Latest Institutional Transactions on Neo Volta Inc. (NEOV)
This table provides information on the latest institutional transactions involving Neo Volta Inc. (NEOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.48MNew |
$7.95M - $12.9M
|
3.48M
$19M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
11.5KNew |
$26.2K - $42.3K
|
11.5K
$62.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.48MNew |
$7.95M - $12.9M
|
3.48M
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66+ 28.45% |
$150 - $244
|
298
$1.62K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-42.4K- 29.61% |
$96.7K - $156K
|
101K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
28.8KNew |
$65.7K - $106K
|
28.8K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.8K- 2.06% |
$4.1K - $6.64K
|
85.3K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.32K+ 1.64% |
$14.4K - $23.3K
|
392K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
15.4K+ 5.3% |
$35.2K - $56.9K
|
306K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10.1KNew |
$23K - $37.3K
|
10.1K
$55K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$14.3K - $38.3K
|
11.3K
$61.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.77K+ 0.91% |
$4.79K - $12.8K
|
418K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.51K- 20.49% |
$1.92K - $5.14K
|
5.87K
$32K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-131- 85.06% |
$90.4 - $220
|
23
$125
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.7KNew |
$10.1K - $24.6K
|
14.7K
$80K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
65KNew |
$44.9K - $109K
|
65K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4+ 1.84% |
$2.76 - $6.72
|
221
$1.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5K+ 18.57% |
$7.9K - $11.8K
|
31.9K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
156New |
$246 - $368
|
156
$850
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5K+ 25.0% |
$7.9K - $11.8K
|
25K
$136K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1KNew |
$2.34K - $3.35K
|
1K
$5.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
200KNew |
$469K - $671K
|
200K
$1.09M
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
200+ 50.0% |
$262 - $880
|
600
$3.27K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.09K- 3.31% |
$2.74K - $9.2K
|
61.2K
$334K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$28.5K - $52.4K
|
10.2K
$55.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.3KNew |
$59.5K - $109K
|
21.3K
$116K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
35.7KNew |
$99.6K - $183K
|
35.7K
$195K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
14.5KNew |
$47.3K - $78.3K
|
14.5K
$79K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13KNew |
$42.3K - $70K
|
13K
$70.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.4KNew |
$180K - $299K
|
55.4K
$302K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5K+ 33.33% |
$16.3K - $27K
|
20K
$109K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$35.1K - $58.1K
|
10.8K
$58.6K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.27K- 69.42% |
$7.95K - $15.6K
|
1K
$5.45K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5KNew |
$30.1K - $34.9K
|
5K
$27.3K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
SELL
|
- |
-5KClosed |
$20.7K - $31K
|
0
$0
|
|