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NeoVolta
NEOV

Overview Fund Activity

16 hedge funds and large institutions have $5.65M invested in NeoVolta in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
16
Holders Change
+13
Holders Change %
+433.33%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84M
2
BlackRock
2
BlackRock
New York
$1.48M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.25M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$278K
5
AWM
5
AE Wealth Management
Kansas
$271K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84M 365,143 +365,143 New
BlackRock
2
BlackRock
New York
$1.48M 293,160 +293,160 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.25M 248,892 +248,892 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$278K 55,362 +55,362 New
AWM
5
AE Wealth Management
Kansas
$271K 53,965 +53,965 New
Northern Trust
6
Northern Trust
Illinois
$119K 23,604 +23,604 New
GG
7
Gofen & Glossberg
Illinois
$101K 20,000 +5,000 +33%
Jane Street
8
Jane Street
New York
$92K 18,253 +18,253 New
TCM
9
Traynor Capital Management
Pennsylvania
$72K 14,500 +14,500 New
Charles Schwab
10
Charles Schwab
California
$66K 12,964 +12,964 New
PFA
11
Pure Financial Advisors
California
$54K 10,753 +10,753 New
UBS Group
12
UBS Group
Switzerland
$21K 4,242 +4,242 New
WWP
13
WR Wealth Planners
Missouri
$5.03K 1,000 – –
RAM
14
Riggs Asset Management
Pennsylvania
$1K 100 +100 New
TRCT
15
Tower Research Capital (TRC)
New York
$1K 155 +155 New
Wells Fargo
16
Wells Fargo
California
$1K 187 +187 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
– – -5,000 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –