Pro-Dex, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 155.88 K | $5.28 M | 4.10% | 4.78% |
| VANGUARD GROUP INC | 11/07/2025 | 146.14 K | $4.95 M | -0.02% | 4.48% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 62.53 K | $2.12 M | 0.00% | 1.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 49.50 K | $1.68 M | -4.20% | 1.52% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 48.61 K | $1.65 M | 42.13% | 1.49% |
| NORTHERN TRUST CORP | 11/14/2025 | 47.83 K | $1.62 M | -11.12% | 1.47% |
| JPMORGAN CHASE & CO | 11/26/2025 | 34.42 K | $1.17 M | -4.06% | 1.06% |
| STATE STREET CORP | 11/14/2025 | 31.75 K | $1.07 M | 18.61% | 0.97% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 26.07 K | $882.57 K | 152.28% | 0.80% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 23.28 K | $788.16 K | -28.22% | 0.71% |
| NAVELLIER & ASSOCIATES INC | 11/06/2025 | 19.19 K | $649.62 K | -14.56% | 0.59% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 14.62 K | $494.75 K | -30.74% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 11.68 K | $395.44 K | 6.40% | 0.36% |
| BARD ASSOCIATES INC | 11/14/2025 | 10.59 K | $358.44 K | -0.07% | 0.32% |
| UBS GROUP AG | 11/13/2025 | 9.90 K | $335.18 K | 25.80% | 0.30% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 8.10 K | $274.29 K | 100.00% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 7.89 K | $284.48 K | 10.87% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 7.21 K | $244.09 K | 0.00% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 6.32 K | $213.80 K | -37.83% | 0.19% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 5.47 K | $185.13 K | 33.10% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 3.11 K | $105.21 K | -17.86% | 0.10% |
| MORGAN STANLEY | 11/14/2025 | 2.47 K | $83.44 K | -41.75% | 0.08% |
| QUEST PARTNERS LLC | 11/03/2025 | 2.09 K | $70.58 K | 100.00% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 1.90 K | $64.32 K | -20.83% | 0.06% |
| RHUMBLINE ADVISERS | 11/06/2025 | 1.89 K | $64.07 K | -15.68% | 0.06% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.81 K | $61.40 K | 100.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.40 K | $47.36 K | 17.17% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.07 K | $36.22 K | -36.76% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 1.00 K | $33.85 K | 0.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 970 | $32.84 K | -16.02% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 637 | $21.56 K | 0.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 600 | $20.31 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 580 | $20.00 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 474 | $16.05 K | 164.80% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 434 | $14.69 K | 313.33% | 0.01% |
| CWM, LLC | 10/15/2025 | 293 | $10.00 K | 761.76% | 0.01% |
| CITIGROUP INC | 11/10/2025 | 255 | $8.63 K | -66.05% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 235 | $7.96 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 216 | $7.31 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 200 | $6.77 K | 0.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 175 | $5.92 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 151 | $5.11 K | 100.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 132 | $4.47 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 119 | $4.03 K | 100.00% | 0.00% |
| ORG PARTNERS LLC | 10/24/2025 | 92 | $3.11 K | -17.86% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 72 | $2.00 K | 0.00% | 0.00% |
| HURLEY CAPITAL, LLC | 11/12/2025 | 60 | $2.03 K | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 16 | $539 | 220.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 6 | $204 | 100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 5 | $170 | 100.00% | 0.00% |
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Pro-Dex, Inc. institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of Pro-Dex, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 155,876
VANGUARD GROUP INC: 146,137
DIMENSIONAL FUND ADVISORS LP: 62,527
GEODE CAPITAL MANAGEMENT, LLC: 49,499
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 48,608
NORTHERN TRUST CORP: 47,832
22.98% of Pro-Dex, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 842.89 K shares in the last 24 months. This purchase volume represents approximately $28.68 M in transactions.