Rocky Mountain Chocolate Factory Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 281.92 K | $535.65 K | -5.46% | 3.61% |
| DRW SECURITIES, LLC | 02/12/2026 | 123.77 K | $235.17 K | 100.00% | 1.59% |
| VANGUARD GROUP INC | 01/29/2026 | 97.46 K | $185.17 K | 0.00% | 1.25% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 84.18 K | $159.95 K | -14.79% | 1.08% |
| COLONY GROUP, LLC | 02/13/2026 | 75.02 K | $142.54 K | 100.00% | 0.96% |
| AMERICAN CAPITAL ADVISORY, LLC | 01/30/2026 | 70.76 K | $134.44 K | 100.00% | 0.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 52.59 K | $99.95 K | 2.22% | 0.67% |
| LEVERTY FINANCIAL GROUP, LLC | 01/09/2026 | 40.37 K | $76.71 K | 0.00% | 0.52% |
| SALVUS WEALTH MANAGEMENT, LLC | 01/12/2026 | 23.57 K | $44.78 K | 0.00% | 0.30% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 23.50 K | $44.65 K | 0.00% | 0.30% |
| 4WEALTH ADVISORS, INC. | 01/21/2026 | 19.86 K | $37.73 K | 27.31% | 0.25% |
| CACHETECH INC. | 02/18/2026 | 17.74 K | $33.71 K | 0.00% | 0.23% |
| XTX TOPCO LTD | 02/17/2026 | 12.26 K | $23.29 K | 100.00% | 0.16% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 02/17/2026 | 10.14 K | $19.26 K | -90.08% | 0.13% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.86 K | $3.53 K | -53.75% | 0.02% |
| MORGAN STANLEY | 02/13/2026 | 1.23 K | $2.33 K | 0.08% | 0.02% |
| COMERICA BANK | 01/29/2026 | 1.00 K | $1.90 K | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 380 | $723 | -47.22% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 324 | $615 | 0.31% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 200 | $380 | 100.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 8 | $15 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 5 | $10 | 0.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 0 | $0 | -100.00% | 0.00% |
| REDMOND ASSET MANAGEMENT, LLC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Rocky Mountain Chocolate Factory Inc institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory Inc. The most heavily invested institutionals were:
American Capital Advisory, LLC: 134,867
THOMPSON DAVIS & CO., INC.: 95,555
Leverty Financial Group, LLC: 40,371
Salvus Wealth Management, LLC: 23,567
4WEALTH ADVISORS, INC.: 16,225
UBS Group AG: 1,338
12.03% of Rocky Mountain Chocolate Factory Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.11 M shares in the last 24 months. This purchase volume represents approximately $7.53 M in transactions.