TAO Synergies Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 101.80 K | $579.24 K | 42.38% | 1.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 88.64 K | $504.67 K | 128.08% | 1.18% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 79.37 K | $451.61 K | 100.00% | 1.06% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 45.43 K | $258.51 K | 100.00% | 0.61% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 43.28 K | $246.24 K | 37.49% | 0.58% |
| MORGAN STANLEY | 05/15/2026 | 24.36 K | $138.60 K | 464.00% | 0.33% |
| BLACKROCK, INC. | 05/13/2026 | 19.75 K | $112.40 K | 0.00% | 0.26% |
| STATE STREET CORP | 05/15/2026 | 19.30 K | $109.82 K | 0.00% | 0.26% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 12.62 K | $71.80 K | -44.65% | 0.17% |
| NORTHERN TRUST CORP | 05/14/2026 | 12.13 K | $69.00 K | 0.00% | 0.16% |
| UBS GROUP AG | 05/05/2026 | 10.75 K | $61.17 K | 100.00% | 0.14% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 2.83 K | $16.11 K | 0.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 2.80 K | $15.93 K | 0.00% | 0.04% |
| MASSMUTUAL TRUST CO FSB/ADV | 04/13/2026 | 2.70 K | $15.36 K | 0.00% | 0.04% |
| CITIGROUP INC | 05/11/2026 | 2.58 K | $14.69 K | 100.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 750 | $4.27 K | 0.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 450 | $2.53 K | -10.00% | 0.01% |
| FMR LLC | 05/15/2026 | 325 | $1.85 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 220 | $1.25 K | 1,000.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 76 | $432 | -74.92% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 70 | $365 | 100.00% | 0.00% |
| LODESTONE WEALTH MANAGEMENT LLC | 05/01/2026 | 20 | $114 | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 10 | $57 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 5 | $28 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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TAO Synergies Inc. institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of TAO Synergies Inc.. The most heavily invested institutionals were:
Ronald Blue Trust, Inc.: 2,832
MASSMUTUAL TRUST CO FSB/ADV: 2,700
SBI Securities Co., Ltd.: 520
Lodestone Wealth Management LLC: 20
Caitong International Asset Management Co., Ltd: 13
CITIGROUP INC: 0
6.29% of TAO Synergies Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 453.21 K shares in the last 24 months. This purchase volume represents approximately $2.08 M in transactions.