Park City Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HANDELSBANKEN FONDER AB | 10/04/2024 | 1.36 M | $25.03 M | 0.37% | 7.43% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/28/2024 | 1.01 M | $18.73 M | 15.13% | 5.56% |
| VANGUARD GROUP INC | 11/13/2024 | 746,774 | $13.79 M | 1.70% | 4.09% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 706,274 | $13.04 M | 100.00% | 3.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 265,110 | $4.90 M | -0.54% | 1.45% |
| INVESCO LTD. | 11/12/2024 | 233,142 | $4.31 M | -5.90% | 1.28% |
| INGALLS & SNYDER LLC | 11/14/2024 | 182,551 | $3.37 M | -0.22% | 1.00% |
| STATE STREET CORP | 11/14/2024 | 175,714 | $3.25 M | 22.83% | 0.96% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 161,963 | $2.99 M | 3.85% | 0.89% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 113,527 | $2.10 M | -6.00% | 0.62% |
| UBS GROUP AG | 11/14/2024 | 105,632 | $1.95 M | 3.11% | 0.58% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 93,345 | $1.72 M | 0.82% | 0.51% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 71,397 | $1.37 M | -10.03% | 0.39% |
| MORGAN STANLEY | 11/14/2024 | 70,216 | $1.30 M | 14.79% | 0.38% |
| EAM INVESTORS, LLC | 11/13/2024 | 68,141 | $1.26 M | -14.24% | 0.37% |
| LUNT CAPITAL MANAGEMENT, INC. | 10/24/2024 | 53,963 | $996,697 | 0.00% | 0.30% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 41,486 | $766,246 | -19.80% | 0.23% |
| THOMPSON DAVIS & CO., INC. | 11/08/2024 | 37,676 | $695,875 | 0.00% | 0.21% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 37,563 | $693,796 | -10.86% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 34,043 | $628,774 | 0.00% | 0.19% |
| ACUITAS INVESTMENTS, LLC | 11/07/2024 | 32,600 | $602,122 | 0.00% | 0.18% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 26,910 | $497,028 | 100.00% | 0.15% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 25,063 | $462,913 | 0.00% | 0.14% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 23,975 | $442,821 | 65.42% | 0.13% |
| WEDBUSH SECURITIES INC | 11/08/2024 | 22,785 | $421,000 | -11.63% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 22,033 | $406,950 | 100.00% | 0.12% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 21,830 | $403,200 | 3.76% | 0.12% |
| CABLE HILL PARTNERS, LLC | 11/06/2024 | 20,000 | $369,730 | 0.00% | 0.11% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 19,010 | $351,115 | -10.41% | 0.10% |
| BARCLAYS PLC | 11/19/2024 | 18,333 | $339,000 | 45.63% | 0.10% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 11/07/2024 | 17,856 | $329,800 | 0.00% | 0.10% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 17,841 | $330,000 | -24.93% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 17,780 | $328,397 | 0.00% | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 17,780 | $317,017 | 0.00% | 0.10% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 13,346 | $246,501 | 100.00% | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 13,030 | $240,664 | -0.18% | 0.07% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 11/14/2024 | 12,966 | $239,482 | 0.00% | 0.07% |
| AVIVA PLC | 11/14/2024 | 11,124 | $205,460 | 100.00% | 0.06% |
| INDEPENDENT ADVISOR ALLIANCE | 11/13/2024 | 10,931 | $201,896 | 100.00% | 0.06% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/07/2024 | 10,592 | $195,634 | -4.73% | 0.06% |
| SG AMERICAS SECURITIES, LLC | 10/03/2024 | 10,404 | $192,000 | 100.00% | 0.06% |
| RHUMBLINE ADVISERS | 11/12/2024 | 10,402 | $192,120 | -11.28% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 10,401 | $192,106 | -75.00% | 0.06% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 10,000 | $184,700 | 0.00% | 0.05% |
| CITADEL ADVISORS LLC | 11/14/2024 | 9,500 | $175,465 | -42.07% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 9,282 | $171,439 | 14.71% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 6,894 | $127,332 | 129.11% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 6,500 | $120,055 | -70.45% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 6,431 | $118,781 | 100.00% | 0.04% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 6,268 | $115,770 | -0.60% | 0.03% |
Park City Group, Inc.institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of Park City Group, Inc.. The most heavily invested institutionals were:
Handelsbanken Fonder AB: 1.36 M
RICE HALL JAMES & ASSOCIATES, LLC: 1.01 M
VANGUARD GROUP INC: 746,774
BlackRock Funding, Inc. /DE: 706,274
GEODE CAPITAL MANAGEMENT, LLC: 265,110
Invesco Ltd.: 233,142
33.77% of Park City Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.68 M shares in the last 24 months. This purchase volume represents approximately $75.26 M in transactions.