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NeoVolta
NEOV

Overview Fund Activity

15 hedge funds and large institutions have $40.5M invested in NeoVolta in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
5
Increased
4
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIS
1
Legacy Investment Solutions
Idaho
$17.8M
2
LWMI
2
Legacy Wealth Management (Idaho)
Idaho
$17.8M
3
UBS Group
3
UBS Group
Switzerland
$89K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$947K
5
Barclays
5
Barclays
United Kingdom
$35K

Top Sellers

1
State Street
1
State Street
Massachusetts
$312K
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Northern Trust
5
Northern Trust
Illinois
$264K
Name Market Value Shares Shares
Change 		Shares
Change %
LIS
1
Legacy Investment Solutions
Idaho
$17.8M 3,484,794 +3,484,794 New
LWMI
2
Legacy Wealth Management (Idaho)
Idaho
$17.8M 3,484,794 +3,484,794 New
BlackRock
3
BlackRock
New York
$1.3M 421,163 +2,694 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.21M 391,893 +6,319 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$947K 306,324 +15,427 +5%
BW
6
BIP Wealth
Georgia
$619K 200,214 – –
State Street
7
State Street
Massachusetts
$312K 100,814 -42,400 -30%
Northern Trust
8
Northern Trust
Illinois
$264K 85,320 -1,799 -2%
UBS Group
9
UBS Group
Switzerland
$89K 28,815 +28,815 New
Charles Schwab
10
Charles Schwab
California
$40.1K 12,964 – –
Barclays
11
Barclays
United Kingdom
$35K 11,475 +11,475 New
CWA
12
Centennial Wealth Advisory
Michigan
$31.2K 10,100 +10,100 New
Morgan Stanley
13
Morgan Stanley
New York
$3.09K 1,000 – –
RAM
14
Riggs Asset Management
Pennsylvania
$1.85K 600 – –
Bank of America
15
Bank of America
North Carolina
$921 298 +66 +28%
Corient Private Wealth
16
Corient Private Wealth
Florida
– – -25,000 Closed
TSS
17
Two Sigma Securities
New York
– – -11,271 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– – -5,872 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – -154 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –