BranchOut Food Ownership | Who Owns BranchOut Food?
BranchOut Food Ownership Summary
BranchOut Food is owned by 6.12% institutional investors, 50.47% insiders, and 43.41% retail investors. Evernest financial advisors is the largest institutional shareholder, holding 1.83% of BOF shares.
BOF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BranchOut Food | 6.12% | 50.47% | 43.41% |
| Sector | Consumer Defensive Stocks | 37.27% | 16.03% | 46.70% |
| Industry | Packaged Foods Stocks | 36.98% | 16.11% | 46.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Evernest financial advisors | 176.70K | 1.83% | $362.24K |
| Vanguard group | 118.49K | 1.23% | $247.64K |
| Stifel financial | 102.50K | 1.06% | $210.13K |
| Geode capital management | 78.91K | 0.82% | $164.93K |
| Clifford swan investment counsel | 30.00K | 0.31% | $61.50K |
| Cascade financial partners | 25.00K | 0.26% | $51.25K |
| Northern trust | 20.25K | 0.21% | $41.52K |
| Goldman sachs group | 16.16K | 0.17% | $33.14K |
| State street | 13.30K | 0.14% | $27.80K |
| Cwm | 7.28K | 0.08% | $15.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Evernest financial advisors | 176.70K | 0.10% | $362.24K |
| Cascade financial partners | 25.00K | 0.01% | $51.25K |
| Clifford swan investment counsel | 30.00K | 0.00% | $61.50K |
| Maryland capital advisors | 500.00 | 0.00% | $1.02K |
| Stifel financial | 102.50K | 0.00% | $210.13K |
| Tower research capital llc (trc) | 1.73K | 0.00% | $3.55K |
| Two sigma securities | - | - | - |
| Renaissance | - | - | - |
| Greenwood gearhart | - | - | - |
| Northwestern mutual wealth management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Evernest financial advisors | 176.70K | 0.10% | 150.70K |
| Stifel financial | 102.50K | 0.00% | 92.50K |
| Vanguard group | 118.49K | - | 68.65K |
| Cascade financial partners | 25.00K | 0.01% | 25.00K |
| Geode capital management | 78.91K | - | 23.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenwood gearhart | - | - | -94.95K |
| Xtx topco | - | - | -24.41K |
| Renaissance | - | - | -15.68K |
| Newedge advisors | - | - | -14.38K |
| Two sigma securities | - | - | -13.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cascade financial partners | 25.00K | 0.01% | 25.00K | $51.25K |
| Goldman sachs group | 16.16K | - | 16.16K | $33.14K |
| Maryland capital advisors | 500.00 | 0.00% | 500.00 | $1.02K |
Sold Out
| Holder | Change |
|---|---|
| Headlands | -19.00 |
| Northwestern mutual wealth management | -27.00 |
| Ubs group | -1.04K |
| Virtu financial | -10.29K |
| Quadrature capital | -10.80K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 13 | -13.33% | 590,907 | 86.72% | 6 | 19.80% | 9 | 50.00% | 1 | -66.67% |
| Jun 30, 2025 | 15 | -16.67% | 316,464 | -40.34% | 5 | 15.11% | 6 | -33.33% | 3 | -25.00% |
| Mar 31, 2025 | 18 | 20.00% | 530,467 | 35.02% | 6 | 12.74% | 9 | -10.00% | 4 | 300.00% |
| Dec 31, 2024 | 15 | 15.38% | 392,876 | 53.10% | 6 | 46.36% | 10 | 25.00% | 1 | -50.00% |
| Sep 30, 2024 | 13 | 62.50% | 256,616 | -32.03% | 3 | 4.93% | 8 | 33.33% | 2 | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 21, 2025 | Jones Byron Riche | - | Buy | $870.00 |
| Aug 30, 2024 | Dalfonsi John | Chief Financial Officer | Buy | $10.00M |
| Aug 26, 2024 | Jones Byron Riche | - | Buy | $1.92K |
| Jul 23, 2024 | Healy Eric | Chief Executive Officer | Buy | $40.00M |
| Jul 22, 2024 | Jones Byron Riche | - | Buy | $41.34K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 4 | - |
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