S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
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A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
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Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
The perfect AI stock under $10 (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
The perfect AI stock under $10 (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
The perfect AI stock under $10 (Ad)
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
The perfect AI stock under $10 (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
The perfect AI stock under $10 (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
The perfect AI stock under $10 (Ad)
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
The perfect AI stock under $10 (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
The perfect AI stock under $10 (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
The perfect AI stock under $10 (Ad)
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists

SurgePays (SURG) Institutional Ownership

$7.01
-0.36 (-4.88%)
(As of 02/23/2024 ET)

Institutional Ownership Changes (13F Filings) for SurgePays (NASDAQ:SURG)

Current
Institutional Ownership
Percentage
19.78%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$4.91 M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$816,022.51
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SURG Institutional Buying and Selling by Quarter


SurgePays Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024GSA Capital Partners LLP21,019$0.14M0.0%N/A0.121%
2/15/2024Vanguard Group Inc.467,185$3.01M0.0%-1.2%2.694%
2/13/2024Northern Trust Corp42,383$0.27M0.0%+194.6%0.250%
2/13/2024Goldman Sachs Group Inc.19,782$0.13M0.0%+63.0%0.117%
2/9/2024Oxford Asset Management LLP11,082$71K0.1%N/A0.065%
2/7/2024Jump Financial LLC16,500$0.11M0.0%+44.7%0.097%
2/5/2024Victory Capital Management Inc.16,360$0.11M0.0%N/A0.097%
2/2/2024Bailard Inc.65,480$0.42M0.0%+10.8%0.387%
1/12/2024FNY Investment Advisers LLC14,800$95K0.1%N/A0.104%
12/18/2023Vanguard Group Inc.472,792$2.21M0.0%+6.8%3.323%
11/21/2023Walleye Capital LLC20,063$94K0.0%-74.4%0.141%
11/14/2023Trexquant Investment LP34,372$0.16M0.0%N/A0.242%
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$0.28M0.0%+340.9%0.415%
8/15/2023Walleye Capital LLC78,265$0.57M0.0%N/A0.550%
8/15/2023Goldman Sachs Group Inc.27,319$0.20M0.0%N/A0.192%
8/15/2023Corsair Capital Management L.P.40,000$0.29M0.1%N/A0.281%
8/14/2023Marshall Wace LLP147,390$1.08M0.0%N/A1.036%
8/11/2023Renaissance Technologies LLC61,100$0.45M0.0%N/A0.430%
8/11/2023BlackRock Inc.22,652$0.17M0.0%+33.8%0.159%
8/11/2023Geode Capital Management LLC103,989$0.76M0.0%+11.2%0.731%
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$0.42M0.5%N/A0.405%
5/16/2023Geode Capital Management LLC93,483$0.42M0.0%+3.5%0.662%
5/12/2023Blair William & Co. IL26,327$0.12M0.0%+10.5%0.186%
5/8/2023Praetorian Capital Management LLC480,000$2.16M1.6%-18.6%3.390%
3/29/2023Diametric Capital LP34,694$0.23M0.1%N/A0.251%
2/13/2023Geode Capital Management LLC90,355$0.59M0.0%-10.5%0.653%
2/10/2023Blair William & Co. IL23,827$0.16M0.0%+34.2%0.172%
1/10/2023FNY Investment Advisers LLC8,800$57K0.1%N/A0.072%
11/16/2022Jane Street Group LLC32,329$0.15M0.0%N/A0.264%
11/15/2022State Street Corp25,700$0.12M0.0%+131.5%0.210%
11/15/2022Vanguard Group Inc.408,942$1.86M0.0%+32.7%3.339%
11/15/2022Marshall Wace LLP15,829$72K0.0%N/A0.129%
10/13/2022Ridgewood Investments LLC48,510$0.22M0.2%N/A0.396%
8/30/2022Verition Fund Management LLC15,000$72K0.0%-25.0%0.122%
8/15/2022State Street Corp11,100$54K0.0%N/A0.091%
5/17/2022Shay Capital LLC26,228$0.11M0.0%N/A0.218%
5/16/2022UBS Group AG18,815$77K0.0%-24.4%0.156%
5/13/2022Northern Trust Corp13,688$56K0.0%N/A0.114%
5/13/2022Vanguard Group Inc.303,969$1.24M0.0%-16.0%2.523%
5/4/2022Commonwealth Equity Services LLC29,915$0.12M0.0%N/A0.248%
4/26/2022Kestra Advisory Services LLC77,150$0.32M0.0%+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, 31 institutional investors and hedge funds held shares of SurgePays. The most heavily invested institutionals were Vanguard Group Inc. ($3.01M), Praetorian Capital Management LLC ($2.16M), Marshall Wace LLP ($1.08M), Geode Capital Management LLC ($0.76M), Renaissance Technologies LLC ($0.45M), Bailard Inc. ($0.42M), and Thompson Davis & CO. Inc. ($0.42M).Learn more on SURG's institutional investors.

What percentage of SurgePays stock is owned by institutional investors?

19.78% 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 28 institutional investors that purchased SurgePays stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Marshall Wace LLP ($0.16M), Vanguard Group Inc. ($0.13M), Walleye Capital LLC ($78.27K), Bailard Inc. ($65.48K), Renaissance Technologies LLC ($61.10K), Thompson Davis & CO. Inc. ($57.58K), and Ridgewood Investments LLC ($48.51K).

How much institutional buying is happening at SurgePays?

Institutional investors have bought a total of 1,069,311 shares in the last 24 months. This purchase volume represents approximately $6.42M in transactions.

Which SurgePays major shareholders have been selling company stock?

The following institutional investors have sold SurgePays stock in the last 24 months: Praetorian Capital Management LLC ($0.11M), Vanguard Group Inc. ($63.41K), Walleye Capital LLC ($58.20K), Geode Capital Management LLC ($10.63K), UBS Group AG ($6.08K), Verition Fund Management LLC ($5K), and Jump Financial LLC ($2.90K).

How much institutional selling is happening at SurgePays?

Institutional investors have sold a total of 256,217 shares in the last 24 months. This volume of shares sold represents approximately $1.17M in transactions.


This page (NASDAQ:SURG) was last updated on 2/25/2024 by MarketBeat.com Staff