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NeoVolta (NEOV) Institutional Ownership

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$3.38 +0.17 (+5.14%)
Closing price 07/3/2025 03:07 PM Eastern
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As of 07/3/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for NeoVolta (NASDAQ:NEOV)

Current
Institutional Ownership
Percentage
5.11%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$14.20M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$165.91K
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NEOV Institutional Buying and Selling by Quarter

NeoVolta Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2025BIP Wealth LLC226,225$491K0.0%+3.2%0.677%
4/28/2025Rossby Financial LCC115,000$250K0.1%+41.1%0.344%
4/25/2025Sovran Advisors LLC166,671$353K0.0%+36.6%0.499%
4/9/2025Arlington 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%
2/17/2025BIP 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%
2/13/2025Rossby Financial LCC81,500$425K0.3%N/A0.244%
2/13/2025Legacy Investment Solutions LLC3,527,896$18.38M10.8%+1.2%10.575%
1/30/2025Beacon Capital Management LLC5,000$26K0.0%N/A0.015%
1/29/2025Sovran 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%
10/30/2024Centennial Wealth Advisory LLC10,100$31K0.0%N/A0.030%
11/9/2023BIP 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%
1/10/2023UMB 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%
10/17/2022Cambridge Investment Research Advisors Inc.55,362$278K0.0%N/A0.169%
10/13/2022Gofen & Glossberg LLC IL20,000$101K0.0%N/A0.061%
10/6/2022Pure 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 State Street Corp ($312K).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), and Jane Street Group LLC ($16.08K).

How much institutional selling is happening at NeoVolta?

Institutional investors have sold a total of 58,478 shares in the last 24 months. This volume of shares sold represents approximately $165.91K in transactions.


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This page (NASDAQ:NEOV) was last updated on 7/7/2025 by MarketBeat.com Staff
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