Institutional Ownership Neovolta Inc Wt Exp 04/01/27 (NEOVW)
This table provides information about the institutional ownership of Neovolta Inc Wt Exp 04/01/27 (NEOVW). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 329,436 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warberg Asset Management LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
237,456
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
52,286
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
18,139
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.27%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
18,139
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
916
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|