Free Trial

U.S. Global Investors (GROW) Institutional Ownership

→ The Long-Awaited End of America Update (From Stansberry Research) (Ad)
Free GROW Stock Alerts
$2.68
+0.02 (+0.75%)
(As of 05/2/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for U.S. Global Investors (NASDAQ:GROW)

Current
Institutional Ownership
Percentage
23.62%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$459.54K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$102.96K
Get GROW Insider Trade Alerts

Want to know when executives and insiders are buying or selling U.S. Global Investors stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GROW Institutional Buying and Selling by Quarter

U.S. Global Investors Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/4/2024Vima LLC41,458$117K0.3%N/A0.293%
2/15/2024Perritt Capital Management Inc.553,628$1.56M0.9%-3.0%3.716%
11/8/2023SMH Capital Advisors Inc.113,323$323K0.8%-11.7%0.761%
8/14/2023Perritt Capital Management Inc.570,696$1.75M1.0%-0.7%3.830%
8/2/2023Bank of Montreal Can70,463$218K0.0%N/A0.473%
7/27/2023EA Series Trust36,840$113K0.0%N/A0.247%
5/9/2023Formidable Asset Management LLC37,300$100K0.0%+16.7%0.250%
2/8/2023Heartland Advisors Inc.415,044$1.20M0.1%-7.8%2.786%
11/3/2022SMH Capital Advisors Inc.139,577$401K0.6%+1,301.8%0.999%
8/15/2022Kanen Wealth Management LLC456,885$2.00M1.1%N/A3.043%
7/28/2022 Hodges Capital Management Inc.68,500$302K0.0%-24.3%0.456%
7/27/2022SMH Capital Advisors Inc.9,957$240K0.3%-91.7%0.066%
5/12/2022 Hodges Capital Management Inc.90,500$471K0.0%N/A0.603%
4/13/2022 Hexagon Capital Partners LLC32,472$169K0.0%N/A0.216%
2/15/2022Corsair Capital Management L.P.10,000$44K0.0%N/A0.067%
2/14/2022Accretive Wealth Partners LLC11,500$51K0.0%N/A0.077%
2/7/2022 Benjamin F. Edwards & Company Inc.6,500$29K0.0%-30.9%0.043%
2/7/2022 North Star Investment Management Corp.11,000$48K0.0%+83.3%0.073%
11/16/2021Toroso Investments LLC124,239$707K0.0%+5.3%0.826%
11/15/2021Marshall Wace LLP49,713$283K0.0%-51.9%0.330%
11/12/2021Renaissance Technologies LLC106,515$606K0.0%-20.9%0.708%
11/12/2021Aristides Capital LLC15,000$85K0.0%N/A0.100%
11/10/2021Formidable Asset Management LLC32,264$184K0.0%N/A0.214%
11/9/2021Heartland Advisors Inc.450,000$2.56M0.2%-3.9%2.990%
11/5/2021Advisor Group Holdings Inc.4,439$26K0.0%+189.2%0.030%
11/3/2021Clear Harbor Asset Management LLC240,008$1.37M0.0%+19.9%1.595%
10/28/2021WINTON GROUP Ltd12,516$71K0.0%N/A0.083%
10/6/2021 Hodges Capital Management Inc.10,700$61K0.0%N/A0.071%
8/25/2021Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/17/2021Price T Rowe Associates Inc. MD18,600$115K0.0%-67.1%0.124%
8/16/2021Diametric Capital LP17,161$106K0.1%-96.3%0.114%
8/16/2021Pinz Capital Management LP16,200$100K0.0%N/A0.108%
8/16/2021State Street Corp55,475$343K0.0%N/A0.369%
8/16/2021Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/13/2021Renaissance Technologies LLC134,607$833K0.0%-52.1%0.895%
8/13/2021Northern Trust Corp29,222$181K0.0%-7.0%0.194%
8/13/2021Toroso Investments LLC117,959$730K0.0%-16.9%0.784%
8/13/2021Geode Capital Management LLC107,437$665K0.0%-7.2%0.714%
8/13/2021Vanguard Group Inc.653,945$4.05M0.0%-3.5%4.346%
8/12/2021XTX Topco Ltd11,792$73K0.0%N/A0.078%
The A.I. story nobody is telling you (Read ASAP) (Ad)

There's been a lot of buzz surrounding A.I. over the past year... Most of it is just hype and speculation. But there's one recent A.I. development you NEED to hear about...

Click here to see Louis' new video for yourself.
8/12/2021Dimensional Fund Advisors LP75,693$469K0.0%-13.1%0.503%
8/12/2021Samalin Investment Counsel LLC5,010$31K0.0%N/A0.033%
8/6/2021Clear Harbor Asset Management LLC200,250$1.24M0.2%N/A1.331%
8/6/2021 Catalyst Capital Advisors LLC49,500$306K0.0%N/A0.329%
8/1/2021Kestra Private Wealth Services LLC20,822$129K0.0%-11.7%0.138%
7/31/2021SMH Capital Advisors Inc.119,604$740K1.5%N/A0.795%
7/29/2021Hillsdale Investment Management Inc.6,000$37K0.0%N/A0.040%
5/19/2021Diametric Capital LP463,489$3.24M2.5%-32.7%3.080%
5/18/2021Millennium Management LLC21,473$150K0.0%+72.0%0.143%
5/18/2021Perritt Capital Management Inc.684,209$4.78M2.6%-4.7%4.541%
5/17/2021Toroso Investments LLC142,014$991K0.0%-12.2%0.943%
5/14/2021Arrowstreet Capital Limited Partnership29,087$203K0.0%N/A0.193%
5/14/2021Laurel Wealth Advisors Inc.32,596$228K0.0%N/A0.216%
5/14/2021Dimensional Fund Advisors LP87,150$610K0.0%+25.5%0.578%
5/14/2021Alpha Paradigm Partners LLC48,546$339K0.1%N/A0.322%
5/14/2021O Shaughnessy Asset Management LLC12,430$87K0.0%+5,166.9%0.083%
5/13/2021Renaissance Technologies LLC281,251$1.96M0.0%-4.6%1.867%
5/12/2021Northern Trust Corp31,431$220K0.0%+13.1%0.209%
5/12/2021Geode Capital Management LLC115,780$808K0.0%+67.2%0.768%
5/12/2021Heartland Advisors Inc.500,000$3.49M0.2%-20.0%3.319%
5/11/2021Acadian Asset Management LLC19,971$139K0.0%N/A0.133%
5/11/2021EAM Investors LLC188,398$1.32M0.2%N/A1.250%
5/11/2021Kestra Private Wealth Services LLC23,583$165K0.0%-6.7%0.157%
4/27/2021Dorsey Wright & Associates6,060$42K0.5%N/A0.040%
3/8/2021Dimensional Fund Advisors LP69,420$378K0.0%+5.3%0.461%
2/25/2021Dimensional Fund Advisors LP69,420$378K0.0%+5.3%0.461%
2/24/2021Virtu Financial LLC11,996$65K0.0%N/A0.080%
2/16/2021Diametric Capital LP688,324$3.75M3.0%-28.7%4.562%
2/16/2021Toroso Investments LLC161,764$881K0.1%-15.6%1.072%
2/16/2021Prelude Capital Management LLC426,085$2.32M0.1%-30.6%2.824%
2/12/2021Credit Suisse AG11,000$60K0.0%N/A0.073%
2/11/2021Heartland Advisors Inc.625,000$3.41M0.2%+13.6%4.143%
2/10/2021Renaissance Technologies LLC294,716$1.61M0.0%+4.8%1.953%
2/4/2021Clear Harbor Asset Management LLC11,250$61K0.0%N/A0.075%
1/19/2021 Game Plan Financial Advisors LLC31,000$166K0.1%N/A0.205%
1/12/2021 Founders Capital Management7,000$38K0.0%N/A0.046%
1/12/2021 North Star Investment Management Corp.6,000$33K0.0%-45.5%0.040%
11/16/2020Toroso Investments LLC191,591$455K0.1%+3.2%1.270%
11/13/2020Diametric Capital LP965,769$2.30M1.7%N/A6.425%
10/29/2020 Cambridge Investment Research Advisors Inc.70,560$168K0.0%-43.7%0.469%
8/17/2020Toroso Investments LLC185,611$350K0.0%+32.0%1.235%
8/14/2020Advisor Group Holdings Inc.33,809$64K0.0%+17.4%0.225%
8/13/2020AWM Investment Company Inc.185,000$350K0.1%N/A1.231%
8/13/2020Perritt Capital Management Inc.728,957$1.38M1.0%+0.5%4.849%
8/13/2020Vivaldi Capital Management LLC10,000$34K0.0%N/A0.067%
8/12/2020Heartland Advisors Inc.550,000$1.05M0.1%N/A3.659%
8/7/2020Virtu Financial LLC21,918$41K0.0%N/A0.146%
8/3/2020 Game Plan Financial Advisors LLC106,500$201K0.3%-56.4%0.709%
5/18/2020Advisor Group Holdings Inc.28,809$28K0.0%N/A0.190%
5/13/2020Invenomic Capital Management LP158,898$154K0.1%-39.1%1.050%
Biden replacement revealed? (Ad)

A former CIA insider just announced a disturbing prediction… Biden will withdraw as the Democrat nominee on June 13.

See his shocking evidence in this new report
5/8/2020Toroso Investments LLC140,590$136K0.0%+16.6%0.929%
(Data available from 1/1/2016 forward)

GROW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GROW shares?

During the previous two years, 9 institutional investors and hedge funds held shares of U.S. Global Investors. The most heavily invested institutionals were Kanen Wealth Management LLC ($2.00M), Perritt Capital Management Inc. ($1.56M), Heartland Advisors Inc. ($1.20M), SMH Capital Advisors Inc. ($323K), Hodges Capital Management Inc. ($302K), Bank of Montreal Can ($218K), and Vima LLC ($117K).Learn more on GROW's institutional investors.

What percentage of U.S. Global Investors stock is owned by institutional investors?

23.62% of U.S. Global Investors stock is owned by institutional investors. Learn more on GROW's institutional investor holdings.

Which institutional investors have been buying U.S. Global Investors stock?

The following institutional investors have purchased U.S. Global Investors stock in the last 24 months: Kanen Wealth Management LLC ($456.89K), SMH Capital Advisors Inc. ($129.62K), Hodges Capital Management Inc. ($90.50K), Bank of Montreal Can ($70.46K), Vima LLC ($41.46K), EA Series Trust ($36.84K), and Formidable Asset Management LLC ($5.35K).

How much institutional buying is happening at U.S. Global Investors?

Institutional investors have bought a total of 831,116 shares in the last 24 months. This purchase volume represents approximately $3.32M in transactions.

Which U.S. Global Investors major shareholders have been selling company stock?

The following institutional investors have sold U.S. Global Investors stock in the last 24 months: SMH Capital Advisors Inc. ($125.65K), Heartland Advisors Inc. ($34.96K), Hodges Capital Management Inc. ($22K), and Perritt Capital Management Inc. ($21.07K).

How much institutional selling is happening at U.S. Global Investors?

Institutional investors have sold a total of 203,676 shares in the last 24 months. This volume of shares sold represents approximately $790.56K in transactions.


Related Companies:
This page (NASDAQ:GROW) was last updated on 5/3/2024 by MarketBeat.com Staff

From Our Partners
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
The AI stock to buy right now
StockEarnings
Have You Seen Elon’s New A.I. Device? (Picture Inside)
InvestorPlace
Could Your Accounts Be Frozen?
Allegiance Gold
Urgent Nvidia Warning
Altimetry
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
$5,000 Gold?
Stansberry Research
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press