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NeoVolta
NEOV

Overview Fund Activity

15 hedge funds and large institutions have $1.95M invested in NeoVolta in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$76.7K
2
Squarepoint
2
Squarepoint
New York
$17.3K
3
TRCT
3
Tower Research Capital (TRC)
New York
$8.71K
4
Wells Fargo
4
Wells Fargo
California
$261

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
PFA
4
Pure Financial Advisors
California
$0
5
Northern Trust
5
Northern Trust
Illinois
$106K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$489K 414,701 -2,841 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$455K 385,251 – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$340K 288,264 – –
BW
4
BIP Wealth
Georgia
$236K 200,214 – –
State Street
5
State Street
Massachusetts
$169K 143,214 – –
Northern Trust
6
Northern Trust
Illinois
$106K 90,015 -5,172 -5%
Truist Financial
7
Truist Financial
North Carolina
$76.7K 65,000 +65,000 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$29.5K 25,000 – –
Squarepoint
9
Squarepoint
New York
$17.3K 14,671 +14,671 New
Charles Schwab
10
Charles Schwab
California
$15.3K 12,964 – –
TRCT
11
Tower Research Capital (TRC)
New York
$8.71K 7,385 +7,385 New
Morgan Stanley
12
Morgan Stanley
New York
$1.18K 1,000 -1,000 -50%
RAM
13
Riggs Asset Management
Pennsylvania
$708 600 – –
Wells Fargo
14
Wells Fargo
California
$261 221 +4 +2%
AWM
15
AE Wealth Management
Kansas
– – -61,197 Closed
MML Investors Services
16
MML Investors Services
Massachusetts
– – -31,920 Closed
Bank of New York Mellon
17
Bank of New York Mellon
New York
– – -21,314 Closed
PFA
18
Pure Financial Advisors
California
– – -10,753 Closed
UBS Group
19
UBS Group
Switzerland
– – -2,367 Closed
Barclays
20
Barclays
United Kingdom
– – -979 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$0 23 -279 -92%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
– – -156 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –