IperionX Ownership 2024 | Who Owns IperionX Now?

Institutional Ownership

7.51%

Institutional Holders

13.00

IperionX Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	3.52%	1.88%	738,924	738,924	100.00%	11,017,357	Mar 31, 2024
STIFEL FINANCIAL CORP	1.94%	0.01%	406,482	151,231	59.25%	6,060,648	Mar 31, 2024
B. RILEY FINANCIAL, INC.	1.61%	4.79%	337,762	10,684	3.27%	5,036,031	Mar 31, 2024
MORGAN STANLEY	0.21%	0.00%	43,300	17,500	67.83%	645,603	Mar 31, 2024
SHAY CAPITAL LLC	0.11%	0.05%	23,352	23,352	100.00%	347,945	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.05%	-	10,000	-	-	149,100,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.03%	-	6,191	-	-	92,308,000	Mar 31, 2024
RHUMBLINE ADVISERS	0.02%	0.00%	4,426	466	11.77%	65,946,000	Mar 31, 2024
ENTRYPOINT CAPITAL, LLC	0.01%	0.03%	2,220	2,220	100.00%	33,100	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.00%	-	1,000	1,000	100.00%	15,100,000	Mar 31, 2024
BEACON CAPITAL MANAGEMENT, LLC	0.00%	0.00%	1,000	-	-	14,910	Mar 31, 2024
PROFFITT & GOODSON INC	0.00%	0.00%	700	-	-	10,437	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	200	100.00%	2,982,000	Mar 31, 2024

IperionX's largest institutional shareholder is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, holding 3.52% of the company's total share outstanding, currently valued at $11.02M. The top 10 institutional shareholders own together 7.50% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
B. RILEY FINANCIAL, INC.	1.61%	4.79%	337,762	10,684	3.27%	5,036,031	Mar 31, 2024
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	3.52%	1.88%	738,924	738,924	100.00%	11,017,357	Mar 31, 2024
SHAY CAPITAL LLC	0.11%	0.05%	23,352	23,352	100.00%	347,945	Mar 31, 2024
ENTRYPOINT CAPITAL, LLC	0.01%	0.03%	2,220	2,220	100.00%	33,100	Mar 31, 2024
STIFEL FINANCIAL CORP	1.94%	0.01%	406,482	151,231	59.25%	6,060,648	Mar 31, 2024
BEACON CAPITAL MANAGEMENT, LLC	0.00%	0.00%	1,000	-	-	14,910	Mar 31, 2024
PROFFITT & GOODSON INC	0.00%	0.00%	700	-	-	10,437	Mar 31, 2024
RHUMBLINE ADVISERS	0.02%	0.00%	4,426	466	11.77%	65,946,000	Mar 31, 2024
MORGAN STANLEY	0.21%	0.00%	43,300	17,500	67.83%	645,603	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.00%	-	1,000	1,000	100.00%	15,100,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.03%	-	6,191	-	-	92,308,000	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.05%	-	10,000	-	-	149,100,000	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	200	100.00%	2,982,000	Mar 31, 2024

The largest IperionX shareholder by % of total assets is B. RILEY FINANCIAL, INC.. The company owns 337.76K shares of IperionX (IPX), representing 4.79% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	3.52%	1.88%	738,924	738,924	100.00%	11,017,357	Mar 31, 2024
STIFEL FINANCIAL CORP	1.94%	0.01%	406,482	151,231	59.25%	6,060,648	Mar 31, 2024
SHAY CAPITAL LLC	0.11%	0.05%	23,352	23,352	100.00%	347,945	Mar 31, 2024
MORGAN STANLEY	0.21%	0.00%	43,300	17,500	67.83%	645,603	Mar 31, 2024
B. RILEY FINANCIAL, INC.	1.61%	4.79%	337,762	10,684	3.27%	5,036,031	Mar 31, 2024
ENTRYPOINT CAPITAL, LLC	0.01%	0.03%	2,220	2,220	100.00%	33,100	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.00%	-	1,000	1,000	100.00%	15,100,000	Mar 31, 2024
RHUMBLINE ADVISERS	0.02%	0.00%	4,426	466	11.77%	65,946,000	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	200	100.00%	2,982,000	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.05%	-	10,000	-	-	149,100,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.03%	-	6,191	-	-	92,308,000	Mar 31, 2024
PROFFITT & GOODSON INC	0.00%	0.00%	700	-	-	10,437	Mar 31, 2024
BEACON CAPITAL MANAGEMENT, LLC	0.00%	0.00%	1,000	-	-	14,910	Mar 31, 2024

As of Mar 31 2024, IperionX's largest institutional buyer is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC. The company purchased 738.92K stocks of IPX, valued at $11.02M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BEACON CAPITAL MANAGEMENT, LLC	0.00%	0.00%	1,000	-	-	14,910	Mar 31, 2024
PROFFITT & GOODSON INC	0.00%	0.00%	700	-	-	10,437	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.03%	-	6,191	-	-	92,308,000	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.05%	-	10,000	-	-	149,100,000	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	200	100.00%	2,982,000	Mar 31, 2024
RHUMBLINE ADVISERS	0.02%	0.00%	4,426	466	11.77%	65,946,000	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.00%	-	1,000	1,000	100.00%	15,100,000	Mar 31, 2024
ENTRYPOINT CAPITAL, LLC	0.01%	0.03%	2,220	2,220	100.00%	33,100	Mar 31, 2024
B. RILEY FINANCIAL, INC.	1.61%	4.79%	337,762	10,684	3.27%	5,036,031	Mar 31, 2024
MORGAN STANLEY	0.21%	0.00%	43,300	17,500	67.83%	645,603	Mar 31, 2024
SHAY CAPITAL LLC	0.11%	0.05%	23,352	23,352	100.00%	347,945	Mar 31, 2024
STIFEL FINANCIAL CORP	1.94%	0.01%	406,482	151,231	59.25%	6,060,648	Mar 31, 2024
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	3.52%	1.88%	738,924	738,924	100.00%	11,017,357	Mar 31, 2024

As of Mar 31 2024, IperionX's biggest institutional seller is BEACON CAPITAL MANAGEMENT, LLC. The company sold 0.00 shares of IPX, valued at $14.91K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	3.52%	1.88%	738,924	738,924	100.00%	11,017,357	Mar 31, 2024
SHAY CAPITAL LLC	0.11%	0.05%	23,352	23,352	100.00%	347,945	Mar 31, 2024
ENTRYPOINT CAPITAL, LLC	0.01%	0.03%	2,220	2,220	100.00%	33,100	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.00%	-	1,000	1,000	100.00%	15,100,000	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	200	100.00%	2,982,000	Mar 31, 2024

IperionX's largest new institutional shareholder by number of shares is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, purchased 738.92K shares, valued at $11.02M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

IperionX Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
TRUST FOR PROFESSIONAL MANAGERS	0.00%	3,870	2,988	338.78%	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.00%	1,555	-	-	Feb 29, 2024

IperionX's largest mutual fund holder by % of total assets is "TRUST FOR PROFESSIONAL MANAGERS", owning 3.87K shares, compromising 0.00% of its total assets.

IperionX Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	13	44.44%
31 Dec, 23	9	12.50%
30 Sep, 23	8	-
30 Jun, 23	8	33.33%
31 Mar, 23	6	50.00%
31 Dec, 22	4	-
30 Sep, 22	4	-

As of 31 Mar 24, 13 institutions are holding IperionX's shares, representing an increase of 44.44% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	1,575,557	149.74%
31 Dec, 23	630,887	18.87%
30 Sep, 23	530,745	-27.34%
30 Jun, 23	730,495	208.53%
31 Mar, 23	236,766	0.13%
31 Dec, 22	236,450	2045.84%
30 Sep, 22	11,019	-

IperionX (IPX) has 1.58M shares outstanding as of 31 Mar 24, up 149.74% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	7.51%	53.25%
31 Dec, 23	3.75%	37.63%
30 Sep, 23	3.16%	10.72%
30 Jun, 23	5.43%	283.81%
31 Mar, 23	1.38%	72.51%
31 Dec, 22	1.38%	33320.50%
30 Sep, 22	0.06%	-

As of 31 Mar 24, IperionX is held by 7.51% institutional shareholders, representing a 53.25% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	9	200.00%
31 Dec, 23	3	-25.00%
30 Sep, 23	4	-20.00%
30 Jun, 23	5	150.00%
31 Mar, 23	2	-
31 Dec, 22	2	-50.00%
30 Sep, 22	4	-

9 institutional shareholders have increased their position in IPX stock as of 31 Mar 24 compared to 3 in the previous quarter (a 200.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	-	-100.00%
31 Dec, 23	2	-
30 Sep, 23	2	-
30 Jun, 23	-	-
31 Mar, 23	-	-
31 Dec, 22	-	-
30 Sep, 22	-	-

- institutional shareholders have reduced their position in IPX stock as of 31 Mar 24 compared to 2 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	13	44.44%	1,575,557	149.74%	7.51%	53.25%	9	200.00%	-	-100.00%
31 Dec, 23	9	12.50%	630,887	18.87%	3.75%	37.63%	3	-25.00%	2	-
30 Sep, 23	8	-	530,745	-27.34%	3.16%	10.72%	4	-20.00%	2	-
30 Jun, 23	8	33.33%	730,495	208.53%	5.43%	283.81%	5	150.00%	-	-
31 Mar, 23	6	50.00%	236,766	0.13%	1.38%	72.51%	2	-	-	-
31 Dec, 22	4	-	236,450	2045.84%	1.38%	33320.50%	2	-50.00%	-	-
30 Sep, 22	4	-	11,019	-	0.06%	-	4	-	-	-

IperionX 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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 25, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President & COO	C-Conversion	Sell	-	$25.00	-	-
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	39,200	$25.00	$980.00K	7,431,596
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	22,280	$25.00	$557.00K	8,668
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	10,920	$25.00	$273.00K	7,000
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	7,600	$25.00	$190.00K	1,500
May 29, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	C-Conversion	Sell	-	$25.00	-	-
Nov 15, 2006	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	F-InKind	Sell	1,562,753	$24.78	$38.73M	7,429,653
Nov 15, 2006	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	M-Exempt	Sell	2,280,000	$10.25	$23.37M	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 25, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President & COO	C-Conversion	Buy	39,200	$25.00	$980.00K	7,740,796
Jun 25, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President & COO	C-Conversion	Buy	22,280	$25.00	$557.00K	30,948
Jun 25, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President & COO	C-Conversion	Buy	10,920	$25.00	$273.00K	17,920
Jun 25, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President & COO	C-Conversion	Buy	7,600	$25.00	$190.00K	9,100
Jun 25, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President & COO	C-Conversion	Sell	-	$25.00	-	-
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	39,200	$25.00	$980.00K	7,431,596
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	22,280	$25.00	$557.00K	8,668
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	10,920	$25.00	$273.00K	7,000
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Sell	7,600	$25.00	$190.00K	1,500
Jun 06, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	COB, CEO, President, COO	J-Other	Buy	-	$25.00	-	-
May 29, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	C-Conversion	Buy	39,200	$25.00	$980.00K	7,470,796
May 29, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	C-Conversion	Buy	22,280	$25.00	$557.00K	30,948
May 29, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	C-Conversion	Buy	10,920	$25.00	$273.00K	17,920
May 29, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	C-Conversion	Buy	7,600	$25.00	$190.00K	9,100
May 29, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	C-Conversion	Sell	-	$25.00	-	-
May 02, 2007	TUCHMAN MARTIN	director, 10 percent owner, officer	CotB, CEO, President, COO	A-Award	Buy	1,943	-	-	7,431,596
Nov 15, 2006	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	M-Exempt	Buy	2,280,000	$10.25	$23.37M	8,992,406
Nov 15, 2006	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	F-InKind	Sell	1,562,753	$24.78	$38.73M	7,429,653
Nov 15, 2006	TUCHMAN MARTIN	director, 10 percent owner, officer	CoB, CEO, President, COO	M-Exempt	Sell	2,280,000	$10.25	$23.37M	-
Jun 23, 2006	Shea William J JR	director	-	J-Other	Buy	5,000	$21.16	$105.80K	25,000

The last insider sell of IperionX's stock was made by TUCHMAN MARTIN on Jun 25 2007, selling - shares at $25.00 per share (valued at -).

IperionX Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio

IperionX Peer Ownership

Ticker	Company
MTRN	Materion Corporation
NEXA	Nexa Resources S.A.
SKE	Skeena Resources Limited
GLG	BAIYU Holdings, Inc.
CMP	Compass Minerals International, Inc.
GSM	Ferroglobe PLC

IPX Ownership FAQ

Who Owns IperionX?

IperionX is owned by institutional shareholders (7.51%), insiders (0.00%), and public (92.49%). The largest institutional shareholder of IperionX is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC (3.52% of total shares) and the top mutual fund owner is TRUST FOR PROFESSIONAL MANAGERS (0.00% of total shares).

Who are the major institutional shareholders of IperionX?

IperionX's major institutional shareholders are PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, STIFEL FINANCIAL CORP, B. RILEY FINANCIAL, INC., MORGAN STANLEY, and SHAY CAPITAL LLC. The top five shareholders own together 7.38% of the company's share outstanding.

How many IperionX shareholders are there?

As of Mar 2024, there are 13 institutional shareholders of IperionX.

What percentage of IperionX is owned by PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC?

PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC owns 738.92K shares of IperionX, representing 3.52% of the company's total shares outstanding, valued at $11.02M (as of Mar 2024).

What percentage of IperionX is owned by STIFEL FINANCIAL CORP?

As of Mar 2024, STIFEL FINANCIAL CORP holds 406.48K shares of IperionX (IPX), compromising 1.94% of the company, valued at $6.06M.

What percentage of IperionX is owned by B. RILEY FINANCIAL, INC?

B. RILEY FINANCIAL, INC is the third largest holder of IperionX. The company owns 337.76K of the company's shares outstanding (worth $5.04M).