SurgePays (SURG) Institutional Ownership

$3.81
+0.17 (+4.67%)
(As of 03:04 PM ET)

Institutional Ownership Changes (13F Filings) for SurgePays (NASDAQ:SURG)

Current
Institutional Ownership
Percentage
6.94%
Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$1.68M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$507.47K
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SURG Institutional Buying and Selling by Quarter

SurgePays Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/31/2023 Ausdal 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%
10/13/2022 Ridgewood 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%
1/20/2022Kestra Advisory Services LLC49,300$100K0.0%N/A0.409%
(Data available from 1/1/2016 forward)

SURG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SURG shares?

During the previous two years, 16 institutional investors and hedge funds held shares of SurgePays. The most heavily invested institutionals were Praetorian Capital Management LLC ($2.16M), Bailard Inc. ($422K), Thompson Davis & CO. Inc. ($421K), Corsair Capital Management L.P. ($292K), Diametric Capital LP ($228K), Ridgewood Investments LLC ($221K), and Blair William & Co. IL ($156K).Learn more on SURG's institutional investors.

What percentage of SurgePays stock is owned by institutional investors?

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

Which institutional investors have been buying SurgePays stock?

Of the 15 institutional investors that purchased SurgePays stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bailard Inc. ($65.48K), Thompson Davis & CO. Inc. ($57.58K), Ridgewood Investments LLC ($48.51K), Corsair Capital Management L.P. ($40K), Diametric Capital LP ($34.69K), Commonwealth Equity Services LLC ($29.92K), and Privium Fund Management B.V. ($28.20K).

How much institutional buying is happening at SurgePays?

Institutional investors have bought a total of 398,148 shares in the last 24 months. This purchase volume represents approximately $2.35M in transactions.

Which SurgePays major shareholders have been selling company stock?

The following institutional investors have sold SurgePays stock in the last 24 months: Praetorian Capital Management LLC ($110K), and Jump Financial LLC ($2.90K).

How much institutional selling is happening at SurgePays?

Institutional investors have sold a total of 112,900 shares in the last 24 months. This volume of shares sold represents approximately $507.47K in transactions.


This page (NASDAQ:SURG) was last updated on 5/1/2024 by MarketBeat.com Staff

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