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NeoVolta (NEOV) Institutional Ownership

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$3.84 +0.24 (+6.67%)
Closing price 08/22/2025 04:00 PM Eastern
Extended Trading
$3.80 -0.04 (-1.07%)
As of 08/22/2025 06:05 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.
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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)
$17.32M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$245.89K
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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
8/14/2025 Jane Street Group LLC49,019$162K0.0%-21.3%0.144%
8/6/2025 Legacy Wealth Managment LLC ID4,567,051$15.07M7.8%+26.1%13.385%
8/1/2025 Rossby Financial LCC104,000$343K0.1%-9.6%0.305%
5/19/2025 Jane Street Group LLC62,257$135K0.0%-20.5%0.182%
5/16/2025 Legacy 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%
2/17/2025 Point72 Asia Singapore Pte. Ltd.9,116$47K0.0%N/A0.027%
2/17/2025 Balyasny Asset Management L.P.17,309$90K0.0%N/A0.052%
2/17/2025 Bank of America Corp DE46,131$240K0.0%+15,380.2%0.138%
2/17/2025 BIP Wealth LLC219,106$1.14M0.1%+9.4%0.657%
2/14/2025 Jane Street Group LLC78,335$408K0.0%N/A0.235%
2/14/2025 Schonfeld Strategic Advisors LLC35,543$185K0.0%N/A0.107%
2/14/2025 Northern Trust Corp127,998$667K0.0%+50.0%0.384%
2/13/2025 Marshall Wace LLP32,132$167K0.0%N/A0.096%
2/13/2025 Rossby Financial LCC81,500$425K0.3%N/A0.244%
2/13/2025 Legacy 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%
11/19/2024 Barclays PLC11,475$35K0.0%N/A0.034%
11/16/2024 Geode Capital Management LLC306,324$947K0.0%+5.3%0.918%
11/15/2024 Barclays PLC11,475$35K0.0%N/A0.034%
11/15/2024 Legacy Investment Solutions LLC3,484,794$10.77M6.8%N/A10.446%
11/15/2024 State 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%
4/14/2023 AE Wealth Management LLC63,289$162K0.0%+17.3%0.191%
2/14/2023 Susquehanna International Group LLP10,230$29K0.0%N/A0.031%
1/10/2023 UMB Bank n.a.35,715$100K0.0%N/A0.109%
11/15/2022 Traynor Capital Management Inc.14,500$72K0.0%N/A0.044%
10/25/2022 AE 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 ($15.07M), 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), Legacy Wealth Managment LLC ID ($1.04M), BIP Wealth LLC ($226.23K), Sovran Advisors LLC ($166.67K), Rossby Financial LCC ($115K), 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 5,247,156 shares in the last 24 months. This purchase volume represents approximately $17.32M 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 ($29.32K), and Rossby Financial LCC ($11K).

How much institutional selling is happening at NeoVolta?

Institutional investors have sold a total of 82,716 shares in the last 24 months. This volume of shares sold represents approximately $245.89K in transactions.


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This page (NASDAQ:NEOV) was last updated on 8/23/2025 by MarketBeat.com Staff
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