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urban-gro (UGRO) Institutional Ownership

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$3.69 -0.29 (-7.34%)
As of 01:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for urban-gro (NASDAQ:UGRO)

Current
Institutional Ownership
Percentage
20.56%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.46M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$666.74K
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UGRO Institutional Buying and Selling by Quarter

urban-gro Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2026 Geode Capital Management LLC93,172$26K0.0%-8.4%0.544%
1/21/2026 Flagship Harbor Advisors LLC157,476$44K0.0%-35.5%0.887%
11/17/2025 Citadel Advisors LLC72,167$30K0.0%+162.4%0.568%
11/14/2025 Virtu Financial LLC97,267$40K0.0%N/A0.766%
5/16/2025AWM Investment Company Inc.723,762$292K0.0%-33.8%5.700%
2/18/2025AWM Investment Company Inc.1,092,762$1.03M0.1%-24.3%8.870%
2/11/2025Virtu Financial LLC26,956$25K0.0%N/A0.219%
2/6/2025Bard Associates Inc.251,729$238K0.1%-13.5%2.043%
2/3/2025Private Advisor Group LLC91,426$86K0.0%-57.6%0.742%
1/23/2025Evernest Financial Advisors LLC60,000$57K0.0%N/A0.487%
1/21/2025Flagship Harbor Advisors LLC208,710$197K0.0%-17.6%1.694%
11/15/2024Garden State Investment Advisory Services LLC120,000$166K0.0%N/A0.974%
10/22/2024Private Advisor Group LLC215,746$298K0.0%+3.3%1.751%
8/9/2024Renaissance Technologies LLC50,000$66K0.0%+26.9%0.406%
7/29/2024Financial Advocates Investment Management27,000$36K0.0%+35.0%0.219%
2/13/2024Bard Associates Inc.316,205$443K0.2%-2.6%2.710%
2/8/2024Marathon Capital Management111,085$156K0.0%-25.9%0.952%
11/14/2023AWM Investment Company Inc.1,138,861$1.55M0.2%+69.0%9.759%
8/11/2023AWM Investment Company Inc.674,080$795K0.1%-20.0%6.162%
8/9/2023AdvisorShares Investments LLC579,947$684K0.2%+5.0%5.301%
7/11/2023Flagship Harbor Advisors LLC129,165$152K0.0%+8.1%1.181%
5/9/2023AdvisorShares Investments LLC552,347$1.49M0.5%-3.0%5.049%
4/18/2023IFP Advisors Inc5,300$80K0.0%-96.4%0.049%
4/12/2023Flagship Harbor Advisors LLC119,452$323K0.0%+23.1%1.109%
2/14/2023AWM Investment Company Inc.837,248$2.28M0.3%+3.5%7.891%
2/14/2023Susquehanna International Group LLP11,428$31K0.0%N/A0.108%
2/10/2023Bard Associates Inc.341,945$930K0.4%+12.9%3.223%
2/7/2023IFP Advisors Inc148,031$2.22M0.1%+10.4%1.395%
1/30/2023New York State Common Retirement Fund116,340$316K0.0%-4.9%1.097%
1/13/2023Flagship Harbor Advisors LLC97,042$264K0.0%+10.4%0.914%
11/15/2022Marathon Capital Management162,000$452K0.1%N/A1.527%
11/8/2022IFP Advisors Inc134,131$2.01M0.1%+40.3%1.261%
11/8/2022New York State Common Retirement Fund122,327$341K0.0%-6.3%1.150%
10/26/2022IQ EQ FUND MANAGEMENT IRELAND Ltd15,196$42K0.0%-58.4%0.143%
10/13/2022UMB Bank n.a.40,000$112K0.0%N/A0.376%
10/13/2022Flagship Harbor Advisors LLC87,870$245K0.0%+33.6%0.826%
8/16/2022White Pine Capital LLC28,515$138K0.1%-56.3%0.268%
8/12/2022AWM Investment Company Inc.396,424$1.92M0.3%+52.1%3.727%
8/11/2022Bard Associates Inc.298,720$1.45M0.6%+5.3%2.808%
8/8/2022AdvisorShares Investments LLC615,065$2.98M0.8%-5.5%5.782%
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8/3/2022IQ EQ FUND MANAGEMENT IRELAND Ltd36,565$177K0.0%+5.0%0.344%
7/26/2022Mirae Asset Global Investments Co. Ltd.50,200$243K0.0%+22.4%0.472%
7/13/2022Flagship Harbor Advisors LLC65,794$318K0.0%-7.9%0.618%
5/10/2022Mirae Asset Global Investments Co. Ltd.41,000$440K0.0%N/A0.396%
5/9/2022AdvisorShares Investments LLC650,790$6.99M1.2%+6.7%6.285%
5/3/2022Redmond Asset Management LLC182,489$1.96M0.6%+18.2%1.789%
4/28/2022Davy Global Fund Management Ltd34,812$374K0.1%+43.4%0.341%
4/13/2022Flagship Harbor Advisors LLC71,445$767K0.1%-6.7%0.700%


UGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of urban-gro. The most heavily invested institutionals were AWM Investment Company Inc. ($292K), Bard Associates Inc. ($238K), Garden State Investment Advisory Services LLC ($166K), Private Advisor Group LLC ($86K), Renaissance Technologies LLC ($66K), Evernest Financial Advisors LLC ($57K), and Flagship Harbor Advisors LLC ($44K).Learn more on urban-gro's institutional investors.

20.56% of urban-gro's stock is owned by institutional investors. Learn more on UGRO's institutional investor holdings.

The following institutional investors have purchased urban-gro's stock in the last 24 months: Virtu Financial LLC ($124.22K), Garden State Investment Advisory Services LLC ($120K), Evernest Financial Advisors LLC ($60K), Citadel Advisors LLC ($44.67K), Renaissance Technologies LLC ($10.60K), Financial Advocates Investment Management ($7K), and Private Advisor Group LLC ($6.84K).

Institutional investors have bought a total of 141,934 shares in the last 24 months. This purchase volume represents approximately $1.46M in transactions.

The following institutional investors have sold urban-gro stock in the last 24 months: Flagship Harbor Advisors LLC ($86.71K), and Geode Capital Management LLC ($8.54K).

Institutional investors have sold a total of 95,248 shares in the last 24 months. This volume of shares sold represents approximately $666.74K in transactions.


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This page (NASDAQ:UGRO) was last updated on 5/29/2026 by MarketBeat.com Staff.
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