Mogo Inc (MOGO) Ownership

1.81 ↓0.04 (-2.16%)

As of April 19, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Toroso Investments LLC is the biggest individual institutional holder of Mogo Inc (MOGO), owning a total of 2.4 million shares. Combined, the top 42 institutional holders of MOGO own 18.42% of the company with a total of 5.8 million shares.

In the latest ownership report on December 31st 2023, the top 42 institutional holders increased their combined ownership of MOGO by 1 million shares. 6 institutions bought 1,219,552 total additional shares and increased their ownership by an average of 90.43%. However 10 institutions sold 230,776 total shares and decreased their ownership by an average of 27.31%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Mogo increased by a net total of 988,776 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Toroso Investments LLC	9.720%	66.344%	2,385,659	951,490	2023-12-31
Mariner Wealth Advisors, LLC	2.451%	22.093%	601,549	108,852	2023-12-31
Fortress Investment Group LLC	0.784%	0.000%	192,484	0	2023-12-31
Garnet Capital Holdings, Inc.	0.643%	-40.329%	157,824	-106,666	2023-12-31
Schmeidler A R & CO Inc	0.553%	0.000%	135,652	135,652	2023-12-31
BMO Capital Markets Corp.	0.151%	-59.643%	37,131	-54,875	2023-12-31
Bank of Montreal	0.151%	-59.643%	37,131	-54,875	2023-12-31
Goldman Sachs Group Inc	0.120%	-12.454%	29,532	-4,201	2023-12-31
First Manhattan Co. LLC	0.108%	0.000%	26,400	0	2023-12-31
FMR Inc	0.092%	0.000%	22,568	22,568	2023-12-31
Group One Trading, LP	0.073%	-11.094%	17,960	-2,241	2023-12-31
Royal Bank of Canada	0.065%	-15.050%	15,940	-2,824	2023-12-31
Millennium Management LLC	0.056%	1.760%	13,819	239	2023-12-31
Morgan Stanley - Brokerage Accounts	0.035%	-33.341%	8,675	-4,339	2023-12-31
Advisor Group Holdings, Inc.	0.016%	-7.997%	3,831	-333	2023-12-31
SIMPLEX TRADING, LLC	0.010%	-9.636%	2,485	-265	2023-12-31
UBS Group AG	0.004%	452.410%	917	751	2023-12-31
Bank of America Corp	0.002%	-23.897%	500	-157	2023-12-31
Steward Partners Investment Advisory, LLC	0.001%	0.000%	200	0	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Toroso Investments LLC	9.720%	66.344%	2,385,659	951,490	2023-12-31
Anson Funds Management LP	1.176%	0.000%	892,941	0	2022-09-30
Mariner Wealth Advisors, LLC	2.451%	22.093%	601,549	108,852	2023-12-31
Point72 Asset Management, L.P.	0.766%	-58.446%	581,762	-818,238	2022-09-30
Fortress Investment Group LLC	0.784%	0.000%	192,484	0	2023-12-31
State of Tennessee, Treasury Department	0.211%	0.000%	160,000	0	2022-09-30
Garnet Capital Holdings, Inc.	0.643%	-40.329%	157,824	-106,666	2023-12-31
Schmeidler A R & CO Inc	0.553%	0.000%	135,652	135,652	2023-12-31
First Manhattan Company	0.117%	0.000%	89,200	0	2022-09-30
Raymond James Finl Svs Advisors, Inc.	0.322%	-1.929%	79,046	-1,555	2023-06-30
Sabby Management LLC	0.099%	10.863%	75,000	7,349	2022-06-30
TD Asset Management Inc	0.082%	0.696%	62,542	432	2022-06-30
JANE STREET GROUP, LLC	0.074%	0.000%	55,023	55,023	2022-12-31
Wedbush Morgan Securities Inc	0.175%	-2.238%	43,460	-995	2023-03-31
BMO Capital Markets Corp.	0.151%	-59.643%	37,131	-54,875	2023-12-31
Bank of Montreal	0.151%	-59.643%	37,131	-54,875	2023-12-31
Goldman Sachs Group Inc	0.120%	-12.454%	29,532	-4,201	2023-12-31
First Manhattan Co. LLC	0.108%	0.000%	26,400	0	2023-12-31
Virtu Financial LLC	0.035%	0.000%	26,187	26,187	2022-12-31
FMR Inc	0.092%	0.000%	22,568	22,568	2023-12-31
Geode Capital Management, LLC	0.091%	0.000%	22,529	0	2023-03-31
Group One Trading, LP	0.073%	-11.094%	17,960	-2,241	2023-12-31
Susquehanna International Group, LLP	0.070%	-34.456%	17,145	-9,013	2023-06-30
Royal Bank of Canada	0.065%	-15.050%	15,940	-2,824	2023-12-31
Citadel Advisors Llc	0.062%	0.000%	15,143	15,143	2023-09-30
Apexium Financial, LP	0.058%	0.000%	14,380	0	2023-03-31
Millennium Management LLC	0.056%	1.760%	13,819	239	2023-12-31
Raymond James & Associates	0.044%	0.000%	10,808	0	2023-06-30
Morgan Stanley - Brokerage Accounts	0.035%	-33.341%	8,675	-4,339	2023-12-31
Advisor Group Holdings, Inc.	0.016%	-7.997%	3,831	-333	2023-12-31
SIMPLEX TRADING, LLC	0.010%	-9.636%	2,485	-265	2023-12-31
The Toronto-Dominion Bank	0.008%	0.000%	1,987	1,987	2023-09-30
UBS Group AG	0.004%	452.410%	917	751	2023-12-31
Bank of America Corp	0.002%	-23.897%	500	-157	2023-12-31
Steward Partners Investment Advisory, LLC	0.001%	0.000%	200	0	2023-12-31
Cutler Group LP	0.000%	84.211%	70	32	2023-09-30
Wells Fargo & Co	0.000%	-100.000%	0	-7,936	2023-06-30
Belpointe Asset Management LLC	0.000%	-100.000%	0	-3,000	2023-06-30
BOOTHBAY FUND MANAGEMENT, LLC	0.000%	-100.000%	0	-40,745	2023-06-30
CIBC World Markets Inc.	0.000%	-100.000%	0	-10,165	2023-06-30
Renaissance Technologies Corp	0.000%	-100.000%	0	-8,900	2023-09-30
Powell Investment Advisors, LLC	0.000%	-100.000%	0	-8,333	2023-09-30

Mutual Fund Ownership

Amplify Transformational Data Shrg ETF is the biggest individual fund holder of Mogo Inc (MOGO), owning a total of 1.5 million shares. Combined, the top 38 mutual fund holders of MOGO own 9.82% of the company with a total of 2.8 million shares.

In the latest ownership report on February 29th 2024, the top 38 fund holders increased their combined ownership of MOGO by 89 thousand shares. 1 funds bought 42,500 total additional shares and increased their ownership by an average of 0.00%. However 1 funds sold 131,240 total shares and decreased their ownership by an average of 8.18%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Mogo decreased by a net total of -88,740 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Amplify Transformational Data Shrg ETF	6.003%	-8.178%	1,473,540	-131,240	2024-02-29
Purpose Select Equity Series F	0.173%	0.000%	42,500	42,500	2024-02-29
Purpose Multi-Asset Income Series F	0.012%	0.000%	2,946	0	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Amplify Transformational Data Shrg ETF	6.003%	-8.178%	1,473,540	-131,240	2024-02-29
FT Skybridge Digital Innovation 5 RE	0.389%	-1.929%	291,795	-5,740	2023-06-23
FT Skybridge Digital Innovation 5 CA	1.049%	-7.420%	257,355	-20,627	2023-07-03
Blue Planet Investment Trust	0.861%	0.000%	214,481	0	2022-11-30
iShares S&P/TSX Small Cap ETF	0.100%	0.000%	74,765	0	2023-02-28
FT Skybridge Digital Innovation 4 CA	0.220%	-53.475%	53,969	-62,030	2023-04-13
SAMSUNG Blockchain Technologies ETF	0.208%	4.486%	51,125	2,195	2024-01-31
Purpose Select Equity Series F	0.173%	0.000%	42,500	42,500	2024-02-29
FT Skybridge Digital Innovation 3 CA	0.168%	-47.521%	41,143	-37,256	2023-02-21
Blockchain Technologies ETF	0.045%	-1.452%	34,416	-507	2023-01-31
TD Canadian Equity Index ETF	0.043%	-2.421%	32,042	-795	2022-06-30
TD Canadian Index - I	0.041%	0.000%	30,500	0	2022-06-30
FT FTP Skybridge Digital Innovation 6 CA	0.120%	-35.983%	29,431	-16,543	2023-09-11
FT Skybridge Digital Innovation 6 CA	0.120%	-35.990%	29,419	-16,541	2023-09-11
AMOne FinTech Related Equity Index MF	0.031%	0.000%	23,427	23,427	2022-02-09
LUX IM ESG New Industrial Trends EX	0.019%	0.000%	14,630	0	2022-10-31
LUX IM ESG New Industrial Trends E2X	0.019%	0.000%	14,630	0	2023-01-31
Fidelity Canadian Growth Company Sr B	0.059%	0.000%	14,530	0	2023-12-31
Valkyrie Balance Sheet Opportunities ETF	0.019%	0.000%	13,964	0	2022-10-19
Fidelity® NASDAQ Composite Index®	0.031%	0.000%	7,509	0	2023-10-31
Fidelity Nasdaq Composite Index	0.031%	0.000%	7,509	0	2024-01-31
Fidelity Special Situations Series F	0.029%	0.000%	7,199	0	2023-12-31
Dimensional Global Trgtd Value USD Acc	0.018%	-0.556%	4,474	-25	2023-09-30
Purpose Multi-Asset Income Series F	0.012%	0.000%	2,946	0	2024-02-29
IA Clarington Canadian Small Cap A	0.007%	0.000%	1,756	0	2024-01-31
Ayalon BlockChain & Mining Stocks	0.002%	0.000%	1,136	0	2022-10-31
Fidelity Global Innovators Cl F	0.002%	-0.515%	580	-3	2023-12-31
Fidelity CanAm Opps F5	0.002%	-1.333%	518	-7	2023-12-31
Fidelity Balanced Private Pool Cl B	0.002%	1.106%	457	5	2023-11-30
Fidelity Bal Income Private Pool Cl B	0.001%	0.917%	220	2	2023-11-30
Fidelity Glb Innovtr Ccy Netrl Cl F	0.000%	-2.778%	70	-2	2023-12-31
Fidelity Balanced Private Pool Trust F	0.000%	2.041%	50	1	2023-12-31
Fidelity CanAm Opps Ccy Neutral F	0.000%	0.000%	38	0	2023-12-31
Fidelity Balanced Ccy Netrl Priv Pool F5	0.000%	0.000%	36	0	2023-11-30
Fidelity Multi-Asset Innovation P5	0.000%	0.000%	20	0	2023-12-31
Fidelity Bal Inc Ccy Netrl Priv Pool F	0.000%	0.000%	20	0	2023-11-30
Fidelity Balanced Income Pr Pl Tr F	0.000%	6.667%	16	1	2023-11-30
Fidelity Global Growth Private Pool F	0.000%	0.000%	2	0	2023-11-30