CorVel Ownership 2024 | Who Owns CorVel Now?
Institutional Ownership
14.95%
Insider Ownership
46.45%
Retail Ownership
38.61%
Institutional Holders
113.00
CorVel Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11.25% | 1.20% | 1,925,635 | 21,673 | 1.14% | 489,631,339 | Jun 30, 2024 |
BLACKROCK INC. | 8.60% | 0.01% | 1,471,816 | 18,853 | 1.30% | 374,238,587 | Jun 30, 2024 |
VANGUARD GROUP INC | 6.36% | 0.01% | 1,087,956 | -26,601 | -2.39% | 276,634,572 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 3.91% | 0.29% | 668,910 | -1,400 | -0.21% | 170,083,746 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.25% | 0.04% | 556,410 | -16,728 | -2.92% | 141,476,344 | Jun 30, 2024 |
STATE STREET CORP | 2.09% | 0.00% | 357,109 | 4,201 | 1.19% | 90,802,105,000 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.63% | 0.06% | 278,546 | 5,700 | 2.09% | 70,825,891 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.43% | 0.01% | 244,299 | 14,697 | 6.40% | 62,128,293 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 1.42% | 0.46% | 242,538 | -36,163 | -12.98% | 61,670,137 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.29% | 0.01% | 220,693 | 4,372 | 2.02% | 56,117,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.98% | 0.01% | 168,142 | 3,925 | 2.39% | 42,753,468 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.68% | 0.07% | 115,876 | 34,155 | 41.79% | 29,463,791 | Jun 30, 2024 |
MORGAN STANLEY | 0.65% | 0.00% | 112,016 | -36,718 | -24.69% | 28,482,440 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.61% | 0.00% | 104,635 | -4,169 | -3.83% | 26,605,542,000 | Jun 30, 2024 |
NORGES BANK | 0.55% | 0.00% | 94,845 | 94,845 | 100.00% | 24,116,238 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.47% | 0.00% | 80,175 | 1,282 | 1.63% | 20,386,097 | Jun 30, 2024 |
INVESCO LTD. | 0.46% | 0.00% | 79,405 | -423 | -0.53% | 20,190,309 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.43% | 0.00% | 73,617 | 1,479 | 2.05% | 18,718,594 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.34% | 0.01% | 58,248 | 122 | 0.21% | 14,810,718 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.27% | 0.01% | 46,914 | -1,941 | -3.97% | 11,928,822,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11.25% | 1.20% | 1,925,635 | 21,673 | 1.14% | 489,631,339 | Jun 30, 2024 |
WEST COAST FINANCIAL LLC | 0.17% | 0.90% | 29,929 | 358 | 1.21% | 7,610,047 | Jun 30, 2024 |
CHATHAM CAPITAL GROUP, INC. | 0.11% | 0.87% | 19,630 | -150 | -0.76% | 4,991,320 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 1.42% | 0.46% | 242,538 | -36,163 | -12.98% | 61,670,137 | Jun 30, 2024 |
KOLINSKY WEALTH MANAGEMENT, LLC | 0.01% | 0.32% | 1,735 | 1 | 0.06% | 441,158 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 3.91% | 0.29% | 668,910 | -1,400 | -0.21% | 170,083,746 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.19% | 0.27% | 32,455 | 1,765 | 5.75% | 8,252,000 | Jun 30, 2024 |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 0.16% | 0.27% | 26,717 | -2,067 | -7.18% | 6,793,332 | Jun 30, 2024 |
LYELL WEALTH MANAGEMENT, LP | 0.05% | 0.22% | 8,960 | - | - | 2,278,259 | Jun 30, 2024 |
SKYVIEW INVESTMENT ADVISORS, LLC | 0.03% | 0.19% | 4,284 | 34 | 0.80% | 1,089,000 | Jun 30, 2024 |
QUANTUM PRIVATE WEALTH, LLC | 0.01% | 0.17% | 1,871 | - | - | 475,740 | Jun 30, 2024 |
ELLSWORTH ADVISORS, LLC | 0.01% | 0.16% | 2,279 | 128 | 5.95% | 579,481 | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | 0.02% | 0.14% | 3,086 | -752 | -19.59% | 784,677 | Jun 30, 2024 |
VESTMARK ADVISORY SOLUTIONS, INC. | 0.06% | 0.11% | 10,409 | 40 | 0.39% | 2,646,696 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.02% | 0.11% | 2,591 | 1,295 | 99.92% | 658,814 | Jun 30, 2024 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 0.01% | 0.09% | 1,576 | -41 | -2.54% | 400,730 | Jun 30, 2024 |
COVESTOR LTD | 0.00% | 0.09% | 520 | - | - | 132,000 | Jun 30, 2024 |
LINDEN THOMAS ADVISORY SERVICES, LLC | 0.01% | 0.08% | 1,940 | 174 | 9.85% | 493,284 | Jun 30, 2024 |
CURATED WEALTH PARTNERS LLC | 0.01% | 0.08% | 2,130 | 2,130 | 100.00% | 541,595 | Jun 30, 2024 |
WINTON GROUP LTD | 0.02% | 0.07% | 4,226 | 7 | 0.17% | 1,074,545 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.55% | 0.00% | 94,845 | 94,845 | 100.00% | 24,116,238 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.68% | 0.07% | 115,876 | 34,155 | 41.79% | 29,463,791 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11.25% | 1.20% | 1,925,635 | 21,673 | 1.14% | 489,631,339 | Jun 30, 2024 |
BLACKROCK INC. | 8.60% | 0.01% | 1,471,816 | 18,853 | 1.30% | 374,238,587 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.17% | 0.00% | 29,024 | 15,968 | 122.30% | 7,379,932 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.43% | 0.01% | 244,299 | 14,697 | 6.40% | 62,128,293 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.04% | 0.01% | 7,617 | 7,617 | 100.00% | 1,936,775 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.09% | 0.00% | 15,938 | 7,547 | 89.94% | 4,052,555 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.04% | 0.00% | 6,979 | 6,979 | 100.00% | 1,774,550 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.63% | 0.06% | 278,546 | 5,700 | 2.09% | 70,825,891 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.15% | 0.00% | 25,505 | 5,193 | 25.57% | 6,485,214 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.01% | 5,152 | 5,152 | 100.00% | 1,309,999 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.03% | 0.00% | 5,001 | 5,001 | 100.00% | 1,271,604 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 4,469 | 4,469 | 100.00% | 1,136,333 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.29% | 0.01% | 220,693 | 4,372 | 2.02% | 56,117,000 | Jun 30, 2024 |
STATE STREET CORP | 2.09% | 0.00% | 357,109 | 4,201 | 1.19% | 90,802,105,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.98% | 0.01% | 168,142 | 3,925 | 2.39% | 42,753,468 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.02% | 0.01% | 3,899 | 3,899 | 100.00% | 991,399 | Jun 30, 2024 |
RMB CAPITAL MANAGEMENT, LLC | 0.02% | 0.02% | 2,903 | 2,903 | 100.00% | 738,146 | Jun 30, 2024 |
BRIDGEWATER ASSOCIATES, LP | 0.07% | 0.01% | 11,234 | 2,871 | 34.33% | 2,856,469 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MORGAN STANLEY | 0.65% | 0.00% | 112,016 | -36,718 | -24.69% | 28,482,440 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 1.42% | 0.46% | 242,538 | -36,163 | -12.98% | 61,670,137 | Jun 30, 2024 |
VANGUARD GROUP INC | 6.36% | 0.01% | 1,087,956 | -26,601 | -2.39% | 276,634,572 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.25% | 0.04% | 556,410 | -16,728 | -2.92% | 141,476,344 | Jun 30, 2024 |
HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -13,482 | -100.00% | - | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.09% | 0.00% | 15,800 | -6,778 | -30.02% | 4,017,466 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.02% | 0.04% | 2,954 | -4,978 | -62.76% | 751,114 | Jun 30, 2024 |
BARCLAYS PLC | 0.02% | 0.00% | 3,323 | -4,744 | -58.81% | 846,000 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,719 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.61% | 0.00% | 104,635 | -4,169 | -3.83% | 26,605,542,000 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.26% | 0.01% | 43,905 | -3,260 | -6.91% | 11,163,725 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 5,360 | -2,948 | -35.48% | 1,362,887 | Jun 30, 2024 |
CURATED WEALTH PARTNERS LLC | - | - | - | -2,643 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.03% | 1,347 | -2,560 | -65.52% | 342,502 | Jun 30, 2024 |
CERITY PARTNERS LLC | - | - | - | -2,322 | -100.00% | - | Jun 30, 2024 |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 0.16% | 0.27% | 26,717 | -2,067 | -7.18% | 6,793,332 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.27% | 0.01% | 46,914 | -1,941 | -3.97% | 11,928,822,000 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.21% | 0.00% | 35,224 | -1,474 | -4.02% | 8,956,407 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,445 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 3.91% | 0.29% | 668,910 | -1,400 | -0.21% | 170,083,746 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.55% | 0.00% | 94,845 | 94,845 | 100.00% | 24,116,238 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.04% | 0.01% | 7,617 | 7,617 | 100.00% | 1,936,775 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.01% | 5,152 | 5,152 | 100.00% | 1,309,999 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.03% | 0.00% | 5,001 | 5,001 | 100.00% | 1,271,604 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 4,469 | 4,469 | 100.00% | 1,136,333 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.02% | 0.01% | 3,899 | 3,899 | 100.00% | 991,399 | Jun 30, 2024 |
RMB CAPITAL MANAGEMENT, LLC | 0.02% | 0.02% | 2,903 | 2,903 | 100.00% | 738,146 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.01% | 0.04% | 2,323 | 2,323 | 100.00% | 591,000 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.01% | 0.00% | 1,542 | 1,542 | 100.00% | 392,083 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.01% | 0.02% | 1,263 | 1,263 | 100.00% | 318,402 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.01% | 0.00% | 1,000 | 1,000 | 100.00% | 254,270 | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | 0.01% | 0.04% | 916 | 916 | 100.00% | 232,911 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.01% | 0.00% | 900 | 900 | 100.00% | 228,843 | Jun 30, 2024 |
FIRST TRUST DIRECT INDEXING L.P. | 0.01% | 0.01% | 850 | 850 | 100.00% | 216,129 | Jun 30, 2024 |
ARISTIDES CAPITAL LLC | 0.00% | 0.06% | 824 | 824 | 100.00% | 209,518 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.00% | 0.00% | 372 | 372 | 100.00% | 94,000 | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 98 | 98 | 100.00% | 24,918 | Jun 30, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 92 | 92 | 100.00% | 23,393 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 40 | 40 | 100.00% | 10,171 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 35 | 35 | 100.00% | 8,799 | Jun 30, 2024 |
PROFFITT & GOODSON INC | 0.00% | 0.00% | 30 | 30 | 100.00% | 7,629 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 11 | 11 | 100.00% | 2,797 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | 5 | 5 | 100.00% | 1,271 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | - | - | 3 | 3 | 100.00% | 763 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 1 | 1 | 100.00% | 254 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -13,482 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,719 | -100.00% | - | Jun 30, 2024 |
CURATED WEALTH PARTNERS LLC | - | - | - | -2,643 | -100.00% | - | Jun 30, 2024 |
CERITY PARTNERS LLC | - | - | - | -2,322 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,445 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -1,301 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -1,148 | -100.00% | - | Jun 30, 2024 |
AXS INVESTMENTS LLC | - | - | - | -875 | -100.00% | - | Jun 30, 2024 |
CROSSMARK GLOBAL HOLDINGS, INC. | - | - | - | -804 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -799 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -764 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -745 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -459 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST CO / SC | - | - | - | -144 | -100.00% | - | Jun 30, 2024 |
MCILRATH & ECK, LLC | - | - | - | -71 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
CorVel Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
ALLIED ASSET ADVISORS FUNDS | 0.46% | 5,153 | - | - | Feb 29, 2024 |
WANGER ADVISORS TRUST | 0.16% | 86,530 | - | - | Mar 31, 2024 |
Vanguard Montgomery Funds | 0.08% | 19,786 | - | - | Mar 31, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.05% | 160,566 | - | - | Mar 31, 2024 |
VIRTUS EQUITY TRUST | 0.04% | 355,131 | -17 | -0.00% | Mar 28, 2024 |
BOSTON TRUST WALDEN FUNDS | 0.04% | 109,608 | -2,300 | -2.06% | Mar 28, 2024 |
ANCORA TRUST | 0.02% | 5,085 | - | - | Mar 31, 2024 |
Monteagle Funds | 0.02% | 821 | - | - | Feb 29, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 160,976 | 18,040 | 12.62% | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,709 | - | - | Mar 31, 2024 |
COLUMBIA ACORN TRUST | 0.01% | 38,322 | - | - | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.01% | 49,216 | -2,283 | -4.43% | Feb 29, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.01% | 9,168 | -1,397 | -13.22% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 4,488 | -35 | -0.77% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 22,023 | 7,080 | 47.38% | Jan 31, 2024 |
Humankind Benefit Corp | 0.00% | 88 | 2 | 2.33% | Dec 31, 2023 |
VANGUARD EXPLORER FUND | 0.00% | 43,571 | - | - | Jan 31, 2024 |
AMG Funds IV | 0.00% | 8,983 | - | - | Jan 31, 2024 |
SYNTAX ETF TRUST | 0.00% | 93 | 6 | 6.90% | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 15,396 | -504 | -3.17% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,293 | -43 | -3.22% | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.00% | 1,719 | - | - | Mar 31, 2024 |
SSGA FUNDS | 0.00% | 895 | - | - | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 809,493 | -124,476 | -13.33% | Mar 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.00% | 4,979 | 62 | 1.26% | Feb 29, 2024 |
Nushares ETF Trust | 0.00% | 11,209 | -613 | -5.19% | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 341 | 204 | 148.91% | Mar 31, 2024 |
JNL VARIABLE FUND LLC | 0.00% | 6,574 | -1,689 | -20.44% | Mar 31, 2020 |
VANGUARD HORIZON FUNDS | 0.00% | 23,508 | -45,975 | -66.17% | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 18,300 | - | - | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 24,115 | -122 | -0.50% | Jan 31, 2024 |
Lattice Strategies Trust | 0.00% | 857 | -122 | -12.46% | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 548,390 | 108,244 | 24.59% | Jan 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 1,186 | - | - | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 2,914 | 19 | 0.66% | Feb 29, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 90,335 | 1,911 | 2.16% | Feb 29, 2024 |
North Square Investments Trust | 0.00% | 4,157 | 310 | 8.06% | Feb 29, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 66,869 | -3,961 | -5.59% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 867 | - | - | Mar 31, 2024 |
Goldman Sachs ETF Trust II | 0.00% | 305 | - | - | Feb 29, 2024 |
STONE RIDGE TRUST | 0.00% | 6,928 | - | - | Jan 31, 2024 |
TIMOTHY PLAN | 0.00% | 1,344 | 180 | 15.46% | Mar 31, 2024 |
SHELTON FUNDS | 0.00% | 439 | - | - | Feb 29, 2024 |
Janus Detroit Street Trust | 0.00% | 36,881 | - | - | Jan 31, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 2,390 | - | - | Dec 31, 2023 |
STEWARD FUNDS, INC. | 0.00% | 491 | -61 | -11.05% | Jan 31, 2024 |
Legg Mason ETF Investment Trust | 0.00% | 403 | -55 | -12.01% | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 87,782 | 3,181 | 3.76% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 6,009 | -455 | -7.04% | Mar 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 4,457 | 47 | 1.07% | Mar 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 52,632 | 9,187 | 21.15% | Feb 29, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 171 | 166 | 3320.00% | Dec 31, 2023 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 787 | 787 | - | Mar 31, 2024 |
SunAmerica Specialty Series | 0.00% | 73 | - | - | Apr 30, 2021 |
Principal Exchange-Traded Funds | 0.00% | 1,685 | -1,296 | -43.48% | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 33,811 | 162 | 0.48% | Feb 29, 2024 |
Columbia Funds Variable Series Trust II | 0.00% | 4,367 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 10,848 | -10,435 | -49.03% | Jan 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 6,593 | -569 | -7.94% | Dec 31, 2023 |
PRUDENTIAL SERIES FUND | 0.00% | 9,328 | -250 | -2.61% | Mar 28, 2024 |
Catholic Responsible Investments Funds | 0.00% | 4,439 | -172 | -3.73% | Jan 31, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 1,868 | - | - | Mar 31, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 5,411 | -3,849 | -41.57% | Mar 31, 2024 |
Horizon Funds | 0.00% | 203 | 100 | 97.09% | Feb 29, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 672 | - | - | Aug 31, 2023 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 385 | - | - | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 2,899 | -673 | -18.84% | Mar 31, 2024 |
Global X Funds | 0.00% | 4,001 | - | - | Jan 31, 2024 |
OLD WESTBURY FUNDS INC | 0.00% | 11,570 | - | - | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 850 | 140 | 19.72% | Mar 28, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 811 | 411 | 102.75% | Mar 28, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 408 | -23 | -5.34% | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 47,549 | 1,582 | 3.44% | Feb 29, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 58 | -8 | -12.12% | Sep 30, 2023 |
Victory Portfolios II | 0.00% | 4,132 | -939 | -18.52% | Mar 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 7,860 | -219 | -2.71% | Mar 28, 2024 |
Investment Managers Series Trust II | 0.00% | 875 | 110 | 14.38% | Mar 31, 2024 |
KP Funds | 0.00% | 3,143 | -223 | -6.63% | Sep 30, 2020 |
MAINSTAY VP FUNDS TRUST | 0.00% | 8,700 | - | - | Mar 31, 2024 |
GPS Funds I | 0.00% | 356 | - | - | Mar 31, 2024 |
NORTHERN FUNDS | 0.00% | 8,729 | -86 | -0.98% | Mar 28, 2024 |
iSHARES TRUST | 0.00% | 1,012,271 | -12,221 | -1.19% | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 163 | - | - | Mar 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 128 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,110 | - | - | Mar 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 43,343 | 1,678 | 4.03% | Mar 31, 2024 |
RUSSELL INVESTMENT CO | 0.00% | 13,631 | - | - | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 501 | -551 | -52.38% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 521 | 32 | 6.54% | Mar 31, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 840 | - | - | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 733 | -39 | -5.05% | Mar 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 1,561 | -26 | -1.64% | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 162 | 83 | 105.06% | Dec 31, 2023 |
Guggenheim Variable Funds Trust | 0.00% | 153 | - | - | Dec 31, 2023 |
AMERICAN CENTURY ETF TRUST | 0.00% | 4,238 | -3,487 | -45.14% | Feb 29, 2024 |
Exchange Listed Funds Trust | 0.00% | 37 | - | - | Feb 29, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 3,414 | -23 | -0.67% | Mar 31, 2024 |
Goldman Sachs ETF Trust | 0.00% | 3,143 | -55 | -1.72% | Feb 29, 2024 |
MAINSTAY FUNDS TRUST | 0.00% | 6,600 | - | - | Jan 31, 2024 |
CorVel Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 113 | -45.93% |
31 Mar, 24 | 209 | 7.18% |
31 Dec, 23 | 195 | -2.50% |
30 Sep, 23 | 200 | 2.04% |
30 Jun, 23 | 196 | 2.62% |
31 Mar, 23 | 191 | 6.11% |
31 Dec, 22 | 180 | 1.69% |
30 Sep, 22 | 177 | -1.12% |
30 Jun, 22 | 179 | -3.76% |
31 Mar, 22 | 186 | 0.54% |
31 Dec, 21 | 185 | 14.91% |
30 Sep, 21 | 161 | 8.78% |
30 Jun, 21 | 148 | 5.71% |
31 Mar, 21 | 140 | - |
31 Dec, 20 | 140 | 15.70% |
30 Sep, 20 | 121 | -10.37% |
30 Jun, 20 | 135 | -2.17% |
31 Mar, 20 | 138 | -9.21% |
31 Dec, 19 | 152 | 2.01% |
30 Sep, 19 | 149 | -2.61% |
30 Jun, 19 | 153 | 4.08% |
31 Mar, 19 | 147 | 10.53% |
31 Dec, 18 | 133 | 16.67% |
30 Sep, 18 | 114 | -7.32% |
30 Jun, 18 | 123 | -3.91% |
31 Mar, 18 | 128 | -2.29% |
31 Dec, 17 | 131 | 2.34% |
30 Sep, 17 | 128 | 2.40% |
30 Jun, 17 | 125 | 0.81% |
31 Mar, 17 | 124 | -0.80% |
31 Dec, 16 | 125 | 2.46% |
30 Sep, 16 | 122 | -10.29% |
30 Jun, 16 | 136 | 11.48% |
31 Mar, 16 | 122 | 6.09% |
31 Dec, 15 | 115 | 6.48% |
30 Sep, 15 | 108 | -3.57% |
30 Jun, 15 | 112 | 7.69% |
31 Mar, 15 | 104 | - |
31 Dec, 14 | 104 | -5.45% |
30 Sep, 14 | 110 | -9.09% |
30 Jun, 14 | 121 | - |
31 Mar, 14 | 121 | 10.00% |
31 Dec, 13 | 110 | 5.77% |
30 Sep, 13 | 104 | 13.04% |
30 Jun, 13 | 92 | 240.74% |
31 Mar, 13 | 27 | -6.90% |
31 Dec, 12 | 29 | -6.45% |
30 Sep, 12 | 31 | 6.90% |
30 Jun, 12 | 29 | -12.12% |
31 Mar, 12 | 33 | - |
31 Dec, 11 | 33 | -10.81% |
30 Sep, 11 | 37 | 8.82% |
30 Jun, 11 | 34 | -12.82% |
31 Mar, 11 | 39 | 39.29% |
31 Dec, 10 | 28 | -12.50% |
30 Sep, 10 | 32 | 6.67% |
30 Jun, 10 | 30 | 11.11% |
31 Mar, 10 | 27 | 8.00% |
31 Dec, 09 | 25 | 4.17% |
30 Sep, 09 | 24 | - |
30 Jun, 09 | 24 | 20.00% |
31 Mar, 09 | 20 | -28.57% |
31 Dec, 08 | 28 | 7.69% |
30 Sep, 08 | 26 | 8.33% |
30 Jun, 08 | 24 | 4.35% |
31 Mar, 08 | 23 | - |
31 Dec, 07 | 23 | 9.52% |
30 Sep, 07 | 21 | -12.50% |
30 Jun, 07 | 24 | -14.29% |
31 Mar, 07 | 28 | 7.69% |
31 Dec, 06 | 26 | 73.33% |
30 Sep, 06 | 15 | 66.67% |
30 Jun, 06 | 9 | -10.00% |
31 Mar, 06 | 10 | - |
31 Dec, 05 | 10 | 42.86% |
30 Sep, 05 | 7 | -22.22% |
30 Jun, 05 | 9 | - |
31 Mar, 05 | 9 | 28.57% |
31 Dec, 04 | 7 | - |
30 Sep, 04 | 7 | -22.22% |
30 Jun, 04 | 9 | -47.06% |
31 Mar, 04 | 17 | 41.67% |
31 Dec, 03 | 12 | 33.33% |
30 Sep, 03 | 9 | 12.50% |
30 Jun, 03 | 8 | 33.33% |
31 Mar, 03 | 6 | -14.29% |
31 Dec, 02 | 7 | 75.00% |
30 Sep, 02 | 4 | -20.00% |
30 Jun, 02 | 5 | -28.57% |
31 Mar, 02 | 7 | 40.00% |
31 Dec, 01 | 5 | - |
30 Sep, 01 | 5 | -16.67% |
30 Jun, 01 | 6 | - |
31 Mar, 01 | 6 | 50.00% |
31 Dec, 00 | 4 | - |
30 Sep, 00 | 4 | - |
30 Jun, 00 | 4 | -20.00% |
31 Mar, 00 | 5 | - |
31 Dec, 99 | 5 | -16.67% |
30 Sep, 99 | 6 | -25.00% |
30 Jun, 99 | 8 | 60.00% |
31 Mar, 99 | 5 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 2,558,612 | -71.56% |
31 Mar, 24 | 8,996,179 | -0.37% |
31 Dec, 23 | 9,029,589 | 0.97% |
30 Sep, 23 | 8,942,507 | 1.43% |
30 Jun, 23 | 8,816,257 | -0.85% |
31 Mar, 23 | 8,891,402 | 2.81% |
31 Dec, 22 | 8,648,257 | -1.89% |
30 Sep, 22 | 8,815,186 | -0.73% |
30 Jun, 22 | 8,880,050 | -1.01% |
31 Mar, 22 | 8,971,027 | -0.27% |
31 Dec, 21 | 8,995,355 | -0.19% |
30 Sep, 21 | 9,012,606 | 1.00% |
30 Jun, 21 | 8,923,134 | 1.35% |
31 Mar, 21 | 8,804,040 | -0.89% |
31 Dec, 20 | 8,883,235 | 0.73% |
30 Sep, 20 | 8,818,465 | 2.01% |
30 Jun, 20 | 8,644,662 | 2.04% |
31 Mar, 20 | 8,471,786 | -4.42% |
31 Dec, 19 | 8,863,774 | -2.33% |
30 Sep, 19 | 9,075,387 | -0.09% |
30 Jun, 19 | 9,083,831 | 1.77% |
31 Mar, 19 | 8,925,766 | -0.97% |
31 Dec, 18 | 9,013,386 | 0.33% |
30 Sep, 18 | 8,983,858 | 0.73% |
30 Jun, 18 | 8,919,140 | 2.01% |
31 Mar, 18 | 8,743,606 | 0.17% |
31 Dec, 17 | 8,728,706 | 0.67% |
30 Sep, 17 | 8,670,379 | 1.18% |
30 Jun, 17 | 8,568,955 | -1.35% |
31 Mar, 17 | 8,686,028 | -1.63% |
31 Dec, 16 | 8,829,833 | -4.63% |
30 Sep, 16 | 9,258,735 | -0.88% |
30 Jun, 16 | 9,340,769 | 2.35% |
31 Mar, 16 | 9,126,070 | -0.63% |
31 Dec, 15 | 9,183,626 | -42.59% |
30 Sep, 15 | 15,996,887 | 67.60% |
30 Jun, 15 | 9,544,899 | -0.26% |
31 Mar, 15 | 9,569,468 | -3.94% |
31 Dec, 14 | 9,962,482 | -2.84% |
30 Sep, 14 | 10,253,233 | -1.97% |
30 Jun, 14 | 10,458,991 | -1.66% |
31 Mar, 14 | 10,636,033 | 0.86% |
31 Dec, 13 | 10,545,129 | -0.50% |
30 Sep, 13 | 10,597,732 | -1.82% |
30 Jun, 13 | 10,794,203 | 291.90% |
31 Mar, 13 | 2,754,337 | -5.28% |
31 Dec, 12 | 2,907,887 | -5.55% |
30 Sep, 12 | 3,078,649 | 3.83% |
30 Jun, 12 | 2,965,176 | 24.79% |
31 Mar, 12 | 2,376,114 | -31.50% |
31 Dec, 11 | 3,468,736 | 0.06% |
30 Sep, 11 | 3,466,641 | -13.63% |
30 Jun, 11 | 4,013,828 | 19.22% |
31 Mar, 11 | 3,366,713 | 21.56% |
31 Dec, 10 | 2,769,579 | 2.13% |
30 Sep, 10 | 2,711,721 | -18.78% |
30 Jun, 10 | 3,338,602 | 36.39% |
31 Mar, 10 | 2,447,767 | 7.78% |
31 Dec, 09 | 2,271,017 | -3.03% |
30 Sep, 09 | 2,342,013 | 15.72% |
30 Jun, 09 | 2,023,810 | -28.94% |
31 Mar, 09 | 2,847,869 | -18.55% |
31 Dec, 08 | 3,496,660 | 2.54% |
30 Sep, 08 | 3,410,143 | 38.64% |
30 Jun, 08 | 2,459,698 | -15.75% |
31 Mar, 08 | 2,919,582 | -24.96% |
31 Dec, 07 | 3,890,657 | 60.68% |
30 Sep, 07 | 2,421,385 | 55.35% |
30 Jun, 07 | 1,558,684 | 22.20% |
31 Mar, 07 | 1,275,550 | -53.44% |
31 Dec, 06 | 2,739,631 | 11.37% |
30 Sep, 06 | 2,459,980 | 8.53% |
30 Jun, 06 | 2,266,563 | 68.19% |
31 Mar, 06 | 1,347,627 | -1.64% |
31 Dec, 05 | 1,370,062 | -38.17% |
30 Sep, 05 | 2,215,833 | -4.94% |
30 Jun, 05 | 2,330,999 | 8.51% |
31 Mar, 05 | 2,148,251 | 43.23% |
31 Dec, 04 | 1,499,818 | -11.05% |
30 Sep, 04 | 1,686,211 | -16.60% |
30 Jun, 04 | 2,021,901 | 72.42% |
31 Mar, 04 | 1,172,631 | 21.58% |
31 Dec, 03 | 964,533 | 140.66% |
30 Sep, 03 | 400,788 | 63.90% |
30 Jun, 03 | 244,539 | -64.53% |
31 Mar, 03 | 689,498 | 451.61% |
31 Dec, 02 | 124,998 | 51.79% |
30 Sep, 02 | 82,348 | -6.65% |
30 Jun, 02 | 88,214 | -94.91% |
31 Mar, 02 | 1,733,543 | 1866.52% |
31 Dec, 01 | 88,153 | -12.53% |
30 Sep, 01 | 100,779 | -91.01% |
30 Jun, 01 | 1,121,365 | 26.70% |
31 Mar, 01 | 885,038 | 3.98% |
31 Dec, 00 | 851,145 | 5.15% |
30 Sep, 00 | 809,450 | -37.76% |
30 Jun, 00 | 1,300,605 | -0.35% |
31 Mar, 00 | 1,305,130 | -26.65% |
31 Dec, 99 | 1,779,390 | 0.83% |
30 Sep, 99 | 1,764,792 | -0.35% |
30 Jun, 99 | 1,771,044 | 199.06% |
31 Mar, 99 | 592,200 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 14.95% | 0.54% |
31 Mar, 24 | 52.56% | 1.89% |
31 Dec, 23 | 52.79% | 1.94% |
30 Sep, 23 | 52.23% | 1.97% |
30 Jun, 23 | 51.42% | 1.92% |
31 Mar, 23 | 51.77% | 2.06% |
31 Dec, 22 | 50.15% | 1.95% |
30 Sep, 22 | 50.70% | 1.97% |
30 Jun, 22 | 50.73% | 1.93% |
31 Mar, 22 | 51.30% | 2.01% |
31 Dec, 21 | 50.58% | 1.98% |
30 Sep, 21 | 50.52% | 2.03% |
30 Jun, 21 | 49.86% | 2.06% |
31 Mar, 21 | 49.18% | 2.00% |
31 Dec, 20 | 49.63% | 2.05% |
30 Sep, 20 | 49.16% | 2.13% |
30 Jun, 20 | 48.07% | 2.25% |
31 Mar, 20 | 46.23% | 1.96% |
31 Dec, 19 | 48.56% | 2.01% |
30 Sep, 19 | 49.18% | 2.05% |
30 Jun, 19 | 49.04% | 2.11% |
31 Mar, 19 | 48.18% | 2.09% |
31 Dec, 18 | 48.05% | 2.12% |
30 Sep, 18 | 47.59% | 2.14% |
30 Jun, 18 | 47.14% | 2.20% |
31 Mar, 18 | 46.31% | 2.16% |
31 Dec, 17 | 46.31% | 2.17% |
30 Sep, 17 | 46.22% | 2.23% |
30 Jun, 17 | 45.55% | 2.20% |
31 Mar, 17 | 45.49% | 2.20% |
31 Dec, 16 | 45.45% | 2.03% |
30 Sep, 16 | 47.28% | 2.08% |
30 Jun, 16 | 47.73% | 2.25% |
31 Mar, 16 | 46.03% | 2.11% |
31 Dec, 15 | 46.68% | 0.72% |
30 Sep, 15 | 80.38% | 3.58% |
30 Jun, 15 | 47.37% | 2.21% |
31 Mar, 15 | 46.30% | 1.98% |
31 Dec, 14 | 48.36% | 1.99% |
30 Sep, 14 | 49.25% | 1.97% |
30 Jun, 14 | 49.96% | 1.97% |
31 Mar, 14 | 50.40% | 1.99% |
31 Dec, 13 | 50.37% | 2.00% |
30 Sep, 13 | 50.14% | 1.97% |
30 Jun, 13 | 50.45% | 7.77% |
31 Mar, 13 | 25.48% | 3.72% |
31 Dec, 12 | 26.16% | 3.51% |
30 Sep, 12 | 27.32% | 3.98% |
30 Jun, 12 | 26.21% | 6.11% |
31 Mar, 12 | 20.71% | 2.24% |
31 Dec, 11 | 30.37% | 3.36% |
30 Sep, 11 | 30.08% | 2.52% |
30 Jun, 11 | 34.55% | 4.25% |
31 Mar, 11 | 28.53% | 5.13% |
31 Dec, 10 | 23.57% | 4.51% |
30 Sep, 10 | 22.86% | 2.93% |
30 Jun, 10 | 27.92% | 6.66% |
31 Mar, 10 | 20.47% | 5.94% |
31 Dec, 09 | 18.56% | 5.51% |
30 Sep, 09 | 18.36% | 7.49% |
30 Jun, 09 | 15.66% | 3.50% |
31 Mar, 09 | 21.16% | 3.07% |
31 Dec, 08 | 26.26% | 4.28% |
30 Sep, 08 | 24.78% | 7.82% |
30 Jun, 08 | 17.80% | 3.95% |
31 Mar, 08 | 21.22% | 2.68% |
31 Dec, 07 | 28.17% | 9.27% |
30 Sep, 07 | 17.43% | 13.99% |
30 Jun, 07 | 11.16% | 13.58% |
31 Mar, 07 | 9.07% | 2.38% |
31 Dec, 06 | 19.53% | 2.82% |
30 Sep, 06 | 26.31% | 4.54% |
30 Jun, 06 | 24.07% | 11.75% |
31 Mar, 06 | 14.31% | 6.76% |
31 Dec, 05 | 14.55% | 2.88% |
30 Sep, 05 | 22.48% | 4.10% |
30 Jun, 05 | 23.40% | 5.03% |
31 Mar, 05 | 21.57% | 10.36% |
31 Dec, 04 | 14.43% | 5.58% |
30 Sep, 04 | 16.08% | 4.40% |
30 Jun, 04 | 19.11% | 15.56% |
31 Mar, 04 | 11.08% | 13.28% |
31 Dec, 03 | 9.13% | 63.81% |
30 Sep, 03 | 3.78% | 642.82% |
30 Jun, 03 | 0.77% | 16.40% |
31 Mar, 03 | 2.16% | 1431.02% |
31 Dec, 02 | 0.39% | 596.40% |
30 Sep, 02 | 0.26% | 346.21% |
30 Jun, 02 | 0.27% | 0.95% |
31 Mar, 02 | 5.34% | 7514.67% |
31 Dec, 01 | 0.27% | 289.32% |
30 Sep, 01 | 0.30% | 2.82% |
30 Jun, 01 | 3.28% | 48.95% |
31 Mar, 01 | 2.59% | 41.37% |
31 Dec, 00 | 2.50% | 45.04% |
30 Sep, 00 | 2.36% | 16.69% |
30 Jun, 00 | 3.76% | 28.74% |
31 Mar, 00 | 3.62% | 14.89% |
31 Dec, 99 | 4.93% | 21.11% |
30 Sep, 99 | 4.83% | 20.61% |
30 Jun, 99 | 4.84% | 184.71% |
31 Mar, 99 | 1.62% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 50 | -47.92% |
31 Mar, 24 | 96 | 26.32% |
31 Dec, 23 | 76 | -14.61% |
30 Sep, 23 | 89 | 17.11% |
30 Jun, 23 | 76 | -17.39% |
31 Mar, 23 | 92 | 10.84% |
31 Dec, 22 | 83 | -1.19% |
30 Sep, 22 | 84 | 20.00% |
30 Jun, 22 | 70 | -25.53% |
31 Mar, 22 | 94 | 8.05% |
31 Dec, 21 | 87 | 8.75% |
30 Sep, 21 | 80 | 26.98% |
30 Jun, 21 | 63 | 3.28% |
31 Mar, 21 | 61 | 17.31% |
31 Dec, 20 | 52 | 20.93% |
30 Sep, 20 | 43 | -23.21% |
30 Jun, 20 | 56 | - |
31 Mar, 20 | 56 | -11.11% |
31 Dec, 19 | 63 | -12.50% |
30 Sep, 19 | 72 | -12.20% |
30 Jun, 19 | 82 | -2.38% |
31 Mar, 19 | 84 | 21.74% |
31 Dec, 18 | 69 | 56.82% |
30 Sep, 18 | 44 | -16.98% |
30 Jun, 18 | 53 | -8.62% |
31 Mar, 18 | 58 | 11.54% |
31 Dec, 17 | 52 | -7.14% |
30 Sep, 17 | 56 | -3.45% |
30 Jun, 17 | 58 | 11.54% |
31 Mar, 17 | 52 | -24.64% |
31 Dec, 16 | 69 | 27.78% |
30 Sep, 16 | 54 | -34.15% |
30 Jun, 16 | 82 | 12.33% |
31 Mar, 16 | 73 | 25.86% |
31 Dec, 15 | 58 | 23.40% |
30 Sep, 15 | 47 | - |
30 Jun, 15 | 47 | -11.32% |
31 Mar, 15 | 53 | 26.19% |
31 Dec, 14 | 42 | -6.67% |
30 Sep, 14 | 45 | -22.41% |
30 Jun, 14 | 58 | 7.41% |
31 Mar, 14 | 54 | - |
31 Dec, 13 | 54 | -5.26% |
30 Sep, 13 | 57 | -37.36% |
30 Jun, 13 | 91 | 506.67% |
31 Mar, 13 | 15 | 36.36% |
31 Dec, 12 | 11 | -42.11% |
30 Sep, 12 | 19 | 11.76% |
30 Jun, 12 | 17 | -10.53% |
31 Mar, 12 | 19 | 5.56% |
31 Dec, 11 | 18 | 20.00% |
30 Sep, 11 | 15 | 7.14% |
30 Jun, 11 | 14 | -41.67% |
31 Mar, 11 | 24 | 50.00% |
31 Dec, 10 | 16 | -11.11% |
30 Sep, 10 | 18 | 28.57% |
30 Jun, 10 | 14 | 16.67% |
31 Mar, 10 | 12 | 20.00% |
31 Dec, 09 | 10 | 25.00% |
30 Sep, 09 | 8 | -33.33% |
30 Jun, 09 | 12 | 9.09% |
31 Mar, 09 | 11 | -45.00% |
31 Dec, 08 | 20 | - |
30 Sep, 08 | 20 | 42.86% |
30 Jun, 08 | 14 | 27.27% |
31 Mar, 08 | 11 | -26.67% |
31 Dec, 07 | 15 | -6.25% |
30 Sep, 07 | 16 | 33.33% |
30 Jun, 07 | 12 | -29.41% |
31 Mar, 07 | 17 | -26.09% |
31 Dec, 06 | 23 | 109.09% |
30 Sep, 06 | 11 | 37.50% |
30 Jun, 06 | 8 | 166.67% |
31 Mar, 06 | 3 | -62.50% |
31 Dec, 05 | 8 | 300.00% |
30 Sep, 05 | 2 | -60.00% |
30 Jun, 05 | 5 | -28.57% |
31 Mar, 05 | 7 | 250.00% |
31 Dec, 04 | 2 | -33.33% |
30 Sep, 04 | 3 | - |
30 Jun, 04 | 3 | -70.00% |
31 Mar, 04 | 10 | 42.86% |
31 Dec, 03 | 7 | 40.00% |
30 Sep, 03 | 5 | -16.67% |
30 Jun, 03 | 6 | 200.00% |
31 Mar, 03 | 2 | -66.67% |
31 Dec, 02 | 6 | 100.00% |
30 Sep, 02 | 3 | - |
30 Jun, 02 | 3 | -25.00% |
31 Mar, 02 | 4 | - |
31 Dec, 01 | 4 | -20.00% |
30 Sep, 01 | 5 | - |
30 Jun, 01 | 5 | 25.00% |
31 Mar, 01 | 4 | 100.00% |
31 Dec, 00 | 2 | -50.00% |
30 Sep, 00 | 4 | 300.00% |
30 Jun, 00 | 1 | - |
31 Mar, 00 | 1 | -75.00% |
31 Dec, 99 | 4 | - |
30 Sep, 99 | 4 | -50.00% |
30 Jun, 99 | 8 | 60.00% |
31 Mar, 99 | 5 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 41 | -47.44% |
31 Mar, 24 | 78 | -10.34% |
31 Dec, 23 | 87 | 20.83% |
30 Sep, 23 | 72 | -10.00% |
30 Jun, 23 | 80 | 8.11% |
31 Mar, 23 | 74 | 15.63% |
31 Dec, 22 | 64 | 3.23% |
30 Sep, 22 | 62 | -16.22% |
30 Jun, 22 | 74 | 10.45% |
31 Mar, 22 | 67 | - |
31 Dec, 21 | 67 | 31.37% |
30 Sep, 21 | 51 | -10.53% |
30 Jun, 21 | 57 | 5.56% |
31 Mar, 21 | 54 | -3.57% |
31 Dec, 20 | 56 | 7.69% |
30 Sep, 20 | 52 | 1.96% |
30 Jun, 20 | 51 | -13.56% |
31 Mar, 20 | 59 | -10.61% |
31 Dec, 19 | 66 | 22.22% |
30 Sep, 19 | 54 | 31.71% |
30 Jun, 19 | 41 | - |
31 Mar, 19 | 41 | -8.89% |
31 Dec, 18 | 45 | - |
30 Sep, 18 | 45 | 12.50% |
30 Jun, 18 | 40 | -11.11% |
31 Mar, 18 | 45 | -18.18% |
31 Dec, 17 | 55 | 10.00% |
30 Sep, 17 | 50 | 16.28% |
30 Jun, 17 | 43 | -12.24% |
31 Mar, 17 | 49 | 75.00% |
31 Dec, 16 | 28 | -39.13% |
30 Sep, 16 | 46 | 43.75% |
30 Jun, 16 | 32 | -13.51% |
31 Mar, 16 | 37 | - |
31 Dec, 15 | 37 | -17.78% |
30 Sep, 15 | 45 | -13.46% |
30 Jun, 15 | 52 | 44.44% |
31 Mar, 15 | 36 | -16.28% |
31 Dec, 14 | 43 | -12.24% |
30 Sep, 14 | 49 | 4.26% |
30 Jun, 14 | 47 | 6.82% |
31 Mar, 14 | 44 | - |
31 Dec, 13 | 44 | 15.79% |
30 Sep, 13 | 38 | 3700.00% |
30 Jun, 13 | 1 | -85.71% |
31 Mar, 13 | 7 | -46.15% |
31 Dec, 12 | 13 | 85.71% |
30 Sep, 12 | 7 | - |
30 Jun, 12 | 7 | -12.50% |
31 Mar, 12 | 8 | - |
31 Dec, 11 | 8 | -52.94% |
30 Sep, 11 | 17 | 21.43% |
30 Jun, 11 | 14 | 55.56% |
31 Mar, 11 | 9 | 80.00% |
31 Dec, 10 | 5 | -50.00% |
30 Sep, 10 | 10 | -28.57% |
30 Jun, 10 | 14 | 40.00% |
31 Mar, 10 | 10 | 11.11% |
31 Dec, 09 | 9 | 28.57% |
30 Sep, 09 | 7 | - |
30 Jun, 09 | 7 | 40.00% |
31 Mar, 09 | 5 | 25.00% |
31 Dec, 08 | 4 | -20.00% |
30 Sep, 08 | 5 | -28.57% |
30 Jun, 08 | 7 | -12.50% |
31 Mar, 08 | 8 | 33.33% |
31 Dec, 07 | 6 | 50.00% |
30 Sep, 07 | 4 | -50.00% |
30 Jun, 07 | 8 | 14.29% |
31 Mar, 07 | 7 | 133.33% |
31 Dec, 06 | 3 | - |
30 Sep, 06 | 3 | - |
30 Jun, 06 | - | -100.00% |
31 Mar, 06 | 4 | 300.00% |
31 Dec, 05 | 1 | -66.67% |
30 Sep, 05 | 3 | - |
30 Jun, 05 | 3 | 50.00% |
31 Mar, 05 | 2 | -50.00% |
31 Dec, 04 | 4 | 100.00% |
30 Sep, 04 | 2 | -50.00% |
30 Jun, 04 | 4 | 33.33% |
31 Mar, 04 | 3 | 50.00% |
31 Dec, 03 | 2 | 100.00% |
30 Sep, 03 | 1 | -50.00% |
30 Jun, 03 | 2 | - |
31 Mar, 03 | - | -100.00% |
31 Dec, 02 | 1 | - |
30 Sep, 02 | - | -100.00% |
30 Jun, 02 | 1 | - |
31 Mar, 02 | 1 | - |
31 Dec, 01 | 1 | - |
30 Sep, 01 | - | - |
30 Jun, 01 | - | -100.00% |
31 Mar, 01 | 2 | 100.00% |
31 Dec, 00 | 1 | - |
30 Sep, 00 | - | -100.00% |
30 Jun, 00 | 2 | - |
31 Mar, 00 | 2 | 100.00% |
31 Dec, 99 | 1 | -50.00% |
30 Sep, 99 | 2 | - |
30 Jun, 99 | - | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 113 | -45.93% | 2,558,612 | -71.56% | 14.95% | 0.54% | 50 | -47.92% | 41 | -47.44% |
31 Mar, 24 | 209 | 7.18% | 8,996,179 | -0.37% | 52.56% | 1.89% | 96 | 26.32% | 78 | -10.34% |
31 Dec, 23 | 195 | -2.50% | 9,029,589 | 0.97% | 52.79% | 1.94% | 76 | -14.61% | 87 | 20.83% |
30 Sep, 23 | 200 | 2.04% | 8,942,507 | 1.43% | 52.23% | 1.97% | 89 | 17.11% | 72 | -10.00% |
30 Jun, 23 | 196 | 2.62% | 8,816,257 | -0.85% | 51.42% | 1.92% | 76 | -17.39% | 80 | 8.11% |
31 Mar, 23 | 191 | 6.11% | 8,891,402 | 2.81% | 51.77% | 2.06% | 92 | 10.84% | 74 | 15.63% |
31 Dec, 22 | 180 | 1.69% | 8,648,257 | -1.89% | 50.15% | 1.95% | 83 | -1.19% | 64 | 3.23% |
30 Sep, 22 | 177 | -1.12% | 8,815,186 | -0.73% | 50.70% | 1.97% | 84 | 20.00% | 62 | -16.22% |
30 Jun, 22 | 179 | -3.76% | 8,880,050 | -1.01% | 50.73% | 1.93% | 70 | -25.53% | 74 | 10.45% |
31 Mar, 22 | 186 | 0.54% | 8,971,027 | -0.27% | 51.30% | 2.01% | 94 | 8.05% | 67 | - |
31 Dec, 21 | 185 | 14.91% | 8,995,355 | -0.19% | 50.58% | 1.98% | 87 | 8.75% | 67 | 31.37% |
30 Sep, 21 | 161 | 8.78% | 9,012,606 | 1.00% | 50.52% | 2.03% | 80 | 26.98% | 51 | -10.53% |
30 Jun, 21 | 148 | 5.71% | 8,923,134 | 1.35% | 49.86% | 2.06% | 63 | 3.28% | 57 | 5.56% |
31 Mar, 21 | 140 | - | 8,804,040 | -0.89% | 49.18% | 2.00% | 61 | 17.31% | 54 | -3.57% |
31 Dec, 20 | 140 | 15.70% | 8,883,235 | 0.73% | 49.63% | 2.05% | 52 | 20.93% | 56 | 7.69% |
30 Sep, 20 | 121 | -10.37% | 8,818,465 | 2.01% | 49.16% | 2.13% | 43 | -23.21% | 52 | 1.96% |
30 Jun, 20 | 135 | -2.17% | 8,644,662 | 2.04% | 48.07% | 2.25% | 56 | - | 51 | -13.56% |
31 Mar, 20 | 138 | -9.21% | 8,471,786 | -4.42% | 46.23% | 1.96% | 56 | -11.11% | 59 | -10.61% |
31 Dec, 19 | 152 | 2.01% | 8,863,774 | -2.33% | 48.56% | 2.01% | 63 | -12.50% | 66 | 22.22% |
30 Sep, 19 | 149 | -2.61% | 9,075,387 | -0.09% | 49.18% | 2.05% | 72 | -12.20% | 54 | 31.71% |
30 Jun, 19 | 153 | 4.08% | 9,083,831 | 1.77% | 49.04% | 2.11% | 82 | -2.38% | 41 | - |
31 Mar, 19 | 147 | 10.53% | 8,925,766 | -0.97% | 48.18% | 2.09% | 84 | 21.74% | 41 | -8.89% |
31 Dec, 18 | 133 | 16.67% | 9,013,386 | 0.33% | 48.05% | 2.12% | 69 | 56.82% | 45 | - |
30 Sep, 18 | 114 | -7.32% | 8,983,858 | 0.73% | 47.59% | 2.14% | 44 | -16.98% | 45 | 12.50% |
30 Jun, 18 | 123 | -3.91% | 8,919,140 | 2.01% | 47.14% | 2.20% | 53 | -8.62% | 40 | -11.11% |
31 Mar, 18 | 128 | -2.29% | 8,743,606 | 0.17% | 46.31% | 2.16% | 58 | 11.54% | 45 | -18.18% |
31 Dec, 17 | 131 | 2.34% | 8,728,706 | 0.67% | 46.31% | 2.17% | 52 | -7.14% | 55 | 10.00% |
30 Sep, 17 | 128 | 2.40% | 8,670,379 | 1.18% | 46.22% | 2.23% | 56 | -3.45% | 50 | 16.28% |
30 Jun, 17 | 125 | 0.81% | 8,568,955 | -1.35% | 45.55% | 2.20% | 58 | 11.54% | 43 | -12.24% |
31 Mar, 17 | 124 | -0.80% | 8,686,028 | -1.63% | 45.49% | 2.20% | 52 | -24.64% | 49 | 75.00% |
31 Dec, 16 | 125 | 2.46% | 8,829,833 | -4.63% | 45.45% | 2.03% | 69 | 27.78% | 28 | -39.13% |
30 Sep, 16 | 122 | -10.29% | 9,258,735 | -0.88% | 47.28% | 2.08% | 54 | -34.15% | 46 | 43.75% |
30 Jun, 16 | 136 | 11.48% | 9,340,769 | 2.35% | 47.73% | 2.25% | 82 | 12.33% | 32 | -13.51% |
31 Mar, 16 | 122 | 6.09% | 9,126,070 | -0.63% | 46.03% | 2.11% | 73 | 25.86% | 37 | - |
31 Dec, 15 | 115 | 6.48% | 9,183,626 | -42.59% | 46.68% | 0.72% | 58 | 23.40% | 37 | -17.78% |
30 Sep, 15 | 108 | -3.57% | 15,996,887 | 67.60% | 80.38% | 3.58% | 47 | - | 45 | -13.46% |
30 Jun, 15 | 112 | 7.69% | 9,544,899 | -0.26% | 47.37% | 2.21% | 47 | -11.32% | 52 | 44.44% |
31 Mar, 15 | 104 | - | 9,569,468 | -3.94% | 46.30% | 1.98% | 53 | 26.19% | 36 | -16.28% |
31 Dec, 14 | 104 | -5.45% | 9,962,482 | -2.84% | 48.36% | 1.99% | 42 | -6.67% | 43 | -12.24% |
30 Sep, 14 | 110 | -9.09% | 10,253,233 | -1.97% | 49.25% | 1.97% | 45 | -22.41% | 49 | 4.26% |
30 Jun, 14 | 121 | - | 10,458,991 | -1.66% | 49.96% | 1.97% | 58 | 7.41% | 47 | 6.82% |
31 Mar, 14 | 121 | 10.00% | 10,636,033 | 0.86% | 50.40% | 1.99% | 54 | - | 44 | - |
31 Dec, 13 | 110 | 5.77% | 10,545,129 | -0.50% | 50.37% | 2.00% | 54 | -5.26% | 44 | 15.79% |
30 Sep, 13 | 104 | 13.04% | 10,597,732 | -1.82% | 50.14% | 1.97% | 57 | -37.36% | 38 | 3700.00% |
30 Jun, 13 | 92 | 240.74% | 10,794,203 | 291.90% | 50.45% | 7.77% | 91 | 506.67% | 1 | -85.71% |
31 Mar, 13 | 27 | -6.90% | 2,754,337 | -5.28% | 25.48% | 3.72% | 15 | 36.36% | 7 | -46.15% |
31 Dec, 12 | 29 | -6.45% | 2,907,887 | -5.55% | 26.16% | 3.51% | 11 | -42.11% | 13 | 85.71% |
30 Sep, 12 | 31 | 6.90% | 3,078,649 | 3.83% | 27.32% | 3.98% | 19 | 11.76% | 7 | - |
30 Jun, 12 | 29 | -12.12% | 2,965,176 | 24.79% | 26.21% | 6.11% | 17 | -10.53% | 7 | -12.50% |
31 Mar, 12 | 33 | - | 2,376,114 | -31.50% | 20.71% | 2.24% | 19 | 5.56% | 8 | - |
31 Dec, 11 | 33 | -10.81% | 3,468,736 | 0.06% | 30.37% | 3.36% | 18 | 20.00% | 8 | -52.94% |
30 Sep, 11 | 37 | 8.82% | 3,466,641 | -13.63% | 30.08% | 2.52% | 15 | 7.14% | 17 | 21.43% |
30 Jun, 11 | 34 | -12.82% | 4,013,828 | 19.22% | 34.55% | 4.25% | 14 | -41.67% | 14 | 55.56% |
31 Mar, 11 | 39 | 39.29% | 3,366,713 | 21.56% | 28.53% | 5.13% | 24 | 50.00% | 9 | 80.00% |
31 Dec, 10 | 28 | -12.50% | 2,769,579 | 2.13% | 23.57% | 4.51% | 16 | -11.11% | 5 | -50.00% |
30 Sep, 10 | 32 | 6.67% | 2,711,721 | -18.78% | 22.86% | 2.93% | 18 | 28.57% | 10 | -28.57% |
30 Jun, 10 | 30 | 11.11% | 3,338,602 | 36.39% | 27.92% | 6.66% | 14 | 16.67% | 14 | 40.00% |
31 Mar, 10 | 27 | 8.00% | 2,447,767 | 7.78% | 20.47% | 5.94% | 12 | 20.00% | 10 | 11.11% |
31 Dec, 09 | 25 | 4.17% | 2,271,017 | -3.03% | 18.56% | 5.51% | 10 | 25.00% | 9 | 28.57% |
30 Sep, 09 | 24 | - | 2,342,013 | 15.72% | 18.36% | 7.49% | 8 | -33.33% | 7 | - |
30 Jun, 09 | 24 | 20.00% | 2,023,810 | -28.94% | 15.66% | 3.50% | 12 | 9.09% | 7 | 40.00% |
31 Mar, 09 | 20 | -28.57% | 2,847,869 | -18.55% | 21.16% | 3.07% | 11 | -45.00% | 5 | 25.00% |
31 Dec, 08 | 28 | 7.69% | 3,496,660 | 2.54% | 26.26% | 4.28% | 20 | - | 4 | -20.00% |
30 Sep, 08 | 26 | 8.33% | 3,410,143 | 38.64% | 24.78% | 7.82% | 20 | 42.86% | 5 | -28.57% |
30 Jun, 08 | 24 | 4.35% | 2,459,698 | -15.75% | 17.80% | 3.95% | 14 | 27.27% | 7 | -12.50% |
31 Mar, 08 | 23 | - | 2,919,582 | -24.96% | 21.22% | 2.68% | 11 | -26.67% | 8 | 33.33% |
31 Dec, 07 | 23 | 9.52% | 3,890,657 | 60.68% | 28.17% | 9.27% | 15 | -6.25% | 6 | 50.00% |
30 Sep, 07 | 21 | -12.50% | 2,421,385 | 55.35% | 17.43% | 13.99% | 16 | 33.33% | 4 | -50.00% |
30 Jun, 07 | 24 | -14.29% | 1,558,684 | 22.20% | 11.16% | 13.58% | 12 | -29.41% | 8 | 14.29% |
31 Mar, 07 | 28 | 7.69% | 1,275,550 | -53.44% | 9.07% | 2.38% | 17 | -26.09% | 7 | 133.33% |
31 Dec, 06 | 26 | 73.33% | 2,739,631 | 11.37% | 19.53% | 2.82% | 23 | 109.09% | 3 | - |
30 Sep, 06 | 15 | 66.67% | 2,459,980 | 8.53% | 26.31% | 4.54% | 11 | 37.50% | 3 | - |
30 Jun, 06 | 9 | -10.00% | 2,266,563 | 68.19% | 24.07% | 11.75% | 8 | 166.67% | - | -100.00% |
31 Mar, 06 | 10 | - | 1,347,627 | -1.64% | 14.31% | 6.76% | 3 | -62.50% | 4 | 300.00% |
31 Dec, 05 | 10 | 42.86% | 1,370,062 | -38.17% | 14.55% | 2.88% | 8 | 300.00% | 1 | -66.67% |
30 Sep, 05 | 7 | -22.22% | 2,215,833 | -4.94% | 22.48% | 4.10% | 2 | -60.00% | 3 | - |
30 Jun, 05 | 9 | - | 2,330,999 | 8.51% | 23.40% | 5.03% | 5 | -28.57% | 3 | 50.00% |
31 Mar, 05 | 9 | 28.57% | 2,148,251 | 43.23% | 21.57% | 10.36% | 7 | 250.00% | 2 | -50.00% |
31 Dec, 04 | 7 | - | 1,499,818 | -11.05% | 14.43% | 5.58% | 2 | -33.33% | 4 | 100.00% |
30 Sep, 04 | 7 | -22.22% | 1,686,211 | -16.60% | 16.08% | 4.40% | 3 | - | 2 | -50.00% |
30 Jun, 04 | 9 | -47.06% | 2,021,901 | 72.42% | 19.11% | 15.56% | 3 | -70.00% | 4 | 33.33% |
31 Mar, 04 | 17 | 41.67% | 1,172,631 | 21.58% | 11.08% | 13.28% | 10 | 42.86% | 3 | 50.00% |
31 Dec, 03 | 12 | 33.33% | 964,533 | 140.66% | 9.13% | 63.81% | 7 | 40.00% | 2 | 100.00% |
30 Sep, 03 | 9 | 12.50% | 400,788 | 63.90% | 3.78% | 642.82% | 5 | -16.67% | 1 | -50.00% |
30 Jun, 03 | 8 | 33.33% | 244,539 | -64.53% | 0.77% | 16.40% | 6 | 200.00% | 2 | - |
31 Mar, 03 | 6 | -14.29% | 689,498 | 451.61% | 2.16% | 1431.02% | 2 | -66.67% | - | -100.00% |
31 Dec, 02 | 7 | 75.00% | 124,998 | 51.79% | 0.39% | 596.40% | 6 | 100.00% | 1 | - |
30 Sep, 02 | 4 | -20.00% | 82,348 | -6.65% | 0.26% | 346.21% | 3 | - | - | -100.00% |
30 Jun, 02 | 5 | -28.57% | 88,214 | -94.91% | 0.27% | 0.95% | 3 | -25.00% | 1 | - |
31 Mar, 02 | 7 | 40.00% | 1,733,543 | 1866.52% | 5.34% | 7514.67% | 4 | - | 1 | - |
31 Dec, 01 | 5 | - | 88,153 | -12.53% | 0.27% | 289.32% | 4 | -20.00% | 1 | - |
30 Sep, 01 | 5 | -16.67% | 100,779 | -91.01% | 0.30% | 2.82% | 5 | - | - | - |
30 Jun, 01 | 6 | - | 1,121,365 | 26.70% | 3.28% | 48.95% | 5 | 25.00% | - | -100.00% |
31 Mar, 01 | 6 | 50.00% | 885,038 | 3.98% | 2.59% | 41.37% | 4 | 100.00% | 2 | 100.00% |
31 Dec, 00 | 4 | - | 851,145 | 5.15% | 2.50% | 45.04% | 2 | -50.00% | 1 | - |
30 Sep, 00 | 4 | - | 809,450 | -37.76% | 2.36% | 16.69% | 4 | 300.00% | - | -100.00% |
30 Jun, 00 | 4 | -20.00% | 1,300,605 | -0.35% | 3.76% | 28.74% | 1 | - | 2 | - |
31 Mar, 00 | 5 | - | 1,305,130 | -26.65% | 3.62% | 14.89% | 1 | -75.00% | 2 | 100.00% |
31 Dec, 99 | 5 | -16.67% | 1,779,390 | 0.83% | 4.93% | 21.11% | 4 | - | 1 | -50.00% |
30 Sep, 99 | 6 | -25.00% | 1,764,792 | -0.35% | 4.83% | 20.61% | 4 | -50.00% | 2 | - |
30 Jun, 99 | 8 | 60.00% | 1,771,044 | 199.06% | 4.84% | 184.71% | 8 | 60.00% | - | - |
31 Mar, 99 | 5 | - | 592,200 | - | 1.62% | - | 5 | - | - | - |
CorVel Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
CorVel Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 21 | 54 | 38.89% |
Q2 2024 | 9 | 13 | 69.23% |
Q1 2024 | 23 | 61 | 37.70% |
Q4 2023 | 9 | 19 | 47.37% |
Q3 2023 | 23 | 35 | 65.71% |
Q2 2023 | 8 | 23 | 34.78% |
Q1 2023 | 24 | 65 | 36.92% |
Q4 2022 | 7 | 14 | 50.00% |
Q3 2022 | 20 | 67 | 29.85% |
Q2 2022 | 16 | 51 | 31.37% |
Q1 2022 | 10 | 34 | 29.41% |
Q4 2021 | 14 | 45 | 31.11% |
Q3 2021 | 16 | 49 | 32.65% |
Q2 2021 | 17 | 66 | 25.76% |
Q1 2021 | 32 | 80 | 40.00% |
Q4 2020 | 15 | 90 | 16.67% |
Q3 2020 | 32 | 96 | 33.33% |
Q2 2020 | 11 | 20 | 55.00% |
Q1 2020 | 21 | 56 | 37.50% |
Q4 2019 | 11 | 39 | 28.21% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 25 | - |
Q2 2024 | - | 4 | - |
Q1 2024 | - | 18 | - |
Q4 2023 | - | 4 | - |
Q3 2023 | - | 23 | - |
Q2 2023 | - | 6 | - |
Q1 2023 | - | 29 | - |
Q4 2022 | - | 13 | - |
Q3 2022 | - | 36 | - |
Q2 2022 | - | 23 | - |
Q1 2022 | - | 16 | - |
Q4 2021 | - | 33 | - |
Q3 2021 | - | 35 | - |
Q2 2021 | - | 40 | - |
Q1 2021 | - | 49 | - |
Q4 2020 | - | 65 | - |
Q3 2020 | - | 75 | - |
Q2 2020 | - | 14 | - |
Q1 2020 | - | 20 | - |
Q4 2019 | - | 33 | - |
CRVL Ownership FAQ
Who Owns CorVel?
CorVel is owned by institutional shareholders (14.95%), insiders (46.45%), and public (38.61%). The largest institutional shareholder of CorVel is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (11.25% of total shares) and the top mutual fund owner is ALLIED ASSET ADVISORS FUNDS (0.46% of total shares).
Who are the major institutional shareholders of CorVel?
CorVel's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BLACKROCK INC., VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 33.37% of the company's share outstanding.
How many CorVel shareholders are there?
As of Jun 2024, there are 113 institutional shareholders of CorVel.
What percentage of CorVel is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 1.93M shares of CorVel, representing 11.25% of the company's total shares outstanding, valued at $489.63M (as of Jun 2024).
What percentage of CorVel is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.47M shares of CorVel (CRVL), compromising 8.60% of the company, valued at $374.24M.
What percentage of CorVel is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of CorVel. The company owns 1.09M of the company's shares outstanding (worth $276.63M).