Wallbox N.V. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 11/12/2024 | 3.69 M | $4.50 M | 3.36% | 1.95% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 2.31 M | $2.81 M | 20.71% | 1.22% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 665,772 | $812,241 | -0.72% | 0.35% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2024 | 211,660 | $258,225 | 12.16% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 100,000 | $122,000 | 0.00% | 0.05% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 95,819 | $116,899 | 414.99% | 0.05% |
| UBS GROUP AG | 11/14/2024 | 68,330 | $83,363 | -2.67% | 0.04% |
| MORGAN STANLEY | 11/14/2024 | 57,132 | $69,701 | 5.41% | 0.03% |
| J. STERN & CO. LLP | 11/13/2024 | 50,000 | $61,000 | 0.00% | 0.03% |
| JANE STREET GROUP, LLC | 11/15/2024 | 49,982 | $60,978 | -42.10% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2024 | 43,300 | $52,826 | 297.25% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 40,804 | $49,781 | -36.74% | 0.02% |
| LPL FINANCIAL LLC | 11/08/2024 | 27,752 | $33,857 | 2.20% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 21,780 | $26,568 | -7.14% | 0.01% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 11/01/2024 | 20,000 | $24,400 | 100.00% | 0.01% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 18,936 | $23,102 | -3.98% | 0.01% |
| HRT FINANCIAL LP | 11/12/2024 | 17,911 | $21,000 | 100.00% | 0.01% |
| TWO SIGMA SECURITIES, LLC | 11/14/2024 | 17,261 | $21,058 | 100.00% | 0.01% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 15,068 | $18,383 | 100.00% | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 10,000 | $12,200 | 100.00% | 0.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2024 | 9,316 | $10,330 | -1.78% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 8,100 | $9,882 | 3,950.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 3,939 | $4,000 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 3,771 | $4,601 | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/13/2024 | 2,329 | $2,841 | 0.00% | 0.00% |
| HOEY INVESTMENTS, INC | 10/28/2024 | 2,000 | $2,620 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1,500 | $1,830 | -50.00% | 0.00% |
| GAMMA INVESTING LLC | 10/07/2024 | 1,440 | $1,757 | 100.00% | 0.00% |
| CREWE ADVISORS LLC | 11/12/2024 | 500 | $610 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 441 | $538 | -97.80% | 0.00% |
| WEALTHCOLLAB, LLC | 11/14/2024 | 104 | $127 | 100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 100 | $122 | 0.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| COLONY GROUP, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TOROSO INVESTMENTS, LLC | 11/25/2024 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
Wallbox N.V.institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Wallbox N.V.. The most heavily invested institutionals were:
GAMMA Investing LLC: 0
Invesco Ltd.: 3.69 M
STIFEL FINANCIAL CORP: 2.31 M
FIRST TRUST ADVISORS LP: 665,772
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND: 211,660
Kestra Advisory Services, LLC: 100,000
3.97% of Wallbox N.V. stock is owned by institutional investors.
Institutional investors have bought a total of 8.28 M shares in the last 24 months. This purchase volume represents approximately $4.72 M in transactions.