Institutional Ownership Neo Volta Inc. (NEOV)
This table provides information about the institutional ownership of Neo Volta Inc. (NEOV). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $57.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
4,567,051
shares
|
$23.2 Million
12.53% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,567,051
shares
|
$23.2 Million
12.53% of portfolio
|
Q2 2025
Added 29.46%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
418,469
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
411,467
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
320,671
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
226,225
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
166,921
shares
|
$846,289
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
153,688
shares
|
$779,198
0.0% of portfolio
|
Q1 2025
Added 4978.92%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
123,558
shares
|
$626,439
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
110,264
shares
|
$559,038
0.0% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
104,000
shares
|
$527,280
0.13% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
62,257
shares
|
$315,642
0.0% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
52,200
shares
|
$264,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,000
shares
|
$101,400
0.0% of portfolio
|
Q3 2022
Added 33.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,800
shares
|
$75,036
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,212
shares
|
$66,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
12,964
shares
|
$65,727
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
10,100
shares
|
$51,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,832
shares
|
$44,778
0.0% of portfolio
|
Q1 2025
Added 30.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,153
shares
|
$31,195
0.0% of portfolio
|
Q1 2025
Added 101.34%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
950
shares
|
$4,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
243
shares
|
$1,232
0.0% of portfolio
|
Q1 2025
Reduced 99.47%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
202
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
Reduced 95.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
100
shares
|
$507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|