USD Partners (USDP) Institutional Ownership

$0.12
-0.01 (-8.00%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for USD Partners (NYSE:USDP)

Current
Institutional Ownership
Percentage
0.09%
Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$186.72K
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USDP Institutional Buying and Selling by Quarter

USD Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/1/2023B. Riley Wealth Advisors Inc.54,200$33K0.0%-73.7%0.160%
7/27/2023B. Riley Wealth Advisors Inc.205,712$204K0.0%-32.0%0.609%
5/3/2023 Symphony Financial Ltd. Co.13,360$41K0.0%N/A0.040%
3/15/2023B. Riley Wealth Advisors Inc.345,340$1.09M0.0%+5.5%1.023%
2/3/2023U.S. Capital Wealth Advisors LLC10,033$32K0.0%-66.8%0.030%
2/1/2023 Janney Montgomery Scott LLC10,050$32K0.0%N/A0.030%
1/31/2023Wedbush Securities Inc.22,844$72K0.0%N/A0.068%
11/22/2022B. Riley Wealth Advisors Inc.327,411$1.32M0.0%N/A0.981%
11/15/2022Evergreen Capital Management LLC697,662$2.81M0.1%-23.6%2.090%
11/14/2022Blackstone Inc.78,315$315K0.0%+24.9%0.235%
11/7/2022Virtu Financial LLC12,238$49K0.0%N/A0.037%
9/9/2022B. Riley Wealth Management Inc.353,747$1.84M0.0%+248.0%1.060%
8/2/2022Avantax Advisory Services Inc.14,535$76K0.0%-13.6%0.044%
5/16/2022Blackstone Inc.67,098$404K0.0%-12.3%0.239%
5/10/2022B. Riley Wealth Management Inc.101,640$612K0.0%+18.7%0.362%
3/11/2022Evergreen Capital Management LLC858,473$4.54M0.2%+8.1%3.101%
2/10/2022Acadian Asset Management LLC6,137$32K0.0%-81.5%0.022%
2/10/2022B. Riley Wealth Management Inc.85,597$453K0.0%+56.5%0.309%
1/24/2022Avantax Advisory Services Inc.16,830$89K0.0%-11.7%0.061%
11/15/2021Evergreen Capital Management LLC794,198$4.96M0.2%+28.3%2.869%
11/15/2021HighTower Advisors LLC31,300$195K0.0%N/A0.113%
11/12/2021Arrowstreet Capital Limited Partnership49,654$310K0.0%-28.5%0.179%
11/12/2021B. Riley Wealth Management Inc.54,684$341K0.0%N/A0.198%
11/10/2021Citigroup Inc.33,864$211K0.0%+58.2%0.122%
11/1/2021U.S. Capital Wealth Advisors LLC10,033$63K0.0%N/A0.036%
10/26/2021 Crescent Grove Advisors LLC16,060$100K0.0%N/A0.058%
8/25/2021Marshall Wace LLP19,840$150K0.0%+32.9%0.072%
8/18/2021Blackstone Inc75,747$572K0.0%-14.5%0.274%
8/17/2021Wells Fargo & Company MN892,810$6.75M0.0%+8.8%3.225%
8/17/2021 Salem Investment Counselors Inc.61,719$466K0.0%N/A0.223%
8/16/2021Blackstone Inc75,747$572K0.0%-14.5%0.274%
8/16/2021Morgan Stanley412,617$3.12M0.0%+8.8%1.490%
8/16/2021Marshall Wace LLP19,840$150K0.0%+32.9%0.072%
8/13/2021Jump Financial LLC10,300$78K0.0%N/A0.037%
8/13/2021 California Public Employees Retirement System12,209$92K0.0%-85.0%0.044%
8/12/2021JPMorgan Chase & Co.420,903$3.18M0.0%-2.2%1.520%
8/10/2021Citigroup Inc.21,411$162K0.0%+84.2%0.077%
7/31/2021 Symphony Financial Ltd. Co.12,320$94K0.0%-29.2%0.044%
7/28/2021Usca Ria LLC32,033$242K0.0%-14.8%0.116%
5/21/2021Citadel Advisors LLC19,673$115K0.0%-10.9%0.071%
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5/19/2021Blackstone Group Inc.88,638$519K0.0%-4.2%0.320%
5/18/2021Morgan Stanley379,289$2.22M0.0%+6.6%1.370%
5/18/2021Blackstone Group Inc.88,638$519K0.0%-4.2%0.320%
5/18/2021Citadel Advisors LLC19,673$115K0.0%-10.9%0.071%
5/14/2021Arrowstreet Capital Limited Partnership69,463$406K0.0%-38.4%0.251%
5/12/2021JPMorgan Chase & Co.430,464$2.52M0.0%-16.1%1.555%
5/12/2021UBS Group AG18,901$111K0.0%-11.5%0.068%
5/11/2021Acadian Asset Management LLC10,209$60K0.0%N/A0.037%
5/7/2021 Meridian Wealth Management LLC32,797$192K0.0%-26.7%0.118%
4/29/2021Paradigm Strategies in Wealth Management LLC6,760$40K0.0%N/A0.024%
4/15/2021 Symphony Financial Ltd. Co.17,391$103K0.0%+26.4%0.063%
2/24/2021Virtu Financial LLC42,398$145K0.0%N/A0.155%
2/19/2021JPMorgan Chase & Co.513,086$1.75M0.0%+5.2%1.879%
2/11/2021Citigroup Inc.10,966$37K0.0%+174.5%0.040%
1/27/2021Usca Ria LLC37,585$128K0.0%-16.5%0.138%
1/22/2021Avantax Advisory Services Inc.20,281$69K0.0%-37.9%0.074%
1/19/2021 Meridian Wealth Management LLC44,725$152K0.0%-39.7%0.164%
11/13/2020Morgan Stanley372,006$1.18M0.0%-15.9%1.362%
11/12/2020JPMorgan Chase & Co.487,696$1.56M0.0%+2.6%1.786%
10/14/2020Avantax Advisory Services Inc.32,681$100K0.0%+47.9%0.120%
8/18/2020Blackstone Group Inc87,427$279K0.0%N/A0.320%
8/14/2020Bank of America Corp DE118,835$378K0.0%-80.0%0.435%
8/12/2020Goldman Sachs Group Inc.175,000$558K0.0%-23.9%0.641%
8/7/2020Virtu Financial LLC16,542$53K0.0%N/A0.061%
5/15/2020EJF Capital LLC55,000$158K0.0%-15.4%0.201%
5/15/2020Morgan Stanley536,563$1.55M0.0%+434.7%1.965%
5/15/2020Cohen & Steers Inc.106,671$307K0.0%-67.6%0.391%
5/14/2020Wells Fargo & Company MN586,297$1.69M0.0%+45.2%2.147%
5/14/2020Tortoise Capital Advisors L.L.C.1,581,737$4.56M0.1%-16.3%5.793%
5/12/2020JPMorgan Chase & Co.398,709$1.15M0.0%+3.4%1.460%
5/6/2020Russell Investments Group Ltd.13,691$39K0.0%-59.7%0.050%
5/1/2020UBS Group AG36,167$104K0.0%-14.5%0.132%
4/30/2020Avantax Advisory Services Inc.21,995$64K0.0%+26.9%0.081%
(Data available from 1/1/2016 forward)

USDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USDP shares?

During the previous two years, 10 institutional investors and hedge funds held shares of USD Partners. The most heavily invested institutionals were Evergreen Capital Management LLC ($2.81M), B. Riley Wealth Management Inc. ($1.84M), Blackstone Inc. ($315K), Avantax Advisory Services Inc. ($76K), Wedbush Securities Inc. ($72K), Virtu Financial LLC ($49K), and Symphony Financial Ltd. Co. ($41K).Learn more on USDP's institutional investors.

What percentage of USD Partners stock is owned by institutional investors?

0.09% of USD Partners stock is owned by institutional investors. Learn more on USDP's institutional investor holdings.

Which institutional investors have been buying USD Partners stock?

The following institutional investors have purchased USD Partners stock in the last 24 months: B. Riley Wealth Advisors Inc. ($345.34K), B. Riley Wealth Management Inc. ($268.15K), Wedbush Securities Inc. ($22.84K), Blackstone Inc. ($15.59K), Symphony Financial Ltd. Co. ($13.36K), Virtu Financial LLC ($12.24K), and Janney Montgomery Scott LLC ($10.05K).

How much institutional buying is happening at USD Partners?

Institutional investors have bought a total of 687,572 shares in the last 24 months. This purchase volume represents approximately $3.04M in transactions.

Which USD Partners major shareholders have been selling company stock?

The following institutional investors have sold USD Partners stock in the last 24 months: B. Riley Wealth Advisors Inc. ($248.30K), Evergreen Capital Management LLC ($215.30K), U.S. Capital Wealth Advisors LLC ($20.19K), Blackstone Inc. ($9.37K), and Avantax Advisory Services Inc. ($2.30K).

How much institutional selling is happening at USD Partners?

Institutional investors have sold a total of 495,457 shares in the last 24 months. This volume of shares sold represents approximately $1.18M in transactions.


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

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