Recent Quarter Total Invested
$24.84 M
Recent Quarter Institutional Ownership Percentage
6.12%
Total Invested of Last Quarter
$23.70 M
Ownership Percentage of Last Quarter
6.21%
Value Line, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 3 | $129 | 100.00% | 0.00% |
| AMERICAN INTERNATIONAL GROUP, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| AMALGAMATED BANK | 08/12/2024 | 33 | $1,000 | 0.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2024 | 58 | $2,498 | -39.58% | 0.00% |
| FMR LLC | 08/13/2024 | 52 | $2,245 | 1.96% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2024 | 89 | $4,000 | -33.58% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 86 | $3,704 | 0.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2024 | 91 | $3,919 | 0.00% | 0.00% |
| US BANCORP \DE\ | 08/07/2024 | 125 | $5,384 | 0.00% | 0.00% |
| CITIGROUP INC | 08/12/2024 | 173 | $7,451 | 18.49% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 198 | $8,528 | 6,500.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 07/19/2024 | 237 | $10,208 | 0.00% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 250 | $10,768 | -70.13% | 0.00% |
| BARCLAYS PLC | 08/14/2024 | 261 | $11,000 | -54.84% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 311 | $13,395 | -55.70% | 0.00% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 428 | $18,434 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 640 | $27,564 | -63.32% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 708 | $30,494 | -34.20% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 926 | $39,883 | 40.73% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 1,374 | $59,000 | 0.00% | 0.01% |
| RHUMBLINE ADVISERS | 08/01/2024 | 1,398 | $60,203 | -10.96% | 0.01% |
| MORGAN STANLEY | 08/14/2024 | 2,305 | $99,276 | -6.00% | 0.02% |
| OPPENHEIMER & CO INC | 08/08/2024 | 5,600 | $241,192 | -2.61% | 0.06% |
| SG AMERICAS SECURITIES, LLC | 07/12/2024 | 6,209 | $267,000 | -27.36% | 0.07% |
| VALMARK ADVISERS, INC. | 08/01/2024 | 6,500 | $279,955 | 0.00% | 0.07% |
| STRS OHIO | 08/05/2024 | 7,200 | $310,104 | 0.00% | 0.08% |
| NORTHERN TRUST CORP | 08/14/2024 | 8,637 | $371,995 | -1.27% | 0.09% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 10,200 | $439,314 | 0.00% | 0.11% |
| CAPITAL INVESTMENT COUNSEL, INC | 07/22/2024 | 11,274 | $485,571 | 57.15% | 0.12% |
| STATE STREET CORP | 08/14/2024 | 13,642 | $587,561 | 0.15% | 0.14% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 08/06/2024 | 16,100 | $693,427 | 0.00% | 0.17% |
| VANGUARD GROUP INC | 08/13/2024 | 16,131 | $694,762 | -3.13% | 0.17% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 18,570 | $799,810 | 0.00% | 0.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 23,262 | $1.00 M | 1.11% | 0.25% |
| TETON ADVISORS, INC. | 08/13/2024 | 31,800 | $1.37 M | 0.00% | 0.34% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 32,416 | $1.40 M | 0.02% | 0.34% |
| GABELLI FUNDS LLC | 08/13/2024 | 46,308 | $1.99 M | 0.00% | 0.49% |
| BLACKROCK INC. | 08/13/2024 | 78,644 | $3.39 M | -2.17% | 0.83% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 102,319 | $4.41 M | -6.56% | 1.09% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 132,197 | $5.69 M | 1.57% | 1.40% |
Value Line, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of VALU shares?
During the previous two years, 47 institutional investors and hedge funds held shares of Value Line, Inc.. The most heavily invested institutionals were:
Neuberger Berman Group LLC: 132,197
DIMENSIONAL FUND ADVISORS LP: 102,319
BlackRock Inc.: 78,644
GABELLI FUNDS LLC: 46,308
WELLS FARGO & COMPANY/MN: 32,416
Teton Advisors, Inc.: 31,800
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What percentage of Value Line, Inc. stock is owned by institutional investors?
6.12% of Value Line, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at VALU ?
Institutional investors have bought a total of 664,764 shares in the last 24 months. This purchase volume represents approximately $29.95 M in transactions.