Institutional Ownership Neo Volta Inc. (NEOV)
This table provides information about the institutional ownership of Neo Volta Inc. (NEOV). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
3,484,794
shares
|
$12.6 Million
7.58% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
3,484,794
shares
|
$12.6 Million
7.58% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
418,469
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
391,893
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
306,324
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
200,214
shares
|
$724,774
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
122,000
shares
|
$441,640
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
100,814
shares
|
$364,946
0.0% of portfolio
|
Q3 2024
Reduced 29.61%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
85,320
shares
|
$308,858
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
28,815
shares
|
$104,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,000
shares
|
$72,400
0.0% of portfolio
|
Q3 2022
Added 33.33%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
12,964
shares
|
$46,929
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
11,475
shares
|
$41,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,100
shares
|
$36,562
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,000
shares
|
$18,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$3,620
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
950
shares
|
$3,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
830
shares
|
$3,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
298
shares
|
$1,078
0.0% of portfolio
|
Q3 2024
Added 28.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|