urban-gro, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 02/18/2025 | 1.09 M | $1.03 M | -24.33% | 8.80% |
| VANGUARD GROUP INC | 02/11/2025 | 338,718 | $320,089 | 0.00% | 2.81% |
| BARD ASSOCIATES INC | 02/06/2025 | 251,729 | $237,784 | -13.51% | 2.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2025 | 208,710 | $197,151 | -17.57% | 1.68% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 90,124 | $85,152 | 0.00% | 0.75% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 91,426 | $86,361 | -57.62% | 0.74% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 75,508 | $71,325 | 0.00% | 0.61% |
| EVERNEST FINANCIAL ADVISORS, LLC | 01/23/2025 | 60,000 | $56,676 | 100.00% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 52,300 | $49,403 | 0.77% | 0.43% |
| IFP ADVISORS, INC | 02/04/2025 | 46,253 | $43,692 | 6.33% | 0.38% |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 01/27/2025 | 27,000 | $25,504 | 0.00% | 0.22% |
| VIRTU FINANCIAL LLC | 02/11/2025 | 26,956 | $25,000 | 100.00% | 0.22% |
| UBS GROUP AG | 02/14/2025 | 13,542 | $12,797 | 100.00% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 12,711 | $11,999 | 100.00% | 0.10% |
| XTX TOPCO LTD | 02/13/2025 | 11,470 | $10,835 | 100.00% | 0.09% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 7,565 | $7,146 | 0.00% | 0.06% |
| PFS PARTNERS, LLC | 01/27/2025 | 7,000 | $6,613 | 0.00% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 5,594 | $5,286 | 46.36% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 1,185 | $1,634 | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 01/30/2025 | 1,000 | $927 | 0.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 02/14/2025 | 900 | $850 | 100.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 600 | $567 | 100.00% | 0.00% |
| EVERGREEN PRIVATE WEALTH LLC | 02/07/2025 | 300 | $283 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 200 | $189 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 21 | $20 | 0.00% | 0.00% |
| 02/06/2025 | 3 | $3 | 100.00% | 0.00% | |
| ROYAL BANK OF CANADA | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SYMPHONY FINANCIAL SERVICES, INC. | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
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urban-gro, Inc. institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of urban-gro, Inc.. The most heavily invested institutionals were:
AWM Investment Company, Inc.: 1.09 M
VANGUARD GROUP INC: 338,718
BARD ASSOCIATES INC: 251,729
FLAGSHIP HARBOR ADVISORS, LLC: 208,710
Private Advisor Group, LLC: 91,426
GEODE CAPITAL MANAGEMENT, LLC: 90,124
20.87% of urban-gro, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.65 M shares in the last 24 months. This purchase volume represents approximately $2.75 M in transactions.