Institutional Ownership Workhorse Group Inc. (WKHS)
This table provides information about the institutional ownership of Workhorse Group Inc. (WKHS). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 727,912 shares, which have been reported (via 13F filing form) to have a value of $888,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
652,708
shares
|
$685,343
0.0% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
27,112
shares
|
$28,467
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
20,806
shares
|
$21,846
0.0% of portfolio
|
Q3 2022
Added 96.28%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
15,268
shares
|
$16,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,939
shares
|
$6,235
0.0% of portfolio
|
Q2 2020
Added 2.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,930
shares
|
$4,126
0.0% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
728
shares
|
$764
0.0% of portfolio
|
Q1 2022
Added 70.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
500
shares
|
$525
0.0% of portfolio
|
Q3 2020
Reduced 16.67%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
300
shares
|
$315
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
275
shares
|
$288
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
100
shares
|
$105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
70
shares
|
$73
0.0% of portfolio
|
Q2 2024
Reduced 95.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$63
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$52
0.0% of portfolio
|
Q2 2024
Reduced 95.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$31
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
26
shares
|
$27
0.0% of portfolio
|
Q1 2024
Reduced 90.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10
shares
|
$10
0.0% of portfolio
|
Q4 2021
New holding
|