Surgepays Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 567.36 K | $204.82 K | 0.00% | 2.19% |
| GADDIS PREMIER WEALTH ADVISORS LLC | 08/04/2026 | 438.29 K | $158.22 K | 0.00% | 1.69% |
| MILLENNIUM CAPITAL ADVISORS, LLC | 07/28/2026 | 210.00 K | $75.81 K | 147.06% | 0.81% |
| CABLE CAR CAPITAL LLC | 08/14/2026 | 181.67 K | $65.58 K | 0.00% | 0.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 168.65 K | $60.89 K | -24.71% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 83.24 K | $30.05 K | 0.00% | 0.32% |
| CITADEL ADVISORS LLC | 09/02/2026 | 83.16 K | $30.02 K | 100.00% | 0.32% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 66.00 K | $23.83 K | 0.00% | 0.25% |
| STATE STREET CORP | 08/07/2026 | 61.80 K | $22.31 K | 0.00% | 0.24% |
| CITADEL ADVISORS LLC | 09/02/2026 | 54.10 K | $19.53 K | 100.00% | 0.21% |
| NORTHERN TRUST CORP | 08/13/2026 | 52.66 K | $19.01 K | 0.00% | 0.20% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 50.90 K | $18.38 K | 2.00% | 0.20% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 50.23 K | $18.13 K | 290.40% | 0.19% |
| JANE STREET GROUP, LLC | 08/14/2026 | 44.13 K | $15.93 K | 100.00% | 0.17% |
| JAMES INVESTMENT RESEARCH INC | 07/24/2026 | 32.50 K | $11.73 K | 0.00% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 32.50 K | $11.73 K | 0.00% | 0.13% |
| BLACKROCK, INC. | 08/07/2026 | 29.33 K | $10.59 K | -58.25% | 0.11% |
| BAILARD, INC. | 07/30/2026 | 27.98 K | $10.10 K | 0.00% | 0.11% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 27.03 K | $10.00 K | 100.00% | 0.10% |
| UBS GROUP AG | 08/13/2026 | 24.55 K | $8.86 K | -67.18% | 0.09% |
| TABLEAUX LLC | 08/07/2026 | 14.64 K | $5.28 K | 100.00% | 0.06% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 13.57 K | $4.90 K | 3,353.44% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 13.19 K | $4.76 K | 100.00% | 0.05% |
| JPMORGAN CHASE & CO | 08/12/2026 | 9.84 K | $3.36 K | 100.00% | 0.04% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 6.86 K | $2.48 K | 17.76% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 4.11 K | $1.48 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 3.30 K | $1.19 K | -7.93% | 0.01% |
| TRUVESTMENTS CAPITAL LLC | 08/12/2026 | 3.28 K | $1.18 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.78 K | $1.03 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.43 K | $514 | 0.00% | 0.01% |
| MORGAN STANLEY | 08/13/2026 | 1.02 K | $367 | 1.80% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 1.00 K | $361 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 381 | $138 | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 60 | $22 | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 29 | $10 | -73.39% | 0.00% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 07/14/2026 | 15 | $6 | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 15 | $5 | 100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CIBC BANCORP USA INC. | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| GERBER, LLC | 07/29/2026 | 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.
Surgepays Inc institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Surgepays Inc. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 567,358
Gaddis Premier Wealth Advisors LLC: 438,287
Millennium Capital Advisors, LLC: 210,000
Cable Car Capital LLC: 181,667
GEODE CAPITAL MANAGEMENT, LLC: 168,647
VANGUARD FIDUCIARY TRUST CO: 83,235
8.90% of Surgepays Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.57 M shares in the last 24 months. This purchase volume represents approximately $2.82 M in transactions.