Pro-Dex Ownership 2024 | Who Owns Pro-Dex Now?

Overview RevenueFinancials Chart

Institutional Ownership

15.28%

Insider Ownership

34.23%

Retail Ownership

50.49%

Institutional Holders

23.00

Pro-Dex Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	3.49%	-	123,650	-	-	2,176,240	Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.13%	0.08%	75,500	2,125	2.90%	1,328,800,000	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	1.69%	0.00%	59,969	1,670	2.86%	1,052,456	Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC	1.60%	0.00%	56,833	-267	-0.47%	996,000	Mar 31, 2024
BLACKROCK INC.	1.09%	-	38,779	-9,055	-18.93%	682,511	Mar 31, 2024
JPMORGAN CHASE & CO	0.73%	-	25,826	4,003	18.34%	453,247	Mar 31, 2024
NORTHERN TRUST CORP	0.71%	0.00%	25,088	-812	-3.14%	441,549	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.69%	-	24,319	-	-	426,898	Mar 31, 2024
LSV ASSET MANAGEMENT	0.64%	0.00%	22,782	-3,099	-11.97%	400,000	Mar 31, 2024
MORGAN STANLEY	0.49%	-	17,400	2,350	15.61%	306,240	Mar 31, 2024
COVALENT PARTNERS LLC	0.40%	1.89%	14,053	-1,600	-10.22%	247,333	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.37%	0.00%	13,010	-1,500	-10.34%	228,976,000	Mar 31, 2024
BARD ASSOCIATES INC	0.32%	0.07%	11,400	11,400	100.00%	200,640	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.32%	0.00%	11,340	1,000	9.67%	200,000	Mar 31, 2024
STATE STREET CORP	0.30%	-	10,623	-1,600	-13.09%	186,434	Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC	0.17%	0.06%	6,000	1,813	43.30%	105,600	Mar 31, 2024
UBS GROUP AG	0.10%	-	3,564	-580	-14.00%	62,726	Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.03%	0.00%	1,000	-	-	17,600,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	861	430	99.77%	15,154	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	37	-27	-42.19%	1,000	Mar 31, 2024

Pro-Dex's largest institutional shareholder is VANGUARD GROUP INC, holding 3.49% of the company's total share outstanding, currently valued at $2.18M. The top 10 institutional shareholders own together 13.25% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COVALENT PARTNERS LLC	0.40%	1.89%	14,053	-1,600	-10.22%	247,333	Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.13%	0.08%	75,500	2,125	2.90%	1,328,800,000	Mar 31, 2024
BARD ASSOCIATES INC	0.32%	0.07%	11,400	11,400	100.00%	200,640	Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC	0.17%	0.06%	6,000	1,813	43.30%	105,600	Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC	1.60%	0.00%	56,833	-267	-0.47%	996,000	Mar 31, 2024
LSV ASSET MANAGEMENT	0.64%	0.00%	22,782	-3,099	-11.97%	400,000	Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.03%	0.00%	1,000	-	-	17,600,000	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.37%	0.00%	13,010	-1,500	-10.34%	228,976,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	861	430	99.77%	15,154	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.32%	0.00%	11,340	1,000	9.67%	200,000	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	1.69%	0.00%	59,969	1,670	2.86%	1,052,456	Mar 31, 2024
NORTHERN TRUST CORP	0.71%	0.00%	25,088	-812	-3.14%	441,549	Mar 31, 2024
VANGUARD GROUP INC	3.49%	-	123,650	-	-	2,176,240	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.69%	-	24,319	-	-	426,898	Mar 31, 2024
JPMORGAN CHASE & CO	0.73%	-	25,826	4,003	18.34%	453,247	Mar 31, 2024
MORGAN STANLEY	0.49%	-	17,400	2,350	15.61%	306,240	Mar 31, 2024
BLACKROCK INC.	1.09%	-	38,779	-9,055	-18.93%	682,511	Mar 31, 2024
UBS GROUP AG	0.10%	-	3,564	-580	-14.00%	62,726	Mar 31, 2024
STATE STREET CORP	0.30%	-	10,623	-1,600	-13.09%	186,434	Mar 31, 2024
CWM, LLC	0.00%	-	34	-	-	1,000	Mar 31, 2024

The largest Pro-Dex shareholder by % of total assets is COVALENT PARTNERS LLC. The company owns 14.05K shares of Pro-Dex (PDEX), representing 1.89% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BARD ASSOCIATES INC	0.32%	0.07%	11,400	11,400	100.00%	200,640	Mar 31, 2024
JPMORGAN CHASE & CO	0.73%	-	25,826	4,003	18.34%	453,247	Mar 31, 2024
MORGAN STANLEY	0.49%	-	17,400	2,350	15.61%	306,240	Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.13%	0.08%	75,500	2,125	2.90%	1,328,800,000	Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC	0.17%	0.06%	6,000	1,813	43.30%	105,600	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	1.69%	0.00%	59,969	1,670	2.86%	1,052,456	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.32%	0.00%	11,340	1,000	9.67%	200,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	861	430	99.77%	15,154	Mar 31, 2024
NEWEDGE ADVISORS, LLC	-	-	1	-	-	18	Mar 31, 2024
CWM, LLC	0.00%	-	34	-	-	1,000	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.69%	-	24,319	-	-	426,898	Mar 31, 2024
VANGUARD GROUP INC	3.49%	-	123,650	-	-	2,176,240	Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.03%	0.00%	1,000	-	-	17,600,000	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-1	-100.00%	-	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	37	-27	-42.19%	1,000	Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC	1.60%	0.00%	56,833	-267	-0.47%	996,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	16	-400	-96.15%	282,000	Mar 31, 2024
UBS GROUP AG	0.10%	-	3,564	-580	-14.00%	62,726	Mar 31, 2024
NORTHERN TRUST CORP	0.71%	0.00%	25,088	-812	-3.14%	441,549	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.37%	0.00%	13,010	-1,500	-10.34%	228,976,000	Mar 31, 2024

As of Mar 31 2024, Pro-Dex's largest institutional buyer is BARD ASSOCIATES INC. The company purchased 11.40K stocks of PDEX, valued at $200.64K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	-	-	-	-73,375	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	1.09%	-	38,779	-9,055	-18.93%	682,511	Mar 31, 2024
LSV ASSET MANAGEMENT	0.64%	0.00%	22,782	-3,099	-11.97%	400,000	Mar 31, 2024
COVALENT PARTNERS LLC	0.40%	1.89%	14,053	-1,600	-10.22%	247,333	Mar 31, 2024
STATE STREET CORP	0.30%	-	10,623	-1,600	-13.09%	186,434	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.37%	0.00%	13,010	-1,500	-10.34%	228,976,000	Mar 31, 2024
NORTHERN TRUST CORP	0.71%	0.00%	25,088	-812	-3.14%	441,549	Mar 31, 2024
UBS GROUP AG	0.10%	-	3,564	-580	-14.00%	62,726	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	16	-400	-96.15%	282,000	Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC	1.60%	0.00%	56,833	-267	-0.47%	996,000	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	37	-27	-42.19%	1,000	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-1	-100.00%	-	Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.03%	0.00%	1,000	-	-	17,600,000	Mar 31, 2024
VANGUARD GROUP INC	3.49%	-	123,650	-	-	2,176,240	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.69%	-	24,319	-	-	426,898	Mar 31, 2024
CWM, LLC	0.00%	-	34	-	-	1,000	Mar 31, 2024
NEWEDGE ADVISORS, LLC	-	-	1	-	-	18	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	861	430	99.77%	15,154	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.32%	0.00%	11,340	1,000	9.67%	200,000	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	1.69%	0.00%	59,969	1,670	2.86%	1,052,456	Mar 31, 2024

As of Mar 31 2024, Pro-Dex's biggest institutional seller is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The company sold -73.38K shares of PDEX, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BARD ASSOCIATES INC	0.32%	0.07%	11,400	11,400	100.00%	200,640	Mar 31, 2024

Pro-Dex's largest new institutional shareholder by number of shares is BARD ASSOCIATES INC, purchased 11.40K shares, valued at $200.64K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	-	-	-	-73,375	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-1	-100.00%	-	Mar 31, 2024

Pro-Dex's largest sold out institutional shareholder by shares sold is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., sold -73.38K shares, valued at -, as of undefined.

Pro-Dex Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PERRITT FUNDS INC	0.05%	6,000	6,000	-	Jan 31, 2024
AMG Funds I	0.00%	3,963	-	-	Jan 31, 2024
HUSSMAN INVESTMENT TRUST	0.00%	7,200	-	-	Dec 31, 2023
ADVISORS' INNER CIRCLE FUND	0.00%	10,616	-	-	Jan 31, 2024
BRIDGEWAY FUNDS INC	0.00%	1,700	-	-	Dec 29, 2023
VICTORY PORTFOLIOS	0.00%	10,616	-	-	Dec 31, 2023
VANGUARD INDEX FUNDS	0.00%	142,193	24,544	20.86%	Dec 31, 2023
CALAMOS INVESTMENT TRUST/IL	0.00%	26,898	-	-	Jan 31, 2024
AdvisorShares Trust	0.00%	336	-	-	Dec 29, 2023
Segall Bryant & Hamill Trust	0.00%	1,976	-	-	Dec 31, 2023
FIDELITY CONCORD STREET TRUST	0.00%	22,130	-79	-0.36%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	2,523	-	-	Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	66,030	23,577	55.54%	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	4,789	-	-	Jan 31, 2024
PACE SELECT ADVISORS TRUST	0.00%	7,168	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	8,218	414	5.30%	Jan 31, 2024
NORTHERN FUNDS	0.00%	5,477	-	-	Dec 29, 2023
Advisors' Inner Circle Fund II	0.00%	4,481	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	388	-	-	Dec 31, 2023
iSHARES TRUST	0.00%	4,701	-	-	Feb 29, 2024

Pro-Dex's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 6.00K shares, compromising 0.05% of its total assets.

Pro-Dex Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	23	-8.00%
31 Dec, 23	25	25.00%
30 Sep, 23	20	-9.09%
30 Jun, 23	22	-
31 Mar, 23	22	-
31 Dec, 22	22	10.00%
30 Sep, 22	20	-4.76%
30 Jun, 22	21	-
31 Mar, 22	21	-16.00%
31 Dec, 21	25	-3.85%
30 Sep, 21	26	-3.70%
30 Jun, 21	27	-3.57%
31 Mar, 21	28	12.00%
31 Dec, 20	25	4.17%
30 Sep, 20	24	14.29%
30 Jun, 20	21	5.00%
31 Mar, 20	20	-13.04%
31 Dec, 19	23	-14.81%
30 Sep, 19	27	8.00%
30 Jun, 19	25	38.89%
31 Mar, 19	18	-
31 Dec, 18	18	5.88%
30 Sep, 18	17	13.33%
30 Jun, 18	15	7.14%
31 Mar, 18	14	7.69%
31 Dec, 17	13	8.33%
30 Sep, 17	12	50.00%
30 Jun, 17	8	-11.11%
31 Mar, 17	9	12.50%
31 Dec, 16	8	-
30 Sep, 16	8	-20.00%
30 Jun, 16	10	100.00%
31 Mar, 16	5	66.67%
31 Dec, 15	3	-
30 Sep, 15	3	-
30 Jun, 15	3	50.00%
31 Mar, 15	2	-60.00%
31 Dec, 14	5	66.67%
30 Sep, 14	3	-
30 Jun, 14	3	50.00%
31 Mar, 14	2	-33.33%
31 Dec, 13	3	-
30 Sep, 13	3	-40.00%
30 Jun, 13	5	-
30 Jun, 12	3	50.00%
31 Mar, 12	2	100.00%
31 Dec, 11	1	-
30 Sep, 11	1	-
30 Jun, 11	1	-
31 Mar, 11	1	-
31 Dec, 10	1	-
30 Sep, 10	1	-

As of 31 Mar 24, 23 institutions are holding Pro-Dex's shares, representing a decrease of -8.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	542,085	1.05%
31 Dec, 23	536,435	2.60%
30 Sep, 23	522,851	-0.06%
30 Jun, 23	523,176	1.18%
31 Mar, 23	517,060	3.60%
31 Dec, 22	499,069	3.37%
30 Sep, 22	482,817	-2.27%
30 Jun, 22	494,039	-12.11%
31 Mar, 22	562,087	-7.16%
31 Dec, 21	605,453	-3.71%
30 Sep, 21	628,758	-13.08%
30 Jun, 21	723,360	-5.27%
31 Mar, 21	763,625	-6.11%
31 Dec, 20	813,286	20.20%
30 Sep, 20	676,626	0.45%
30 Jun, 20	673,627	30.12%
31 Mar, 20	517,681	-17.24%
31 Dec, 19	625,506	0.27%
30 Sep, 19	623,830	-0.73%
30 Jun, 19	628,430	17.95%
31 Mar, 19	532,795	12.28%
31 Dec, 18	474,541	48.73%
30 Sep, 18	319,072	22.95%
30 Jun, 18	259,524	-4.54%
31 Mar, 18	271,872	5.08%
31 Dec, 17	258,730	60.98%
30 Sep, 17	160,722	271.24%
30 Jun, 17	43,293	-14.50%
31 Mar, 17	50,635	34.28%
31 Dec, 16	37,709	-50.36%
30 Sep, 16	75,965	-12.97%
30 Jun, 16	87,282	-33.93%
31 Mar, 16	132,102	59.07%
31 Dec, 15	83,046	30.75%
30 Sep, 15	63,514	14.75%
30 Jun, 15	55,348	5.75%
31 Mar, 15	52,340	-11.51%
31 Dec, 14	59,147	3.33%
30 Sep, 14	57,242	9.72%
30 Jun, 14	52,170	-21.96%
31 Mar, 14	66,850	-65.03%
31 Dec, 13	191,166	-4.43%
30 Sep, 13	200,027	-27.42%
30 Jun, 13	275,612	-
30 Jun, 12	198,314	3204.68%
31 Mar, 12	6,001	-97.79%
31 Dec, 11	270,979	-6.23%
30 Sep, 11	288,988	-4.27%
30 Jun, 11	301,882	-0.98%
31 Mar, 11	304,877	-3.36%
31 Dec, 10	315,469	-5.76%
30 Sep, 10	334,760	-

Pro-Dex (PDEX) has 542.09K shares outstanding as of 31 Mar 24, up 1.05% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	15.28%	6.68%
31 Dec, 23	15.12%	7.05%
30 Sep, 23	14.64%	6.73%
30 Jun, 23	14.75%	6.94%
31 Mar, 23	14.57%	7.47%
31 Dec, 22	13.96%	7.83%
30 Sep, 22	13.35%	7.12%
30 Jun, 22	13.69%	5.70%
31 Mar, 22	15.50%	5.66%
31 Dec, 21	16.56%	5.58%
30 Sep, 21	17.22%	4.40%
30 Jun, 21	19.79%	4.94%
31 Mar, 21	20.01%	4.51%
31 Dec, 20	21.06%	6.82%
30 Sep, 20	17.57%	5.63%
30 Jun, 20	17.67%	9.88%
31 Mar, 20	13.37%	5.33%
31 Dec, 19	15.84%	6.54%
30 Sep, 19	15.56%	6.62%
30 Jun, 19	15.33%	9.27%
31 Mar, 19	12.86%	10.05%
31 Dec, 18	11.31%	20.84%
30 Sep, 18	7.37%	20.27%
30 Jun, 18	6.03%	15.53%
31 Mar, 18	6.23%	17.69%
31 Dec, 17	5.94%	39.58%
30 Sep, 17	3.87%	333.99%
30 Jun, 17	1.08%	67.90%
31 Mar, 17	1.26%	145.76%
31 Dec, 16	0.93%	26.58%
30 Sep, 16	1.87%	41.89%
30 Jun, 16	2.11%	20.86%
31 Mar, 16	3.18%	79.20%
31 Dec, 15	2.00%	85.23%
30 Sep, 15	1.53%	86.34%
30 Jun, 15	1.33%	84.11%
31 Mar, 15	1.26%	62.57%
31 Dec, 14	1.42%	76.68%
30 Sep, 14	1.36%	60.97%
30 Jun, 14	1.49%	37.32%
31 Mar, 14	2.00%	6.12%
31 Dec, 13	5.72%	15.99%
30 Sep, 13	5.98%	8.81%
30 Jun, 13	8.24%	-
30 Jun, 12	6.05%	17979.28%
31 Mar, 12	0.18%	0.27%
31 Dec, 11	8.28%	10.62%
30 Sep, 11	8.83%	10.38%
30 Jun, 11	9.23%	10.63%
31 Mar, 11	9.32%	9.97%
31 Dec, 10	9.67%	9.12%
30 Sep, 10	10.29%	-

As of 31 Mar 24, Pro-Dex is held by 15.28% institutional shareholders, representing a 6.68% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	8	-27.27%
31 Dec, 23	11	57.14%
30 Sep, 23	7	-12.50%
30 Jun, 23	8	33.33%
31 Mar, 23	6	-33.33%
31 Dec, 22	9	-
30 Sep, 22	9	12.50%
30 Jun, 22	8	-11.11%
31 Mar, 22	9	12.50%
31 Dec, 21	8	-
30 Sep, 21	8	-33.33%
30 Jun, 21	12	-33.33%
31 Mar, 21	18	100.00%
31 Dec, 20	9	-18.18%
30 Sep, 20	11	-8.33%
30 Jun, 20	12	100.00%
31 Mar, 20	6	-40.00%
31 Dec, 19	10	-28.57%
30 Sep, 19	14	-6.67%
30 Jun, 19	15	25.00%
31 Mar, 19	12	-
31 Dec, 18	12	71.43%
30 Sep, 18	7	75.00%
30 Jun, 18	4	-33.33%
31 Mar, 18	6	-
31 Dec, 17	6	-14.29%
30 Sep, 17	7	133.33%
30 Jun, 17	3	-40.00%
31 Mar, 17	5	25.00%
31 Dec, 16	4	-
30 Sep, 16	4	-55.56%
30 Jun, 16	9	200.00%
31 Mar, 16	3	50.00%
31 Dec, 15	2	-
30 Sep, 15	2	100.00%
30 Jun, 15	1	-
31 Mar, 15	-	-100.00%
31 Dec, 14	4	100.00%
30 Sep, 14	2	-
30 Jun, 14	2	-
31 Mar, 14	2	-
31 Dec, 13	-	-100.00%
30 Sep, 13	1	-80.00%
30 Jun, 13	5	-
30 Jun, 12	2	-
31 Mar, 12	2	-
31 Dec, 11	-	-
30 Sep, 11	-	-
30 Jun, 11	-	-
31 Mar, 11	-	-
31 Dec, 10	-	-100.00%
30 Sep, 10	1	-

8 institutional shareholders have increased their position in PDEX stock as of 31 Mar 24 compared to 11 in the previous quarter (a -27.27% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	10	66.67%
31 Dec, 23	6	50.00%
30 Sep, 23	4	-20.00%
30 Jun, 23	5	-28.57%
31 Mar, 23	7	-
31 Dec, 22	7	75.00%
30 Sep, 22	4	-55.56%
30 Jun, 22	9	-
31 Mar, 22	9	-25.00%
31 Dec, 21	12	-14.29%
30 Sep, 21	14	27.27%
30 Jun, 21	11	37.50%
31 Mar, 21	8	-27.27%
31 Dec, 20	11	22.22%
30 Sep, 20	9	80.00%
30 Jun, 20	5	-50.00%
31 Mar, 20	10	-
31 Dec, 19	10	25.00%
30 Sep, 19	8	-
30 Jun, 19	8	300.00%
31 Mar, 19	2	-33.33%
31 Dec, 18	3	-50.00%
30 Sep, 18	6	20.00%
30 Jun, 18	5	150.00%
31 Mar, 18	2	-50.00%
31 Dec, 17	4	300.00%
30 Sep, 17	1	-
30 Jun, 17	-	-100.00%
31 Mar, 17	1	-50.00%
31 Dec, 16	2	-33.33%
30 Sep, 16	3	-
30 Jun, 16	-	-100.00%
31 Mar, 16	1	-
31 Dec, 15	-	-
30 Sep, 15	-	-
30 Jun, 15	-	-
31 Mar, 15	-	-
31 Dec, 14	-	-
30 Sep, 14	-	-
30 Jun, 14	-	-
31 Mar, 14	-	-100.00%
31 Dec, 13	2	100.00%
30 Sep, 13	1	-
30 Jun, 13	-	-
30 Jun, 12	-	-
31 Mar, 12	-	-100.00%
31 Dec, 11	1	-
30 Sep, 11	1	-
30 Jun, 11	1	-
31 Mar, 11	1	-
31 Dec, 10	1	-
30 Sep, 10	-	-

10 institutional shareholders have reduced their position in PDEX stock as of 31 Mar 24 compared to 6 in the previous quarter (a 66.67% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	23	-8.00%	542,085	1.05%	15.28%	6.68%	8	-27.27%	10	66.67%
31 Dec, 23	25	25.00%	536,435	2.60%	15.12%	7.05%	11	57.14%	6	50.00%
30 Sep, 23	20	-9.09%	522,851	-0.06%	14.64%	6.73%	7	-12.50%	4	-20.00%
30 Jun, 23	22	-	523,176	1.18%	14.75%	6.94%	8	33.33%	5	-28.57%
31 Mar, 23	22	-	517,060	3.60%	14.57%	7.47%	6	-33.33%	7	-
31 Dec, 22	22	10.00%	499,069	3.37%	13.96%	7.83%	9	-	7	75.00%
30 Sep, 22	20	-4.76%	482,817	-2.27%	13.35%	7.12%	9	12.50%	4	-55.56%
30 Jun, 22	21	-	494,039	-12.11%	13.69%	5.70%	8	-11.11%	9	-
31 Mar, 22	21	-16.00%	562,087	-7.16%	15.50%	5.66%	9	12.50%	9	-25.00%
31 Dec, 21	25	-3.85%	605,453	-3.71%	16.56%	5.58%	8	-	12	-14.29%
30 Sep, 21	26	-3.70%	628,758	-13.08%	17.22%	4.40%	8	-33.33%	14	27.27%
30 Jun, 21	27	-3.57%	723,360	-5.27%	19.79%	4.94%	12	-33.33%	11	37.50%
31 Mar, 21	28	12.00%	763,625	-6.11%	20.01%	4.51%	18	100.00%	8	-27.27%
31 Dec, 20	25	4.17%	813,286	20.20%	21.06%	6.82%	9	-18.18%	11	22.22%
30 Sep, 20	24	14.29%	676,626	0.45%	17.57%	5.63%	11	-8.33%	9	80.00%
30 Jun, 20	21	5.00%	673,627	30.12%	17.67%	9.88%	12	100.00%	5	-50.00%
31 Mar, 20	20	-13.04%	517,681	-17.24%	13.37%	5.33%	6	-40.00%	10	-
31 Dec, 19	23	-14.81%	625,506	0.27%	15.84%	6.54%	10	-28.57%	10	25.00%
30 Sep, 19	27	8.00%	623,830	-0.73%	15.56%	6.62%	14	-6.67%	8	-
30 Jun, 19	25	38.89%	628,430	17.95%	15.33%	9.27%	15	25.00%	8	300.00%
31 Mar, 19	18	-	532,795	12.28%	12.86%	10.05%	12	-	2	-33.33%
31 Dec, 18	18	5.88%	474,541	48.73%	11.31%	20.84%	12	71.43%	3	-50.00%
30 Sep, 18	17	13.33%	319,072	22.95%	7.37%	20.27%	7	75.00%	6	20.00%
30 Jun, 18	15	7.14%	259,524	-4.54%	6.03%	15.53%	4	-33.33%	5	150.00%
31 Mar, 18	14	7.69%	271,872	5.08%	6.23%	17.69%	6	-	2	-50.00%
31 Dec, 17	13	8.33%	258,730	60.98%	5.94%	39.58%	6	-14.29%	4	300.00%
30 Sep, 17	12	50.00%	160,722	271.24%	3.87%	333.99%	7	133.33%	1	-
30 Jun, 17	8	-11.11%	43,293	-14.50%	1.08%	67.90%	3	-40.00%	-	-100.00%
31 Mar, 17	9	12.50%	50,635	34.28%	1.26%	145.76%	5	25.00%	1	-50.00%
31 Dec, 16	8	-	37,709	-50.36%	0.93%	26.58%	4	-	2	-33.33%
30 Sep, 16	8	-20.00%	75,965	-12.97%	1.87%	41.89%	4	-55.56%	3	-
30 Jun, 16	10	100.00%	87,282	-33.93%	2.11%	20.86%	9	200.00%	-	-100.00%
31 Mar, 16	5	66.67%	132,102	59.07%	3.18%	79.20%	3	50.00%	1	-
31 Dec, 15	3	-	83,046	30.75%	2.00%	85.23%	2	-	-	-
30 Sep, 15	3	-	63,514	14.75%	1.53%	86.34%	2	100.00%	-	-
30 Jun, 15	3	50.00%	55,348	5.75%	1.33%	84.11%	1	-	-	-
31 Mar, 15	2	-60.00%	52,340	-11.51%	1.26%	62.57%	-	-100.00%	-	-
31 Dec, 14	5	66.67%	59,147	3.33%	1.42%	76.68%	4	100.00%	-	-
30 Sep, 14	3	-	57,242	9.72%	1.36%	60.97%	2	-	-	-
30 Jun, 14	3	50.00%	52,170	-21.96%	1.49%	37.32%	2	-	-	-
31 Mar, 14	2	-33.33%	66,850	-65.03%	2.00%	6.12%	2	-	-	-100.00%
31 Dec, 13	3	-	191,166	-4.43%	5.72%	15.99%	-	-100.00%	2	100.00%
30 Sep, 13	3	-40.00%	200,027	-27.42%	5.98%	8.81%	1	-80.00%	1	-
30 Jun, 13	5	-	275,612	-	8.24%	-	5	-	-	-
30 Jun, 12	3	50.00%	198,314	3204.68%	6.05%	17979.28%	2	-	-	-
31 Mar, 12	2	100.00%	6,001	-97.79%	0.18%	0.27%	2	-	-	-100.00%
31 Dec, 11	1	-	270,979	-6.23%	8.28%	10.62%	-	-	1	-
30 Sep, 11	1	-	288,988	-4.27%	8.83%	10.38%	-	-	1	-
30 Jun, 11	1	-	301,882	-0.98%	9.23%	10.63%	-	-	1	-
31 Mar, 11	1	-	304,877	-3.36%	9.32%	9.97%	-	-	1	-
31 Dec, 10	1	-	315,469	-5.76%	9.67%	9.12%	-	-100.00%	1	-
30 Sep, 10	1	-	334,760	-	10.29%	-	1	-	-	-

Pro-Dex Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 12, 2022	Philp Katrina Marie Kramer	director		P-Purchase	Buy	3,900	$14.98	$58.42K	14,696
Mar 09, 2022	Philp Katrina Marie Kramer	director	-	P-Purchase	Buy	4,000	$24.41	$97.64K	10,796

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 12, 2022	Philp Katrina Marie Kramer	director		P-Purchase	Buy	3,900	$14.98	$58.42K	14,696
Mar 09, 2022	Philp Katrina Marie Kramer	director	-	P-Purchase	Buy	4,000	$24.41	$97.64K	10,796

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Sep 01, 2022	Van Kirk Richard Lee Jr	officer	Chief Executive Officer	M-Exempt	Sell	5,000	-	-	-
Sep 01, 2022	Van Kirk Richard Lee Jr	director, officer	Chief Executive Officer	M-Exempt	Sell	5,000	$1.73	$8.65K	-
Aug 08, 2022	Domingo Angelita Rebamontan	director		F-InKind	Sell	2,232	$16.09	$35.91K	10,609
Aug 08, 2022	Charlton Alisha	officer	Chief Financial Officer	F-InKind	Sell	2,597	$16.09	$41.79K	9,477
Aug 08, 2022	Van Kirk Richard Lee Jr	officer	Chief Executive Officer	F-InKind	Sell	5,094	$16.09	$81.96K	82,619

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 31, 2024	Domingo Angelita Rebamontan	director	-	A-Award	Buy	35	$18.32	$641.20	10,776
Aug 08, 2023	Van Kirk Richard Lee Jr	director, officer	Chief Executive Officer	A-Award	Buy	493	$15.82	$7.80K	89,216
Aug 08, 2023	Van Kirk Richard Lee Jr	director, officer	Chief Executive Officer	A-Award	Buy	527	$14.79	$7.79K	88,723
Aug 08, 2023	Domingo Angelita Rebamontan	director	-	A-Award	Buy	41	$15.82	$648.62	10,723
Aug 08, 2023	Domingo Angelita Rebamontan	director	-	A-Award	Buy	43	$14.79	$635.97	10,682
Dec 12, 2022	HOVDA DAVID	director	-	M-Exempt	Buy	1,500	$2.14	$3.21K	2,300
Dec 12, 2022	HOVDA DAVID	director	-	M-Exempt	Buy	1,500	-	-	-
Sep 01, 2022	Van Kirk Richard Lee Jr	director, officer	Chief Executive Officer	M-Exempt	Buy	5,000	$1.73	$8.65K	88,196
Sep 01, 2022	Van Kirk Richard Lee Jr	officer	Chief Executive Officer	M-Exempt	Sell	5,000	-	-	-
Sep 01, 2022	Van Kirk Richard Lee Jr	director, officer	Chief Executive Officer	M-Exempt	Sell	5,000	$1.73	$8.65K	-
Aug 08, 2022	Domingo Angelita Rebamontan	director		A-Award	Buy	5,800	-	-	12,841
Aug 08, 2022	Domingo Angelita Rebamontan	director		F-InKind	Sell	2,232	$16.09	$35.91K	10,609
Aug 08, 2022	Charlton Alisha	officer	Chief Financial Officer	A-Award	Buy	7,300	-	-	12,074
Aug 08, 2022	Charlton Alisha	officer	Chief Financial Officer	F-InKind	Sell	2,597	$16.09	$41.79K	9,477
Aug 08, 2022	Van Kirk Richard Lee Jr	director, officer	Chief Executive Officer	A-Award	Buy	14,800	-	-	87,713
Aug 08, 2022	Van Kirk Richard Lee Jr	officer	Chief Executive Officer	A-Award	Buy	577	$13.52	$7.80K	83,196
Aug 08, 2022	Van Kirk Richard Lee Jr	officer	Chief Executive Officer	F-InKind	Sell	5,094	$16.09	$81.96K	82,619
May 12, 2022	Philp Katrina Marie Kramer	director		P-Purchase	Buy	3,900	$14.98	$58.42K	14,696
Mar 09, 2022	Philp Katrina Marie Kramer	director	-	P-Purchase	Buy	4,000	$24.41	$97.64K	10,796
Jan 31, 2022	Domingo Angelita Rebamontan	director	-	A-Award	Buy	30	$21.11	$633.30	7,041

The last insider sell of Pro-Dex's stock was made by Van Kirk Richard Lee Jr on Sep 01 2022, selling 5,000 shares at - per share (valued at -). The last insider buy of PDEX was made by Philp Katrina Marie Kramer on May 12 2022, buying 3,900 shares at $14.98 per share (worth $58.42K).

Pro-Dex Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2030	-	1	-
Q3 2028	-	1	-
Q3 2026	-	1	-
Q3 2024	-	1	-
Q1 2024	1	-	-
Q3 2023	2	-	-
Q1 2023	2	-	-
Q4 2022	2	-	-
Q3 2022	5	6	83.33%
Q2 2022	1	-	-
Q1 2022	2	-	-
Q4 2021	6	1	600.00%
Q3 2021	4	4	100.00%
Q2 2021	-	1	-
Q1 2021	8	1	800.00%
Q4 2020	35	12	291.67%
Q3 2020	4	6	66.67%
Q1 2020	1	1	100.00%
Q4 2019	-	-	-
Q3 2019	1	-	-

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Pro-Dex's insiders, as of Q3 2030.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2030	-	-	-
Q3 2028	-	-	-
Q3 2026	-	-	-
Q3 2024	-	-	-
Q1 2024	-	-	-
Q3 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q4 2021	1	-	-
Q3 2021	2	-	-
Q2 2021	-	1	-
Q1 2021	-	1	-
Q4 2020	-	12	-
Q3 2020	-	3	-
Q1 2020	-	1	-
Q4 2019	-	-	-
Q3 2019	-	-	-

As of Q3 2030, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Pro-Dex's stocks.

Pro-Dex Peer Ownership

Ticker	Company
KRMD	KORU Medical Systems, Inc.
LMAT	LeMaitre Vascular, Inc.
NEPH	Nephros, Inc.
ATRI	Atrion Corporation
UTMD	Utah Medical Products, Inc.

PDEX Ownership FAQ

Who Owns Pro-Dex?

Pro-Dex is owned by institutional shareholders (15.28%), insiders (34.23%), and public (50.49%). The largest institutional shareholder of Pro-Dex is VANGUARD GROUP INC (3.49% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.05% of total shares).

Who are the major institutional shareholders of Pro-Dex?

Pro-Dex's major institutional shareholders are VANGUARD GROUP INC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., DIMENSIONAL FUND ADVISORS LP, ACADIAN ASSET MANAGEMENT LLC, and BLACKROCK INC.. The top five shareholders own together 10.00% of the company's share outstanding.

How many Pro-Dex shareholders are there?

As of Mar 2024, there are 23 institutional shareholders of Pro-Dex.

What percentage of Pro-Dex is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 123.65K shares of Pro-Dex, representing 3.49% of the company's total shares outstanding, valued at $2.18M (as of Mar 2024).

What percentage of Pro-Dex is owned by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC?

As of Mar 2024, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC holds 75.5K shares of Pro-Dex (PDEX), compromising 2.13% of the company, valued at $1.33B.

What percentage of Pro-Dex is owned by DIMENSIONAL FUND ADVISORS LP?

DIMENSIONAL FUND ADVISORS LP is the third largest holder of Pro-Dex. The company owns 59.97K of the company's shares outstanding (worth $1.05M).