RGC Resources, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 445,024 | $10.04 M | 1.69% | 4.37% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 432,468 | $9.76 M | 100.00% | 4.24% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 393,400 | $8.88 M | 2.93% | 3.86% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 386,493 | $8.72 M | 1.08% | 3.79% |
| GABELLI FUNDS LLC | 11/13/2024 | 228,206 | $5.15 M | 1.78% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 196,205 | $4.43 M | 4.09% | 1.93% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 191,506 | $4.32 M | 24.67% | 1.88% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 167,284 | $3.78 M | -0.76% | 1.64% |
| CUTTER & CO BROKERAGE, INC. | 10/25/2024 | 137,948 | $3.11 M | 18.45% | 1.35% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 116,716 | $2.63 M | -3.32% | 1.15% |
| STATE STREET CORP | 11/14/2024 | 104,929 | $2.37 M | 0.57% | 1.03% |
| TETON ADVISORS, INC. | 11/13/2024 | 94,330 | $2.13 M | 4.80% | 0.93% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/30/2024 | 92,000 | $2.08 M | 0.00% | 0.90% |
| UBS GROUP AG | 11/14/2024 | 85,034 | $1.92 M | 0.63% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 78,504 | $1.77 M | -7.01% | 0.77% |
| TRUST CO OF VIRGINIA /VA | 10/24/2024 | 50,153 | $1.13 M | 0.00% | 0.49% |
| MORGAN STANLEY | 11/14/2024 | 47,474 | $1.07 M | 33.21% | 0.47% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 45,733 | $1.03 M | 5.30% | 0.45% |
| FCA CORP /TX | 11/13/2024 | 43,508 | $981,976 | -0.48% | 0.43% |
| BURKE & HERBERT BANK & TRUST CO | 10/23/2024 | 40,025 | $903,364 | 0.00% | 0.39% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10/30/2024 | 33,277 | $751,062 | -0.30% | 0.33% |
| BOSTON PARTNERS | 11/12/2024 | 27,375 | $617,850 | 2.21% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 26,192 | $591,153 | 0.00% | 0.26% |
| CERITY PARTNERS LLC | 11/12/2024 | 26,131 | $589,777 | 4.65% | 0.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 25,800 | $582,306 | 0.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 23,628 | $533,284 | 0.00% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 16,881 | $381,004 | 100.00% | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 16,081 | $362,948 | 0.82% | 0.16% |
| HENNESSY ADVISORS INC | 10/16/2024 | 15,654 | $353,311 | 0.00% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 15,248 | $344,148 | -40.81% | 0.15% |
| BELPOINTE ASSET MANAGEMENT LLC | 11/13/2024 | 14,699 | $331,757 | 0.66% | 0.14% |
| JPMORGAN CHASE & CO | 11/08/2024 | 14,695 | $331,666 | 267.56% | 0.14% |
| FRUTH INVESTMENT MANAGEMENT | 10/11/2024 | 13,100 | $295,000 | 10.07% | 0.13% |
| BARCLAYS PLC | 11/19/2024 | 10,941 | $247,000 | 257.32% | 0.11% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 10,774 | $244,000 | 0.88% | 0.11% |
| CREATIVE PLANNING | 10/11/2024 | 10,525 | $237,549 | 0.00% | 0.10% |
| RHUMBLINE ADVISERS | 11/12/2024 | 10,500 | $236,976 | 12.44% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 9,898 | $223,000 | 100.00% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 9,637 | $217,518 | 100.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 9,063 | $205,000 | -27.29% | 0.09% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 8,664 | $195,544 | 1.92% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2024 | 8,662 | $195,501 | 100.00% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 5,426 | $122,465 | 0.00% | 0.05% |
| ROYAL BANK OF CANADA | 11/14/2024 | 5,400 | $121,000 | 6.32% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 4,670 | $105,000 | 0.00% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 4,655 | $105,063 | 0.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 4,575 | $103,258 | -14.88% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 4,500 | $101,565 | -7.81% | 0.04% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 4,414 | $99,624 | -0.61% | 0.04% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 1,700 | $38,369 | 0.00% | 0.02% |
RGC Resources, Inc.institutional Ownership - FAQ's
During the previous two years, 92 institutional investors and hedge funds held shares of RGC Resources, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 445,024
BlackRock Funding, Inc. /DE: 432,468
GAMCO INVESTORS, INC. ET AL: 393,400
AMERIPRISE FINANCIAL INC: 386,493
GABELLI FUNDS LLC: 228,206
GEODE CAPITAL MANAGEMENT, LLC: 196,205
37.85% of RGC Resources, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.47 M shares in the last 24 months. This purchase volume represents approximately $90.65 M in transactions.