urban-gro, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 11/14/2024 | 1.44 M | $1.99 M | 0.00% | 11.96% |
| VANGUARD GROUP INC | 11/13/2024 | 338,718 | $467,431 | 0.00% | 2.81% |
| BARD ASSOCIATES INC | 11/06/2024 | 291,054 | $401,655 | -2.09% | 2.41% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10/21/2024 | 253,207 | $349,425 | 100.00% | 2.10% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 215,746 | $297,729 | 3.27% | 1.79% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 11/14/2024 | 120,000 | $165,600 | 100.00% | 0.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 90,124 | $124,396 | 4.87% | 0.75% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 75,508 | $104,201 | 100.00% | 0.63% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 51,900 | $71,622 | 3.80% | 0.43% |
| CITADEL ADVISORS LLC | 11/14/2024 | 28,450 | $39,261 | 20.13% | 0.24% |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 10/25/2024 | 27,000 | $37,260 | 0.00% | 0.22% |
| STATE STREET CORP | 11/14/2024 | 26,395 | $36,425 | 0.00% | 0.22% |
| SYMPHONY FINANCIAL SERVICES, INC. | 11/12/2024 | 19,000 | $26,220 | 0.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 13,303 | $18,358 | -48.18% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 7,572 | $10,449 | 0.04% | 0.06% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 7,565 | $10,440 | 0.00% | 0.06% |
| PFS PARTNERS, LLC | 11/01/2024 | 7,000 | $9,660 | 0.00% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 3,822 | $5,274 | -49.39% | 0.03% |
| MORGAN STANLEY | 11/14/2024 | 2,000 | $2,760 | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 1,185 | $1,634 | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 1,000 | $1,380 | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2024 | 700 | $1,000 | 100.00% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 300 | $414 | 200.00% | 0.00% |
| EVERGREEN PRIVATE WEALTH LLC | 11/01/2024 | 300 | $414 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 21 | $29 | 0.00% | 0.00% |
| US BANCORP \DE\ | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| MARATHON CAPITAL MANAGEMENT | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
urban-gro, Inc.institutional Ownership - FAQ's
During the previous two years, 29 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: 291,054
Private Advisor Group, LLC: 215,746
Garden State Investment Advisory Services LLC: 120,000
GEODE CAPITAL MANAGEMENT, LLC: 90,124
25.17% of urban-gro, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.94 M shares in the last 24 months. This purchase volume represents approximately $2.71 M in transactions.