Rocky Mountain Chocolate Factory, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GLOBAL VALUE INVESTMENT CORP. | 05/14/2025 | 1.79 M | $2.18 M | 0.30% | 23.36% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 311.02 K | $379.45 K | -1.02% | 4.07% |
| VANGUARD GROUP INC | 05/09/2025 | 226.12 K | $275.87 K | 0.00% | 2.96% |
| UBS GROUP AG | 05/13/2025 | 154.35 K | $188.31 K | -9.69% | 2.02% |
| 05/13/2025 | 121.58 K | $148.33 K | 208.51% | 1.59% | |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 101.64 K | $124.00 K | 0.00% | 1.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 51.45 K | $62.79 K | 8.80% | 0.67% |
| LEVERTY FINANCIAL GROUP, LLC | 04/10/2025 | 40.37 K | $49.25 K | 0.00% | 0.53% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 24.57 K | $29.97 K | 16.61% | 0.32% |
| ALLWORTH FINANCIAL LP | 04/30/2025 | 23.50 K | $31.84 K | 100.00% | 0.31% |
| CACHETECH INC. | 05/13/2025 | 17.74 K | $21.64 K | 0.00% | 0.23% |
| SALVUS WEALTH MANAGEMENT, LLC | 04/10/2025 | 15.40 K | $18.78 K | 0.00% | 0.20% |
| 05/05/2025 | 13.95 K | $17.02 K | -85.04% | 0.18% | |
| REDMOND ASSET MANAGEMENT, LLC | 05/13/2025 | 11.04 K | $13.46 K | 0.00% | 0.14% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 5.93 K | $7.24 K | 171.45% | 0.08% |
| RIDGEWOOD INVESTMENTS LLC | 05/07/2025 | 2.98 K | $3.63 K | -60.03% | 0.04% |
| MORGAN STANLEY | 05/15/2025 | 1.22 K | $1.49 K | 0.00% | 0.02% |
| CITIGROUP INC | 05/12/2025 | 1.02 K | $1.24 K | 100.00% | 0.01% |
| COMERICA BANK | 05/14/2025 | 1.00 K | $1.22 K | 0.00% | 0.01% |
| FMR LLC | 05/12/2025 | 669 | $816 | -99.88% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 531 | $648 | 1,080.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 323 | $395 | 0.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 04/07/2025 | 21 | $25 | 100.00% | 0.00% |
| 05/02/2025 | 14 | $17 | 16.67% | 0.00% | |
| JPMORGAN CHASE & CO | 05/12/2025 | 4 | $5 | -20.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
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Rocky Mountain Chocolate Factory, Inc. institutional Ownership - FAQ's
During the previous two years, 33 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory, Inc.. The most heavily invested institutionals were:
Ridgewood Investments LLC: 0
GLOBAL VALUE INVESTMENT CORP.: 1.79 M
RENAISSANCE TECHNOLOGIES LLC: 311,023
VANGUARD GROUP INC: 226,119
UBS Group AG: 154,348
DIMENSIONAL FUND ADVISORS LP: 101,637
38.10% of Rocky Mountain Chocolate Factory, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.93 M shares in the last 24 months. This purchase volume represents approximately $5.25 M in transactions.