Also trades as: ZEOWW (NASDAQ) · $vol 0M
ZEO Institutional Ownership
Zeo Energy Corp.
1W: -23.1%
1M: +30.4%
3M: -53.5%
YTD: -74.9%
1Y: -77.1%
3Y: -97.4%
$0.29
-0.01 (-4.21%)
Weekly Expected Move ±34.8%
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Institutional Ownership — ZEO
36
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
3
New Positions
5
Increased
9
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CITIZENS FINANCIAL GROUP INC/RI | 541,175 | $159K | — | +0.0% | 4Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 421,569 | $124K | +54,597 | +14.9% | 2Q | SEC ↗ |
| 3 | UBS Group AG | 115,994 | $34K | +114,363 | +7011.8% | 10Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 109,279 | $32K | -20,413 | -15.7% | 10Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 75,000 | $22K | — | +0.0% | 2Q | SEC ↗ |
| 6 | Groupe la Francaise | 43,761 | $13K | — | +0.0% | 4Q | SEC ↗ |
| 7 | STATE STREET CORP | 38,900 | $11K | — | +0.0% | 6Q | SEC ↗ |
| 8 | XTX Topco Ltd | 38,891 | $11K | -6,881 | -15.0% | 4Q | SEC ↗ |
| 9 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 37,249 | $11K | — | +0.0% | 4Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 30,080 | $9K | +5,289 | +21.3% | 3Q | SEC ↗ |
| 11 | HRT FINANCIAL LP NEW | 17,270 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Creative Planning | 17,107 | $5K | -171 | -1.0% | 4Q | SEC ↗ |
| 13 | CREDIT INDUSTRIEL ET COMMERCIAL | 10,845 | $3K | — | +0.0% | 4Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP NEW | 10,625 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 15 | VANGUARD FIDUCIARY TRUST CO | 10,497 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 16 | Tower Research Capital LLC (TRC) | 10,043 | $3K | +7,864 | +360.9% | 3Q | SEC ↗ |
| 17 | MORGAN STANLEY | 2,779 | $1K | +23 | +0.8% | 4Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 1,612 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 19 | CKW FINANCIAL GROUP | 1,527 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 20 | ABOUND FINANCIAL, LLC | 1,520 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 21 | CAZ INVESTMENTS LP | 1,369 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 22 | GROUP ONE TRADING LLC | 1,348 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 23 | Noble Wealth Management PBC | 876 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 250 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 25 | SBI Securities Co., Ltd. | 134 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 26 | FMR LLC | 100 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 27 | BARCLAYS PLC NEW | 73 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CoreCap Advisors, LLC | 37 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 8 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 30 | Farther Finance Advisors, LLC | 4 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 31 | MAI Capital Management | 0 | $0K | -26 | -100.0% | 3Q | SEC ↗ |
| 32 | Advisory Services Network, LLC | 0 | $0K | -308 | -100.0% | 1Q | SEC ↗ |
| 33 | PIPER SANDLER & CO. | 0 | $0K | -507,502 | -100.0% | 3Q | SEC ↗ |
| 34 | Texas Capital Bank Wealth Management S | 0 | $0K | -70,795 | -100.0% | 2Q | SEC ↗ |
| 35 | BlackRock, Inc. | 0 | $0K | -43,636 | -100.0% | 4Q | SEC ↗ |
| 36 | TWO SIGMA SECURITIES, LLC | 0 | $0K | -15,491 | -100.0% | 2Q | SEC ↗ |
| 37 | MISSION WEALTH MANAGEMENT, LP | 0 | $0K | -24,197 | -100.0% | 2Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,485 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 17,270 | $5K |
| NORTHERN TRUST CORP | 10,625 | $3K |
| BARCLAYS PLC | 73 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PIPER SANDLER & CO. | 507,502 | $149K |
| Texas Capital Bank Wealth Managemen | 70,795 | $21K |
| BlackRock, Inc. | 43,636 | $13K |
| MISSION WEALTH MANAGEMENT, LP | 24,197 | $7K |
| TWO SIGMA SECURITIES, LLC | 15,491 | $5K |
| BANK OF AMERICA CORP /DE | 1,485 | $0K |
| Advisory Services Network, LLC | 308 | $0K |
| MAI Capital Management | 26 | $0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +114,363 | +7011.8% | 115,994 |
| VANGUARD CAPITAL MANAGEMENT LLC | +54,597 | +14.9% | 421,569 |
| Tower Research Capital LLC (TRC) | +7,864 | +360.9% | 10,043 |
| JANE STREET GROUP, LLC | +5,289 | +21.3% | 30,080 |
| MORGAN STANLEY | +23 | +0.8% | 2,779 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | -20,413 | -15.7% | 109,279 |
| XTX Topco Ltd | -6,881 | -15.0% | 38,891 |
| Creative Planning | -171 | -1.0% | 17,107 |