NeoVolta Inc. Common Stock (NEOV) Ownership

1.96 ↓0.03 (-1.51%)

As of April 26, 2024, 11:22am EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NeoVolta Inc. Common Stock (NEOV), owning a total of 418 thousand shares. Combined, the top 27 institutional holders of NEOV own 5.17% of the company with a total of 1.7 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of NEOV by 83 thousand shares. 10 institutions bought 83,866 total additional shares and increased their ownership by an average of 13.96%. However 1 institutions sold 802 total shares and decreased their ownership by an average of 0.19%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NeoVolta Inc. Common Stock increased by a net total of 83,064 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	1.256%	-0.192%	417,542	-802	2023-12-31
Vanguard Group Inc	1.159%	2.025%	385,251	7,646	2023-12-31
Geode Capital Management, LLC	0.867%	7.342%	288,264	19,717	2023-12-31
BIP Wealth, LLC	0.602%	0.000%	200,214	0	2023-12-31
State Street Corporation	0.431%	0.000%	143,214	0	2023-12-31
Northern Trust Corp	0.286%	81.312%	95,187	42,688	2023-12-31
AE Wealth Management LLC	0.184%	0.000%	61,197	0	2023-12-31
MML Investors Services Inc	0.096%	18.574%	31,920	5,000	2023-12-31
CI Private Wealth LLC	0.075%	25.000%	25,000	5,000	2023-12-31
Bank of New York Mellon Corp	0.064%	0.000%	21,314	0	2023-12-31
Charles Schwab Investment Management Inc	0.039%	0.000%	12,964	0	2023-12-31
Pure Financial Advisors, INC.	0.032%	0.000%	10,753	0	2023-12-31
UBS Group AG	0.007%	0.000%	2,367	2,367	2023-12-31
Morgan Stanley - Brokerage Accounts	0.003%	0.000%	1,000	0	2023-12-31
Barclays PLC	0.003%	0.000%	979	979	2023-12-31
Riggs Asset Management Co Inc	0.002%	0.000%	600	0	2023-12-31
Royal Bank of Canada	0.001%	0.000%	302	302	2023-12-31
Wells Fargo & Co	0.001%	5.340%	217	11	2023-12-31
JPMorgan Chase & Co	0.001%	0.000%	156	156	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	1.256%	-0.192%	417,542	-802	2023-12-31
Vanguard Group Inc	1.159%	2.025%	385,251	7,646	2023-12-31
Geode Capital Management, LLC	0.867%	7.342%	288,264	19,717	2023-12-31
BIP Wealth, LLC	0.602%	0.000%	200,214	0	2023-12-31
State Street Corporation	0.431%	0.000%	143,214	0	2023-12-31
Northern Trust Corp	0.286%	81.312%	95,187	42,688	2023-12-31
AE Wealth Management LLC	0.184%	0.000%	61,197	0	2023-12-31
MML Investors Services Inc	0.096%	18.574%	31,920	5,000	2023-12-31
CI Private Wealth LLC	0.075%	25.000%	25,000	5,000	2023-12-31
Bank of New York Mellon Corp	0.064%	0.000%	21,314	0	2023-12-31
Gofen & Glossberg LLC	0.060%	0.000%	20,000	0	2022-12-31
Charles Schwab Investment Management Inc	0.039%	0.000%	12,964	0	2023-12-31
Pure Financial Advisors, INC.	0.032%	0.000%	10,753	0	2023-12-31
UBS Group AG	0.007%	0.000%	2,367	2,367	2023-12-31
Morgan Stanley - Brokerage Accounts	0.003%	0.000%	1,000	0	2023-12-31
Barclays PLC	0.003%	0.000%	979	979	2023-12-31
Riggs Asset Management Co Inc	0.002%	0.000%	600	0	2023-12-31
Royal Bank of Canada	0.001%	0.000%	302	302	2023-12-31
Wells Fargo & Co	0.001%	5.340%	217	11	2023-12-31
JPMorgan Chase & Co	0.001%	0.000%	156	156	2023-12-31
Traynor Capital Management, Inc	0.000%	-100.000%	0	-14,500	2023-03-31
Tower Research Capital LLC	0.000%	-100.000%	0	-343	2023-09-30
UMB Bank NA	0.000%	-100.000%	0	-35,715	2023-03-31
Susquehanna International Group, LLP	0.000%	-100.000%	0	-10,230	2023-03-31
JANE STREET GROUP, LLC	0.000%	-100.000%	0	-18,253	2022-12-31
CapTrust Financial Advisors	0.000%	-100.000%	0	-5,000	2022-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.	0.000%	-100.000%	0	-55,362	2022-12-31

Mutual Fund Ownership

Vanguard Institutional Extnd Mkt Idx Tr is the biggest individual fund holder of NeoVolta Inc. Common Stock (NEOV), owning a total of 376 thousand shares. Combined, the top 29 mutual fund holders of NEOV own 4.77% of the company with a total of 1.6 million shares.

In the latest ownership report on March 31st 2024, the top 29 fund holders increased their combined ownership of NEOV by 6 shares. 1 funds bought 18 total additional shares and increased their ownership by an average of 0.04%. However 1 funds sold 12 total shares and decreased their ownership by an average of 0.2%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding NeoVolta Inc. Common Stock increased by a net total of 6 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Extended Equity Market K	0.148%	0.037%	49,317	18	2024-03-31
NT Ext Equity Mkt Idx Fd - L	0.073%	0.000%	24,332	0	2024-03-31
Extended Equity Market Fund M	0.018%	-0.197%	6,084	-12	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.133%	0.000%	376,441	0	2024-02-29
Vanguard Extended Market Index Investor	1.112%	0.841%	368,795	3,077	2023-08-31
Fidelity Extended Market Index	0.485%	-0.482%	161,079	-780	2024-02-29
Fidelity® Extended Market Index	0.429%	0.000%	142,499	0	2023-11-30
iShares Micro-Cap ETF	0.183%	0.000%	60,971	0	2024-03-28
BlackRock Extended Mkt Composite	0.170%	0.000%	56,509	0	2023-09-30
BlackRock Extended Equity Market K	0.148%	0.037%	49,317	18	2024-03-31
Fidelity Total Market Index	0.147%	0.000%	48,745	0	2024-02-29
Fidelity® Total Market Index	0.147%	0.000%	48,745	0	2023-11-30
Fidelity Series Total Market Index	0.111%	0.000%	36,746	0	2024-02-29
Fidelity® Series Total Market Index	0.111%	0.000%	36,746	0	2023-11-30
NT Ext Equity Mkt Idx Fd - NL	0.078%	0.000%	25,873	0	2023-12-31
Northern Trust Extended Eq Market Idx	0.073%	0.000%	24,332	0	2023-12-31
NT Ext Equity Mkt Idx Fd - L	0.073%	0.000%	24,332	0	2024-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.063%	0.188%	20,780	39	2023-12-31
Fidelity® NASDAQ Composite Index®	0.054%	0.000%	17,863	0	2023-10-31
Fidelity Nasdaq Composite Index	0.054%	0.000%	17,863	0	2024-02-29
Spartan Total Market Index Pool E	0.048%	0.000%	15,998	0	2024-02-29
Schwab Total Stock Market Index	0.039%	0.000%	12,964	0	2024-02-29
Vanguard U.S. Eq Idx £ Acc	0.027%	0.000%	8,810	0	2024-02-29
Spartan Extended Market Index Pool E	0.023%	11.390%	7,628	780	2024-02-29
Extended Equity Market Fund M	0.018%	-0.197%	6,084	-12	2024-03-31
1290 VT Micro Cap K	0.012%	-23.348%	4,061	-1,237	2024-02-29
BNYM Mellon SL Market Completion UC1	0.009%	-1.588%	3,099	-50	2023-12-31
BNYM Mellon SL Mkt Completion Fd	0.009%	-1.588%	3,099	-50	2023-12-31
Northern Trust Wilshire 5000	0.007%	-15.672%	2,190	-407	2023-12-31
NT US Market Cap Idx Fd - L	0.007%	0.000%	2,190	0	2023-12-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.003%	0.000%	836	836	2023-03-31
BNYM Mellon NSL Mkt Completion Fd Instl	0.001%	-0.590%	337	-2	2023-06-30