Palisade Bio Ownership 2024 | Who Owns Palisade Bio Now?

Overview ForecastFinancials Chart

Institutional Ownership

17.25%

Insider Ownership

1.81%

Retail Ownership

80.94%

Institutional Holders

24.00

Palisade Bio Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MORGAN STANLEY	0.37%	-	3,227	1,017	46.02%	11,359,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.28%	0.00%	2,479	2,479	100.00%	9,000	Mar 31, 2023
UBS GROUP AG	0.15%	-	1,342	-2,773	-67.39%	4,724,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.07%	-	626	-484	-43.60%	2,000,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.04%	-	335	1	0.30%	1,179,000	Mar 31, 2023
ORION CAPITAL MANAGEMENT LLC	0.03%	0.00%	299	299	100.00%	1,052,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	121	121	100.00%	426,000	Mar 31, 2023
BLACKROCK INC.	0.00%	-	8	-	-	28,000	Mar 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	-	1	-	-	4,000	Mar 31, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-19,692	-100.00%	-	Mar 31, 2023
VIRTU FINANCIAL LLC	-	-	-	-20,461	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-10,396	-100.00%	-	Mar 31, 2023
CVI HOLDINGS, LLC	-	-	-	-40,000	-100.00%	-	Mar 31, 2023
WARBERG ASSET MANAGEMENT LLC	-	-	-	-26,316	-100.00%	-	Mar 31, 2023

Palisade Bio's largest institutional shareholder is MORGAN STANLEY, holding 0.37% of the company's total share outstanding, currently valued at $11.36M. The top 10 institutional shareholders own together 0.96% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ORION CAPITAL MANAGEMENT LLC	0.03%	0.00%	299	299	100.00%	1,052,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.28%	0.00%	2,479	2,479	100.00%	9,000	Mar 31, 2023
UBS GROUP AG	0.15%	-	1,342	-2,773	-67.39%	4,724,000	Mar 31, 2023
MORGAN STANLEY	0.37%	-	3,227	1,017	46.02%	11,359,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	121	121	100.00%	426,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.04%	-	335	1	0.30%	1,179,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.07%	-	626	-484	-43.60%	2,000,000	Mar 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	-	1	-	-	4,000	Mar 31, 2023
BLACKROCK INC.	0.00%	-	8	-	-	28,000	Mar 31, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-19,692	-100.00%	-	Mar 31, 2023
VIRTU FINANCIAL LLC	-	-	-	-20,461	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-10,396	-100.00%	-	Mar 31, 2023
CVI HOLDINGS, LLC	-	-	-	-40,000	-100.00%	-	Mar 31, 2023
WARBERG ASSET MANAGEMENT LLC	-	-	-	-26,316	-100.00%	-	Mar 31, 2023

The largest Palisade Bio shareholder by % of total assets is ORION CAPITAL MANAGEMENT LLC. The company owns 299.00 shares of Palisade Bio (PALI), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TOWER RESEARCH CAPITAL LLC (TRC)	0.28%	0.00%	2,479	2,479	100.00%	9,000	Mar 31, 2023
MORGAN STANLEY	0.37%	-	3,227	1,017	46.02%	11,359,000	Mar 31, 2023
ORION CAPITAL MANAGEMENT LLC	0.03%	0.00%	299	299	100.00%	1,052,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	121	121	100.00%	426,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.04%	-	335	1	0.30%	1,179,000	Mar 31, 2023
BLACKROCK INC.	0.00%	-	8	-	-	28,000	Mar 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	-	1	-	-	4,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.07%	-	626	-484	-43.60%	2,000,000	Mar 31, 2023
UBS GROUP AG	0.15%	-	1,342	-2,773	-67.39%	4,724,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-10,396	-100.00%	-	Mar 31, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-19,692	-100.00%	-	Mar 31, 2023
VIRTU FINANCIAL LLC	-	-	-	-20,461	-100.00%	-	Mar 31, 2023
WARBERG ASSET MANAGEMENT LLC	-	-	-	-26,316	-100.00%	-	Mar 31, 2023
CVI HOLDINGS, LLC	-	-	-	-40,000	-100.00%	-	Mar 31, 2023

As of Mar 31 2023, Palisade Bio's largest institutional buyer is TOWER RESEARCH CAPITAL LLC (TRC). The company purchased 2.48K stocks of PALI, valued at $9.00K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CVI HOLDINGS, LLC	-	-	-	-40,000	-100.00%	-	Mar 31, 2023
WARBERG ASSET MANAGEMENT LLC	-	-	-	-26,316	-100.00%	-	Mar 31, 2023
VIRTU FINANCIAL LLC	-	-	-	-20,461	-100.00%	-	Mar 31, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-19,692	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-10,396	-100.00%	-	Mar 31, 2023
UBS GROUP AG	0.15%	-	1,342	-2,773	-67.39%	4,724,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.07%	-	626	-484	-43.60%	2,000,000	Mar 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	-	1	-	-	4,000	Mar 31, 2023
BLACKROCK INC.	0.00%	-	8	-	-	28,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.04%	-	335	1	0.30%	1,179,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	121	121	100.00%	426,000	Mar 31, 2023
ORION CAPITAL MANAGEMENT LLC	0.03%	0.00%	299	299	100.00%	1,052,000	Mar 31, 2023
MORGAN STANLEY	0.37%	-	3,227	1,017	46.02%	11,359,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.28%	0.00%	2,479	2,479	100.00%	9,000	Mar 31, 2023

As of Mar 31 2023, Palisade Bio's biggest institutional seller is CVI HOLDINGS, LLC. The company sold -40.00K shares of PALI, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TOWER RESEARCH CAPITAL LLC (TRC)	0.28%	0.00%	2,479	2,479	100.00%	9,000	Mar 31, 2023
ORION CAPITAL MANAGEMENT LLC	0.03%	0.00%	299	299	100.00%	1,052,000	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	121	121	100.00%	426,000	Mar 31, 2023

Palisade Bio's largest new institutional shareholder by number of shares is TOWER RESEARCH CAPITAL LLC (TRC), purchased 2.48K shares, valued at $9.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CVI HOLDINGS, LLC	-	-	-	-40,000	-100.00%	-	Mar 31, 2023
WARBERG ASSET MANAGEMENT LLC	-	-	-	-26,316	-100.00%	-	Mar 31, 2023
VIRTU FINANCIAL LLC	-	-	-	-20,461	-100.00%	-	Mar 31, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-19,692	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-10,396	-100.00%	-	Mar 31, 2023

Palisade Bio's largest sold out institutional shareholder by shares sold is CVI HOLDINGS, LLC, sold -40.00K shares, valued at -, as of undefined.

Palisade Bio Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Virtus Total Return Fund Inc.	0.13%	249,691	-30,308	-10.82%	Feb 29, 2024
THRIVENT MUTUAL FUNDS	0.09%	8,825,000	-	-	Jan 31, 2024
Virtus Global Multi-Sector Income Fund	0.09%	133,763	-16,236	-10.82%	Feb 29, 2024
THRIVENT SERIES FUND INC	0.08%	8,442,388	-2,307,611	-21.47%	Mar 28, 2024
VIRTUS VARIABLE INSURANCE TRUST	0.07%	109,947	-30,052	-21.47%	Mar 28, 2024
VIRTUS EQUITY TRUST	0.04%	337,695	-92,304	-21.47%	Mar 28, 2024
FIDELITY COMMONWEALTH TRUST	0.03%	81,930	-	-	Feb 29, 2024
VIRTUS OPPORTUNITIES TRUST	0.02%	6,498,676	-1,776,323	-21.47%	Mar 28, 2024
Dunham Funds	0.00%	135,000	-	-	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	126,259	-	-	Feb 29, 2024
EMPOWER FUNDS, INC.	0.00%	384,815	-105,184	-21.47%	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	77,553	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	34,387	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	68,054	-68,054	-50.00%	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	1,423	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	1,654	-	-	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	2,243	-	-	Mar 31, 2024

Palisade Bio's largest mutual fund holder by % of total assets is "Virtus Total Return Fund Inc.", owning 249.69K shares, compromising 0.13% of its total assets.

Palisade Bio Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Sep, 22	24	50.00%
30 Jun, 22	16	-15.79%
31 Mar, 22	19	-9.52%
31 Dec, 21	21	40.00%
30 Sep, 21	15	-11.76%
30 Jun, 21	17	-

As of 30 Sep 22, 24 institutions are holding Palisade Bio's shares, representing an increase of 50.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Sep, 22	8,400,849	766.27%
30 Jun, 22	969,773	6.83%
31 Mar, 22	907,776	-30.35%
31 Dec, 21	1,303,272	70.12%
30 Sep, 21	766,096	-69.19%
30 Jun, 21	2,486,456	-

Palisade Bio (PALI) has 8.40M shares outstanding as of 30 Sep 22, up 766.27% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Sep, 22	17.25%	435.11%
30 Jun, 22	1.99%	57.32%
31 Mar, 22	1.86%	26.03%
31 Dec, 21	2.68%	108.16%
30 Sep, 21	1.57%	6.04%
30 Jun, 21	5.10%	-

As of 30 Sep 22, Palisade Bio is held by 17.25% institutional shareholders, representing a 435.11% growth compared to 30 Jun 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Sep, 22	17	70.00%
30 Jun, 22	10	-
31 Mar, 22	10	-37.50%
31 Dec, 21	16	77.78%
30 Sep, 21	9	-47.06%
30 Jun, 21	17	-

17 institutional shareholders have increased their position in PALI stock as of 30 Sep 22 compared to 10 in the previous quarter (a 70.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Sep, 22	2	100.00%
30 Jun, 22	1	-66.67%
31 Mar, 22	3	200.00%
31 Dec, 21	1	-50.00%
30 Sep, 21	2	-
30 Jun, 21	-	-

2 institutional shareholders have reduced their position in PALI stock as of 30 Sep 22 compared to 1 in the previous quarter (a 100.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Sep, 22	24	50.00%	8,400,849	766.27%	17.25%	435.11%	17	70.00%	2	100.00%
30 Jun, 22	16	-15.79%	969,773	6.83%	1.99%	57.32%	10	-	1	-66.67%
31 Mar, 22	19	-9.52%	907,776	-30.35%	1.86%	26.03%	10	-37.50%	3	200.00%
31 Dec, 21	21	40.00%	1,303,272	70.12%	2.68%	108.16%	16	77.78%	1	-50.00%
30 Sep, 21	15	-11.76%	766,096	-69.19%	1.57%	6.04%	9	-47.06%	2	-
30 Jun, 21	17	-	2,486,456	-	5.10%	-	17	-	-	-

Palisade Bio Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 29, 2024	Williams Donald Allen	director	-	P-Purchase	Buy	1,000	$4.86	$4.86K	1,000
May 28, 2024	Finley John David	director, officer	CEO, CFO, Director	P-Purchase	Buy	1,000	$4.81	$4.81K	8,437

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 29, 2024	Williams Donald Allen	director	-	P-Purchase	Buy	1,000	$4.86	$4.86K	1,000
May 28, 2024	Finley John David	director, officer	CEO, CFO, Director	P-Purchase	Buy	1,000	$4.81	$4.81K	8,437

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	F-InKind	Sell	461	$4.76	$2.19K	3,852
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	F-InKind	Sell	810	$4.76	$3.86K	2,758
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	M-Exempt	Sell	1,555	-	-	-
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	F-InKind	Sell	607	$4.76	$2.89K	13,472
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	F-InKind	Sell	959	$4.76	$4.56K	11,968
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	F-InKind	Sell	467	$4.76	$2.22K	9,592
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	M-Exempt	Sell	2,111	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 15, 2024	Wei Binxian	director	-	A-Award	Buy	2,100	$4.49	$9.43K	2,100
Jul 15, 2024	Fischbein Margery B.	director	-	A-Award	Buy	2,100	$4.49	$9.43K	2,100
Jul 15, 2024	Williams Donald Allen	director	-	A-Award	Buy	2,100	$4.49	$9.43K	2,100
Jun 12, 2024	Wei Binxian	director	-	M-Exempt	Buy	465	-	-	467
Jun 12, 2024	Williams Donald Allen	director	-	M-Exempt	Buy	340	-	-	340
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	M-Exempt	Buy	1,555	-	-	4,313
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	F-InKind	Sell	461	$4.76	$2.19K	3,852
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	M-Exempt	Buy	2,735	-	-	3,568
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	F-InKind	Sell	810	$4.76	$3.86K	2,758
May 30, 2024	Jones Mitchell Lawrence	officer	Chief Medical Officer	M-Exempt	Sell	1,555	-	-	-
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	M-Exempt	Buy	2,111	-	-	14,079
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	F-InKind	Sell	607	$4.76	$2.89K	13,472
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	M-Exempt	Buy	3,335	-	-	12,927
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	F-InKind	Sell	959	$4.76	$4.56K	11,968
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	M-Exempt	Buy	1,622	-	-	10,059
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	F-InKind	Sell	467	$4.76	$2.22K	9,592
May 30, 2024	Finley John David	director, officer	CEO, CFO, Director	M-Exempt	Sell	2,111	-	-	-
May 29, 2024	Williams Donald Allen	director	-	P-Purchase	Buy	1,000	$4.86	$4.86K	1,000
May 28, 2024	Finley John David	director, officer	CEO, CFO, Director	P-Purchase	Buy	1,000	$4.81	$4.81K	8,437
May 22, 2024	Finley John David	director, officer	CEO, CFO, Director	A-Award	Buy	666	$4.97	$3.31K	7,437

The last insider sell of Palisade Bio's stock was made by Jones Mitchell Lawrence on May 30 2024, selling 461 shares at $4.76 per share (valued at $2.19K). The last insider buy of PALI was made by Williams Donald Allen on May 29 2024, buying 1,000 shares at $4.86 per share (worth $4.86K).

Palisade Bio Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	14	16	87.50%
Q1 2024	25	19	131.58%
Q4 2023	23	6	383.33%
Q3 2023	6	9	66.67%
Q2 2023	19	6	316.67%
Q1 2023	4	4	100.00%
Q3 2022	4	2	200.00%
Q2 2022	1	-	-
Q1 2022	6	1	600.00%
Q4 2021	10	-	-
Q3 2021	9	2	450.00%
Q2 2021	60	-	-
Q4 2020	-	1	-
Q2 2020	4	-	-
Q3 2019	8	6	133.33%
Q2 2019	-	1	-
Q1 2019	-	2	-
Q3 2018	5	-	-
Q4 2017	1	-	-
Q3 2017	4	1	400.00%

14 total buy trades, and 16 total sell trades (buy/sell ratio of 0.88%) were made by Palisade Bio's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q1 2024	3	-	-
Q4 2023	-	-	-
Q3 2023	3	1	300.00%
Q2 2023	-	-	-
Q1 2023	-	-	-
Q3 2022	4	-	-
Q2 2022	-	-	-
Q1 2022	3	-	-
Q4 2021	-	-	-
Q3 2021	9	-	-
Q2 2021	-	-	-
Q4 2020	-	-	-
Q2 2020	-	-	-
Q3 2019	-	-	-
Q2 2019	-	-	-
Q1 2019	-	-	-
Q3 2018	-	-	-
Q4 2017	-	-	-
Q3 2017	-	-	-

As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Palisade Bio's stocks.

Palisade Bio Peer Ownership

Ticker	Company
ZVSA	ZyVersa Therapeutics, Inc.
VIRI	Virios Therapeutics, Inc.
PHIO	Phio Pharmaceuticals Corp.
EFTR	eFFECTOR Therapeutics, Inc.
IMMX	Immix Biopharma, Inc.
CYTO	Altamira Therapeutics Ltd.
UNCY	Unicycive Therapeutics, Inc.
ZURA	Zura Bio Limited
ENVB	Enveric Biosciences, Inc.

PALI Ownership FAQ

Who Owns Palisade Bio?

Palisade Bio is owned by institutional shareholders (17.25%), insiders (1.81%), and public (80.94%). The largest institutional shareholder of Palisade Bio is MORGAN STANLEY (0.37% of total shares) and the top mutual fund owner is Virtus Total Return Fund Inc. (0.13% of total shares).

Who are the major institutional shareholders of Palisade Bio?

Palisade Bio's major institutional shareholders are MORGAN STANLEY, TOWER RESEARCH CAPITAL LLC (TRC), UBS GROUP AG, JPMORGAN CHASE & CO, and WELLS FARGO & COMPANY/MN. The top five shareholders own together 0.91% of the company's share outstanding.

How many Palisade Bio shareholders are there?

As of Sep 2022, there are 24 institutional shareholders of Palisade Bio.

What percentage of Palisade Bio is owned by MORGAN STANLEY?

MORGAN STANLEY owns 3.23K shares of Palisade Bio, representing 0.37% of the company's total shares outstanding, valued at $11.36M (as of Mar 2023).

What percentage of Palisade Bio is owned by TOWER RESEARCH CAPITAL LLC (TRC)?

As of Mar 2023, TOWER RESEARCH CAPITAL LLC (TRC) holds 2.48K shares of Palisade Bio (PALI), compromising 0.28% of the company, valued at $9K.

What percentage of Palisade Bio is owned by UBS GROUP AG?

UBS GROUP AG is the third largest holder of Palisade Bio. The company owns 1.34K of the company's shares outstanding (worth $4.72M).