Recent Quarter Total Invested
$5.78 M
Recent Quarter Institutional Ownership Percentage
10.25%
Total Invested of Last Quarter
$7.55 M
Ownership Percentage of Last Quarter
13.61%
SurgePays, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 531,354 | $1.70 M | 5.14% | 3.00% |
| CABLE CAR CAPITAL LLC | 08/14/2024 | 400,000 | $1.28 M | 0.00% | 2.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 152,500 | $486,475 | -46.60% | 0.86% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 132,979 | $424,275 | 12.57% | 0.75% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 125,003 | $398,760 | 0.00% | 0.71% |
| IMC-CHICAGO, LLC | 07/15/2024 | 81,231 | $259,127 | 41.42% | 0.46% |
| TRUVESTMENTS CAPITAL LLC | 08/14/2024 | 68,990 | $220,078 | 18.70% | 0.39% |
| BLACKROCK INC. | 08/13/2024 | 62,482 | $199,317 | 23.88% | 0.35% |
| BAILARD, INC. | 07/25/2024 | 48,769 | $155,573 | 0.00% | 0.28% |
| MARINER, LLC | 08/13/2024 | 43,400 | $138,446 | 57.82% | 0.25% |
| NORTHERN TRUST CORP | 08/14/2024 | 37,802 | $120,589 | -3.72% | 0.21% |
| NATIONAL BANK OF CANADA /FI/ | 08/02/2024 | 36,000 | $111,240 | 50.00% | 0.20% |
| STATE STREET CORP | 08/14/2024 | 35,800 | $114,202 | 0.00% | 0.20% |
| CITADEL ADVISORS LLC | 08/14/2024 | 32,900 | $104,951 | -64.47% | 0.19% |
| ROYAL BANK OF CANADA | 11/06/2024 | 26,160 | $84,000 | 3,881.74% | 0.15% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 24,331 | $77,541 | 48.97% | 0.14% |
| CITADEL ADVISORS LLC | 08/14/2024 | 21,500 | $68,585 | 2.87% | 0.12% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/13/2024 | 19,864 | $63,366 | 100.00% | 0.11% |
| CAPTION MANAGEMENT, LLC | 08/14/2024 | 17,500 | $55,825 | 0.00% | 0.10% |
| SIMPLEX TRADING, LLC | 07/25/2024 | 17,479 | $55,000 | -77.33% | 0.10% |
| PRIVIUM FUND MANAGEMENT B.V. | 08/01/2024 | 17,000 | $53,040 | -39.72% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 16,700 | $53,273 | -83.75% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 16,625 | $53,032 | 5.56% | 0.09% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 14,200 | $45,298 | 100.00% | 0.08% |
| UBS GROUP AG | 08/14/2024 | 14,113 | $45,020 | 141.70% | 0.08% |
| JAMES INVESTMENT RESEARCH INC | 07/30/2024 | 13,000 | $41,470 | 0.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 13,000 | $41,470 | -11.07% | 0.07% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 12,200 | $38,918 | 0.00% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 10,920 | $34,835 | -34.72% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 2,652 | $8,460 | 100.00% | 0.02% |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 08/09/2024 | 2,500 | $7,975 | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 2,435 | $7,768 | 4,027.12% | 0.01% |
| SKAANA MANAGEMENT L.P. | 07/31/2024 | 1,500 | $4,785 | 100.00% | 0.01% |
| MORGAN STANLEY | 10/17/2024 | 1,000 | $3,190 | -88.51% | 0.01% |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 08/14/2024 | 1,000 | $3,190 | 100.00% | 0.01% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 582 | $1,000 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 200 | $638 | -30.31% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 105 | $335 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE TRADING, LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| MYDA ADVISORS LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
SurgePays, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SURG shares?
During the previous two years, 24 institutional investors and hedge funds held shares of SurgePays, Inc.. The most heavily invested institutionals were:
ADVISOR GROUP HOLDINGS, INC.: 0
IMC-Chicago, LLC: 0
LAZARD ASSET MANAGEMENT LLC: 0
NATIONAL BANK OF CANADA /FI/: 0
Privium Fund Management B.V.: 0
Redwood Wealth Management Group, LLC: 0
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What percentage of SurgePays, Inc. stock is owned by institutional investors?
10.25% of SurgePays, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SURG ?
Institutional investors have bought a total of 933,224 shares in the last 24 months. This purchase volume represents approximately $1.45 M in transactions.