Usio, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
WHITTIER TRUST CO | 02/11/2025 | 2.81 M | $4.10 M | -0.86% | 10.27% |
VANGUARD GROUP INC | 02/11/2025 | 1.01 M | $1.48 M | -0.36% | 3.70% |
PERKINS CAPITAL MANAGEMENT INC | 02/11/2025 | 995,693 | $1.45 M | 1.37% | 3.64% |
AWM INVESTMENT COMPANY, INC. | 02/18/2025 | 527,825 | $770,624 | -58.20% | 1.93% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 479,383 | $699,899 | 25.51% | 1.75% |
PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 478,200 | $698,172 | 2.14% | 1.75% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 182,116 | $265,969 | 0.00% | 0.67% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 106,688 | $155,765 | 0.32% | 0.39% |
INTEGRITY WEALTH ADVISORS, INC. | 02/13/2025 | 94,952 | $138,630 | 100.00% | 0.35% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 92,300 | $134,758 | -4.25% | 0.34% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 46,421 | $67,775 | 0.00% | 0.17% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 44,358 | $64,763 | 100.00% | 0.16% |
ALLWORTH FINANCIAL LP | 01/30/2025 | 41,234 | $106,384 | 0.00% | 0.15% |
CREATIVE PLANNING | 02/14/2025 | 38,508 | $56,222 | -9.89% | 0.14% |
MADRONA FINANCIAL SERVICES, LLC | 01/17/2025 | 34,080 | $49,757 | 0.00% | 0.12% |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 02/03/2025 | 20,000 | $29,200 | 0.00% | 0.07% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 17,787 | $25,969 | 0.00% | 0.07% |
XTX TOPCO LTD | 02/13/2025 | 13,064 | $19,073 | 100.00% | 0.05% |
VIRTU FINANCIAL LLC | 02/11/2025 | 10,790 | $16,000 | 100.00% | 0.04% |
UBS GROUP AG | 02/14/2025 | 10,491 | $15,317 | -26.43% | 0.04% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 5,077 | $7,412 | 80.29% | 0.02% |
IFP ADVISORS, INC | 02/04/2025 | 5,000 | $7,300 | 100.00% | 0.02% |
02/06/2025 | 255 | $372 | 100.00% | 0.00% | |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/17/2025 | 179 | $262 | 100.00% | 0.00% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 57 | $79 | 0.00% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 41 | $60 | -4.65% | 0.00% |
FMR LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
KEPOS CAPITAL LP | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
NORDWAND ADVISORS, LLC | 02/07/2025 | 0 | $0 | -100.00% | 0.00% |
Usio, Inc. institutional Ownership - FAQ's
During the previous two years, 36 institutional investors and hedge funds held shares of Usio, Inc.. The most heavily invested institutionals were:
WHITTIER TRUST CO: 2.81 M
VANGUARD GROUP INC: 1.01 M
PERKINS CAPITAL MANAGEMENT INC: 995,693
AWM Investment Company, Inc.: 527,825
RENAISSANCE TECHNOLOGIES LLC: 479,383
PERRITT CAPITAL MANAGEMENT INC: 478,200
26.78% of Usio, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.68 M shares in the last 24 months. This purchase volume represents approximately $13.83 M in transactions.