Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
1.41M
-
Shares change
-
+243K
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Total reported value, excl. options
-
$4.61M
-
Value change
-
+$797K
-
Number of buys
-
6
-
Number of sells
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-5
-
Price
-
$3.28
Significant Holders of NeoVolta Inc. - COM (NEOV) as of Q2 2023
15 filings reported holding NEOV - NeoVolta Inc. - COM as of Q2 2023.
NeoVolta Inc. - COM (NEOV) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.41M shares
.
Largest 10 shareholders include BlackRock Inc. (421K shares), VANGUARD GROUP INC (375K shares), GEODE CAPITAL MANAGEMENT, LLC (262K shares), STATE STREET CORP (143K shares), AE Wealth Management LLC (61.2K shares), NORTHERN TRUST CORP (52.9K shares), MML INVESTORS SERVICES, LLC (26.9K shares), Bank of New York Mellon Corp (21.3K shares), Corient Private Wealth LLC (20K shares), and CHARLES SCHWAB INVESTMENT MANAGEMENT INC (13K shares).
This table shows the top 14 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.