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NeoVolta (NEOV) Institutional Ownership

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$2.69 -0.25 (-8.50%)
As of 12:05 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)
13
Total
Institutional Inflows
(last 12 months)
$6.41M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.31M
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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
5/7/2026 Legacy Wealth Managment LLC ID5,325,024$16.40M8.2%-6.1%12.468%
5/1/2026 Sovran Advisors LLC24,509$75K0.0%-94.6%0.057%
4/27/2026 BIP Wealth LLC214,159$660K0.0%-5.3%0.501%
2/23/2026Virtu Financial LLC16,223$49K0.0%N/A0.038%
2/18/2026683 Capital Management LLC193,798$589K0.0%N/A0.558%
2/16/2026OMERS ADMINISTRATION Corp75,600$230K0.0%N/A0.218%
2/13/2026Marshall Wace LLP19,955$61K0.0%-76.1%0.057%
2/13/2026State Street Corp135,964$413K0.0%+8.5%0.391%
2/9/2026Geode Capital Management LLC329,747$1.00M0.0%+2.9%0.949%
2/3/2026 Legacy Wealth Managment LLC ID5,669,083$17.23M8.2%+3.1%16.319%
2/2/2026 Truist Financial Corp42,416$129K0.0%N/A0.122%
1/20/2026 Sovran Advisors LLC457,687$1.39M0.1%+97.1%1.318%
11/17/2025Qube Research & Technologies Ltd10,776$48K0.0%N/A0.031%
11/17/2025Millennium Management LLC11,792$53K0.0%N/A0.034%
11/17/2025Bank of America Corp DE14,736$66K0.0%+4,929.4%0.042%
11/13/2025 UBS Group AG182,459$814K0.0%-41.4%0.525%
11/7/2025Vanguard Group Inc.458,988$2.05M0.0%+11.5%1.322%
10/31/2025 Sovran Advisors LLC232,171$1.04M0.1%+39.1%0.669%
10/24/2025MGO One Seven LLC36,800$164K0.0%N/A0.108%
8/14/2025Jane 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%
8/1/2025Rossby 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%
5/2/2025BIP 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%


NEOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 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 ($16.40M), Vanguard Group Inc. ($2.05M), Geode Capital Management LLC ($1.00M), UBS Group AG ($814K), Northern Trust Corp ($667K), and BIP Wealth LLC ($660K).Learn more on NeoVolta's institutional investors.

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

Of the 26 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 ($1.21M), Sovran Advisors LLC ($457.44K), 683 Capital Management LLC ($193.80K), Rossby Financial LCC ($115K), Jane Street Group LLC ($78.34K), and OMERS ADMINISTRATION Corp ($75.60K).

Institutional investors have bought a total of 1,969,197 shares in the last 24 months. This purchase volume represents approximately $6.41M in transactions.

The following institutional investors have sold NeoVolta stock in the last 24 months: Sovran Advisors LLC ($433.18K), Legacy Wealth Managment LLC ID ($344.06K), UBS Group AG ($128.86K), Marshall Wace LLP ($63.64K), Jane Street Group LLC ($29.32K), BIP Wealth LLC ($12.07K), and Rossby Financial LCC ($11K).

Institutional investors have sold a total of 1,022,109 shares in the last 24 months. This volume of shares sold represents approximately $3.31M in transactions.


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This page (NASDAQ:NEOV) was last updated on 5/12/2026 by MarketBeat.com Staff.
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