Workhorse Group Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
CITADEL ADVISORS LLC | 02/14/2025 | 421,635 | $294,301 | 413.97% | 1.65% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 332,561 | $232,150 | 17.40% | 1.30% |
BLACKROCK, INC. | 02/07/2025 | 202,811 | $141,563 | -0.03% | 0.79% |
CITADEL ADVISORS LLC | 02/14/2025 | 118,005 | $82,367 | 20.61% | 0.46% |
HUDSON BAY CAPITAL MANAGEMENT LP | 02/14/2025 | 105,605 | $73,712 | 0.00% | 0.41% |
SWEDBANK AB | 01/22/2025 | 95,796 | $66,865 | 46.25% | 0.37% |
BELVEDERE TRADING LLC | 01/31/2025 | 47,000 | $29,466 | 100.00% | 0.18% |
STATE STREET CORP | 02/14/2025 | 46,135 | $32,202 | -0.72% | 0.18% |
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 02/10/2025 | 41,115 | $28,698 | 104.59% | 0.16% |
NORTHERN TRUST CORP | 02/14/2025 | 27,801 | $19,405 | 1.67% | 0.11% |
MORGAN STANLEY | 02/14/2025 | 27,575 | $19,246 | -72.67% | 0.11% |
GROUP ONE TRADING, L.P. | 02/14/2025 | 26,643 | $18,597 | 261.85% | 0.10% |
WEALTHFRONT ADVISERS LLC | 02/07/2025 | 17,128 | $693,513 | 100.00% | 0.07% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 16,052 | $11,204 | 26.38% | 0.06% |
SQUAREPOINT OPS LLC | 02/14/2025 | 11,989 | $8,368 | 100.00% | 0.05% |
HAP TRADING, LLC | 02/13/2025 | 11,700 | $100 | 100.00% | 0.05% |
PERENNIAL INVESTMENT ADVISORS, LLC | 02/13/2025 | 10,800 | $7,538 | 100.00% | 0.04% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 10,311 | $7,000 | -1.04% | 0.04% |
FINANCIAL SECURITY ADVISOR, INC. | 02/05/2025 | 10,000 | $6,980 | 100.00% | 0.04% |
MCF ADVISORS LLC | 01/17/2025 | 2,442 | $1,705 | 0.00% | 0.01% |
02/06/2025 | 2,117 | $1,478 | 100.00% | 0.01% | |
PRINCIPAL SECURITIES, INC. | 01/30/2025 | 2,081 | $1,453 | 2,469.14% | 0.01% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 1,349 | $943 | -11.42% | 0.01% |
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC | 02/05/2025 | 850 | $593 | 100.00% | 0.00% |
CAPITAL ADVISORS, LTD. LLC | 02/04/2025 | 795 | $1,000 | 0.00% | 0.00% |
RONALD BLUE TRUST, INC. | 01/30/2025 | 623 | $435 | -9.32% | 0.00% |
CITIGROUP INC | 02/12/2025 | 599 | $418 | 0.00% | 0.00% |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/14/2025 | 387 | $270 | -11.44% | 0.00% |
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/28/2025 | 175 | $122 | 0.00% | 0.00% |
CAPE INVESTMENT ADVISORY, INC. | 02/05/2025 | 146 | $102 | 0.00% | 0.00% |
ALLWORTH FINANCIAL LP | 01/30/2025 | 108 | $68 | 3.85% | 0.00% |
ACTIVEST WEALTH MANAGEMENT | 01/28/2025 | 100 | $70 | 0.00% | 0.00% |
ANCORA ADVISORS, LLC | 02/14/2025 | 88 | $61 | 0.00% | 0.00% |
JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 72 | $50 | 100.00% | 0.00% |
SIGNATUREFD, LLC | 02/10/2025 | 70 | $49 | 0.00% | 0.00% |
ADDISON ADVISORS LLC | 02/04/2025 | 63 | $44 | 0.00% | 0.00% |
TD CAPITAL MANAGEMENT LLC | 02/05/2025 | 60 | $42 | 0.00% | 0.00% |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 58 | $41 | 0.00% | 0.00% |
SALEM INVESTMENT COUNSELORS INC | 01/13/2025 | 50 | $35 | 0.00% | 0.00% |
HM PAYSON & CO | 02/07/2025 | 50 | $35 | -50.00% | 0.00% |
HORIZON FINANCIAL SERVICES, LLC | 02/12/2025 | 50 | $35 | 0.00% | 0.00% |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/13/2025 | 50 | $35 | 0.00% | 0.00% |
SACHETTA, LLC | 01/21/2025 | 50 | $35 | -98.33% | 0.00% |
TD WATERHOUSE CANADA INC. | 02/13/2025 | 50 | $34 | 0.00% | 0.00% |
NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 43 | $30 | 0.00% | 0.00% |
QUADRANT CAPITAL GROUP LLC | 02/13/2025 | 41 | $29 | 0.00% | 0.00% |
CORECAP ADVISORS, LLC | 02/14/2025 | 40 | $28 | 110.53% | 0.00% |
PARKSIDE FINANCIAL BANK & TRUST | 02/05/2025 | 34 | $24 | 0.00% | 0.00% |
JNBA FINANCIAL ADVISORS | 01/30/2025 | 28 | $20 | 0.00% | 0.00% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 28 | $19 | -48.15% | 0.00% |
Workhorse Group Inc. institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of Workhorse Group Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 202,811
Hudson Bay Capital Management LP: 105,605
Swedbank AB: 95,796
Vanguard Personalized Indexing Management, LLC: 41,115
NORTHERN TRUST CORP: 27,801
MORGAN STANLEY: 27,575
10.44% of Workhorse Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.70 M shares in the last 24 months. This purchase volume represents approximately $5.44 M in transactions.