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Rocky Mountain Chocolate Factory (RMCF) Institutional Ownership

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$1.46 +0.01 (+0.69%)
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Institutional Ownership Changes (13F Filings) for Rocky Mountain Chocolate Factory (NASDAQ:RMCF)

Current
Institutional Ownership
Percentage
50.27%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$557.60K
Number of
Institutional Sellers
(last 12 months)
0
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RMCF Institutional Buying and Selling by Quarter

Rocky Mountain Chocolate Factory Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2025 Wealthedge Investment Advisors LLC121,582$148K0.1%+208.5%1.582%
4/30/2025 Allworth Financial LP23,500$32K0.0%N/A0.306%
3/12/2025 Wealthedge Investment Advisors LLC39,409$95K0.0%N/A0.513%
2/17/2025 4WEALTH Advisors Inc.93,275$225K0.2%N/A1.213%
2/13/2025CacheTech Inc.17,740$43K0.0%N/A0.231%
10/17/2024 Leverty Financial Group LLC40,371$81K0.0%+32.3%0.637%
9/5/2024Sanctuary Advisors LLC19,750$43K0.0%N/A0.312%
8/9/2024 Renaissance Technologies LLC321,923$708K0.0%-2.0%5.078%
8/9/2024 Dimensional Fund Advisors LP118,814$261K0.0%-12.5%1.874%
7/15/2024 Leverty Financial Group LLC30,521$67K0.0%+52.0%0.481%
4/23/2024 Leverty Financial Group LLC20,081$73K0.0%+70.5%0.318%
4/12/2024 Salvus Wealth Management LLC15,395$56K0.0%+33.5%0.244%
1/24/2024 International Assets Investment Management LLC14,260$66K0.0%+360.0%0.226%
1/11/2024 Leverty Financial Group LLC11,781$54K0.0%N/A0.187%
1/9/2024 Salvus Wealth Management LLC11,530$53K0.0%N/A0.183%
5/3/2023 Redmond Asset Management LLC11,035$58K0.0%-92.5%0.177%
1/19/2023 Ridgewood Investments LLC30,777$175K0.1%-15.2%0.492%
10/13/2022 Newbridge Financial Services Group Inc.4,500$27K0.0%-30.8%0.072%
10/13/2022 Ridgewood Investments LLC36,280$218K0.2%+27.4%0.583%
4/26/2022 Newbridge Financial Services Group Inc.6,500$49K0.0%-50.8%0.105%
4/11/2022 Ridgewood Investments LLC28,480$215K0.1%N/A0.461%
4/4/2022M&R Capital Management Inc.4,611$34K0.0%-49.4%0.075%
2/11/2022 Renaissance Technologies LLC415,563$3.26M0.0%-1.0%6.724%
2/4/2022 Redmond Asset Management LLC146,118$1.15M0.3%+132.4%2.364%
1/19/2022 Newbridge Financial Services Group Inc.13,200$104K0.0%-23.3%0.215%
11/12/2021 Renaissance Technologies LLC419,863$3.11M0.0%-3.6%6.852%
11/9/2021BlackRock Inc.20,294$150K0.0%-8.7%0.331%
10/27/2021 Newbridge Financial Services Group Inc.17,200$127K0.1%-53.6%0.281%
9/7/2021 Newbridge Financial Services Group Inc.37,100$283K0.2%+4.2%0.606%
8/17/2021 Bridgeway Capital Management LLC23,100$176K0.0%-22.0%0.377%
8/13/2021 Renaissance Technologies LLC435,444$3.32M0.0%-8.3%7.110%
8/13/2021 FMR LLC540,170$4.12M0.0%+4.3%8.821%
8/12/2021 Dimensional Fund Advisors LP175,993$1.34M0.0%-1.0%2.874%
(Data available from 1/1/2016 forward)

RMCF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RMCF shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory. The most heavily invested institutionals were Renaissance Technologies LLC ($708K), Dimensional Fund Advisors LP ($261K), 4WEALTH Advisors Inc. ($225K), Wealthedge Investment Advisors LLC ($148K), Leverty Financial Group LLC ($81K), International Assets Investment Management LLC ($66K), and Salvus Wealth Management LLC ($56K).Learn more on Rocky Mountain Chocolate Factory's institutional investors.

What percentage of Rocky Mountain Chocolate Factory's stock is owned by institutional investors?

50.27% of Rocky Mountain Chocolate Factory's stock is owned by institutional investors. Learn more on RMCF's institutional investor holdings.

Which institutional investors have been buying Rocky Mountain Chocolate Factory's stock?

The following institutional investors have purchased Rocky Mountain Chocolate Factory's stock in the last 24 months: Wealthedge Investment Advisors LLC ($121.58K), 4WEALTH Advisors Inc. ($93.28K), Leverty Financial Group LLC ($40.37K), Allworth Financial LP ($23.50K), Sanctuary Advisors LLC ($19.75K), CacheTech Inc. ($17.74K), and Salvus Wealth Management LLC ($15.40K).

How much institutional buying is happening at Rocky Mountain Chocolate Factory?

Institutional investors have bought a total of 285,697 shares in the last 24 months. This purchase volume represents approximately $557.60K in transactions.



This page (NASDAQ:RMCF) was last updated on 9/2/2025 by MarketBeat.com Staff
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