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Solo Brands (DTC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Solo Brands (NYSE:DTC)

Current
Institutional Ownership
Percentage
84.48%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$45.24M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$66.47M
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DTC Institutional Buying and Selling by Quarter

Solo Brands Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 O Shaughnessy Asset Management LLC47,817$104K0.0%-57.0%0.052%
5/11/2024 Hillsdale Investment Management Inc.522,364$1.13M0.1%-39.8%0.573%
5/10/2024 Vanguard Group Inc.1,731,415$3.76M0.0%-2.3%1.899%
5/7/2024 Sei Investments Co.582,210$1.26M0.0%+20.6%0.639%
5/7/2024 Concurrent Investment Advisors LLC93,418$203K0.0%+27.6%0.102%
5/7/2024 Empowered Funds LLC353,987$768K0.0%+8.2%0.388%
5/3/2024 GSA Capital Partners LLP488,155$1.06M0.1%N/A0.535%
5/1/2024 Janney Montgomery Scott LLC115,837$251K0.0%+10.2%0.127%
4/29/2024 Principal Financial Group Inc.19,682$43K0.0%N/A0.022%
4/17/2024 Hennion & Walsh Asset Management Inc.117,410$255K0.0%+45.8%0.129%
2/13/2024Tower Research Capital LLC TRC18,259$112K0.0%+345.8%0.020%
2/12/2024 Millrace Asset Group Inc.104,406$643K0.6%-70.7%0.115%
2/9/2024 Balboa Wealth Partners11,750$72K0.0%N/A0.013%
2/9/2024 1620 Investment Advisors Inc.18,264$113K0.1%N/A0.020%
2/9/2024 Aigen Investment Management LP23,745$146K0.0%N/A0.026%
2/9/2024 Gladstone Institutional Advisory LLC15,733$97K0.0%N/A0.017%
2/9/2024 Hillsdale Investment Management Inc.867,941$5.35M0.4%+18.2%0.955%
2/8/2024 Panagora Asset Management Inc.73,447$452K0.0%-21.0%0.081%
2/8/2024 Janney Montgomery Scott LLC105,115$648K0.0%+47.1%0.116%
2/7/2024 Boston Partners2,136,159$13.16M0.0%N/A2.351%
2/6/2024 JFG Wealth Management LLC25,000$154K0.0%N/A0.028%
2/5/2024 Victory Capital Management Inc.131,460$810K0.0%+23.7%0.145%
2/1/2024 Parkside Financial Bank & Trust4,077$25K0.0%N/A0.004%
1/30/2024 Strs Ohio97,300$599K0.0%-5.3%0.107%
1/18/2024 Ritholtz Wealth Management31,783$196K0.0%-12.9%0.035%
1/17/2024 Tectonic Advisors LLC85,017$524K0.0%-21.6%0.094%
11/30/2023 American Century Companies Inc.4,147,618$21.15M0.0%+14.9%4.565%
11/22/2023Graham Capital Management L.P.52,291$267K0.0%N/A0.058%
11/15/2023Kennedy Capital Management LLC520,283$2.65M0.1%N/A0.575%
11/15/2023 AXQ Capital LP13,119$67K0.0%N/A0.015%
11/14/2023 Hodges Capital Management Inc.738,276$3.77M0.4%-40.7%0.816%
11/14/2023 First Dallas Securities Inc.591,704$3.02M0.7%N/A0.654%
11/14/2023Sherbrooke Park Advisers LLC23,450$120K0.0%N/A0.026%
11/14/2023 Trexquant Investment LP96,963$495K0.0%-38.7%0.107%
11/14/2023 O Shaughnessy Asset Management LLC144,709$738K0.0%+1,118.7%0.160%
11/13/2023 Millrace Asset Group Inc.356,667$1.82M2.2%N/A0.394%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.128,329$654K0.0%+57.7%0.142%
11/13/2023Algert Global LLC35,940$183K0.0%-31.9%0.040%
11/13/2023 Brandywine Global Investment Management LLC189,329$966K0.0%+13.4%0.209%
11/13/2023 WINTON GROUP Ltd13,829$71K0.0%N/A0.015%
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11/9/2023 Blair William & Co. IL274,540$1.40M0.0%-3.0%0.303%
11/8/2023 Janney Montgomery Scott LLC71,477$365K0.0%N/A0.079%
11/6/2023 Victory Capital Management Inc.106,266$542K0.0%-18.6%0.117%
10/31/2023 Panagora Asset Management Inc.92,956$474K0.0%N/A0.103%
10/27/2023 Hennion & Walsh Asset Management Inc.45,420$232K0.0%N/A0.050%
10/26/2023 Strs Ohio102,700$523K0.0%+47.8%0.114%
10/24/2023 Bank of New York Mellon Corp187,710$957K0.0%+3.9%0.208%
10/24/2023 Tectonic Advisors LLC108,415$553K0.1%+110.6%0.120%
10/13/2023 Ritholtz Wealth Management36,485$186K0.0%N/A0.040%
9/21/2023Barclays PLC4,376$25K0.0%-61.0%0.005%
8/14/2023 1620 Investment Advisors Inc.18,437$104K0.1%+41.2%0.020%
8/14/2023 State of Wyoming40,066$227K0.1%N/A0.044%
8/14/2023Divisadero Street Capital Management LP15,000$85K0.0%N/A0.017%
8/14/2023Ghisallo Capital Management LLC250,000$1.42M0.2%N/A0.276%
8/14/2023Prelude Capital Management LLC17,500$99K0.0%N/A0.019%
8/11/2023 MYDA Advisors LLC368,000$2.08M0.6%+67.3%0.382%
8/11/2023 Brandywine Global Investment Management LLC166,890$945K0.0%N/A0.173%
8/11/2023 O Shaughnessy Asset Management LLC11,874$67K0.0%N/A0.012%
8/11/2023 Trexquant Investment LP158,277$896K0.0%+567.0%0.164%
8/11/2023 RK Capital Management LLC1,042,543$5.90M1.3%N/A1.083%
8/7/2023 Hodges Capital Management Inc.1,243,980$10.25M0.6%+60.8%1.292%
7/31/2023 LPL Financial LLC64,488$365K0.0%N/A0.067%
7/31/2023 Strs Ohio69,500$393K0.0%+217.4%0.072%
7/27/2023 Victory Capital Management Inc.130,500$739K0.0%N/A0.136%
7/24/2023 Allspring Global Investments Holdings LLC6,301$36K0.0%N/A0.007%
7/19/2023 Eudaimonia Partners LLC16,065$91K0.0%-14.1%0.017%
7/19/2023 Summit Global Investments115,400$653K0.0%N/A0.120%
7/18/2023 Allspring Global Investments Holdings LLC6,301$36K0.0%N/A0.007%
7/14/2023 Tectonic Advisors LLC51,473$291K0.0%-28.7%0.053%
7/13/2023Bertram Growth Capital III GPLLC L.L.C.1,068,366$6.05M100.0%-90.9%1.110%
5/15/2023 MYDA Advisors LLC220,000$1.58M0.6%+340.0%0.229%
5/12/2023Perritt Capital Management Inc.5,000$36K0.0%N/A0.005%
5/12/2023 Blair William & Co. IL281,275$2.02M0.0%-0.9%0.293%
5/11/2023 American Century Companies Inc.2,168,731$15.57M0.0%-30.1%2.258%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.22,000$158K0.0%N/A0.023%
5/9/2023Tower Research Capital LLC TRC11,656$84K0.0%+344.9%0.012%
5/9/2023 Russell Investments Group Ltd.146,295$1.05M0.0%-51.3%0.152%
4/27/2023 Strs Ohio21,900$157K0.0%-49.3%0.023%
4/26/2023 Tectonic Advisors LLC72,235$519K0.1%+4.0%0.075%
4/14/2023 Raymond James & Associates14,882$107K0.0%N/A0.015%
2/13/2023 American Century Companies Inc.3,104,135$11.55M0.0%+10.7%3.244%
2/10/2023 Blair William & Co. IL283,719$1.06M0.0%-2.7%0.296%
2/9/2023 Great Lakes Advisors LLC11,106$41K0.0%N/A0.012%
2/8/2023 Russell Investments Group Ltd.300,445$1.12M0.0%-7.8%0.314%
2/8/2023Amussen Hunsaker Associates LLC12,650$47K0.0%N/A0.013%
2/3/2023 Hodges Capital Management Inc.954,700$3.55M0.3%+212.0%0.998%
2/1/2023 Bank of Montreal Can42,325$158K0.0%N/A0.044%
11/14/2022Zacks Investment Management10,195$39K0.0%N/A0.011%
11/4/2022 Russell Investments Group Ltd.325,737$1.24M0.0%-20.1%0.343%
10/26/2022 Allspring Global Investments Holdings LLC16,630$63K0.0%+282.3%0.018%
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10/21/2022 Hodges Capital Management Inc.306,025$1.16M0.2%N/A0.323%
9/16/2022 Federated Hermes Inc.80,000$325K0.0%-90.6%0.084%
8/15/2022Amussen Hunsaker Associates LLC12,650$51K0.0%N/A0.013%
8/11/2022 Clearbridge Investments LLC1,015,585$4.12M0.0%+7.4%1.072%
8/10/2022 Cibc World Market Inc.62,642$254K0.0%+13.3%0.066%
8/9/2022 Lazard Asset Management LLC16,036$65K0.0%N/A0.017%
8/9/2022 1620 Investment Advisors Inc.11,530$47K0.1%N/A0.012%
8/5/2022 M&T Bank Corp16,157$66K0.0%N/A0.017%
7/29/2022 Russell Investments Group Ltd.407,847$1.65M0.0%N/A0.431%
7/26/2022Ophir Asset Management Pty Ltd474,566$29.13M6.0%-90.1%0.501%
(Data available from 1/1/2016 forward)

DTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTC shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Solo Brands. The most heavily invested institutionals were Ophir Asset Management Pty Ltd ($29.13M), American Century Companies Inc. ($21.15M), Boston Partners ($13.16M), Bertram Growth Capital III GPLLC L.L.C. ($6.05M), RK Capital Management LLC ($5.90M), Clearbridge Investments LLC ($4.12M), and Hodges Capital Management Inc. ($3.77M).Learn more on DTC's institutional investors.

What percentage of Solo Brands stock is owned by institutional investors?

84.48% of Solo Brands stock is owned by institutional investors. Learn more on DTC's institutional investor holdings.

Which institutional investors have been buying Solo Brands stock?

Of the 56 institutional investors that purchased Solo Brands stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($2.14M), Hodges Capital Management Inc. ($1.43M), RK Capital Management LLC ($1.04M), American Century Companies Inc. ($838.85K), First Dallas Securities Inc. ($591.70K), Kennedy Capital Management LLC ($520.28K), and GSA Capital Partners LLP ($488.16K).

How much institutional buying is happening at Solo Brands?

Institutional investors have bought a total of 10,649,398 shares in the last 24 months. This purchase volume represents approximately $54.34M in transactions.

Which Solo Brands major shareholders have been selling company stock?

Of the 21 institutional investors that sold Solo Brands stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bertram Growth Capital III GPLLC L.L.C. ($10.65M), Ophir Asset Management Pty Ltd ($4.31M), American Century Companies Inc. ($935.40K), Federated Hermes Inc. ($770K), Hodges Capital Management Inc. ($505.70K), Hillsdale Investment Management Inc. ($345.58K), and Russell Investments Group Ltd. ($261.55K).

How much institutional selling is happening at Solo Brands?

Institutional investors have sold a total of 18,364,507 shares in the last 24 months. This volume of shares sold represents approximately $95.53M in transactions.


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This page (NYSE:DTC) was last updated on 5/16/2024 by MarketBeat.com Staff

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