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SWK (SWKH) Institutional Ownership

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$14.09 -0.36 (-2.49%)
Closing price 04/30/2025 04:00 PM Eastern
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$14.36 +0.27 (+1.92%)
As of 07:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for SWK (NASDAQ:SWKH)

Current
Institutional Ownership
Percentage
99.27%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$6.25M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$10.18M
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SWKH Institutional Buying and Selling by Quarter

SWK Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Dynamic Advisor Solutions LLC21,727$378K0.0%N/A0.177%
4/8/2025 Rhumbline Advisers5,690$99K0.0%+13.3%0.046%
4/7/2025 GAMMA Investing LLC3,391$59K0.0%+2,955.0%0.028%
2/17/2025State of Wyoming7,374$117K0.0%+42.5%0.060%
2/17/2025Millennium Management LLC14,839$235K0.0%N/A0.121%
2/17/2025Bridgeway Capital Management LLC107,985$1.71M0.0%-0.9%0.883%
2/14/2025Northern Trust Corp35,470$563K0.0%+15.3%0.290%
2/14/2025M3F Inc.800,151$12.69M3.7%+2.5%6.543%
2/14/2025Dimensional Fund Advisors LP46,469$737K0.0%+7.7%0.380%
2/13/2025Renaissance Technologies LLC28,883$458K0.0%+3.7%0.236%
2/13/2025Cannell Capital LLC354,326$5.62M1.2%-7.2%2.897%
2/12/2025Rangeley Capital LLC43,662$692K0.6%N/A0.357%
2/12/2025JPMorgan Chase & Co.12,350$196K0.0%+102.2%0.101%
2/5/2025Carlson Capital L.P.8,493,088$134.70M79.3%-6.6%69.445%
1/30/2025 Rhumbline Advisers5,024$80K0.0%-14.2%0.041%
1/29/2025 Grace & White Inc. NY18,721$297K0.1%+11.1%0.153%
1/27/2025 Greenwood Capital Associates LLC39,311$623K0.1%-3.8%0.321%
1/1/2025SkyView Investment Advisors LLC31,815$550K0.1%+2.1%0.260%
12/26/2024JPMorgan Chase & Co.6,108$106K0.0%+224.4%0.050%
11/19/2024Barclays PLC4,461$77K0.0%+185.0%0.036%
11/16/2024Geode Capital Management LLC75,306$1.30M0.0%-9.0%0.604%
11/15/2024Barclays PLC4,461$77K0.0%+185.0%0.036%
11/5/2024Victory Capital Management Inc.34,044$589K0.0%N/A0.273%
10/30/2024 Greenwood Capital Associates LLC40,854$706K0.1%-1.9%0.328%
10/8/2024 Dynamic Advisor Solutions LLC20,587$356K0.0%-5.5%0.165%
8/16/2024SkyView Investment Advisors LLC31,165$529K0.1%+7.7%0.250%
8/9/2024Dimensional Fund Advisors LP30,109$511K0.0%+85.7%0.241%
7/26/2024 Bank of New York Mellon Corp10,126$172K0.0%N/A0.081%
5/10/2024Vanguard Group Inc.397,273$6.92M0.0%+75.5%3.183%
5/7/2024Empowered Funds LLC50,137$873K0.0%+7.9%0.402%
3/5/2024 Greenwood Capital Associates LLC44,368$778K0.1%-2.6%0.355%
2/5/2024Russell Investments Group Ltd.1,848$32K0.0%+1,535.4%0.015%
1/11/2024 Dynamic Advisor Solutions LLC22,268$390K0.0%-5.6%0.178%
11/22/2023Cannell Capital LLC823,652$12.97M3.0%-1.7%6.589%
11/17/2023SkyView Investment Advisors LLC26,347$415K0.2%+3.0%0.211%
10/25/2023 Grace & White Inc. NY16,850$265K0.0%N/A0.134%
10/24/2023 Bank of New York Mellon Corp10,228$161K0.0%N/A0.082%
10/11/2023 Dynamic Advisor Solutions LLC23,601$372K0.0%+12.5%0.188%
8/15/2023Cannell Capital LLC837,478$14.02M2.8%-12.6%6.678%
8/11/2023JBF Capital Inc.8,355$140K0.0%-10.7%0.065%
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7/27/2023EA Series Trust38,869$651K0.0%N/A0.303%
5/12/2023M3F Inc.628,471$11.22M3.7%-21.0%4.921%
5/12/2023 Greenwood Capital Associates LLC46,460$830K0.1%-1.7%0.364%
2/15/2023Cannell Capital LLC958,127$16.90M3.4%+0.7%7.474%
2/10/2023M3F Inc.795,245$14.03M4.3%+7.2%6.203%
1/13/2023 Dynamic Advisor Solutions LLC20,434$360K0.0%+9.1%0.159%
11/15/2022Perritt Capital Management Inc.13,000$221K0.1%N/A0.101%
11/15/2022M3F Inc.741,886$12.61M4.4%+14.8%5.787%
11/15/2022Martingale Asset Management L P10,126$173K0.0%N/A0.079%
11/10/2022 Greenwood Capital Associates LLC47,101$801K0.1%+2.1%0.367%
10/20/2022 Dynamic Advisor Solutions LLC18,736$319K0.0%+20.6%0.146%
8/19/2022JBF Capital Inc.9,355$163K0.0%N/A0.073%
8/15/2022M3F Inc.646,373$11.29M3.7%+0.8%5.034%
7/27/2022 Dynamic Advisor Solutions LLC15,531$271K0.0%+10.9%0.121%
5/11/2022King Luther Capital Management Corp77,737$1.31M0.0%-34.7%0.606%
5/10/2022 Greenwood Capital Associates LLC45,993$776K0.2%+2.6%0.358%
4/11/2022 Dynamic Advisor Solutions LLC14,002$236K0.0%+10.0%0.109%
2/15/2022King Luther Capital Management Corp118,965$2.34M0.0%-25.1%0.929%
2/3/2022 Greenwood Capital Associates LLC44,812$880K0.1%+53.3%0.350%
1/26/2022 Dynamic Advisor Solutions LLC12,732$250K0.0%+4.6%0.099%
11/16/2021Cannell Capital LLC865,577$15.73M2.6%-13.1%6.763%
11/15/2021M3F Inc.401,047$7.29M2.4%+63.9%3.134%
11/12/2021Renaissance Technologies LLC50,214$912K0.0%+47.9%0.392%
11/10/2021O Shaughnessy Asset Management LLC2,830$51K0.0%N/A0.022%
11/9/2021BlackRock Inc.11,270$205K0.0%+135.0%0.088%
10/28/2021 Dynamic Advisor Solutions LLC12,167$221K0.0%N/A0.095%
10/27/2021 Greenwood Capital Associates LLC29,235$531K0.1%N/A0.228%
10/26/2021First Quadrant L P CA2,227$40K0.0%N/A0.017%
8/16/2021Cannell Capital LLC996,519$17.49M2.8%+32.6%7.788%
8/16/2021State Street Corp19,864$349K0.0%-66.2%0.155%
8/16/2021Goldman Sachs Group Inc.13,351$234K0.0%N/A0.104%
8/13/2021Renaissance Technologies LLC33,945$596K0.0%N/A0.265%
8/13/2021Ancora Advisors LLC5,400$95K0.0%N/A0.042%
8/13/2021Northern Trust Corp18,229$320K0.0%-62.9%0.142%
8/13/2021Geode Capital Management LLC18,593$326K0.0%-52.5%0.145%
8/13/2021Vanguard Group Inc.263,817$4.63M0.0%-20.5%2.062%
8/12/2021Ergoteles LLC15,400$270K0.0%N/A0.120%
5/17/2021Cannell Capital LLC751,252$10.92M2.4%+13.7%5.871%
5/14/2021M3F Inc.29,150$424K0.2%N/A0.228%
5/13/2021Barclays PLC2,966$44K0.0%+159.3%0.023%
5/12/2021Northern Trust Corp49,106$714K0.0%-4.2%0.384%
5/12/2021Geode Capital Management LLC39,154$569K0.0%+3.6%0.306%
5/7/2021BlackRock Inc.184,867$2.69M0.0%+6.7%1.445%
2/19/2021JPMorgan Chase & Co.9,902$143K0.0%+164.9%0.077%
(Data available from 1/1/2016 forward)

SWKH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SWKH shares?

During the previous two years, 26 institutional investors and hedge funds held shares of SWK. The most heavily invested institutionals were Carlson Capital L.P. ($134.70M), M3F Inc. ($12.69M), Vanguard Group Inc. ($6.92M), Cannell Capital LLC ($5.62M), Bridgeway Capital Management LLC ($1.71M), Geode Capital Management LLC ($1.30M), and Empowered Funds LLC ($873K).Learn more on SWKH's institutional investors.

What percentage of SWK stock is owned by institutional investors?

99.27% of SWK stock is owned by institutional investors. Learn more on SWKH's institutional investor holdings.

Which institutional investors have been buying SWK stock?

Of the 20 institutional investors that purchased SWK stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($170.96K), Rangeley Capital LLC ($43.66K), EA Series Trust ($38.87K), Victory Capital Management Inc. ($34.04K), Dynamic Advisor Solutions LLC ($24.35K), Bank of New York Mellon Corp ($20.35K), and M3F Inc. ($19.28K).

How much institutional buying is happening at SWK?

Institutional investors have bought a total of 439,492 shares in the last 24 months. This purchase volume represents approximately $7.41M in transactions.

Which SWK major shareholders have been selling company stock?

Of the 9 institutional investors that sold SWK stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Carlson Capital L.P. ($600.68K), M3F Inc. ($166.77K), Cannell Capital LLC ($161.99K), Geode Capital Management LLC ($7.47K), Greenwood Capital Associates LLC ($4.31K), Dynamic Advisor Solutions LLC ($2.53K), and Bridgeway Capital Management LLC ($1K).

How much institutional selling is happening at SWK?

Institutional investors have sold a total of 946,572 shares in the last 24 months. This volume of shares sold represents approximately $15.47M in transactions.


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This page (NASDAQ:SWKH) was last updated on 5/1/2025 by MarketBeat.com Staff
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