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NeoVolta (NEOV) Institutional Ownership

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(As of 04/24/2024 ET)
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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)
1
Total
Institutional Inflows
(last 12 months)
$498.53K
Number of
Institutional Sellers
(last 12 months)
0
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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
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%
11/15/2022 Traynor 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%
10/6/2022 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, the following institutional investors and hedge funds held shares of NeoVolta shares: BIP Wealth LLC ($499K), Cambridge Investment Research Advisors Inc. ($278K), AE Wealth Management LLC ($162K), Gofen & Glossberg LLC IL ($101K), UMB Bank n.a. ($100K), Traynor Capital Management Inc. ($72K), and Pure Financial Advisors LLC ($54K).Learn more on NEOV's institutional investors.

What percentage of NeoVolta stock is owned by institutional investors?

5.11% of NeoVolta stock is owned by institutional investors. Learn more on NEOV's institutional investor holdings.

Which institutional investors have been buying NeoVolta stock?

The following institutional investors have purchased NeoVolta stock in the last 24 months: BIP Wealth LLC ($200.21K), AE Wealth Management LLC ($63.29K), Cambridge Investment Research Advisors Inc. ($55.36K), UMB Bank n.a. ($35.72K), Gofen & Glossberg LLC IL ($20K), Traynor Capital Management Inc. ($14.50K), and Pure Financial Advisors LLC ($10.75K).

How much institutional buying is happening at NeoVolta?

Institutional investors have bought a total of 410,063 shares in the last 24 months. This purchase volume represents approximately $1.43M in transactions.


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This page (NASDAQ:NEOV) was last updated on 4/25/2024 by MarketBeat.com Staff

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