Sunworks (SUNW) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Sunworks (NASDAQ:SUNW)

Current
Institutional Ownership
Percentage
8.88%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$45.75K
Number of
Institutional Sellers
(last 12 months)
0
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SUNW Institutional Buying and Selling by Quarter

Sunworks Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/28/2023First Republic Investment Management Inc.52,017$59K0.0%+351.2%0.141%
5/10/2023 MAI Capital Management52,102$75K0.0%N/A0.147%
5/1/2023Virtu Financial LLC23,848$34K0.0%N/A0.067%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.60,034$95K0.0%-50.0%0.171%
11/16/2022Alpha Paradigm Partners LLC164,705$460K0.2%N/A0.468%
11/15/2022 Summit Financial LLC13,000$36K0.0%N/A0.037%
11/14/2022Worth Venture Partners LLC15,000$42K0.0%N/A0.043%
11/10/2022 Connor Clark & Lunn Investment Management Ltd.120,144$335K0.0%+407.4%0.365%
11/7/2022Virtu Financial LLC65,789$184K0.0%+513.9%0.200%
11/7/2022Jump Financial LLC30,500$85K0.0%N/A0.093%
11/3/2022Creative Planning50,105$140K0.0%-50.9%0.152%
8/5/2022 Connor Clark & Lunn Investment Management Ltd.23,677$37K0.0%-22.2%0.072%
6/2/2022Verition Fund Management LLC21,392$54K0.0%N/A0.065%
5/12/2022 Connor Clark & Lunn Investment Management Ltd.30,418$77K0.0%N/A0.093%
5/9/2022Qube Research & Technologies Ltd44,379$112K0.0%N/A0.135%
2/11/2022Renaissance Technologies LLC1,100,646$3.38M0.0%+692.0%3.784%
2/8/2022First Trust Advisors LP248,637$763K0.0%+18.9%0.855%
2/3/2022 Advisor Group Holdings Inc.69,272$213K0.0%-12.3%0.238%
12/1/2021Balyasny Asset Management LLC40,951$251K0.0%N/A0.141%
11/15/2021Balyasny Asset Management LLC40,951$251K0.0%N/A0.151%
11/15/2021Invesco Ltd.3,971,828$24.39M0.0%-26.3%14.684%
11/15/2021Dark Forest Capital Management LP6,263$38K0.0%N/A0.023%
11/12/2021Trexquant Investment LP13,785$85K0.0%N/A0.051%
11/12/2021Renaissance Technologies LLC138,973$853K0.0%N/A0.514%
11/12/2021OLD Mission Capital LLC27,966$172K0.0%N/A0.103%
11/12/2021Geode Capital Management LLC236,762$1.45M0.0%+5.6%0.875%
11/5/2021 Advisor Group Holdings Inc.79,009$485K0.0%+45.1%0.292%
8/17/2021Invesco Ltd.5,388,579$56.63M0.0%+19.5%19.922%
8/17/2021Price T Rowe Associates Inc. MD35,000$368K0.0%-12.9%0.129%
8/16/2021State Street Corp79,690$838K0.0%N/A0.295%
8/13/2021PEAK6 Investments LLC10,714$113K0.0%N/A0.040%
8/13/2021Geode Capital Management LLC224,221$2.36M0.0%+20.2%0.829%
8/13/2021 Vanguard Group Inc.1,174,995$12.35M0.0%+237.5%4.344%
8/12/2021 JPMorgan Chase & Co.95,231$1.00M0.0%N/A0.352%
8/11/2021 Bank of New York Mellon Corp20,473$215K0.0%-8.0%0.076%
8/11/2021 BlackRock Inc.496,120$5.21M0.0%+10.1%1.834%
8/4/2021Creative Planning213,119$2.24M0.0%+87.2%0.788%
8/3/2021 Hussman Strategic Advisors Inc.124,000$1.30M0.3%+244.4%0.458%
5/27/2021 Sunbelt Securities Inc.36,500$536K0.1%N/A0.135%
5/18/2021Millennium Management LLC161,232$2.37M0.0%N/A0.596%
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5/17/2021Schonfeld Strategic Advisors LLC12,108$178K0.0%-12.9%0.045%
5/17/2021Royal Bank of Canada1,798$26K0.0%+2,147.5%0.007%
5/17/2021Price T Rowe Associates Inc. MD40,200$590K0.0%N/A0.149%
5/14/2021XTX Topco Ltd10,669$157K0.1%N/A0.039%
5/13/2021Renaissance Technologies LLC494,500$7.26M0.0%+328.5%1.828%
5/13/2021 Bank of New York Mellon Corp22,263$327K0.0%-32.9%0.082%
5/12/2021Northern Trust Corp47,135$692K0.0%+40.8%0.174%
5/12/2021Geode Capital Management LLC186,577$2.74M0.0%+51.8%0.690%
5/7/2021 BlackRock Inc.450,717$6.62M0.0%+6,038.0%1.666%
5/7/2021Alps Advisors Inc.232,545$3.41M0.0%N/A0.860%
5/4/2021Commonwealth Equity Services LLC21,280$312K0.0%N/A0.079%
5/3/2021 Hussman Strategic Advisors Inc.36,000$528K0.1%-82.4%0.133%
2/11/2021Northern Trust Corp33,488$171K0.0%+72.2%0.140%
2/10/2021Renaissance Technologies LLC115,398$591K0.0%N/A0.484%
2/9/2021 Bank of New York Mellon Corp33,183$170K0.0%N/A0.139%
2/1/2021 Hussman Strategic Advisors Inc.205,000$1.05M0.3%N/A1.233%
1/29/2021Creative Planning214,220$1.10M0.0%-1.9%1.288%
11/17/2020Jane Street Group LLC72,158$183K0.0%N/A0.434%
8/17/2020 Sei Investments Co.24,071$30K0.0%N/A0.145%
8/12/2020 Founders Financial Securities LLC25,000$33K0.0%N/A0.150%
7/31/2020UBS Group AG58,944$36K0.0%N/A0.354%
(Data available from 1/1/2016 forward)

SUNW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUNW shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Sunworks. The most heavily invested institutionals were Alpha Paradigm Partners LLC ($460K), Creative Planning ($140K), Connor Clark & Lunn Investment Management Ltd. ($95K), Jump Financial LLC ($85K), MAI Capital Management ($75K), First Republic Investment Management Inc. ($59K), and Verition Fund Management LLC ($54K).Learn more on SUNW's institutional investors.

What percentage of Sunworks stock is owned by institutional investors?

8.88% of Sunworks stock is owned by institutional investors. Learn more on SUNW's institutional investor holdings.

Which institutional investors have been buying Sunworks stock?

Of the 9 institutional investors that purchased Sunworks stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alpha Paradigm Partners LLC ($164.71K), Connor Clark & Lunn Investment Management Ltd. ($96.47K), Virtu Financial LLC ($78.92K), MAI Capital Management ($52.10K), First Republic Investment Management Inc. ($40.49K), Jump Financial LLC ($30.50K), and Verition Fund Management LLC ($21.39K).

How much institutional buying is happening at Sunworks?

Institutional investors have bought a total of 512,575 shares in the last 24 months. This purchase volume represents approximately $1.25M in transactions.

Which Sunworks major shareholders have been selling company stock?

The following institutional investors have sold Sunworks stock in the last 24 months: Connor Clark & Lunn Investment Management Ltd. ($66.85K), and Creative Planning ($52.01K).

How much institutional selling is happening at Sunworks?

Institutional investors have sold a total of 118,865 shares in the last 24 months. This volume of shares sold represents approximately $250.74K in transactions.


This page (NASDAQ:SUNW) was last updated on 5/14/2024 by MarketBeat.com Staff

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