Beeline Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 05/15/2026 | 1.85 M | $4.34 M | -1.41% | 6.62% |
| DIAMETRIC CAPITAL, LP | 05/15/2026 | 323.85 K | $761.04 K | 100.00% | 1.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 274.15 K | $644.54 K | 7.68% | 0.98% |
| 05/15/2026 | 258.51 K | $607.50 K | 100.00% | 0.93% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 252.85 K | $594.20 K | -62.73% | 0.91% |
| PERKINS CAPITAL MANAGEMENT INC | 04/23/2026 | 245.00 K | $575.75 K | 0.00% | 0.88% |
| EMG HOLDINGS, L.P. | 05/19/2026 | 195.78 K | $460.09 K | 0.00% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 119.11 K | $279.91 K | 100.00% | 0.43% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 97.45 K | $229.00 K | 100.00% | 0.35% |
| STATE STREET CORP | 05/15/2026 | 97.42 K | $228.94 K | 32.69% | 0.35% |
| CITIZENS FINANCIAL GROUP INC/RI | 05/01/2026 | 92.30 K | $216.90 K | 100.00% | 0.33% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 91.45 K | $214.90 K | 100.00% | 0.33% |
| LPL FINANCIAL LLC | 05/06/2026 | 80.38 K | $188.90 K | 369.17% | 0.29% |
| BLACKROCK, INC. | 05/13/2026 | 55.34 K | $130.04 K | 0.00% | 0.20% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 54.51 K | $128.11 K | 100.00% | 0.20% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 51.64 K | $121.35 K | 100.00% | 0.19% |
| NORTHERN TRUST CORP | 05/14/2026 | 51.19 K | $120.30 K | 32.72% | 0.18% |
| JPMORGAN CHASE & CO | 05/13/2026 | 46.04 K | $97.13 K | 100.00% | 0.17% |
| RELYEA ZUCKERBERG HANSON LLC | 04/30/2026 | 40.00 K | $94.00 K | 185.71% | 0.14% |
| CREATIVE PLANNING | 05/12/2026 | 38.18 K | $89.71 K | 11.11% | 0.14% |
| MORGAN STANLEY | 05/15/2026 | 31.01 K | $72.87 K | 219.66% | 0.11% |
| WADDELL & ASSOCIATES, LLC | 05/11/2026 | 31.00 K | $72.85 K | 0.00% | 0.11% |
| INTRUA FINANCIAL, LLC | 04/23/2026 | 29.50 K | $69.33 K | 100.00% | 0.11% |
| TRANSCEND CAPITAL ADVISORS, LLC | 05/13/2026 | 29.00 K | $68.15 K | 100.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 21.63 K | $50.83 K | 10,007.48% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 19.82 K | $46.58 K | -66.01% | 0.07% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 19.55 K | $45.95 K | 69.67% | 0.07% |
| GRIMES & COMPANY, INC. | 04/21/2026 | 18.44 K | $43.32 K | 0.00% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 16.96 K | $39.85 K | -77.60% | 0.06% |
| HRT FINANCIAL LP | 05/14/2026 | 15.55 K | $36.00 K | -21.81% | 0.06% |
| MANCHESTER FINANCIAL INC | 04/23/2026 | 14.55 K | $34.20 K | -19.16% | 0.05% |
| JOURNEY ADVISORY GROUP, LLC | 05/05/2026 | 12.00 K | $28.20 K | -7.69% | 0.04% |
| MILLINGTON FINANCIAL ADVISORS, LLC | 05/08/2026 | 11.21 K | $21.08 K | 0.00% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 10.49 K | $24.66 K | 100.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 8.12 K | $19.08 K | 100.00% | 0.03% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 500 | $1.18 K | 100.00% | 0.00% |
| GODSEY & GIBB, INC | 04/20/2026 | 100 | $235 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 5 | $12 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 5 | $12 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Beeline Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Beeline Holdings Inc.. The most heavily invested institutionals were:
AWM Investment Company, Inc.: 1.85 M
Diametric Capital, LP: 323,847
GEODE CAPITAL MANAGEMENT, LLC: 274,147
NewEdge Advisors, LLC: 252,850
PERKINS CAPITAL MANAGEMENT INC: 245,000
EMG Holdings, L.P.: 195,781
16.50% of Beeline Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.66 M shares in the last 24 months. This purchase volume represents approximately $13.69 M in transactions.