Also trades as: SURGW (NASDAQ) · $vol 0M
SURG Institutional Ownership
SurgePays, Inc.
1W: +0.1%
1M: -10.7%
3M: -68.2%
YTD: -91.4%
1Y: -94.4%
3Y: -96.9%
5Y: -97.3%
$0.15
-0.00 (-2.14%)
Weekly Expected Move ±12.0%
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Institutional Ownership — SURG
42
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
9
New Positions
6
Increased
11
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (45 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 567,358 | $83K | — | +0.0% | 2Q | SEC ↗ |
| 2 | Gaddis Premier Wealth Advisors LLC | 438,287 | $64K | — | +0.0% | 3Q | SEC ↗ |
| 3 | Millennium Capital Advisors, LLC | 210,000 | $31K | +125,000 | +147.1% | 7Q | SEC ↗ |
| 4 | Cable Car Capital, LP | 181,667 | $27K | — | +0.0% | 10Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 168,647 | $25K | -55,350 | -24.7% | 19Q | SEC ↗ |
| 6 | VANGUARD FIDUCIARY TRUST CO | 83,235 | $12K | — | +0.0% | 2Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC NEW | 83,163 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 66,000 | $10K | — | +0.0% | 10Q | SEC ↗ |
| 9 | STATE STREET CORP | 61,800 | $9K | — | +0.0% | 17Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 52,661 | $8K | — | +0.0% | 18Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 50,900 | $7K | +1,000 | +2.0% | 9Q | SEC ↗ |
| 12 | Ethos Financial Group, LLC | 50,233 | $7K | +37,366 | +290.4% | 6Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC NEW | 44,128 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 14 | NewEdge Advisors, LLC | 32,500 | $5K | — | +0.0% | 12Q | SEC ↗ |
| 15 | JAMES INVESTMENT RESEARCH, INC. | 32,500 | $5K | — | +0.0% | 12Q | SEC ↗ |
| 16 | BlackRock, Inc. | 29,331 | $4K | -40,923 | -58.3% | 8Q | SEC ↗ |
| 17 | BAILARD, INC. | 27,975 | $4K | — | +0.0% | 13Q | SEC ↗ |
| 18 | Virtu Financial LLC NEW | 27,030 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 19 | UBS Group AG | 24,551 | $4K | -50,251 | -67.2% | 12Q | SEC ↗ |
| 20 | TABLEAUX LLC NEW | 14,635 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 21 | GROUP ONE TRADING LLC | 13,572 | $2K | +13,179 | +3353.4% | 5Q | SEC ↗ |
| 22 | XTX Topco Ltd NEW | 13,188 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO NEW | 9,844 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 24 | SBI Securities Co., Ltd. | 6,857 | $1K | +1,034 | +17.8% | 7Q | SEC ↗ |
| 25 | Vanguard Global Advisers, LLC | 4,107 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 26 | Tower Research Capital LLC (TRC) | 3,296 | $0K | -284 | -7.9% | 2Q | SEC ↗ |
| 27 | Truvestments Capital LLC | 3,276 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 2,783 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 1,429 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 30 | MORGAN STANLEY | 1,018 | $0K | +18 | +1.8% | 11Q | SEC ↗ |
| 31 | Ameritas Advisory Services, LLC | 1,000 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 32 | BARCLAYS PLC NEW | 381 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 60 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 34 | SIMPLEX TRADING, LLC | 29 | $0K | -80 | -73.4% | 10Q | SEC ↗ |
| 35 | Ritter Daniher Financial Advisory LLC | 15 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV NEW | 15 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Caitong International Asset Management | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 0 | $0K | -14 | -100.0% | 7Q | SEC ↗ |
| 39 | TWO SIGMA INVESTMENTS, LP | 0 | $0K | -33,871 | -100.0% | 5Q | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 0 | $0K | -65,000 | -100.0% | 1Q | SEC ↗ |
| 41 | Financial Network Wealth Advisors LLC | 0 | $0K | -1,000 | -100.0% | 5Q | SEC ↗ |
| 42 | GERBER, LLC | 0 | $0K | -13,400 | -100.0% | 3Q | SEC ↗ |
| 43 | Squarepoint Ops LLC | 0 | $0K | -31,282 | -100.0% | 1Q | SEC ↗ |
| 44 | TWO SIGMA SECURITIES, LLC | 0 | $0K | -19,801 | -100.0% | 1Q | SEC ↗ |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -20,699 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 83,163 | $12K |
| JANE STREET GROUP, LLC | 44,128 | $6K |
| Virtu Financial LLC | 27,030 | $4K |
| TABLEAUX LLC | 14,635 | $2K |
| XTX Topco Ltd | 13,188 | $2K |
| JPMORGAN CHASE & CO | 9,844 | $1K |
| BARCLAYS PLC | 381 | $0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 60 | $0K |
| MERCER GLOBAL ADVISORS INC /ADV | 15 | $0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CIBC Bancorp USA Inc. | 65,000 | $10K |
| TWO SIGMA INVESTMENTS, LP | 33,871 | $5K |
| Squarepoint Ops LLC | 31,282 | $5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,699 | $3K |
| TWO SIGMA SECURITIES, LLC | 19,801 | $3K |
| GERBER, LLC | 13,400 | $2K |
| Financial Network Wealth Advisors L | 1,000 | $0K |
| BANK OF AMERICA CORP /DE | 14 | $0K |
| Caitong International Asset Managem | 1 | $0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Millennium Capital Advisors, LLC | +125,000 | +147.1% | 210,000 |
| Ethos Financial Group, LLC | +37,366 | +290.4% | 50,233 |
| GROUP ONE TRADING LLC | +13,179 | +3353.4% | 13,572 |
| SBI Securities Co., Ltd. | +1,034 | +17.8% | 6,857 |
| RENAISSANCE TECHNOLOGIES LLC | +1,000 | +2.0% | 50,900 |
| MORGAN STANLEY | +18 | +1.8% | 1,018 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | -55,350 | -24.7% | 168,647 |
| UBS Group AG | -50,251 | -67.2% | 24,551 |
| BlackRock, Inc. | -40,923 | -58.3% | 29,331 |
| Tower Research Capital LLC (TRC) | -284 | -7.9% | 3,296 |
| SIMPLEX TRADING, LLC | -80 | -73.4% | 29 |