CBAK Energy Technology, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 687,125 | $645,898 | 2.50% | 0.76% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 327,125 | $307,498 | 5.41% | 0.36% |
| MARSHALL WACE, LLP | 02/13/2025 | 102,300 | $96,162 | 100.00% | 0.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 60,126 | $56,518 | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 52,600 | $49,444 | 46.93% | 0.06% |
| ATTICUS WEALTH MANAGEMENT, LLC | 01/22/2025 | 47,650 | $44,791 | -13.36% | 0.05% |
| UBS GROUP AG | 02/14/2025 | 44,995 | $42,296 | 100.00% | 0.05% |
| GROUP ONE TRADING, L.P. | 02/14/2025 | 37,175 | $34,945 | 51.36% | 0.04% |
| JAMES INVESTMENT RESEARCH INC | 01/30/2025 | 37,000 | $34,780 | 0.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 37,000 | $34,780 | -54.29% | 0.04% |
| AZZAD ASSET MANAGEMENT INC /ADV | 02/27/2025 | 36,312 | $34,133 | 0.00% | 0.04% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 20,000 | $18,800 | 100.00% | 0.02% |
| TWO SIGMA SECURITIES, LLC | 02/14/2025 | 18,739 | $17,615 | 100.00% | 0.02% |
| OLD MISSION CAPITAL LLC | 02/12/2025 | 17,006 | $15,985 | 0.00% | 0.02% |
| GSA CAPITAL PARTNERS LLP | 02/07/2025 | 16,395 | $15,000 | 100.00% | 0.02% |
| TREK FINANCIAL, LLC | 02/13/2025 | 14,964 | $14,066 | 0.00% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 14,100 | $13,254 | 100.00% | 0.02% |
| B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 12,200 | $11,468 | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 02/11/2025 | 10,674 | $10,000 | -49.62% | 0.01% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/22/2025 | 10,250 | $9,635 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 10,197 | $9,585 | 100.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 10,067 | $9,463 | -76.15% | 0.01% |
| 02/06/2025 | 6,866 | $6,454 | 100.00% | 0.01% | |
| CITIGROUP INC | 02/12/2025 | 5,191 | $4,880 | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 2,100 | $2,563 | -5.36% | 0.00% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 01/02/2025 | 120 | $113 | 0.00% | 0.00% |
| US BANCORP \DE\ | 02/05/2025 | 100 | $94 | 100.00% | 0.00% |
| SACHETTA, LLC | 01/21/2025 | 10 | $10 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CREATIVE PLANNING | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 01/24/2025 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PFG INVESTMENTS, LLC | 01/22/2025 | 0 | $0 | -100.00% | 0.00% |
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CBAK Energy Technology, Inc. institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of CBAK Energy Technology, Inc.. The most heavily invested institutionals were:
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 687,125
Empowered Funds, LLC: 327,125
MARSHALL WACE, LLP: 102,300
GEODE CAPITAL MANAGEMENT, LLC: 60,126
ATTICUS WEALTH MANAGEMENT, LLC: 47,650
UBS Group AG: 44,995
2.06% of CBAK Energy Technology, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.56 M shares in the last 24 months. This purchase volume represents approximately $2.66 M in transactions.