NEOV Institutional Ownership
NeoVolta Inc
1W: +39.3%
1M: -19.3%
3M: +12.1%
YTD: -7.3%
1Y: -36.9%
3Y: +30.3%
5Y: -55.6%
$3.05
+0.53 (+21.03%)
Weekly Expected Move ±19.4%
$2
$2
$3
$4
$4
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Institutional Ownership — NEOV
53
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$48M
Total Invested
17
New Positions
8
Increased
21
Reduced
13
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (60 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 4,896,515 | $$15M | -428,509 | -8.0% | 8Q | SEC ↗ |
| 2 | MARSHALL WACE, LLP | 1,975,423 | $$6M | +1,849,432 | +1467.9% | 4Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,948,140 | $$6M | +262,219 | +15.6% | 2Q | SEC ↗ |
| 4 | AWM Investment Company, Inc. NEW | 1,645,557 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Alyeska Investment Group, L.P. NEW | 1,550,000 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | BlackRock, Inc. | 518,297 | $$2M | +27,281 | +5.6% | 8Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 438,387 | $$1M | +67,169 | +18.1% | 16Q | SEC ↗ |
| 8 | Arosa Capital Management LP NEW | 320,000 | $$976K | — | +0.0% | 1Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC NEW | 263,751 | $$804K | — | +0.0% | 1Q | SEC ↗ |
| 10 | VANGUARD FIDUCIARY TRUST CO | 219,931 | $$671K | -13,684 | -5.9% | 2Q | SEC ↗ |
| 11 | BIP Wealth, LLC | 214,159 | $$653K | — | +0.0% | 12Q | SEC ↗ |
| 12 | HRT FINANCIAL LP NEW | 178,411 | $$544K | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 173,800 | $$530K | -65,128 | -27.3% | 8Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 158,461 | $$483K | — | +0.0% | 1Q | SEC ↗ |
| 15 | STATE STREET CORP | 149,164 | $$455K | — | +0.0% | 14Q | SEC ↗ |
| 16 | Scientech Research LLC NEW | 107,676 | $$328K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MGO ONE SEVEN LLC NEW | 88,500 | $$270K | — | +0.0% | 1Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 84,514 | $$258K | -29,816 | -26.1% | 16Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC NEW | 38,790 | $$118K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Centiva Capital, LP NEW | 32,996 | $$101K | — | +0.0% | 1Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 32,381 | $$99K | -31,262 | -49.1% | 2Q | SEC ↗ |
| 22 | Keel Point, LLC NEW | 32,355 | $$99K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Sovran Advisors, LLC | 24,509 | $$75K | — | +0.0% | 7Q | SEC ↗ |
| 24 | SIMPLEX TRADING, LLC | 23,721 | $$72K | +22,949 | +2972.7% | 2Q | SEC ↗ |
| 25 | GROUP ONE TRADING LLC NEW | 20,289 | $$62K | — | +0.0% | 1Q | SEC ↗ |
| 26 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 18,580 | $$57K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Mariner, LLC NEW | 16,000 | $$49K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Tower Research Capital LLC (TRC) | 12,584 | $$38K | +12,466 | +10564.4% | 7Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC NEW | 12,381 | $$38K | — | +0.0% | 1Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,297 | $$38K | -187,870 | -93.9% | 2Q | SEC ↗ |
| 31 | Centennial Wealth Advisory LLC | 10,100 | $$31K | — | +0.0% | 8Q | SEC ↗ |
| 32 | MORGAN STANLEY | 9,407 | $$29K | -13,485 | -58.9% | 12Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 9,322 | $$28K | +9,296 | +35753.8% | 3Q | SEC ↗ |
| 34 | Vanguard Global Advisers, LLC | 8,810 | $$27K | — | +0.0% | 2Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN NEW | 3,545 | $$11K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Allworth Financial LP | 950 | $$3K | — | +0.0% | 7Q | SEC ↗ |
| 37 | FMR LLC | 527 | $$2K | +460 | +686.6% | 5Q | SEC ↗ |
| 38 | HARBOUR INVESTMENTS, INC. | 100 | $$0K | — | +0.0% | 7Q | SEC ↗ |
| 39 | Caitong International Asset Management NEW | 40 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 40 | BARCLAYS PLC | 9 | $$0K | -108,518 | -100.0% | 4Q | SEC ↗ |
| 41 | Point72 Asset Management, L.P. | 0 | $$0K | -33,690 | -100.0% | 1Q | SEC ↗ |
| 42 | CITIGROUP INC | 0 | $$0K | -4,953 | -100.0% | 1Q | SEC ↗ |
| 43 | Davidson Kempner Capital Management LP | 0 | $$0K | -400,000 | -100.0% | 1Q | SEC ↗ |
| 44 | Brevan Howard Capital Management LP | 0 | $$0K | -12,510 | -100.0% | 1Q | SEC ↗ |
| 45 | OMERS ADMINISTRATION Corp | 0 | $$0K | -34,000 | -100.0% | 2Q | SEC ↗ |
| 46 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | $$0K | -52,200 | -100.0% | 4Q | SEC ↗ |
| 47 | Hudson Bay Capital Management LP | 0 | $$0K | -59,182 | -100.0% | 1Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 0 | $$0K | -12,500 | -100.0% | 2Q | SEC ↗ |
| 49 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 0 | $$0K | -12,964 | -100.0% | 14Q | SEC ↗ |
| 50 | Virtu Financial LLC | 0 | $$0K | -16,223 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| AWM Investment Company, Inc. | 1,645,557 | $$5M |
| Alyeska Investment Group, L.P. | 1,550,000 | $$5M |
| Arosa Capital Management LP | 320,000 | $$976K |
| RENAISSANCE TECHNOLOGIES LLC | 263,751 | $$804K |
| HRT FINANCIAL LP | 178,411 | $$544K |
| CITADEL ADVISORS LLC | 158,461 | $$483K |
| Scientech Research LLC | 107,676 | $$328K |
| MGO ONE SEVEN LLC | 88,500 | $$270K |
| RAYMOND JAMES FINANCIAL INC | 38,790 | $$118K |
| Centiva Capital, LP | 32,996 | $$101K |
| Keel Point, LLC | 32,355 | $$99K |
| GROUP ONE TRADING LLC | 20,289 | $$62K |
| INDEPENDENT FINANCIAL GROUP, LLC | 18,580 | $$57K |
| Mariner, LLC | 16,000 | $$49K |
| JANE STREET GROUP, LLC | 12,381 | $$38K |
| WELLS FARGO & COMPANY/MN | 3,545 | $$11K |
| Caitong International Asset Managem | 40 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Davidson Kempner Capital Management | 400,000 | $$1M |
| MILLENNIUM MANAGEMENT LLC | 259,900 | $$793K |
| 683 Capital Management, LLC | 170,000 | $$518K |
| Qube Research & Technologies Ltd | 64,966 | $$198K |
| Hudson Bay Capital Management LP | 59,182 | $$181K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 52,200 | $$159K |
| Schonfeld Strategic Advisors LLC | 50,718 | $$155K |
| TRUIST FINANCIAL CORP | 42,416 | $$129K |
| BANK OF AMERICA CORP /DE | 38,187 | $$116K |
| OMERS ADMINISTRATION Corp | 34,000 | $$104K |
| Point72 Asset Management, L.P. | 33,690 | $$103K |
| Lighthouse Investment Partners, LLC | 24,420 | $$74K |
| Virtu Financial LLC | 16,223 | $$49K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 12,964 | $$40K |
| Brevan Howard Capital Management LP | 12,510 | $$38K |
| Cetera Investment Advisers | 12,500 | $$38K |
| Squarepoint Ops LLC | 11,173 | $$34K |
| CITIGROUP INC | 4,953 | $$15K |
| ROYAL BANK OF CANADA | 899 | $$3K |
| Quarry LP | 531 | $$2K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | +1,849,432 | +1467.9% | 1,975,423 |
| VANGUARD CAPITAL MANAGEMENT LLC | +262,219 | +15.6% | 1,948,140 |
| GEODE CAPITAL MANAGEMENT, LLC | +67,169 | +18.1% | 438,387 |
| BlackRock, Inc. | +27,281 | +5.6% | 518,297 |
| SIMPLEX TRADING, LLC | +22,949 | +2972.7% | 23,721 |
| Tower Research Capital LLC (TRC) | +12,466 | +10564.4% | 12,584 |
| JPMORGAN CHASE & CO | +9,296 | +35753.8% | 9,322 |
| FMR LLC | +460 | +686.6% | 527 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | -428,509 | -8.0% | 4,896,515 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -187,870 | -93.9% | 12,297 |
| BARCLAYS PLC | -108,518 | -100.0% | 9 |
| UBS Group AG | -65,128 | -27.3% | 173,800 |
| GOLDMAN SACHS GROUP INC | -31,262 | -49.1% | 32,381 |
| NORTHERN TRUST CORP | -29,816 | -26.1% | 84,514 |
| VANGUARD FIDUCIARY TRUST CO | -13,684 | -5.9% | 219,931 |
| MORGAN STANLEY | -13,485 | -58.9% | 9,407 |