Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / Common Stock, par value $0.0001 per share
-
Shares outstanding
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6.62M
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Number of holders
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3
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Total 13F shares, excl. options
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330
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Shares change
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-28.7K
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Total reported value, excl. options
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$479
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Value change
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-$57.5K
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Number of buys
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1
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Number of sells
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-4
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Price
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$1.46
Significant Holders of HELIOGEN, INC. - Common Stock, par value $0.0001 per share (HLGN) as of Q1 2024
6 filings reported holding HLGN - HELIOGEN, INC. - Common Stock, par value $0.0001 per share as of Q1 2024.
HELIOGEN, INC. - Common Stock, par value $0.0001 per share (HLGN) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 330 shares
of 6.62M outstanding shares and own 0% of the company stock.
Largest 6 shareholders include Avior Wealth Management, LLC (285 shares), Partnership Wealth Management, LLC (28 shares), HORIZON FINANCIAL SERVICES, LLC (17 shares), CKW FINANCIAL GROUP (0 shares), Advisory Services Network, LLC (0 shares), and CIBC Private Wealth Group, LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.