Rocky Mountain Chocolate Factory, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2024 | 579,381 | $1.16 M | -0.17% | 8.66% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 316,979 | $633,958 | -1.54% | 4.74% |
| VANGUARD GROUP INC | 11/13/2024 | 226,119 | $452,238 | 0.00% | 3.38% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 104,107 | $208,214 | -12.38% | 1.56% |
| UBS GROUP AG | 11/14/2024 | 45,142 | $90,284 | 280.59% | 0.68% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 42,519 | $85,065 | 16.79% | 0.64% |
| LEVERTY FINANCIAL GROUP, LLC | 10/16/2024 | 40,371 | $80,742 | 32.27% | 0.60% |
| RIDGEWOOD INVESTMENTS LLC | 10/04/2024 | 26,045 | $52,090 | 0.00% | 0.39% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 22,066 | $44,132 | -42.08% | 0.33% |
| SALVUS WEALTH MANAGEMENT, LLC | 10/07/2024 | 15,395 | $30,790 | 0.00% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 11,123 | $22,246 | -29.76% | 0.17% |
| REDMOND ASSET MANAGEMENT, LLC | 11/13/2024 | 11,035 | $22,070 | 0.00% | 0.17% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 2,264 | $4,528 | -54.45% | 0.03% |
| MORGAN STANLEY | 11/14/2024 | 1,249 | $2,499 | 0.08% | 0.02% |
| COMERICA BANK | 11/14/2024 | 1,000 | $2,000 | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 324 | $648 | 0.00% | 0.00% |
| FINTRUST CAPITAL ADVISORS, LLC | 10/11/2024 | 200 | $400 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 45 | $90 | 12.50% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 5 | $10 | -44.44% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| 11/25/2024 | 0 | $0 | -100.00% | 0.00% |
Rocky Mountain Chocolate Factory, Inc.institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory, Inc.. The most heavily invested institutionals were:
FMR LLC: 579,381
RENAISSANCE TECHNOLOGIES LLC: 316,979
VANGUARD GROUP INC: 226,119
DIMENSIONAL FUND ADVISORS LP: 104,107
UBS Group AG: 45,142
GEODE CAPITAL MANAGEMENT, LLC: 42,519
21.62% of Rocky Mountain Chocolate Factory, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.63 M shares in the last 24 months. This purchase volume represents approximately $4.21 M in transactions.