Recent Quarter Total Invested
$197.14 M
Recent Quarter Institutional Ownership Percentage
93.01%
Total Invested of Last Quarter
$202.46 M
Ownership Percentage of Last Quarter
91.85%
SWK Holdings Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CARLSON CAPITAL L P | 08/14/2024 | 9.09 M | $154.50 M | 0.00% | 72.90% |
| M3F, INC. | 08/13/2024 | 802,232 | $13.63 M | 12.46% | 6.43% |
| CANNELL CAPITAL LLC | 08/14/2024 | 634,058 | $10.77 M | -7.01% | 5.08% |
| VANGUARD GROUP INC | 08/13/2024 | 283,342 | $4.81 M | -28.68% | 2.27% |
| BLACKROCK INC. | 08/13/2024 | 139,264 | $2.37 M | 18.55% | 1.12% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 110,285 | $1.87 M | 1.61% | 0.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 82,771 | $1.41 M | -2.63% | 0.66% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 51,880 | $881,441 | 3.48% | 0.42% |
| STATE STREET CORP | 08/14/2024 | 49,907 | $847,920 | -1.54% | 0.40% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 08/08/2024 | 41,647 | $707,583 | -5.10% | 0.33% |
| NORTHERN TRUST CORP | 08/14/2024 | 34,106 | $579,462 | -0.50% | 0.27% |
| MORGAN STANLEY | 08/14/2024 | 33,868 | $575,418 | -14.42% | 0.27% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 08/15/2024 | 31,165 | $529,000 | 7.72% | 0.25% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 30,109 | $511,067 | 85.66% | 0.24% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/15/2024 | 21,781 | $370,059 | -2.49% | 0.17% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 20,000 | $339,800 | 0.00% | 0.16% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/02/2024 | 19,866 | $337,523 | 13.15% | 0.16% |
| GRACE & WHITE INC /NY | 07/22/2024 | 16,850 | $286,282 | 0.00% | 0.14% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 16,800 | $285,432 | 1.82% | 0.13% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 13,305 | $226,052 | -0.92% | 0.11% |
| GREAT LAKES ADVISORS, LLC | 08/06/2024 | 13,106 | $222,671 | 100.00% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2024 | 12,510 | $212,000 | 1.85% | 0.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 10,187 | $173,077 | 0.00% | 0.08% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 10,126 | $172,040 | 100.00% | 0.08% |
| RHUMBLINE ADVISERS | 08/01/2024 | 5,508 | $93,570 | 3.44% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 3,658 | $62,149 | 18.88% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 2,131 | $36,000 | -25.96% | 0.02% |
| STATE OF WYOMING | 08/14/2024 | 2,089 | $35,492 | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1,883 | $31,992 | -71.63% | 0.02% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 1,771 | $30,089 | 100.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 1,732 | $29,427 | 140.89% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1,712 | $29,087 | 9.32% | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 1,627 | $27,643 | 100.00% | 0.01% |
| CITIGROUP INC | 08/12/2024 | 1,617 | $27,473 | 39.40% | 0.01% |
| BARCLAYS PLC | 08/14/2024 | 1,565 | $26,000 | -45.75% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 1,230 | $20,898 | 213.78% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 1,030 | $17,500 | -73.10% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 400 | $6,796 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/06/2024 | 335 | $5,692 | 100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 315 | $5,352 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 275 | $4,672 | 135.04% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2024 | 267 | $4,536 | 0.00% | 0.00% |
| CORNERSTONE PLANNING GROUP LLC | 08/13/2024 | 257 | $4,274 | 100.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2024 | 239 | $4,061 | -35.41% | 0.00% |
| COLONIAL TRUST CO / SC | 08/14/2024 | 209 | $3,444 | 0.00% | 0.00% |
| AMALGAMATED BANK | 08/12/2024 | 122 | $2,000 | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 08/02/2024 | 100 | $2,275 | 0.00% | 0.00% |
| CWM, LLC | 07/10/2024 | 55 | $1,000 | 100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 52 | $883 | 100.00% | 0.00% |
| AMERICAN INTERNATIONAL GROUP, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
SWK Holdings Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SWKH shares?
During the previous two years, 52 institutional investors and hedge funds held shares of SWK Holdings Corporation. The most heavily invested institutionals were:
CARLSON CAPITAL L P: 9.09 M
M3F, Inc.: 802,232
CANNELL CAPITAL LLC: 634,058
VANGUARD GROUP INC: 283,342
BlackRock Inc.: 139,264
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 110,285
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What percentage of SWK Holdings Corporation stock is owned by institutional investors?
93.01% of SWK Holdings Corporation stock is owned by institutional investors.
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How much institutional buying is happening at SWKH ?
Institutional investors have bought a total of 11.66 M shares in the last 24 months. This purchase volume represents approximately $197.52 M in transactions.