417 | -17.78% | 0.81% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 02/09/2024 | 26,554 | $225,443 | -17.56% | 0.75% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2023 | 16,112 | $136,000 | 0.00% | 0.46% |
| VANGUARD GROUP INC | 12/18/2023 | 16,094 | $131,568 | 100.00% | 0.46% |
| CAPCO ASSET MANAGEMENT, LLC | 11/03/2023 | 15,583 | $127,391 | 0.00% | 0.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/13/2023 | 15,581 | $132,343 | 33.97% | 0.44% |
| EPACRIA CAPITAL PARTNERS, LLC | 11/13/2023 | 15,328 | $125,306 | -12.27% | 0.43% |
| RAYMOND JAMES & ASSOCIATES | 10/24/2023 | 14,326 | $117,115 | 0.00% | 0.41% |
| UBS GROUP AG | 11/09/2023 | 6,833 | $55,860 | 35,863.16% | 0.19% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2023 | 930 | $7,603 | -14.52% | 0.03% |
| MORGAN STANLEY | 11/15/2023 | 590 | $4,823 | 0.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2023 | 143 | $1,169 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2023 | 140 | $1,144 | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2023 | 100 | $1,000 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2023 | 15 | $123 | -16.67% | 0.00% |
| JPMORGAN CHASE & CO | 11/14/2023 | 3 | $25 | 100.00% | 0.00% |
Patriot Transportation Holding, Inc.institutional Ownership - FAQ's
During the previous two years, 7 institutional investors and hedge funds held shares of Patriot Transportation Holding, Inc.. The most heavily invested institutionals were:
BDO Wealth Advisors, LLC: 25
MARKSTON INTERNATIONAL LLC: 33
QUANTUM CAPITAL MANAGEMENT: 0
BlackRock Institutional Trust Company, N.A.: 52,019
BlackRock Fund Advisors: 8,972
BLACKROCK ADVISORS LLC: 627
33.31% of Patriot Transportation Holding, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 62,100 shares in the last 24 months. This purchase volume represents approximately $1.01 M in transactions.