Recent Quarter Total Invested
$3.70 M
Recent Quarter Institutional Ownership Percentage
23.05%
Total Invested of Last Quarter
$3.55 M
Ownership Percentage of Last Quarter
23.03%
urban-gro, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 08/14/2024 | 1.44 M | $1.92 M | 34.32% | 11.96% |
| VANGUARD GROUP INC | 08/13/2024 | 338,718 | $450,495 | 0.00% | 2.81% |
| BARD ASSOCIATES INC | 08/12/2024 | 297,254 | $395,348 | -1.34% | 2.46% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 208,905 | $277,843 | 100.00% | 1.73% |
| MARATHON CAPITAL MANAGEMENT | 08/14/2024 | 105,000 | $139,650 | -5.48% | 0.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 85,942 | $114,328 | 9.77% | 0.71% |
| BLACKROCK INC. | 08/13/2024 | 75,508 | $100,426 | 0.00% | 0.63% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 50,000 | $66,500 | 26.90% | 0.41% |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 07/29/2024 | 27,000 | $35,910 | 35.00% | 0.22% |
| STATE STREET CORP | 08/14/2024 | 26,395 | $35,105 | 22.23% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 25,673 | $34,145 | 100.00% | 0.21% |
| CITADEL ADVISORS LLC | 08/14/2024 | 23,682 | $31,497 | -4.67% | 0.20% |
| SYMPHONY FINANCIAL SERVICES, INC. | 08/09/2024 | 19,000 | $26,600 | 100.00% | 0.16% |
| NORTHERN TRUST CORP | 08/14/2024 | 13,676 | $18,189 | -0.47% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 7,569 | $10,067 | 0.92% | 0.06% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 7,565 | $10,061 | 0.00% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 7,552 | $10,044 | 80.67% | 0.06% |
| PFS PARTNERS, LLC | 07/25/2024 | 7,000 | $9,310 | 0.00% | 0.06% |
| UBS GROUP AG | 08/14/2024 | 5,009 | $6,662 | 100.00% | 0.04% |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 08/09/2024 | 3,000 | $3,990 | 100.00% | 0.02% |
| MORGAN STANLEY | 08/14/2024 | 2,000 | $2,660 | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 1,185 | $1,575 | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 07/24/2024 | 1,000 | $1,490 | 0.00% | 0.01% |
| US BANCORP \DE\ | 08/07/2024 | 700 | $931 | 0.00% | 0.01% |
| EVERGREEN PRIVATE WEALTH LLC | 08/13/2024 | 300 | $399 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 100 | $133 | -97.67% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 21 | $28 | 5.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 0 | $0 | -100.00% | 0.00% |
| AVION WEALTH | 07/26/2024 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/12/2024 | 0 | $0 | -100.00% | 0.00% |
urban-gro, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UGRO shares?
During the previous two years, 34 institutional investors and hedge funds held shares of urban-gro, Inc.. The most heavily invested institutionals were:
AWM Investment Company, Inc.: 1.44 M
VANGUARD GROUP INC: 338,718
BARD ASSOCIATES INC: 297,254
Private Advisor Group, LLC: 208,905
MARATHON CAPITAL MANAGEMENT: 105,000
GEODE CAPITAL MANAGEMENT, LLC: 85,942
-
What percentage of urban-gro, Inc. stock is owned by institutional investors?
23.05% of urban-gro, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at UGRO ?
Institutional investors have bought a total of 3.12 M shares in the last 24 months. This purchase volume represents approximately $4.62 M in transactions.