Rocky Mountain Chocolate Factory, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GLOBAL VALUE INVESTMENT CORP. | 11/13/2025 | 1.80 M | $2.87 M | 1.39% | 23.15% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 298.22 K | $474.17 K | -1.30% | 3.83% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 11/12/2025 | 102.14 K | $162.40 K | -15.20% | 1.31% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 98.80 K | $157.09 K | -2.50% | 1.27% |
| VANGUARD GROUP INC | 11/07/2025 | 97.46 K | $154.96 K | -50.79% | 1.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 51.45 K | $81.82 K | 0.00% | 0.66% |
| LEVERTY FINANCIAL GROUP, LLC | 10/08/2025 | 40.37 K | $64.19 K | 0.00% | 0.52% |
| SALVUS WEALTH MANAGEMENT, LLC | 10/14/2025 | 23.57 K | $37.47 K | 53.08% | 0.30% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 23.50 K | $37.37 K | 0.00% | 0.30% |
| CACHETECH INC. | 11/17/2025 | 17.74 K | $28.21 K | 0.00% | 0.23% |
| 4WEALTH ADVISORS, INC. | 10/28/2025 | 15.60 K | $24.80 K | 9.74% | 0.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 12.50 K | $19.88 K | -49.12% | 0.16% |
| REDMOND ASSET MANAGEMENT, LLC | 11/10/2025 | 11.04 K | $17.55 K | 0.00% | 0.14% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 4.02 K | $6.40 K | 44.31% | 0.05% |
| MORGAN STANLEY | 11/14/2025 | 1.22 K | $1.95 K | 0.00% | 0.02% |
| CITIGROUP INC | 11/10/2025 | 1.00 K | $1.60 K | 100,300.00% | 0.01% |
| COMERICA BANK | 11/14/2025 | 1.00 K | $1.59 K | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 720 | $1.15 K | -1.10% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 323 | $515 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 100 | $163 | 100.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 10/09/2025 | 21 | $33 | 0.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 10 | $16 | 100.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 8 | $13 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 5 | $8 | -37.50% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
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Rocky Mountain Chocolate Factory, Inc. institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory, Inc.. The most heavily invested institutionals were:
GLOBAL VALUE INVESTMENT CORP.: 1.8 M
RENAISSANCE TECHNOLOGIES LLC: 298,218
WEALTHEDGE INVESTMENT ADVISORS, LLC: 102,140
DIMENSIONAL FUND ADVISORS LP: 98,796
VANGUARD GROUP INC: 97,457
GEODE CAPITAL MANAGEMENT, LLC: 51,447
33.13% of Rocky Mountain Chocolate Factory, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.82 M shares in the last 24 months. This purchase volume represents approximately $4.79 M in transactions.