Servotronics Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:SVX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Aug 24	Sell€39,649	James Takacs	Individual	3,500	€11.33
19 Aug 24	Sell€16,112	James Takacs	Individual	1,500	€10.74
12 Aug 24	Sell€36,642	James Takacs	Individual	3,500	€10.47
08 Apr 24	Sell€382,743	Beaver Hollow Wellness, LLC	Company	33,350	€11.62

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SVX?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	135,000	5.29%
Employee Share Scheme	298,058	11.7%
Private Companies	398,634	15.6%
Individual Insiders	450,369	17.6%
Institutions	457,558	17.9%
General Public	814,617	31.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.3%.

Top Shareholders

Top 25 shareholders own 68.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.2%	Beaver Hollow Wellness, LLC	388,745	€4.2m	0%	no data
11.7%	Servotronics Inc. ESOP Trust	298,058	€3.2m	0%	no data
10.9%	Brent Baird	278,464	€3.0m	0%	no data
7.02%	Wax Asset Management, LLC	179,389	€1.9m	0%	3.79%
5.29%	Star Investment Management, LLC	135,000	€1.5m	0%	41.57%
4.8%	Oppenheimer + Close, LLC	122,679	€1.3m	1.62%	1.11%
2.28%	Dimensional Fund Advisors LP	58,362	€630.5k	2.62%	no data
1.39%	Michael Trbovich	35,559	€384.2k	0%	no data
1.33%	James Takacs	34,004	€367.4k	-1.14%	no data
1.03%	Kenneth Trbovich	26,195	€283.0k	0%	no data
0.92%	William Farrell	23,571	€254.6k	-1.53%	no data
0.89%	Evan Wax	22,793	€246.2k	0%	no data
0.8%	The Vanguard Group, Inc.	20,387	€220.2k	3.56%	no data
0.77%	Bridgeway Capital Management, LLC	19,653	€212.3k	0%	no data
0.72%	Courier Capital, LLC	18,344	€198.2k	83.4%	0.01%
0.69%	Trbovich Family Foundation, Endownment Arm	17,609	€190.2k	0%	no data
0.61%	Christopher Marks	15,500	€167.5k	0%	no data
0.51%	Geode Capital Management, LLC	13,148	€142.0k	52.1%	no data
0.39%	Estate Of Dr. Nicholas D. Trbovich	9,889	€106.8k	0%	no data
0.25%	Karen Howard	6,465	€69.8k	0%	no data
0.16%	Robert Fraass	4,127	€44.6k	-4.8%	no data
0.14%	Harrison Kelly	3,691	€39.9k	0%	no data
0.11%	GAMCO Investors, Inc.	2,900	€31.3k	0%	no data
0.097%	BlackRock, Inc.	2,487	€26.9k	26.2%	no data
0.039%	Wells Fargo & Company, Securities and Brokerage Investments	1,000	€10.8k	-95.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 04:04
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Servotronics, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution