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 17 institutions that hold shares in the stock, with a total of 1.67 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
414,701
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
385,251
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2023
Added 2.02%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
288,264
shares
|
$761,016
0.0% of portfolio
|
Q4 2023
Added 7.34%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
200,214
shares
|
$528,564
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
143,214
shares
|
$378,084
0.0% of portfolio
|
Q2 2023
Added 741.74%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
90,015
shares
|
$237,639
0.0% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
65,000
shares
|
$171,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
25,000
shares
|
$66,000
0.0% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,000
shares
|
$52,800
0.0% of portfolio
|
Q3 2022
Added 33.33%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,671
shares
|
$38,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
12,964
shares
|
$34,224
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
7,385
shares
|
$19,496
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,000
shares
|
$2,640
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
600
shares
|
$1,584
0.0% of portfolio
|
Q2 2023
Added 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
221
shares
|
$583
0.0% of portfolio
|
Q1 2024
Added 1.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
23
shares
|
$60
0.0% of portfolio
|
Q1 2024
Reduced 92.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|