NeoVolta (NEOV) Institutional Ownership $5.01 +0.27 (+5.70%) Closing price 08/1/2025 04:00 PM EasternExtended Trading$4.97 -0.04 (-0.80%) As of 08/1/2025 05:52 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for NeoVolta (NASDAQ:NEOV)CurrentInstitutional OwnershipPercentage5.11%Number ofInstitutional Buyers(last 12 months)17TotalInstitutional Inflows(last 12 months)$14.20MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$202.21K Get NEOV Insider Trade Alerts Want to know when executives and insiders are buying or selling NeoVolta stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data NEOV Institutional Buying and Selling by Quarter NeoVolta Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/1/2025 Rossby Financial LCC104,000$343K0.1%-9.6%0.305% 5/19/2025Jane Street Group LLC62,257$135K0.0%-20.5%0.182% 5/16/2025Legacy Wealth Managment LLC ID3,622,293$7.86M5.6%+2.7%10.615% 5/2/2025 BIP Wealth LLC226,225$491K0.0%+3.2%0.677% 4/28/2025 Rossby Financial LCC115,000$250K0.1%+41.1%0.344% 4/25/2025 Sovran Advisors LLC166,671$353K0.0%+36.6%0.499% 4/9/2025 Arlington Financial Advisors LLC58,000$126K0.0%N/A0.174% 2/17/2025Point72 Asia Singapore Pte. Ltd.9,116$47K0.0%N/A0.027% 2/17/2025Balyasny Asset Management L.P.17,309$90K0.0%N/A0.052% 2/17/2025Bank of America Corp DE46,131$240K0.0%+15,380.2%0.138% Get the Latest News and Ratings for NEOV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for NeoVolta and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 BIP Wealth LLC219,106$1.14M0.1%+9.4%0.657% 2/14/2025Jane Street Group LLC78,335$408K0.0%N/A0.235% 2/14/2025Schonfeld Strategic Advisors LLC35,543$185K0.0%N/A0.107% 2/14/2025Northern Trust Corp127,998$667K0.0%+50.0%0.384% 2/13/2025Marshall Wace LLP32,132$167K0.0%N/A0.096% 2/13/2025 Rossby Financial LCC81,500$425K0.3%N/A0.244% 2/13/2025Legacy Investment Solutions LLC3,527,896$18.38M10.8%+1.2%10.575% 1/30/2025 Beacon Capital Management LLC5,000$26K0.0%N/A0.015% 1/29/2025 Sovran Advisors LLC122,000$636K0.1%N/A0.366% 11/19/2024Barclays PLC11,475$35K0.0%N/A0.034% 11/16/2024Geode Capital Management LLC306,324$947K0.0%+5.3%0.918% 11/15/2024Barclays PLC11,475$35K0.0%N/A0.034% 11/15/2024Legacy Investment Solutions LLC3,484,794$10.77M6.8%N/A10.446% 11/15/2024State Street Corp100,814$312K0.0%-29.6%0.302% 10/30/2024 Centennial Wealth Advisory LLC10,100$31K0.0%N/A0.030% 11/9/2023 BIP Wealth LLC200,214$499K0.0%N/A0.602% 4/14/2023AE Wealth Management LLC63,289$162K0.0%+17.3%0.191% 2/14/2023Susquehanna International Group LLP10,230$29K0.0%N/A0.031% 1/10/2023 UMB Bank n.a.35,715$100K0.0%N/A0.109% 11/15/2022Traynor Capital Management Inc.14,500$72K0.0%N/A0.044% 10/25/2022AE Wealth Management LLC53,965$271K0.0%N/A0.165% 10/17/2022 Cambridge Investment Research Advisors Inc.55,362$278K0.0%N/A0.169% 10/13/2022Gofen & Glossberg LLC IL20,000$101K0.0%N/A0.061% 10/6/2022 Pure Financial Advisors LLC10,753$54K0.0%N/A0.033% (Data available from 1/1/2016 forward) NEOV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of NEOV shares? During the previous two years, 18 institutional investors and hedge funds held shares of NeoVolta. The most heavily invested institutionals were Legacy Investment Solutions LLC ($18.38M), Legacy Wealth Managment LLC ID ($7.86M), Geode Capital Management LLC ($947K), Northern Trust Corp ($667K), BIP Wealth LLC ($491K), Sovran Advisors LLC ($353K), and Rossby Financial LCC ($343K).Learn more on NeoVolta's institutional investors. What percentage of NeoVolta's stock is owned by institutional investors? 5.11% of NeoVolta's stock is owned by institutional investors. Learn more on NEOV's institutional investor holdings. Which institutional investors have been buying NeoVolta's stock? Of the 17 institutional investors that purchased NeoVolta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Legacy Investment Solutions LLC ($3.53M), BIP Wealth LLC ($226.23K), Sovran Advisors LLC ($166.67K), Rossby Financial LCC ($115K), Legacy Wealth Managment LLC ID ($94.40K), Jane Street Group LLC ($78.34K), and Arlington Financial Advisors LLC ($58K). How much institutional buying is happening at NeoVolta? Institutional investors have bought a total of 4,302,398 shares in the last 24 months. This purchase volume represents approximately $14.20M in transactions. Which of NeoVolta's major shareholders have been selling company stock? The following institutional investors have sold NeoVolta stock in the last 24 months: State Street Corp ($42.40K), Jane Street Group LLC ($16.08K), and Rossby Financial LCC ($11K). How much institutional selling is happening at NeoVolta? Institutional investors have sold a total of 69,478 shares in the last 24 months. This volume of shares sold represents approximately $202.21K in transactions. 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