S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands

Solo Brands (DTC) Institutional Ownership

$2.70
+0.05 (+1.89%)
(As of 02/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Solo Brands (NYSE:DTC)

Current
Institutional Ownership
Percentage
75.38%
Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$79.23 M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$78.56 M
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Skip Chart & View Institutional Buying and Selling Data

DTC Institutional Buying and Selling by Quarter


Solo Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2024FIL Ltd51,133$0.32M0.0%N/A0.056%
2/16/2024Public Employees Retirement System of Ohio6,723$41K0.0%N/A0.007%
2/15/2024Barclays PLC27,290$0.17M0.0%+464.4%0.030%
2/15/2024Vanguard Group Inc.1,771,337$10.91M0.0%-0.4%1.950%
2/15/2024Nuveen Asset Management LLC30,224$0.19M0.0%-56.8%0.033%
2/15/2024Bridgeway Capital Management LLC639,222$3.94M0.1%N/A0.704%
2/15/2024Bayesian Capital Management LP15,144$93K0.0%N/A0.017%
2/14/2024Cubist Systematic Strategies LLC38,564$0.24M0.0%N/A0.042%
2/14/2024Verition Fund Management LLC59,284$0.37M0.0%-41.2%0.065%
2/14/2024Sei Investments Co.482,948$2.98M0.0%+1.0%0.532%
2/13/2024Northern Trust Corp188,992$1.16M0.0%-3.6%0.208%
2/13/2024Tower Research Capital LLC TRC 18,259$0.11M0.0%+345.8%0.020%
2/13/2024Goldman Sachs Group Inc.150,014$0.92M0.0%+37.1%0.165%
2/12/2024Millrace Asset Group Inc.104,406$0.64M0.6%-70.7%0.115%
2/9/2024Balboa Wealth Partners11,750$72K0.0%N/A0.013%
2/9/20241620 Investment Advisors Inc.18,264$0.11M0.1%N/A0.020%
2/9/2024Aigen Investment Management LP23,745$0.15M0.0%N/A0.026%
2/9/2024Gladstone Institutional Advisory LLC15,733$97K0.0%N/A0.017%
2/9/2024Hillsdale Investment Management Inc.867,941$5.35M0.4%+18.2%0.955%
2/8/2024Panagora Asset Management Inc.73,447$0.45M0.0%-21.0%0.081%
2/8/2024Janney Montgomery Scott LLC105,115$0.65M0.0%+47.1%0.116%
2/7/2024Boston Partners2,136,159$13.16M0.0%N/A2.351%
2/7/2024Dimensional Fund Advisors LP693,736$4.27M0.0%+36.8%0.764%
2/6/2024Charles Schwab Investment Management Inc.359,412$2.21M0.0%+18.1%0.396%
2/6/2024JFG Wealth Management LLC25,000$0.15M0.0%N/A0.028%
2/5/2024Victory Capital Management Inc.131,460$0.81M0.0%+23.7%0.145%
2/1/2024Parkside Financial Bank & Trust4,077$25K0.0%N/A0.004%
1/30/2024Strs Ohio97,300$0.60M0.0%-5.3%0.107%
1/18/2024Ritholtz Wealth Management31,783$0.20M0.0%-12.9%0.035%
1/17/2024Tectonic Advisors LLC85,017$0.52M0.0%-21.6%0.094%
12/18/2023Vanguard Group Inc.1,779,294$9.07M0.0%+16.3%1.958%
11/30/2023American Century Companies Inc.4,147,618$21.15M0.0%+14.9%4.565%
11/22/2023Graham Capital Management L.P.52,291$0.27M0.0%N/A0.058%
11/17/2023Jacobs Levy Equity Management Inc.228,719$1.17M0.0%+326.4%0.253%
11/15/2023Sei Investments Co.477,939$2.44M0.0%+22.7%0.528%
11/15/2023Kennedy Capital Management LLC520,283$2.65M0.1%N/A0.575%
11/15/2023Ameriprise Financial Inc.750,235$3.83M0.0%+227.8%0.829%
11/15/2023AXQ Capital LP13,119$67K0.0%N/A0.015%
11/15/2023AQR Capital Management LLC406,167$2.07M0.0%+246.7%0.449%
11/14/2023Lazard Asset Management LLC25,246$0.13M0.0%N/A0.028%
11/14/2023Hodges Capital Management Inc.738,276$3.77M0.4%-40.7%0.816%
11/14/2023First Dallas Securities Inc.591,704$3.02M0.7%N/A0.654%
11/14/2023Schonfeld Strategic Advisors LLC14,200$72K0.0%N/A0.016%
11/14/2023Sherbrooke Park Advisers LLC23,450$0.12M0.0%N/A0.026%
11/14/2023California State Teachers Retirement System4,845$25K0.0%-33.7%0.005%
11/14/2023Qube Research & Technologies Ltd10,701$55K0.0%-69.2%0.012%
11/14/2023Trexquant Investment LP96,963$0.50M0.0%-38.7%0.107%
11/14/2023O Shaughnessy Asset Management LLC144,709$0.74M0.0%+1,118.7%0.160%
11/13/2023Millrace Asset Group Inc.356,667$1.82M2.2%N/A0.394%
11/13/2023Connor Clark & Lunn Investment Management Ltd.128,329$0.65M0.0%+57.7%0.142%
11/13/2023Algert Global LLC35,940$0.18M0.0%-31.9%0.040%
11/13/2023Northern Trust Corp195,964$1M0.0%+3.7%0.217%
11/13/2023Brandywine Global Investment Management LLC189,329$0.97M0.0%+13.4%0.209%
11/13/2023WINTON GROUP Ltd13,829$71K0.0%N/A0.015%
11/9/2023Blair William & Co. IL274,540$1.40M0.0%-3.0%0.303%
11/9/2023UBS Group AG59,722$0.31M0.0%+276.0%0.066%
11/8/2023Charles Schwab Investment Management Inc.304,293$1.55M0.0%+61.4%0.336%
11/8/2023Janney Montgomery Scott LLC71,477$0.37M0.0%N/A0.079%
11/6/2023Victory Capital Management Inc.106,266$0.54M0.0%-18.6%0.117%
10/31/2023Panagora Asset Management Inc.92,956$0.47M0.0%N/A0.103%
10/27/2023Hennion & Walsh Asset Management Inc.45,420$0.23M0.0%N/A0.050%
10/26/2023Strs Ohio102,700$0.52M0.0%+47.8%0.114%
10/24/2023Bank of New York Mellon Corp187,710$0.96M0.0%+3.9%0.208%
10/24/2023Tectonic Advisors LLC108,415$0.55M0.1%+110.6%0.120%
10/13/2023Ritholtz Wealth Management36,485$0.19M0.0%N/A0.040%
9/21/2023Barclays PLC4,376$25K0.0%-61.0%0.005%
8/16/2023Nuveen Asset Management LLC143,324$0.81M0.0%+374.2%0.158%
8/15/2023Wells Fargo & Company MN8,998$51K0.0%-54.4%0.010%
8/15/2023Walleye Capital LLC303,220$1.72M0.0%+151.1%0.335%
8/15/2023Goldman Sachs Group Inc.128,670$0.73M0.0%+434.4%0.142%
8/15/2023Zacks Investment Management39,168$0.22M0.0%N/A0.043%
8/15/2023Polar Asset Management Partners Inc.700,000$3.96M0.1%N/A0.774%
8/15/2023Royal Bank of Canada13,119$74K0.0%+610.3%0.015%
8/15/2023Bayesian Capital Management LP14,847$84K0.0%N/A0.016%
8/14/20231620 Investment Advisors Inc.18,437$0.10M0.1%+41.2%0.020%
8/14/2023State of Wyoming40,066$0.23M0.1%N/A0.044%
8/14/2023Divisadero Street Capital Management LP15,000$85K0.0%N/A0.017%
8/14/2023Marshall Wace LLP1,306,598$7.40M0.0%+216.9%1.444%
8/14/2023State Street Corp350,953$1.99M0.0%+13.4%0.388%
8/14/2023Nuveen Asset Management LLC143,324$0.81M0.0%+374.2%0.158%
8/14/2023Ghisallo Capital Management LLC250,000$1.42M0.2%N/A0.276%
8/14/2023Prelude Capital Management LLC17,500$99K0.0%N/A0.019%
8/11/2023Renaissance Technologies LLC278,926$1.58M0.0%+1,665.4%0.290%
8/11/2023BlackRock Inc.1,285,022$7.27M0.0%+1.6%1.335%
8/11/2023MYDA Advisors LLC368,000$2.08M0.6%+67.3%0.382%
8/11/2023Brandywine Global Investment Management LLC166,890$0.95M0.0%N/A0.173%
8/11/2023O Shaughnessy Asset Management LLC11,874$67K0.0%N/A0.012%
8/11/2023Trexquant Investment LP158,277$0.90M0.0%+567.0%0.164%
8/11/2023Geode Capital Management LLC459,997$2.60M0.0%+11.2%0.478%
8/11/2023Sei Investments Co.389,397$2.20M0.0%+65.3%0.405%
8/11/2023Northern Trust Corp189,020$1.07M0.0%+6.0%0.196%
8/11/2023RK Capital Management LLC1,042,543$5.90M1.3%N/A1.083%
8/10/2023Charles Schwab Investment Management Inc.188,541$1.07M0.0%+18.0%0.196%
8/10/2023Citigroup Inc.6,538$37K0.0%N/A0.007%
8/9/2023Dimensional Fund Advisors LP412,701$2.34M0.0%+115.3%0.429%
8/7/2023Hodges Capital Management Inc.1,243,980$10.25M0.6%+60.8%1.292%
8/3/2023Barclays PLC4,376$25K0.0%-61.0%0.005%
8/3/2023Bank of New York Mellon Corp180,662$1.02M0.0%-4.0%0.188%
7/31/2023LPL Financial LLC64,488$0.37M0.0%N/A0.067%
7/31/2023Strs Ohio69,500$0.39M0.0%+217.4%0.072%
(Data available from 1/1/2016 forward)













DTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTC shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Solo Brands. The most heavily invested institutionals were Ophir Asset Management Pty Ltd ($29.13M), American Century Companies Inc. ($21.15M), Wasatch Advisors Inc. ($20.52M), Boston Partners ($13.16M), Vanguard Group Inc. ($10.91M), Marshall Wace LLP ($7.40M), and BlackRock Inc. ($7.27M).Learn more on DTC's institutional investors.

What percentage of Solo Brands stock is owned by institutional investors?

75.38% of Solo Brands stock is owned by institutional investors. Learn more on DTC's institutional investor holdings.

Which institutional investors have been buying Solo Brands stock?

Of the 99 institutional investors that purchased Solo Brands stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($2.14M), Hodges Capital Management Inc. ($1.43M), American Century Companies Inc. ($1.36M), RK Capital Management LLC ($1.04M), Marshall Wace LLP ($0.89M), Polar Asset Management Partners Inc. ($0.70M), and Bridgeway Capital Management LLC ($0.64M).

How much institutional buying is happening at Solo Brands?

Institutional investors have bought a total of 18,087,189 shares in the last 24 months. This purchase volume represents approximately $102.62M in transactions.

Which Solo Brands major shareholders have been selling company stock?

Of the 38 institutional investors that sold Solo Brands stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bertram Growth Capital III GPLLC L.L.C. ($10.65M), Ophir Asset Management Pty Ltd ($4.31M), American Century Companies Inc. ($0.94M), Federated Hermes Inc. ($0.86M), Marshall Wace LLP ($0.62M), Hodges Capital Management Inc. ($0.51M), and Wasatch Advisors LP ($0.46M).

How much institutional selling is happening at Solo Brands?

Institutional investors have sold a total of 19,981,052 shares in the last 24 months. This volume of shares sold represents approximately $105.71M in transactions.


This page (NYSE:DTC) was last updated on 3/1/2024 by MarketBeat.com Staff