SurgePays (SURG) Institutional Ownership $2.98 -0.01 (-0.37%) As of 11:52 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for SurgePays (NASDAQ:SURG)CurrentInstitutional OwnershipPercentage6.94%Number ofInstitutional Buyers(last 12 months)17TotalInstitutional Inflows(last 12 months)$960.29KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$1.21M Get SURG Insider Trade Alerts Want to know when executives and insiders are buying or selling SurgePays stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data SURG Institutional Buying and Selling by Quarter SurgePays Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Cable Car Capital LP181,667$565K0.1%-64.7%0.889% 8/14/2025 Jane Street Group LLC13,364$42K0.0%N/A0.065% 8/14/2025 NewEdge Advisors LLC19,000$59K0.0%+46.2%0.093% 8/12/2025 XTX Topco Ltd40,006$125K0.0%N/A0.196% 8/8/2025 Cetera Investment Advisers45,400$141K0.0%+61.0%0.222% 8/6/2025 Ethos Financial Group LLC48,754$152K0.0%+76.8%0.239% 8/1/2025 James Investment Research Inc.19,000$59K0.0%+46.2%0.093% 6/27/2025 Goldman Sachs Group Inc.13,456$28K0.0%N/A0.066% 5/16/2025Goldman Sachs Group Inc.13,456$28K0.0%N/A0.066% 5/16/2025Jones Financial Companies Lllp51,287$106K0.0%+34,091.3%0.251% Get the Latest News and Ratings for SURG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SurgePays and its competitors with MarketBeat's FREE daily newsletter. 5/14/2025Truvestments Capital LLC19,370$40K0.0%-81.0%0.095% 5/13/2025Ethos Financial Group LLC27,568$57K0.0%N/A0.135% 5/8/2025Baader Bank Aktiengesellschaft17,047$35K0.0%N/A0.084% 4/28/2025D.A. Davidson & CO.12,264$25K0.0%N/A0.060% 2/14/2025Jane Street Group LLC30,059$54K0.0%N/A0.149% 2/14/2025Northern Trust Corp63,269$113K0.0%+67.4%0.314% 2/13/2025XTX Topco Ltd29,869$53K0.0%N/A0.148% 2/13/2025Renaissance Technologies LLC49,400$88K0.0%+43.6%0.245% 2/12/2025Geode Capital Management LLC156,115$278K0.0%+5.5%0.774% 2/10/2025Truvestments Capital LLC102,002$182K0.0%+20.1%0.506% 11/20/2024Virtu Financial LLC13,723$25K0.0%N/A0.068% 11/16/2024Geode Capital Management LLC148,018$272K0.0%+11.3%0.734% 11/14/2024Corsair Capital Management L.P.29,864$55K0.0%+50.3%0.151% 11/13/2024Truvestments Capital LLC84,946$156K0.0%+23.1%0.430% 11/6/2024Royce & Associates LP18,563$34K0.0%N/A0.094% 8/9/2024Renaissance Technologies LLC14,200$45K0.0%N/A0.073% 8/9/2024Dimensional Fund Advisors LP24,331$78K0.0%+49.0%0.125% 8/3/2024National Bank of Canada FI36,000$111K0.0%+50.0%0.185% 8/1/2024Privium Fund Management B.V.17,000$53K0.0%-39.7%0.088% 5/15/2024Truvestments Capital LLC58,123$224K0.1%+3,541.8%0.301% 5/10/2024Vanguard Group Inc.505,380$1.95M0.0%+8.2%2.620% 4/30/2024Privium Fund Management B.V.28,200$109K0.0%N/A0.146% 2/9/2024Oxford Asset Management LLP11,082$71K0.1%N/A0.065% 2/7/2024Jump Financial LLC16,500$106K0.0%+44.7%0.097% 2/5/2024Victory Capital Management Inc.16,360$106K0.0%N/A0.097% 2/2/2024Bailard Inc.65,480$422K0.0%+10.8%0.387% 1/12/2024FNY Investment Advisers LLC14,800$95K0.1%N/A0.104% 11/7/2023Jump Financial LLC11,400$53K0.0%-20.3%0.080% 10/31/2023James Investment Research Inc.10,000$47K0.0%N/A0.070% 10/24/2023Bailard Inc.59,075$276K0.0%+340.9%0.415% 8/15/2023Corsair Capital Management L.P.40,000$292K0.1%N/A0.281% 8/2/2023Bank of Montreal Can10,587$78K0.0%N/A0.074% 7/31/2023Ausdal Financial Partners Inc.10,962$80K0.0%N/A0.077% 7/20/2023Bailard Inc.13,400$98K0.0%N/A0.094% 7/13/2023Thompson Davis & CO. Inc.57,580$421K0.5%N/A0.405% 5/8/2023Praetorian Capital Management LLC480,000$2.16M1.6%-18.6%3.390% 3/29/2023Diametric Capital LP34,694$228K0.1%N/A0.251% 2/10/2023Blair William & Co. IL23,827$156K0.0%+34.2%0.172% 1/10/2023FNY Investment Advisers LLC8,800$57K0.1%N/A0.072% 10/13/2022Ridgewood Investments LLC48,510$221K0.2%N/A0.396% 5/4/2022Commonwealth Equity Services LLC29,915$122K0.0%N/A0.248% 4/26/2022Kestra Advisory Services LLC77,150$315K0.0%+56.5%0.640% 1/20/2022Kestra Advisory Services LLC49,300$100K0.0%N/A0.409% (Data available from 1/1/2016 forward) SURG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SURG shares? During the previous two years, 27 institutional investors and hedge funds held shares of SurgePays. The most heavily invested institutionals were Vanguard Group Inc. ($1.95M), Cable Car Capital LP ($565K), Bailard Inc. ($422K), Geode Capital Management LLC ($278K), Ethos Financial Group LLC ($152K), Cetera Investment Advisers ($141K), and XTX Topco Ltd ($125K).Learn more on SurgePays' institutional investors. What percentage of SurgePays' stock is owned by institutional investors? 6.94% of SurgePays' stock is owned by institutional investors. Learn more on SURG's institutional investor holdings. Which institutional investors have been buying SurgePays' stock? Of the 26 institutional investors that purchased SurgePays' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truvestments Capital LLC ($89.54K), XTX Topco Ltd ($69.88K), Bailard Inc. ($52.08K), Jones Financial Companies Lllp ($51.14K), Ethos Financial Group LLC ($48.75K), Jane Street Group LLC ($43.42K), and Vanguard Group Inc. ($38.20K). How much institutional buying is happening at SurgePays? Institutional investors have bought a total of 437,513 shares in the last 24 months. This purchase volume represents approximately $960.29K in transactions. Which of SurgePays' major shareholders have been selling company stock? The following institutional investors have sold SurgePays stock in the last 24 months: Cable Car Capital LP ($333.33K), and Truvestments Capital LLC ($82.63K). How much institutional selling is happening at SurgePays? Institutional investors have sold a total of 415,965 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions. 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