Berry Ownership 2024 | Who Owns Berry Now?
Institutional Ownership
90.16%
Insider Ownership
2.56%
Retail Ownership
7.28%
Institutional Holders
176.00
Berry Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.60% | 0.00% | 6,554,791 | -233,358 | -3.44% | 42,343,949 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 8.32% | 0.14% | 6,340,610 | -1,342,940 | -17.48% | 40,960,341 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.73% | 0.00% | 5,131,022 | 771,236 | 17.69% | 33,146,403 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.94% | 0.01% | 4,527,531 | 219,468 | 5.09% | 29,247,829 | Jun 30, 2024 |
| OAKTREE CAPITAL MANAGEMENT LP | 4.85% | 0.38% | 3,697,000 | - | - | 23,882,620 | Jun 30, 2024 |
| STATE STREET CORP | 3.90% | 0.00% | 2,976,121 | -51,589 | -1.70% | 19,225,742,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.48% | 0.03% | 2,655,707 | -1,005 | -0.04% | 17,155,867 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.07% | 0.01% | 2,340,775 | 308,492 | 15.18% | 15,121,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.33% | 0.03% | 1,778,220 | 1,778,220 | 100.00% | 11,487,301 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 0.00% | 1,727,671 | 77,377 | 4.69% | 11,162,663 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 2.22% | 0.02% | 1,696,400 | 167,537 | 10.96% | 10,959,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.18% | 0.01% | 1,664,292 | 318,223 | 23.64% | 10,751,326 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.89% | 0.22% | 1,439,414 | -73,540 | -4.86% | 9,298,614 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.79% | 0.04% | 1,362,893 | 39,677 | 3.00% | 8,804,289 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.78% | 0.00% | 1,360,778 | -74,564 | -5.19% | 8,790,626 | Jun 30, 2024 |
| MEROS INVESTMENT MANAGEMENT, LP | 1.74% | 4.05% | 1,326,707 | 167,718 | 14.47% | 8,570,527 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 1.54% | 0.16% | 1,177,302 | 72,185 | 6.53% | 7,605,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.49% | 0.00% | 1,139,662 | 570,006 | 100.06% | 7,362,222 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.42% | 0.00% | 1,083,372 | 62,573 | 6.13% | 6,998,586 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 1.19% | 0.31% | 905,770 | 113,933 | 14.39% | 5,851,274 | Jun 30, 2024 |
Berry's largest institutional shareholder is BLACKROCK INC., holding 8.60% of the company's total share outstanding, currently valued at $42.34M. The top 10 institutional shareholders own together 49.48% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MEROS INVESTMENT MANAGEMENT, LP | 1.74% | 4.05% | 1,326,707 | 167,718 | 14.47% | 8,570,527 | Jun 30, 2024 |
| ACCESS INVESTMENT MANAGEMENT LLC | 0.57% | 0.92% | 436,500 | 885 | 0.20% | 2,819,790 | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 1.14% | 0.55% | 872,447 | 872,447 | 100.00% | 5,636,008 | Jun 30, 2024 |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.14% | 0.44% | 103,413 | 2,216 | 2.19% | 668,048 | Jun 30, 2024 |
| OAKTREE CAPITAL MANAGEMENT LP | 4.85% | 0.38% | 3,697,000 | - | - | 23,882,620 | Jun 30, 2024 |
| TEJARA CAPITAL LTD | 0.21% | 0.38% | 160,500 | 160,500 | 100.00% | 1,036,830 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 1.19% | 0.31% | 905,770 | 113,933 | 14.39% | 5,851,274 | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.04% | 0.25% | 32,198 | 21,698 | 206.65% | 207,999 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 0.21% | 0.23% | 157,460 | -59,800 | -27.52% | 1,017,192 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.89% | 0.22% | 1,439,414 | -73,540 | -4.86% | 9,298,614 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.59% | 0.16% | 450,000 | -588,950 | -56.69% | 2,907,000 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.20% | 0.16% | 153,777 | - | - | 993,399 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 1.54% | 0.16% | 1,177,302 | 72,185 | 6.53% | 7,605,000 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 8.32% | 0.14% | 6,340,610 | -1,342,940 | -17.48% | 40,960,341 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.33% | 0.14% | 250,272 | 211,699 | 548.83% | 1,616,757 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.07% | 0.11% | 51,518 | -11,902 | -18.77% | 332,806 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.09% | 0.08% | 69,337 | 69,337 | 100.00% | 447,917 | Jun 30, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.03% | 0.07% | 23,187 | -2,413 | -9.43% | 149,788 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.02% | 0.05% | 13,780 | - | - | 89,000 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.11% | 0.05% | 82,208 | - | - | 531,064 | Jun 30, 2024 |
The largest Berry shareholder by % of total assets is MEROS INVESTMENT MANAGEMENT, LP. The company owns 1.33M shares of Berry (BRY), representing 4.05% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.33% | 0.03% | 1,778,220 | 1,778,220 | 100.00% | 11,487,301 | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 1.14% | 0.55% | 872,447 | 872,447 | 100.00% | 5,636,008 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.73% | 0.00% | 5,131,022 | 771,236 | 17.69% | 33,146,403 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.85% | 0.00% | 649,607 | 627,375 | 2821.95% | 4,196,461 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.77% | 0.01% | 587,760 | 587,760 | 100.00% | 3,796,929 | Jun 30, 2024 |
| MORGAN STANLEY | 1.49% | 0.00% | 1,139,662 | 570,006 | 100.06% | 7,362,222 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.46% | 0.01% | 353,300 | 353,300 | 100.00% | 2,282,318 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 1.02% | 0.01% | 780,660 | 338,697 | 76.63% | 5,043,064 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.18% | 0.01% | 1,664,292 | 318,223 | 23.64% | 10,751,326 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.07% | 0.01% | 2,340,775 | 308,492 | 15.18% | 15,121,000 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.35% | 0.01% | 268,717 | 268,717 | 100.00% | 1,735,912 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.35% | 0.00% | 266,083 | 266,083 | 100.00% | 1,718,896 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.39% | 0.03% | 295,722 | 228,668 | 341.02% | 1,910,364 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.94% | 0.01% | 4,527,531 | 219,468 | 5.09% | 29,247,829 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.33% | 0.14% | 250,272 | 211,699 | 548.83% | 1,616,757 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.28% | 0.01% | 214,299 | 191,137 | 825.22% | 1,384,372 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.37% | 0.00% | 284,242 | 188,327 | 196.35% | 1,836,203 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.24% | 0.01% | 181,089 | 181,089 | 100.00% | 1,170,000 | Jun 30, 2024 |
| MEROS INVESTMENT MANAGEMENT, LP | 1.74% | 4.05% | 1,326,707 | 167,718 | 14.47% | 8,570,527 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 2.22% | 0.02% | 1,696,400 | 167,537 | 10.96% | 10,959,000 | Jun 30, 2024 |
As of Jun 30 2024, Berry's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 1.78M stocks of BRY, valued at $11.49M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 0.02% | - | 12,491 | -5,357,372 | -99.77% | 80,692 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 8.32% | 0.14% | 6,340,610 | -1,342,940 | -17.48% | 40,960,341 | Jun 30, 2024 |
| WESTERN ASSET MANAGEMENT COMPANY, LLC | - | - | - | -914,022 | -100.00% | - | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.59% | 0.16% | 450,000 | -588,950 | -56.69% | 2,907,000 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -390,378 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | - | - | - | -262,168 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 8.60% | 0.00% | 6,554,791 | -233,358 | -3.44% | 42,343,949 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.75% | 0.00% | 568,844 | -224,324 | -28.28% | 3,674,732 | Jun 30, 2024 |
| UBS GROUP AG | 0.15% | 0.00% | 116,445 | -156,978 | -57.41% | 752,235 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.48% | 0.00% | 367,333 | -147,723 | -28.68% | 2,372,972 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.06% | 0.01% | 44,651 | -128,549 | -74.22% | 288,445 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.11% | 0.00% | 81,600 | -103,800 | -55.99% | 527,136 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.36% | 0.00% | 271,572 | -89,455 | -24.78% | 1,754,355,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.78% | 0.00% | 1,360,778 | -74,564 | -5.19% | 8,790,626 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.89% | 0.22% | 1,439,414 | -73,540 | -4.86% | 9,298,614 | Jun 30, 2024 |
| GUILD INVESTMENT MANAGEMENT, INC. | - | - | - | -72,590 | -100.00% | - | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 0.21% | 0.23% | 157,460 | -59,800 | -27.52% | 1,017,192 | Jun 30, 2024 |
| INVESCO LTD. | 0.61% | 0.00% | 468,814 | -56,827 | -10.81% | 3,028,538 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 20,016 | -56,690 | -73.91% | 129,303 | Jun 30, 2024 |
| STATE STREET CORP | 3.90% | 0.00% | 2,976,121 | -51,589 | -1.70% | 19,225,742,000 | Jun 30, 2024 |
As of Jun 30 2024, Berry's biggest institutional seller is FMR LLC. The company sold -5.36M shares of BRY, valued at $80.69K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.33% | 0.03% | 1,778,220 | 1,778,220 | 100.00% | 11,487,301 | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 1.14% | 0.55% | 872,447 | 872,447 | 100.00% | 5,636,008 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.46% | 0.01% | 353,300 | 353,300 | 100.00% | 2,282,318 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.35% | 0.00% | 266,083 | 266,083 | 100.00% | 1,718,896 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.24% | 0.01% | 181,089 | 181,089 | 100.00% | 1,170,000 | Jun 30, 2024 |
| TEJARA CAPITAL LTD | 0.21% | 0.38% | 160,500 | 160,500 | 100.00% | 1,036,830 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.19% | 0.00% | 141,200 | 141,200 | 100.00% | 912,152 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.10% | 0.00% | 77,911 | 77,911 | 100.00% | 503,305 | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.10% | 0.01% | 76,514 | 76,514 | 100.00% | 494,280 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.09% | 0.08% | 69,337 | 69,337 | 100.00% | 447,917 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 41,211 | 41,211 | 100.00% | 266,223 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.05% | 0.00% | 38,875 | 38,875 | 100.00% | 251,133 | Jun 30, 2024 |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.04% | 0.02% | 27,000 | 27,000 | 100.00% | 174,420 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.03% | 0.00% | 22,358 | 22,358 | 100.00% | 144,433 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.03% | 0.01% | 22,358 | 22,358 | 100.00% | 144,433 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.02% | 0.01% | 18,640 | 18,640 | 100.00% | 120,414 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.02% | 0.00% | 15,861 | 15,861 | 100.00% | 102,462 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.02% | 0.01% | 15,813 | 15,813 | 100.00% | 102,000 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.02% | 0.05% | 14,114 | 14,114 | 100.00% | 91,176 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.02% | 0.00% | 11,520 | 11,520 | 100.00% | 74,419 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.01% | 0.00% | 10,687 | 10,687 | 100.00% | 69,000 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.02% | 7,806 | 7,806 | 100.00% | 50,426 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 4,210 | 4,210 | 100.00% | 27,197 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 1,393 | 1,393 | 100.00% | 8,998 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | - | 1,176 | 1,176 | 100.00% | 7,597 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 446 | 446 | 100.00% | 2,876 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 284 | 284 | 100.00% | 1,835 | Jun 30, 2024 |
Berry's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 1.78M shares, valued at $11.49M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT COMPANY, LLC | - | - | - | -914,022 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -390,378 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | - | - | - | -262,168 | -100.00% | - | Jun 30, 2024 |
| GUILD INVESTMENT MANAGEMENT, INC. | - | - | - | -72,590 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -40,281 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -37,159 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -33,574 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -29,715 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -25,252 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -24,479 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -20,258 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -19,842 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE INVESTMENT PARTNERS, LLC | - | - | - | -19,665 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -17,383 | -100.00% | - | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -14,689 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -13,425 | -100.00% | - | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | - | - | - | -11,597 | -100.00% | - | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | - | - | - | -10,118 | -100.00% | - | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -7,771 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,999 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,908 | -100.00% | - | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -518 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -405 | -100.00% | - | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | - | - | - | -256 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | - | - | -109 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -77 | -100.00% | - | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
Berry's largest sold out institutional shareholder by shares sold is WESTERN ASSET MANAGEMENT COMPANY, LLC, sold -0.91M shares, valued at -, as of undefined.
Berry Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HEARTLAND GROUP INC | 1.59% | 900,000 | -100,000 | -10.00% | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 1.50% | 108,270 | - | - | Sep 30, 2022 |
| Keeley Funds, Inc. | 1.15% | 296,145 | - | - | Dec 29, 2023 |
| VALUED ADVISERS TRUST | 0.51% | 491,375 | 11,427 | 2.38% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.47% | 1,106,600 | -41,300 | -3.60% | Mar 28, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.36% | 739 | -14,527 | -95.16% | Jan 31, 2021 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.28% | 3,542,070 | -244,800 | -6.46% | Mar 31, 2024 |
| Goehring & Rozencwajg Investment Funds | 0.25% | 133,065 | - | - | Nov 30, 2023 |
| ROYCE CAPITAL FUND | 0.18% | 65,690 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.16% | 10,139 | - | - | Feb 29, 2024 |
| Absolute Shares Trust | 0.11% | 41,678 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.10% | 15,184 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 47,100 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.09% | 4,643,696 | -122,435 | -2.57% | Jan 31, 2024 |
| Vericimetry Funds | 0.08% | 7,605 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.08% | 3,405 | - | - | Feb 29, 2024 |
| FORUM FUNDS II | 0.08% | 82,843 | 13,803 | 19.99% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.08% | 630,265 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.07% | 10,255,000 | -460,000 | -4.29% | Mar 28, 2024 |
| Western Asset Middle Market Debt Fund Inc. | 0.06% | 34,111 | - | - | Oct 30, 2020 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 0.06% | 9,160 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.03% | 80,700 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.03% | 249,400 | - | - | Jan 31, 2024 |
| Western Asset High Yield Defined Opportunity Fund Inc. | 0.03% | 113,017 | - | - | Feb 29, 2024 |
| Global X Funds | 0.02% | 987,438 | 953,277 | 2790.54% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 134,704 | -6,720 | -4.75% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 11,687 | -99 | -0.84% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 190,833 | 5,771 | 3.12% | Mar 31, 2024 |
| ETFis Series Trust I | 0.02% | 27,459 | 27,459 | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.02% | 65,955 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 1,272,467 | 250,089 | 24.46% | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 252,535 | -142,813 | -36.12% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.01% | 200,500 | 23,400 | 13.21% | Jan 31, 2024 |
| SSGA FUNDS | 0.01% | 4,193 | - | - | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 53,123 | - | - | Mar 31, 2020 |
| Federated Hermes MDT Series | 0.01% | 20,899 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 334,677 | 20,319 | 6.46% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,669 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 172,263 | 88,400 | 105.41% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,937,269 | -973,515 | -24.89% | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 85,755 | -2,768 | -3.13% | Feb 29, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.01% | 342,303 | - | - | Feb 29, 2024 |
| Legg Mason ETF Investment Trust | 0.01% | 12,540 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 4,600 | - | - | Dec 31, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 15,875 | - | - | Feb 29, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 2,162,286 | -7,000 | -0.32% | Mar 31, 2024 |
| VALIC Co II | 0.00% | 154,800 | -25,200 | -14.00% | Feb 28, 2021 |
| ROYCE FUND | 0.00% | 25,026 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 687,254 | 41,858 | 6.49% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 71,774 | 6,207 | 9.47% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 3,316,837 | 371,647 | 12.62% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 14,588 | 2,604 | 21.73% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 27,780 | - | - | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 52,999 | -4,945 | -8.53% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 7,582 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 235,265 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,110,899 | 150,201 | 15.63% | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 76,500 | - | - | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 48,014 | - | - | Mar 28, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 100,300 | 100,300 | - | Jan 31, 2024 |
| Cambria ETF Trust | 0.00% | 19,118 | 19,118 | - | Jan 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 92,608 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 171,928 | 168 | 0.10% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 255,114 | -75,842 | -22.92% | Mar 28, 2024 |
| ETF Series Solutions | 0.00% | 28,658 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 19,081 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 902,139 | 112,321 | 14.22% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 351,656 | -10,779 | -2.97% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 185,241 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 15,649 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 34,778 | -2,929 | -7.77% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 558 | - | - | Apr 30, 2021 |
| Meeder Funds | 0.00% | 5,026 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 207,989 | 169,069 | 434.40% | Feb 29, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 289,880 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 26,910 | -5,594 | -17.21% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 127,144 | 36,868 | 40.84% | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 140,533 | - | - | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 3,492 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,892 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 3,645 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 7,401 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 3,275 | -1,409 | -30.08% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 55,847 | 23,677 | 73.60% | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 27,832 | 25,683 | 1195.11% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,000,000 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.00% | 4,701 | - | - | Jan 31, 2024 |
| FundVantage Trust | 0.00% | 6,310 | 6,528 | -2994.50% | Mar 28, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 1,575,156 | -160,979 | -9.27% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 117,079 | -470 | -0.40% | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 161,036 | 709 | 0.44% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 25,000 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 789,973 | 66,512 | 9.19% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 4,485 | -190 | -4.06% | Mar 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,100 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,680 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 16,249 | - | - | Dec 31, 2023 |
| HC CAPITAL TRUST | 0.00% | 8,761 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 4,166 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 210,000 | - | - | Jan 31, 2024 |
Berry's largest mutual fund holder by % of total assets is "HEARTLAND GROUP INC", owning 900.00K shares, compromising 1.59% of its total assets.
Berry Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 176 | 2.92% |
| 31 Mar, 24 | 171 | 4.27% |
| 31 Dec, 23 | 164 | 3.80% |
| 30 Sep, 23 | 158 | 10.49% |
| 30 Jun, 23 | 143 | -1.38% |
| 31 Mar, 23 | 145 | -2.68% |
| 31 Dec, 22 | 149 | 4.20% |
| 30 Sep, 22 | 143 | -7.14% |
| 30 Jun, 22 | 154 | 14.07% |
| 31 Mar, 22 | 135 | 5.47% |
| 31 Dec, 21 | 128 | 16.36% |
| 30 Sep, 21 | 110 | -2.65% |
| 30 Jun, 21 | 113 | -5.04% |
| 31 Mar, 21 | 119 | 25.26% |
| 31 Dec, 20 | 95 | -3.06% |
| 30 Sep, 20 | 98 | -5.77% |
| 30 Jun, 20 | 104 | -17.46% |
| 31 Mar, 20 | 126 | -13.10% |
| 31 Dec, 19 | 145 | 22.88% |
| 30 Sep, 19 | 118 | 2.61% |
| 30 Jun, 19 | 115 | 7.48% |
| 31 Mar, 19 | 107 | 33.75% |
| 31 Dec, 18 | 80 | 12.68% |
| 30 Sep, 18 | 71 | 7000.00% |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | 1 | - |
| 31 Dec, 17 | 1 | - |
| 31 Mar, 16 | 1 | - |
As of 30 Jun 24, 176 institutions are holding Berry's shares, representing an increase of 2.92% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 68,751,560 | 0.23% |
| 31 Mar, 24 | 68,596,768 | -0.16% |
| 31 Dec, 23 | 68,704,263 | 2.72% |
| 30 Sep, 23 | 66,886,932 | -2.14% |
| 30 Jun, 23 | 68,349,652 | -2.69% |
| 31 Mar, 23 | 70,241,454 | 2.58% |
| 31 Dec, 22 | 68,472,628 | -8.61% |
| 30 Sep, 22 | 74,921,028 | 2.62% |
| 30 Jun, 22 | 73,005,622 | -2.12% |
| 31 Mar, 22 | 74,588,447 | -0.41% |
| 31 Dec, 21 | 74,895,943 | 2.00% |
| 30 Sep, 21 | 73,424,660 | -0.18% |
| 30 Jun, 21 | 73,553,394 | -0.41% |
| 31 Mar, 21 | 73,858,741 | -0.26% |
| 31 Dec, 20 | 74,053,035 | 1.37% |
| 30 Sep, 20 | 73,051,237 | -1.12% |
| 30 Jun, 20 | 73,875,978 | -1.54% |
| 31 Mar, 20 | 75,032,878 | -5.20% |
| 31 Dec, 19 | 79,150,313 | -0.27% |
| 30 Sep, 19 | 79,365,054 | -0.48% |
| 30 Jun, 19 | 79,746,606 | -8.19% |
| 31 Mar, 19 | 86,860,525 | 30.51% |
| 31 Dec, 18 | 66,556,382 | 2.70% |
| 30 Sep, 18 | 64,806,343 | 13930.17% |
| 30 Jun, 18 | 461,907 | - |
| 31 Mar, 18 | 461,907 | - |
| 31 Dec, 17 | 461,907 | - |
| 31 Mar, 16 | 302 | - |
Berry (BRY) has 68.75M shares outstanding as of 30 Jun 24, up 0.23% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 90.16% | 1.11% |
| 31 Mar, 24 | 89.96% | 1.09% |
| 31 Dec, 23 | 90.80% | 1.16% |
| 30 Sep, 23 | 88.40% | 1.11% |
| 30 Jun, 23 | 89.09% | 1.05% |
| 31 Mar, 23 | 92.29% | 1.14% |
| 31 Dec, 22 | 89.88% | 0.98% |
| 30 Sep, 22 | 96.00% | 1.14% |
| 30 Jun, 22 | 91.72% | 1.06% |
| 31 Mar, 22 | 93.22% | 1.07% |
| 31 Dec, 21 | 93.38% | 1.12% |
| 30 Sep, 21 | 91.50% | 1.10% |
| 30 Jun, 21 | 91.40% | 1.04% |
| 31 Mar, 21 | 93.53% | 1.09% |
| 31 Dec, 20 | 92.66% | 1.07% |
| 30 Sep, 20 | 92.94% | 1.08% |
| 30 Jun, 20 | 92.58% | 1.04% |
| 31 Mar, 20 | 94.36% | 0.89% |
| 31 Dec, 19 | 103.02% | 1.07% |
| 30 Sep, 19 | 98.00% | 1.02% |
| 30 Jun, 19 | 97.83% | 0.85% |
| 31 Mar, 19 | 106.99% | 0.81% |
| 31 Dec, 18 | 115.26% | 1.38% |
| 30 Sep, 18 | 91.36% | 5506.92% |
| 30 Jun, 18 | 1.29% | 89.95% |
| 31 Mar, 18 | 1.20% | 83.57% |
| 31 Dec, 17 | 1.20% | - |
| 31 Mar, 16 | 0.00% | - |
As of 30 Jun 24, Berry is held by 90.16% institutional shareholders, representing a 1.11% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 104 | 10.64% |
| 31 Mar, 24 | 94 | 4.44% |
| 31 Dec, 23 | 90 | -15.09% |
| 30 Sep, 23 | 106 | 60.61% |
| 30 Jun, 23 | 66 | -15.38% |
| 31 Mar, 23 | 78 | -2.50% |
| 31 Dec, 22 | 80 | 3.90% |
| 30 Sep, 22 | 77 | -19.79% |
| 30 Jun, 22 | 96 | 52.38% |
| 31 Mar, 22 | 63 | -10.00% |
| 31 Dec, 21 | 70 | 27.27% |
| 30 Sep, 21 | 55 | -1.79% |
| 30 Jun, 21 | 56 | -3.45% |
| 31 Mar, 21 | 58 | 20.83% |
| 31 Dec, 20 | 48 | 6.67% |
| 30 Sep, 20 | 45 | -11.76% |
| 30 Jun, 20 | 51 | -28.17% |
| 31 Mar, 20 | 71 | -31.07% |
| 31 Dec, 19 | 103 | 53.73% |
| 30 Sep, 19 | 67 | -21.18% |
| 30 Jun, 19 | 85 | -1.16% |
| 31 Mar, 19 | 86 | 75.51% |
| 31 Dec, 18 | 49 | -30.99% |
| 30 Sep, 18 | 71 | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | -100.00% |
| 31 Dec, 17 | 1 | - |
| 31 Mar, 16 | 1 | - |
104 institutional shareholders have increased their position in BRY stock as of 30 Jun 24 compared to 94 in the previous quarter (a 10.64% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 51 | -3.77% |
| 31 Mar, 24 | 53 | 1.92% |
| 31 Dec, 23 | 52 | 48.57% |
| 30 Sep, 23 | 35 | -28.57% |
| 30 Jun, 23 | 49 | 6.52% |
| 31 Mar, 23 | 46 | -2.13% |
| 31 Dec, 22 | 47 | -4.08% |
| 30 Sep, 22 | 49 | 25.64% |
| 30 Jun, 22 | 39 | -18.75% |
| 31 Mar, 22 | 48 | 23.08% |
| 31 Dec, 21 | 39 | 11.43% |
| 30 Sep, 21 | 35 | -23.91% |
| 30 Jun, 21 | 46 | 2.22% |
| 31 Mar, 21 | 45 | 60.71% |
| 31 Dec, 20 | 28 | -15.15% |
| 30 Sep, 20 | 33 | -5.71% |
| 30 Jun, 20 | 35 | -12.50% |
| 31 Mar, 20 | 40 | 14.29% |
| 31 Dec, 19 | 35 | - |
| 30 Sep, 19 | 35 | 40.00% |
| 30 Jun, 19 | 25 | 92.31% |
| 31 Mar, 19 | 13 | -40.91% |
| 31 Dec, 18 | 22 | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 31 Mar, 16 | - | - |
51 institutional shareholders have reduced their position in BRY stock as of 30 Jun 24 compared to 53 in the previous quarter (a -3.77% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 176 | 2.92% | 68,751,560 | 0.23% | 90.16% | 1.11% | 104 | 10.64% | 51 | -3.77% |
| 31 Mar, 24 | 171 | 4.27% | 68,596,768 | -0.16% | 89.96% | 1.09% | 94 | 4.44% | 53 | 1.92% |
| 31 Dec, 23 | 164 | 3.80% | 68,704,263 | 2.72% | 90.80% | 1.16% | 90 | -15.09% | 52 | 48.57% |
| 30 Sep, 23 | 158 | 10.49% | 66,886,932 | -2.14% | 88.40% | 1.11% | 106 | 60.61% | 35 | -28.57% |
| 30 Jun, 23 | 143 | -1.38% | 68,349,652 | -2.69% | 89.09% | 1.05% | 66 | -15.38% | 49 | 6.52% |
| 31 Mar, 23 | 145 | -2.68% | 70,241,454 | 2.58% | 92.29% | 1.14% | 78 | -2.50% | 46 | -2.13% |
| 31 Dec, 22 | 149 | 4.20% | 68,472,628 | -8.61% | 89.88% | 0.98% | 80 | 3.90% | 47 | -4.08% |
| 30 Sep, 22 | 143 | -7.14% | 74,921,028 | 2.62% | 96.00% | 1.14% | 77 | -19.79% | 49 | 25.64% |
| 30 Jun, 22 | 154 | 14.07% | 73,005,622 | -2.12% | 91.72% | 1.06% | 96 | 52.38% | 39 | -18.75% |
| 31 Mar, 22 | 135 | 5.47% | 74,588,447 | -0.41% | 93.22% | 1.07% | 63 | -10.00% | 48 | 23.08% |
| 31 Dec, 21 | 128 | 16.36% | 74,895,943 | 2.00% | 93.38% | 1.12% | 70 | 27.27% | 39 | 11.43% |
| 30 Sep, 21 | 110 | -2.65% | 73,424,660 | -0.18% | 91.50% | 1.10% | 55 | -1.79% | 35 | -23.91% |
| 30 Jun, 21 | 113 | -5.04% | 73,553,394 | -0.41% | 91.40% | 1.04% | 56 | -3.45% | 46 | 2.22% |
| 31 Mar, 21 | 119 | 25.26% | 73,858,741 | -0.26% | 93.53% | 1.09% | 58 | 20.83% | 45 | 60.71% |
| 31 Dec, 20 | 95 | -3.06% | 74,053,035 | 1.37% | 92.66% | 1.07% | 48 | 6.67% | 28 | -15.15% |
| 30 Sep, 20 | 98 | -5.77% | 73,051,237 | -1.12% | 92.94% | 1.08% | 45 | -11.76% | 33 | -5.71% |
| 30 Jun, 20 | 104 | -17.46% | 73,875,978 | -1.54% | 92.58% | 1.04% | 51 | -28.17% | 35 | -12.50% |
| 31 Mar, 20 | 126 | -13.10% | 75,032,878 | -5.20% | 94.36% | 0.89% | 71 | -31.07% | 40 | 14.29% |
| 31 Dec, 19 | 145 | 22.88% | 79,150,313 | -0.27% | 103.02% | 1.07% | 103 | 53.73% | 35 | - |
| 30 Sep, 19 | 118 | 2.61% | 79,365,054 | -0.48% | 98.00% | 1.02% | 67 | -21.18% | 35 | 40.00% |
| 30 Jun, 19 | 115 | 7.48% | 79,746,606 | -8.19% | 97.83% | 0.85% | 85 | -1.16% | 25 | 92.31% |
| 31 Mar, 19 | 107 | 33.75% | 86,860,525 | 30.51% | 106.99% | 0.81% | 86 | 75.51% | 13 | -40.91% |
| 31 Dec, 18 | 80 | 12.68% | 66,556,382 | 2.70% | 115.26% | 1.38% | 49 | -30.99% | 22 | - |
| 30 Sep, 18 | 71 | 7000.00% | 64,806,343 | 13930.17% | 91.36% | 5506.92% | 71 | - | - | - |
| 30 Jun, 18 | 1 | - | 461,907 | - | 1.29% | 89.95% | - | - | - | - |
| 31 Mar, 18 | 1 | - | 461,907 | - | 1.20% | 83.57% | - | -100.00% | - | - |
| 31 Dec, 17 | 1 | - | 461,907 | - | 1.20% | - | 1 | - | - | - |
| 31 Mar, 16 | 1 | - | 302 | - | 0.00% | - | 1 | - | - | - |
Berry Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Berry's stock was made by Hunter Danielle E. on Mar 01 2024, selling 45,717 shares at $6.83 per share (valued at $312.25K).
Berry Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 21 | 32 | 65.63% |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 1 | 8 | 12.50% |
| Q2 2023 | - | 3 | - |
| Q1 2023 | 30 | 39 | 76.92% |
| Q4 2022 | 2 | 12 | 16.67% |
| Q2 2022 | 1 | 37 | 2.70% |
| Q1 2022 | 29 | 33 | 87.88% |
| Q3 2021 | 1 | 2 | 50.00% |
| Q1 2021 | 26 | 27 | 96.30% |
| Q3 2020 | 9 | 1 | 900.00% |
| Q2 2020 | 6 | 15 | 40.00% |
| Q1 2020 | 16 | 16 | 100.00% |
| Q4 2019 | 8 | 5 | 160.00% |
| Q2 2019 | 9 | 13 | 69.23% |
| Q1 2019 | 19 | 5 | 380.00% |
| Q4 2018 | 10 | 21 | 47.62% |
| Q3 2018 | 22 | 31 | 70.97% |
| Q2 2018 | - | 1 | - |
| Q1 2018 | 1 | 3 | 33.33% |
21 total buy trades, and 32 total sell trades (buy/sell ratio of 0.66%) were made by Berry's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 6 | - |
| Q2 2023 | - | 3 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | 2 | 10 | 20.00% |
| Q2 2022 | - | 37 | - |
| Q1 2022 | - | - | - |
| Q3 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q3 2020 | 6 | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | 6 | 5 | 120.00% |
| Q2 2019 | - | 4 | - |
| Q1 2019 | - | 1 | - |
| Q4 2018 | 2 | - | - |
| Q3 2018 | 1 | 1 | 100.00% |
| Q2 2018 | 1 | - | - |
| Q1 2018 | 2 | 2 | 100.00% |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Berry's stocks.
BRY Ownership FAQ
Who Owns Berry?
Berry is owned by institutional shareholders (90.16%), insiders (2.56%), and public (7.28%). The largest institutional shareholder of Berry is BLACKROCK INC. (8.60% of total shares) and the top mutual fund owner is HEARTLAND GROUP INC (1.59% of total shares).
Who are the major institutional shareholders of Berry?
Berry's major institutional shareholders are BLACKROCK INC., HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and OAKTREE CAPITAL MANAGEMENT LP. The top five shareholders own together 34.43% of the company's share outstanding.
How many Berry shareholders are there?
As of Jun 2024, there are 176 institutional shareholders of Berry.
What percentage of Berry is owned by BLACKROCK INC?
BLACKROCK INC owns 6.55M shares of Berry, representing 8.60% of the company's total shares outstanding, valued at $42.34M (as of Jun 2024).
What percentage of Berry is owned by HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC?
As of Jun 2024, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds 6.34M shares of Berry (BRY), compromising 8.32% of the company, valued at $40.96M.
What percentage of Berry is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Berry. The company owns 5.13M of the company's shares outstanding (worth $33.15M).