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SurgePays (SURG) Institutional Ownership

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$0.57 -0.03 (-4.33%)
Closing price 04:00 PM Eastern
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$0.58 +0.00 (+0.65%)
As of 07:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for SurgePays (NASDAQ:SURG)

Current
Institutional Ownership
Percentage
6.94%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$2.11M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.07M
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SURG Institutional Buying and Selling by Quarter

SurgePays Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers66,000$50K0.0%+43.5%0.263%
5/6/2026 Gaddis Premier Wealth Advisors LLC438,287$329K0.2%+16.0%1.745%
2/16/2026Squarepoint Ops LLC31,282$52K0.0%N/A0.134%
2/11/2026 Gaddis Premier Wealth Advisors LLC377,924$631K0.5%N/A1.613%
2/5/2026 Millennium Capital Advisors LLC85,000$142K0.1%N/A0.363%
2/4/2026 Bailard Inc.27,975$47K0.0%-37.9%0.119%
11/24/2025CIBC Private Wealth Group LLC75,000$211K0.0%N/A0.356%
11/21/2025 CIBC Bancorp USA Inc.114,000$320K0.0%N/A0.542%
11/17/2025NewEdge Advisors LLC32,500$91K0.0%+71.1%0.154%
11/7/2025Vanguard Group Inc.656,900$1.85M0.0%+5.7%3.215%
10/31/2025 James Investment Research Inc.32,500$91K0.0%+71.1%0.159%
10/28/2025 Gerber LLC13,400$38K0.0%N/A0.066%
8/14/2025Cable Car Capital LP181,667$565K0.1%-64.7%0.889%
8/14/2025 Jane Street Group LLC13,364$42K0.0%N/A0.065%
8/14/2025NewEdge Advisors LLC19,000$59K0.0%+46.2%0.093%
8/12/2025XTX 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%
6/27/2025Goldman 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%
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%
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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%


SURG Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of SurgePays. The most heavily invested institutionals were Vanguard Group Inc. ($1.85M), Cable Car Capital LP ($565K), Gaddis Premier Wealth Advisors LLC ($329K), CIBC Bancorp USA Inc. ($320K), Geode Capital Management LLC ($278K), CIBC Private Wealth Group LLC ($211K), and Ethos Financial Group LLC ($152K).Learn more on SurgePays' institutional investors.

6.94% of SurgePays' stock is owned by institutional investors. Learn more on SURG's institutional investor holdings.

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: Gaddis Premier Wealth Advisors LLC ($438.29K), CIBC Bancorp USA Inc. ($114K), Truvestments Capital LLC ($89.54K), Millennium Capital Advisors LLC ($85K), CIBC Private Wealth Group LLC ($75K), XTX Topco Ltd ($69.88K), and Jones Financial Companies Lllp ($51.14K).

Institutional investors have bought a total of 1,021,060 shares in the last 24 months. This purchase volume represents approximately $2.11M in transactions.

The following institutional investors have sold SurgePays stock in the last 24 months: Cable Car Capital LP ($333.33K), and Bailard Inc. ($17.10K).

Institutional investors have sold a total of 350,433 shares in the last 24 months. This volume of shares sold represents approximately $1.07M in transactions.


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This page (NASDAQ:SURG) was last updated on 5/14/2026 by MarketBeat.com Staff.
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