Institutional Ownership Natural Grocers By Vitamin Cottage, Inc. (NGVC)
This table provides information about the institutional ownership of Natural Grocers By Vitamin Cottage, Inc. (NGVC). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 8.06 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
260
shares
|
$10,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
232
shares
|
$9,254
0.0% of portfolio
|
Q2 2025
Added 63.38%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
217
shares
|
$8,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
207
shares
|
$8,257
0.0% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
198
shares
|
$7,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
197
shares
|
$7,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
163
shares
|
$6,502
0.0% of portfolio
|
Q4 2024
Added 262.22%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
147
shares
|
$5,863
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
145
shares
|
$5,784
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
122
shares
|
$4,866
0.0% of portfolio
|
Q1 2025
Reduced 45.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$3,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
100
shares
|
$3,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
99
shares
|
$3,949
0.0% of portfolio
|
Q2 2024
Reduced 30.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
79
shares
|
$3,151
0.0% of portfolio
|
Q2 2024
Reduced 15.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
62
shares
|
$2,473
0.0% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
61
shares
|
$2,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
50
shares
|
$1,994
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$1,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
41
shares
|
$1,635
0.0% of portfolio
|
Q1 2025
Added 64.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
36
shares
|
$1,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
36
shares
|
$1,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
30
shares
|
$1,196
0.0% of portfolio
|
Q1 2025
Reduced 96.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$997
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
24
shares
|
$957
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
21
shares
|
$837
0.0% of portfolio
|
Q4 2024
Reduced 43.24%
|