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U.S. Global Investors (GROW) Institutional Ownership

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(As of 05/17/2024 08:53 PM ET)
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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)
3
Total
Institutional Inflows
(last 12 months)
$445.26K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$146.15K
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GROW Institutional Buying and Selling by Quarter

U.S. Global Investors Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Tidal Investments LLC69,533$193K0.0%-18.3%0.492%
3/4/2024 Vima LLC41,458$117K0.3%N/A0.293%
2/15/2024 Perritt Capital Management Inc.553,628$1.56M0.9%-3.0%3.716%
11/8/2023 SMH Capital Advisors Inc.113,323$323K0.8%-11.7%0.761%
8/14/2023 Perritt Capital Management Inc.570,696$1.75M1.0%-0.7%3.830%
8/2/2023 Bank of Montreal Can70,463$218K0.0%N/A0.473%
7/27/2023EA Series Trust36,840$113K0.0%N/A0.247%
5/9/2023 Formidable Asset Management LLC37,300$100K0.0%+16.7%0.250%
2/8/2023 Heartland Advisors Inc.415,044$1.20M0.1%-7.8%2.786%
11/3/2022 SMH 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%
7/27/2022 SMH 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%
2/15/2022 Corsair Capital Management L.P.10,000$44K0.0%N/A0.067%
2/14/2022 Accretive 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%
11/16/2021 Toroso Investments LLC124,239$707K0.0%+5.3%0.826%
11/15/2021 Marshall Wace LLP49,713$283K0.0%-51.9%0.330%
11/12/2021 Renaissance Technologies LLC106,515$606K0.0%-20.9%0.708%
11/12/2021 Aristides Capital LLC15,000$85K0.0%N/A0.100%
11/10/2021 Formidable Asset Management LLC32,264$184K0.0%N/A0.214%
11/9/2021 Heartland Advisors Inc.450,000$2.56M0.2%-3.9%2.990%
11/5/2021 Advisor Group Holdings Inc.4,439$26K0.0%+189.2%0.030%
11/3/2021 Clear Harbor Asset Management LLC240,008$1.37M0.0%+19.9%1.595%
10/28/2021 WINTON GROUP Ltd12,516$71K0.0%N/A0.083%
10/6/2021 Hodges Capital Management Inc.10,700$61K0.0%N/A0.071%
8/25/2021 Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/17/2021 Price T Rowe Associates Inc. MD18,600$115K0.0%-67.1%0.124%
8/16/2021 Diametric Capital LP17,161$106K0.1%-96.3%0.114%
8/16/2021Pinz Capital Management LP16,200$100K0.0%N/A0.108%
8/16/2021 State Street Corp55,475$343K0.0%N/A0.369%
8/16/2021 Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/13/2021 Renaissance Technologies LLC134,607$833K0.0%-52.1%0.895%
8/13/2021 Northern Trust Corp29,222$181K0.0%-7.0%0.194%
8/13/2021 Toroso Investments LLC117,959$730K0.0%-16.9%0.784%
8/13/2021 Geode Capital Management LLC107,437$665K0.0%-7.2%0.714%
8/13/2021 Vanguard Group Inc.653,945$4.05M0.0%-3.5%4.346%
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8/12/2021 XTX Topco Ltd11,792$73K0.0%N/A0.078%
8/12/2021 Dimensional Fund Advisors LP75,693$469K0.0%-13.1%0.503%
8/12/2021 Samalin Investment Counsel LLC5,010$31K0.0%N/A0.033%
8/6/2021 Clear Harbor Asset Management LLC200,250$1.24M0.2%N/A1.331%
8/6/2021 Catalyst Capital Advisors LLC49,500$306K0.0%N/A0.329%
8/1/2021 Kestra Private Wealth Services LLC20,822$129K0.0%-11.7%0.138%
7/31/2021 SMH Capital Advisors Inc.119,604$740K1.5%N/A0.795%
7/29/2021 Hillsdale Investment Management Inc.6,000$37K0.0%N/A0.040%
5/19/2021 Diametric Capital LP463,489$3.24M2.5%-32.7%3.080%
5/18/2021 Millennium Management LLC21,473$150K0.0%+72.0%0.143%
5/18/2021 Perritt Capital Management Inc.684,209$4.78M2.6%-4.7%4.541%
5/17/2021 Toroso Investments LLC142,014$991K0.0%-12.2%0.943%
5/14/2021 Arrowstreet Capital Limited Partnership29,087$203K0.0%N/A0.193%
5/14/2021Laurel Wealth Advisors Inc.32,596$228K0.0%N/A0.216%
5/14/2021 Dimensional Fund Advisors LP87,150$610K0.0%+25.5%0.578%
5/14/2021Alpha Paradigm Partners LLC48,546$339K0.1%N/A0.322%
5/14/2021 O Shaughnessy Asset Management LLC12,430$87K0.0%+5,166.9%0.083%
5/13/2021 Renaissance Technologies LLC281,251$1.96M0.0%-4.6%1.867%
5/12/2021 Northern Trust Corp31,431$220K0.0%+13.1%0.209%
5/12/2021 Geode Capital Management LLC115,780$808K0.0%+67.2%0.768%
5/12/2021 Heartland Advisors Inc.500,000$3.49M0.2%-20.0%3.319%
5/11/2021 Acadian Asset Management LLC19,971$139K0.0%N/A0.133%
5/11/2021 EAM Investors LLC188,398$1.32M0.2%N/A1.250%
5/11/2021 Kestra Private Wealth Services LLC23,583$165K0.0%-6.7%0.157%
4/27/2021 Dorsey Wright & Associates6,060$42K0.5%N/A0.040%
3/8/2021 Dimensional Fund Advisors LP69,420$378K0.0%+5.3%0.461%
2/25/2021 Dimensional Fund Advisors LP69,420$378K0.0%+5.3%0.461%
2/24/2021Virtu Financial LLC11,996$65K0.0%N/A0.080%
2/16/2021 Diametric Capital LP688,324$3.75M3.0%-28.7%4.562%
2/16/2021 Toroso Investments LLC161,764$881K0.1%-15.6%1.072%
2/16/2021 Prelude Capital Management LLC426,085$2.32M0.1%-30.6%2.824%
2/12/2021 Credit Suisse AG11,000$60K0.0%N/A0.073%
2/11/2021 Heartland Advisors Inc.625,000$3.41M0.2%+13.6%4.143%
2/10/2021 Renaissance Technologies LLC294,716$1.61M0.0%+4.8%1.953%
2/4/2021 Clear 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%
11/16/2020 Toroso Investments LLC191,591$455K0.1%+3.2%1.270%
11/13/2020 Diametric 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%
8/17/2020 Toroso Investments LLC185,611$350K0.0%+32.0%1.235%
8/14/2020 Advisor Group Holdings Inc.33,809$64K0.0%+17.4%0.225%
8/13/2020 AWM Investment Company Inc.185,000$350K0.1%N/A1.231%
8/13/2020 Perritt Capital Management Inc.728,957$1.38M1.0%+0.5%4.849%
8/13/2020 Vivaldi Capital Management LLC10,000$34K0.0%N/A0.067%
8/12/2020 Heartland 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%
5/18/2020 Advisor Group Holdings Inc.28,809$28K0.0%N/A0.190%
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5/13/2020 Invenomic Capital Management LP158,898$154K0.1%-39.1%1.050%
5/8/2020 Toroso 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, 10 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 Tidal Investments LLC ($193K).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), 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 740,616 shares in the last 24 months. This purchase volume represents approximately $2.85M 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), Perritt Capital Management Inc. ($21.07K), and Tidal Investments LLC ($15.54K).

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

Institutional investors have sold a total of 219,214 shares in the last 24 months. This volume of shares sold represents approximately $833.75K in transactions.


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This page (NASDAQ:GROW) was last updated on 5/20/2024 by MarketBeat.com Staff

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