NeoVolta Ownership

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


Recent Insider Transactions

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 NEOV?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders5,007,43415%
Institutions5,062,89115.2%
General Public23,291,38669.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 22 shareholders own 30.19% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.1%
Brent Willson
4,050,000US$22.2m0%no data
10.5%
Legacy Wealth Management, LLC
3,484,794US$19.1m0%11.26%
2.4%
Steve Bond
800,000US$4.4m6.67%no data
1.26%
BlackRock, Inc.
421,163US$2.3m0.64%no data
1.17%
The Vanguard Group, Inc.
391,893US$2.2m1.64%no data
0.92%
Geode Capital Management, LLC
306,324US$1.7m5.3%no data
0.6%
BIP Wealth, LLC
200,214US$1.1m0%0.07%
0.3%
State Street Global Advisors, Inc.
100,814US$553.5k-29.6%no data
0.26%
Northern Trust Global Investments
85,320US$468.4k-2.06%no data
0.17%
John Hass
56,966US$312.7k180%no data
0.12%
Susan Snow
39,876US$218.9k180%no data
0.1%
James Amos
34,966US$192.0k-64.5%no data
0.086%
UBS Asset Management AG
28,815US$158.2k0%no data
0.077%
Susan Snow
25,626US$140.7k0%no data
0.039%
Charles Schwab Investment Management, Inc.
12,964US$71.2k0%no data
0.034%
Barclays PLC Private Banking & Investment Banking Investment
11,475US$63.0k0%no data
0.03%
Centennial Wealth Advisory, LLC
10,100US$55.4k0%0.02%
0.018%
Lord, Abbett & Co. LLC
5,921US$32.5k0%no data
0.0036%
Tidal Investments LLC
1,196US$6.6k1.7%no data
0.003%
Morgan Stanley, Investment Banking and Brokerage Investments
1,000US$5.5k0%no data
0.0018%
Riggs Asset Management Company, Inc.
600US$3.3k0%no data
0.00089%
Bank of America Corporation, Asset Management Arm
298US$1.6k28.5%no data