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NeoVolta
NEOV

Overview Fund Activity

18 hedge funds and large institutions have $3.35M invested in NeoVolta in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
1
UMB Bank
Missouri
$100K
2
Northern Trust
2
Northern Trust
Illinois
$138K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$59.5K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$55.8K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
Jane Street
2
Jane Street
New York
$0
3
WWP
3
WR Wealth Planners
Missouri
$0
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$692K
5
UBS Group
5
UBS Group
Switzerland
$10.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08M 386,156 +21,013 +6%
BlackRock
2
BlackRock
New York
$818K 293,160 – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$692K 248,317 -575 -0.2%
AWM
4
AE Wealth Management
Kansas
$151K 53,965 – –
Northern Trust
5
Northern Trust
Illinois
$138K 49,477 +25,873 +110%
UB
6
UMB Bank
Missouri
$100K 35,715 +35,715 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$59.5K 21,314 +21,314 New
GG
8
Gofen & Glossberg
Illinois
$56K 20,000 – –
Corient Private Wealth
9
Corient Private Wealth
Florida
$55.8K 20,000 +20,000 New
TCM
10
Traynor Capital Management
Pennsylvania
$40.5K 14,500 – –
Charles Schwab
11
Charles Schwab
California
$36.2K 12,964 – –
MML Investors Services
12
MML Investors Services
Massachusetts
$33K 11,660 +11,660 New
PFA
13
Pure Financial Advisors
California
$30K 10,753 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$28.5K 10,230 +10,230 New
TRCT
15
Tower Research Capital (TRC)
New York
$21K 7,534 +7,379 +4,761%
UBS Group
16
UBS Group
Switzerland
$10.4K 3,710 -532 -13%
RAM
17
Riggs Asset Management
Pennsylvania
$1.12K 400 +300 +300%
Wells Fargo
18
Wells Fargo
California
$536 192 +5 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
– – -55,362 Closed
Jane Street
20
Jane Street
New York
– – -18,253 Closed
WWP
21
WR Wealth Planners
Missouri
– – -1,000 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –