A2Z Smart Ownership 2024 | Who Owns A2Z Smart Now?
Institutional Ownership
0.87%
Insider Ownership
29.87%
Retail Ownership
69.26%
Institutional Holders
8.00
A2Z Smart Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SHAY CAPITAL LLC | 3.32% | 0.12% | 1,275,002 | 25,000 | 2.00% | 743,581 | Mar 31, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.61% | 0.00% | 236,000 | - | - | 112,714,000 | Mar 31, 2024 |
CURATED WEALTH PARTNERS LLC | 0.22% | 0.01% | 83,333 | 83,333 | 100.00% | 48,600 | Mar 31, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.13% | 0.00% | 50,000 | 25,000 | 100.00% | 29,160 | Mar 31, 2024 |
RED DOOR WEALTH MANAGEMENT, LLC | 0.08% | 0.00% | 30,000 | - | - | 17,496 | Mar 31, 2024 |
UBS GROUP AG | 0.05% | - | 20,389 | 19,039 | 1410.30% | 11,887 | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 20,186 | 20,186 | 100.00% | 11,772 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.05% | - | 20,019 | 20,019 | 100.00% | 12,150 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | 19,600 | 100.00% | 11,427,000 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.05% | - | 17,808 | 17,808 | 100.00% | 10,808 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 9,900 | Mar 31, 2024 |
PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 9,000 | Mar 31, 2024 |
PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 6,912 | Mar 31, 2024 |
MORGAN STANLEY | 0.03% | - | 11,500 | 10,000 | 666.67% | 6,707 | Mar 31, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.03% | - | 10,000 | - | - | 5,832 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 0.02% | - | 6,301 | 1 | 0.02% | 3,675 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 1,630 | 1,228 | 305.47% | 1,000 | Mar 31, 2024 |
TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 40 | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -22,608 | -100.00% | - | Mar 31, 2024 |
CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Mar 31, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SHAY CAPITAL LLC | 3.32% | 0.12% | 1,275,002 | 25,000 | 2.00% | 743,581 | Mar 31, 2024 |
CURATED WEALTH PARTNERS LLC | 0.22% | 0.01% | 83,333 | 83,333 | 100.00% | 48,600 | Mar 31, 2024 |
RED DOOR WEALTH MANAGEMENT, LLC | 0.08% | 0.00% | 30,000 | - | - | 17,496 | Mar 31, 2024 |
PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 9,000 | Mar 31, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.61% | 0.00% | 236,000 | - | - | 112,714,000 | Mar 31, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.13% | 0.00% | 50,000 | 25,000 | 100.00% | 29,160 | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 20,186 | 20,186 | 100.00% | 11,772 | Mar 31, 2024 |
PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 6,912 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.05% | - | 17,808 | 17,808 | 100.00% | 10,808 | Mar 31, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.03% | - | 10,000 | - | - | 5,832 | Mar 31, 2024 |
UBS GROUP AG | 0.05% | - | 20,389 | 19,039 | 1410.30% | 11,887 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.05% | - | 20,019 | 20,019 | 100.00% | 12,150 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | 19,600 | 100.00% | 11,427,000 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 9,900 | Mar 31, 2024 |
MORGAN STANLEY | 0.03% | - | 11,500 | 10,000 | 666.67% | 6,707 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 0.02% | - | 6,301 | 1 | 0.02% | 3,675 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 1,630 | 1,228 | 305.47% | 1,000 | Mar 31, 2024 |
TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 40 | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -22,608 | -100.00% | - | Mar 31, 2024 |
CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Mar 31, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | 0.22% | 0.01% | 83,333 | 83,333 | 100.00% | 48,600 | Mar 31, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.13% | 0.00% | 50,000 | 25,000 | 100.00% | 29,160 | Mar 31, 2024 |
SHAY CAPITAL LLC | 3.32% | 0.12% | 1,275,002 | 25,000 | 2.00% | 743,581 | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 20,186 | 20,186 | 100.00% | 11,772 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.05% | - | 20,019 | 20,019 | 100.00% | 12,150 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | 19,600 | 100.00% | 11,427,000 | Mar 31, 2024 |
UBS GROUP AG | 0.05% | - | 20,389 | 19,039 | 1410.30% | 11,887 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.05% | - | 17,808 | 17,808 | 100.00% | 10,808 | Mar 31, 2024 |
MORGAN STANLEY | 0.03% | - | 11,500 | 10,000 | 666.67% | 6,707 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 1,630 | 1,228 | 305.47% | 1,000 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 0.02% | - | 6,301 | 1 | 0.02% | 3,675 | Mar 31, 2024 |
TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 40 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 9,900 | Mar 31, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.03% | - | 10,000 | - | - | 5,832 | Mar 31, 2024 |
PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 6,912 | Mar 31, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.61% | 0.00% | 236,000 | - | - | 112,714,000 | Mar 31, 2024 |
PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 9,000 | Mar 31, 2024 |
RED DOOR WEALTH MANAGEMENT, LLC | 0.08% | 0.00% | 30,000 | - | - | 17,496 | Mar 31, 2024 |
CI PRIVATE WEALTH, LLC | - | - | - | -10,000 | -100.00% | - | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -22,608 | -100.00% | - | Mar 31, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -22,608 | -100.00% | - | Mar 31, 2024 |
CI PRIVATE WEALTH, LLC | - | - | - | -10,000 | -100.00% | - | Mar 31, 2024 |
RED DOOR WEALTH MANAGEMENT, LLC | 0.08% | 0.00% | 30,000 | - | - | 17,496 | Mar 31, 2024 |
PHILADELPHIA TRUST CO | 0.04% | 0.00% | 15,465 | - | - | 9,000 | Mar 31, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.61% | 0.00% | 236,000 | - | - | 112,714,000 | Mar 31, 2024 |
PHOENIX HOLDINGS LTD. | 0.03% | 0.00% | 11,500 | - | - | 6,912 | Mar 31, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.03% | - | 10,000 | - | - | 5,832 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.04% | - | 16,314 | - | - | 9,900 | Mar 31, 2024 |
TORONTO DOMINION BANK | 0.00% | - | 68 | - | - | 40 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 0.02% | - | 6,301 | 1 | 0.02% | 3,675 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 1,630 | 1,228 | 305.47% | 1,000 | Mar 31, 2024 |
MORGAN STANLEY | 0.03% | - | 11,500 | 10,000 | 666.67% | 6,707 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.05% | - | 17,808 | 17,808 | 100.00% | 10,808 | Mar 31, 2024 |
UBS GROUP AG | 0.05% | - | 20,389 | 19,039 | 1410.30% | 11,887 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | 19,600 | 100.00% | 11,427,000 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.05% | - | 20,019 | 20,019 | 100.00% | 12,150 | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 20,186 | 20,186 | 100.00% | 11,772 | Mar 31, 2024 |
SHAY CAPITAL LLC | 3.32% | 0.12% | 1,275,002 | 25,000 | 2.00% | 743,581 | Mar 31, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.13% | 0.00% | 50,000 | 25,000 | 100.00% | 29,160 | Mar 31, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | 0.22% | 0.01% | 83,333 | 83,333 | 100.00% | 48,600 | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 20,186 | 20,186 | 100.00% | 11,772 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.05% | - | 20,019 | 20,019 | 100.00% | 12,150 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.05% | - | 19,600 | 19,600 | 100.00% | 11,427,000 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.05% | - | 17,808 | 17,808 | 100.00% | 10,808 | Mar 31, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | - | - | - | -83,333 | -100.00% | - | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -22,608 | -100.00% | - | Mar 31, 2024 |
CI PRIVATE WEALTH, LLC | - | - | - | -10,000 | -100.00% | - | Mar 31, 2024 |
A2Z Smart Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FIDELITY CONCORD STREET TRUST | 0.00% | 16,314 | - | - | Feb 29, 2024 |
A2Z Smart Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 8 | -50.00% |
31 Dec, 23 | 16 | - |
30 Sep, 23 | 16 | 33.33% |
30 Jun, 23 | 12 | 71.43% |
31 Mar, 23 | 7 | 40.00% |
31 Dec, 22 | 5 | -16.67% |
30 Sep, 22 | 6 | - |
30 Jun, 22 | 6 | -14.29% |
31 Mar, 22 | 7 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 334,469 | -80.55% |
31 Dec, 23 | 1,719,842 | 4.99% |
30 Sep, 23 | 1,638,086 | 63.92% |
30 Jun, 23 | 999,321 | 770.82% |
31 Mar, 23 | 114,756 | -11.63% |
31 Dec, 22 | 129,865 | -5.38% |
30 Sep, 22 | 137,247 | 27.23% |
30 Jun, 22 | 107,876 | -0.14% |
31 Mar, 22 | 108,030 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 0.87% | 4.00% |
31 Dec, 23 | 4.67% | 19.38% |
30 Sep, 23 | 4.91% | 48.14% |
30 Jun, 23 | 3.19% | 2375.40% |
31 Mar, 23 | 0.37% | 166.60% |
31 Dec, 22 | 0.47% | 186.44% |
30 Sep, 22 | 0.50% | 320.37% |
30 Jun, 22 | 0.40% | 244.16% |
31 Mar, 22 | 0.40% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 2 | -60.00% |
31 Dec, 23 | 5 | -37.50% |
30 Sep, 23 | 8 | -11.11% |
30 Jun, 23 | 9 | 125.00% |
31 Mar, 23 | 4 | 33.33% |
31 Dec, 22 | 3 | - |
30 Sep, 22 | 3 | 50.00% |
30 Jun, 22 | 2 | -71.43% |
31 Mar, 22 | 7 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | - | -100.00% |
31 Dec, 23 | 2 | - |
30 Sep, 23 | 2 | 100.00% |
30 Jun, 23 | 1 | -50.00% |
31 Mar, 23 | 2 | 100.00% |
31 Dec, 22 | 1 | - |
30 Sep, 22 | 1 | -50.00% |
30 Jun, 22 | 2 | - |
31 Mar, 22 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 8 | -50.00% | 334,469 | -80.55% | 0.87% | 4.00% | 2 | -60.00% | - | -100.00% |
31 Dec, 23 | 16 | - | 1,719,842 | 4.99% | 4.67% | 19.38% | 5 | -37.50% | 2 | - |
30 Sep, 23 | 16 | 33.33% | 1,638,086 | 63.92% | 4.91% | 48.14% | 8 | -11.11% | 2 | 100.00% |
30 Jun, 23 | 12 | 71.43% | 999,321 | 770.82% | 3.19% | 2375.40% | 9 | 125.00% | 1 | -50.00% |
31 Mar, 23 | 7 | 40.00% | 114,756 | -11.63% | 0.37% | 166.60% | 4 | 33.33% | 2 | 100.00% |
31 Dec, 22 | 5 | -16.67% | 129,865 | -5.38% | 0.47% | 186.44% | 3 | - | 1 | - |
30 Sep, 22 | 6 | - | 137,247 | 27.23% | 0.50% | 320.37% | 3 | 50.00% | 1 | -50.00% |
30 Jun, 22 | 6 | -14.29% | 107,876 | -0.14% | 0.40% | 244.16% | 2 | -71.43% | 2 | - |
31 Mar, 22 | 7 | - | 108,030 | - | 0.40% | - | 7 | - | - | - |
AZ Ownership FAQ
Who Owns A2Z Smart?
A2Z Smart is owned by institutional shareholders (0.87%), insiders (29.87%), and public (69.26%). The largest institutional shareholder of A2Z Smart is SHAY CAPITAL LLC (3.32% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).
Who are the major institutional shareholders of A2Z Smart?
A2Z Smart's major institutional shareholders are SHAY CAPITAL LLC, CIBC PRIVATE WEALTH GROUP, LLC, CURATED WEALTH PARTNERS LLC, KESTRA ADVISORY SERVICES, LLC, and RED DOOR WEALTH MANAGEMENT, LLC. The top five shareholders own together 4.36% of the company's share outstanding.
How many A2Z Smart shareholders are there?
As of Mar 2024, there are 8 institutional shareholders of A2Z Smart.
What percentage of A2Z Smart is owned by SHAY CAPITAL LLC?
SHAY CAPITAL LLC owns 1.28M shares of A2Z Smart, representing 3.32% of the company's total shares outstanding, valued at $743.58K (as of Mar 2024).
What percentage of A2Z Smart is owned by CIBC PRIVATE WEALTH GROUP, LLC?
As of Mar 2024, CIBC PRIVATE WEALTH GROUP, LLC holds 236K shares of A2Z Smart (AZ), compromising 0.61% of the company, valued at $112.71M.
What percentage of A2Z Smart is owned by CURATED WEALTH PARTNERS LLC?
CURATED WEALTH PARTNERS LLC is the third largest holder of A2Z Smart. The company owns 83.33K of the company's shares outstanding (worth $48.6K).