Piedmont Lithium Ownership 2024 | Who Owns Piedmont Lithium Now?
Institutional Ownership
56.35%
Insider Ownership
7.95%
Retail Ownership
35.70%
Institutional Holders
176.00
Piedmont Lithium Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANK OF NEW YORK MELLON CORP | 13.20% | 0.06% | 2,534,499 | -56,363 | -2.18% | 297,017,968 | Jun 30, 2024 |
BLACKROCK INC. | 7.36% | 0.00% | 1,413,782 | -4,919 | -0.35% | 14,109,545 | Jun 30, 2024 |
SWISS NATIONAL BANK | 5.54% | 0.09% | 1,062,900 | -18,200 | -1.68% | 124,561,251,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 5.47% | 0.00% | 1,049,887 | 5,824 | 0.56% | 10,477,872 | Jun 30, 2024 |
FEDERATED HERMES, INC. | 5.34% | 0.28% | 1,025,527 | 82,620 | 8.76% | 120,181,469,000 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 4.90% | 0.04% | 940,169 | 1,137 | 0.12% | 110,178,417 | Jun 30, 2024 |
INVESCO LTD. | 4.22% | 0.00% | 810,199 | -272,293 | -25.15% | 8,085,787 | Jun 30, 2024 |
RHUMBLINE ADVISERS | 3.76% | 0.08% | 721,526 | 17,089 | 2.43% | 84,555,518 | Jun 30, 2024 |
LPL FINANCIAL LLC | 2.53% | 0.03% | 486,064 | 12,718 | 2.69% | 56,961,825 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 2.46% | 0.04% | 473,229 | -13,880 | -2.85% | 55,457,745 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 2.32% | 0.00% | 446,100 | 129,200 | 40.77% | 4,452,078 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.26% | 0.01% | 433,933 | 433,933 | 100.00% | 4,330,652 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.18% | 0.00% | 418,915 | 19,085 | 4.77% | 4,181,939 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 2.10% | 0.03% | 404,038 | -12,632 | -3.03% | 47,349,215,000 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 2.09% | 0.05% | 401,045 | 62,487 | 18.46% | 46,998,464 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 1.99% | 0.00% | 381,248 | 40,826 | 11.99% | 3,804,855 | Jun 30, 2024 |
NORDEA INVESTMENT MANAGEMENT AB | 1.98% | 0.05% | 380,550 | -29,648 | -7.23% | 44,981,010 | Jun 30, 2024 |
MORGAN STANLEY | 1.97% | 0.00% | 378,361 | 17,473 | 4.84% | 3,776,049 | Jun 30, 2024 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1.94% | 0.09% | 373,194 | -10,537 | -2.75% | 43,735,000 | Jun 30, 2024 |
STATE STREET CORP | 1.93% | 0.00% | 369,977 | -54,951 | -12.93% | 3,692,370,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VERITY & VERITY, LLC | 0.88% | 2.20% | 168,866 | 168,866 | 100.00% | 19,789,387 | Jun 30, 2024 |
ALL TERRAIN FINANCIAL ADVISORS, LLC | 0.08% | 0.75% | 16,136 | 171 | 1.07% | 1,890,941 | Jun 30, 2024 |
ELEMENT WEALTH, LLC | 0.03% | 0.41% | 6,152 | -339 | -5.22% | 720,917 | Jun 30, 2024 |
BRYN MAWR TRUST CO | 0.36% | 0.31% | 68,729 | -497 | -0.72% | 8,054,389 | Jun 30, 2024 |
HALLMARK CAPITAL MANAGEMENT INC | 0.17% | 0.30% | 31,842 | -3,117 | -8.92% | 3,731,564 | Jun 30, 2024 |
FEDERATED HERMES, INC. | 5.34% | 0.28% | 1,025,527 | 82,620 | 8.76% | 120,181,469,000 | Jun 30, 2024 |
PLATO INVESTMENT MANAGEMENT LTD | 0.11% | 0.22% | 20,294 | 18,316 | 925.99% | 2,378,254 | Jun 30, 2024 |
DAI-ICHI LIFE INSURANCE COMPANY, LTD | 0.38% | 0.21% | 73,751 | 30,603 | 70.93% | 8,642,880 | Jun 30, 2024 |
SOUTH DAKOTA INVESTMENT COUNCIL | 0.44% | 0.20% | 85,309 | -449 | -0.52% | 9,997,000 | Jun 30, 2024 |
RETIREMENT PLANNING CO OF NEW ENGLAND, INC. | 0.01% | 0.17% | 2,734 | -38 | -1.37% | 320,412 | Jun 30, 2024 |
MYSTIC ASSET MANAGEMENT, INC. | 0.02% | 0.16% | 3,440 | - | - | 403,134 | Jun 30, 2024 |
HITE HEDGE ASSET MANAGEMENT LLC | 0.77% | 0.15% | 148,662 | 148,662 | 100.00% | 1,483,647 | Jun 30, 2024 |
OPEROSE ADVISORS LLC | 0.02% | 0.14% | 3,404 | 37 | 1.10% | 398,914 | Jun 30, 2024 |
J.W. COLE ADVISORS, INC. | 0.13% | 0.14% | 24,506 | -531 | -2.12% | 2,871,902 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | 0.74% | 0.13% | 142,195 | -7,377 | -4.93% | 16,663,881 | Jun 30, 2024 |
INTRUST BANK NA | 0.05% | 0.13% | 10,321 | 167 | 1.64% | 1,209,517 | Jun 30, 2024 |
STEVENS CAPITAL MANAGEMENT LP | 0.02% | 0.12% | 2,916 | -6,599 | -69.35% | 342,000 | Jun 30, 2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.55% | 0.11% | 298,058 | 19,221 | 6.89% | 34,929,417,000 | Jun 30, 2024 |
D.A. DAVIDSON & CO. | 0.51% | 0.10% | 97,597 | -4,138 | -4.07% | 11,437,479,000 | Jun 30, 2024 |
NISA INVESTMENT ADVISORS, LLC | 0.71% | 0.10% | 136,303 | -1,475 | -1.07% | 15,973,349 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.26% | 0.01% | 433,933 | 433,933 | 100.00% | 4,330,652 | Jun 30, 2024 |
VERITY & VERITY, LLC | 0.88% | 2.20% | 168,866 | 168,866 | 100.00% | 19,789,387 | Jun 30, 2024 |
HITE HEDGE ASSET MANAGEMENT LLC | 0.77% | 0.15% | 148,662 | 148,662 | 100.00% | 1,483,647 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 2.32% | 0.00% | 446,100 | 129,200 | 40.77% | 4,452,078 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.46% | 0.00% | 87,551 | 87,551 | 100.00% | 873,758 | Jun 30, 2024 |
FEDERATED HERMES, INC. | 5.34% | 0.28% | 1,025,527 | 82,620 | 8.76% | 120,181,469,000 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.38% | 0.00% | 72,494 | 72,494 | 100.00% | 723,490 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 2.09% | 0.05% | 401,045 | 62,487 | 18.46% | 46,998,464 | Jun 30, 2024 |
BOSTON PARTNERS | 1.20% | 0.00% | 230,584 | 60,487 | 35.56% | 2,301,230 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 1.56% | 0.01% | 300,000 | 50,000 | 20.00% | 2,994,000 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.23% | 0.00% | 43,700 | 43,700 | 100.00% | 436,126 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 1.99% | 0.00% | 381,248 | 40,826 | 11.99% | 3,804,855 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.21% | 0.01% | 39,415 | 39,415 | 100.00% | 393,362 | Jun 30, 2024 |
GTS SECURITIES LLC | 0.17% | 0.00% | 32,200 | 32,200 | 100.00% | 321,356 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.16% | 0.00% | 30,700 | 30,700 | 100.00% | 306,386 | Jun 30, 2024 |
DAI-ICHI LIFE INSURANCE COMPANY, LTD | 0.38% | 0.21% | 73,751 | 30,603 | 70.93% | 8,642,880 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.16% | 0.00% | 31,380 | 21,240 | 209.47% | 313,172 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.11% | 0.00% | 20,400 | 20,400 | 100.00% | 203,592 | Jun 30, 2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.55% | 0.11% | 298,058 | 19,221 | 6.89% | 34,929,417,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.18% | 0.00% | 418,915 | 19,085 | 4.77% | 4,181,939 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INVESCO LTD. | 4.22% | 0.00% | 810,199 | -272,293 | -25.15% | 8,085,787 | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | - | - | - | -242,866 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.20% | 0.00% | 38,825 | -147,069 | -79.11% | 390,153 | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1.61% | 0.07% | 308,968 | -97,327 | -23.95% | 36,207,960 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.77% | 0.00% | 147,224 | -87,241 | -37.21% | 1,469,296 | Jun 30, 2024 |
K2 PRINCIPAL FUND, L.P. | - | - | - | -70,000 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.15% | 0.00% | 29,027 | -61,128 | -67.80% | 289,689 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.35% | 0.00% | 67,904 | -60,181 | -46.99% | 677,736 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -57,311 | -100.00% | - | Jun 30, 2024 |
AMUNDI | - | - | - | -56,724 | -100.00% | - | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 13.20% | 0.06% | 2,534,499 | -56,363 | -2.18% | 297,017,968 | Jun 30, 2024 |
THOMPSON SIEGEL & WALMSLEY LLC | 0.04% | 0.01% | 7,812 | -55,700 | -87.70% | 915,000 | Jun 30, 2024 |
STATE STREET CORP | 1.93% | 0.00% | 369,977 | -54,951 | -12.93% | 3,692,370,000 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -47,400 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.76% | 0.00% | 145,912 | -38,412 | -20.84% | 1,456,202,000 | Jun 30, 2024 |
SWISS NATIONAL BANK | - | - | - | -36,000 | -100.00% | - | Jun 30, 2024 |
MACQUARIE GROUP LTD | 0.69% | 0.02% | 133,209 | -33,982 | -20.33% | 15,610,335 | Jun 30, 2024 |
NORDEA INVESTMENT MANAGEMENT AB | 1.98% | 0.05% | 380,550 | -29,648 | -7.23% | 44,981,010 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.26% | 0.00% | 50,680 | -25,396 | -33.38% | 505,786 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 8,314 | -25,292 | -75.26% | 82,974 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.26% | 0.01% | 433,933 | 433,933 | 100.00% | 4,330,652 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.46% | 0.00% | 87,551 | 87,551 | 100.00% | 873,758 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.38% | 0.00% | 72,494 | 72,494 | 100.00% | 723,490 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.21% | 0.01% | 39,415 | 39,415 | 100.00% | 393,362 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.11% | 0.00% | 20,400 | 20,400 | 100.00% | 203,592 | Jun 30, 2024 |
GTS SECURITIES LLC | 0.10% | 0.00% | 19,000 | 19,000 | 100.00% | 189,620 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.09% | 0.00% | 17,200 | 17,200 | 100.00% | 171,656 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.08% | 0.01% | 16,300 | 16,300 | 100.00% | 162,674 | Jun 30, 2024 |
THOMIST CAPITAL MANAGEMENT, LP | 0.08% | 0.06% | 15,713 | 15,713 | 100.00% | 171,193 | Jun 30, 2024 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 0.07% | 0.00% | 14,076 | 14,076 | 100.00% | 140,478 | Jun 30, 2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.06% | 0.00% | 11,131 | 11,131 | 100.00% | 111,087 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 9,732 | 9,732 | 100.00% | 97,125 | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.03% | 0.01% | 5,820 | 5,820 | 100.00% | 58,084 | Jun 30, 2024 |
POINT72 (DIFC) LTD | 0.02% | 0.00% | 4,673 | 4,673 | 100.00% | 46,637 | Jun 30, 2024 |
AVESTAR CAPITAL, LLC | 0.01% | 0.02% | 1,860 | 1,860 | 100.00% | 217,973 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 539 | 539 | 100.00% | 5,380 | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 383 | 383 | 100.00% | 3,977 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 300 | 300 | 100.00% | 2,994 | Jun 30, 2024 |
0.00% | 0.00% | 151 | 151 | 100.00% | 1,925 | Jun 30, 2024 | |
HANSON & DOREMUS INVESTMENT MANAGEMENT | 0.00% | 0.00% | 90 | 90 | 100.00% | 11,000 | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.00% | 32 | 32 | 100.00% | 319 | Jun 30, 2024 |
ROTHSCHILD INVESTMENT LLC | 0.00% | - | 15 | 15 | 100.00% | 150 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | - | - | 7 | 7 | 100.00% | 70 | Jun 30, 2024 |
PLANNING CAPITAL MANAGEMENT CORP | - | - | 1 | 1 | 100.00% | 10 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VAN ECK ASSOCIATES CORP | - | - | - | -242,866 | -100.00% | - | Jun 30, 2024 |
K2 PRINCIPAL FUND, L.P. | - | - | - | -70,000 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -57,311 | -100.00% | - | Jun 30, 2024 |
AMUNDI | - | - | - | -56,724 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -47,400 | -100.00% | - | Jun 30, 2024 |
SWISS NATIONAL BANK | - | - | - | -36,000 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -21,753 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -12,200 | -100.00% | - | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -10,711 | -100.00% | - | Jun 30, 2024 |
STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -10,148 | -100.00% | - | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,844 | -100.00% | - | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,075 | -100.00% | - | Jun 30, 2024 |
ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
ALLWORTH FINANCIAL LP | - | - | - | -862 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -704 | -100.00% | - | Jun 30, 2024 |
FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
TORONTO DOMINION BANK | - | - | - | -206 | -100.00% | - | Jun 30, 2024 |
CAPE INVESTMENT ADVISORY, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
LIFESTEPS FINANCIAL, INC. | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
BELL INVESTMENT ADVISORS, INC | - | - | - | -29 | -100.00% | - | Jun 30, 2024 |
SIGNATUREFD, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
Piedmont Lithium Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Uncommon Investment Funds Trust | 3.03% | 7,596 | - | - | Jun 30, 2022 |
Stock Dividend Fund, Inc. | 2.47% | 14,395 | - | - | Mar 31, 2024 |
CUTLER TRUST | 1.39% | 32,000 | - | - | Mar 31, 2024 |
Global Beta ETF Trust | 1.33% | 3,707 | 2,290 | 161.61% | May 31, 2022 |
AGF Investments Trust | 0.88% | -16,605 | - | - | Mar 31, 2024 |
Tax-Managed Value Portfolio | 0.86% | 83,332 | - | - | Jan 31, 2024 |
DIVIDEND & INCOME FUND | 0.80% | 35,000 | - | - | Dec 31, 2023 |
FIRST TRUST ENHANCED EQUITY INCOME FUND | 0.79% | 30,000 | - | - | Mar 31, 2024 |
COPLEY FUND INC /NV/ | 0.52% | 7,000 | - | - | Nov 30, 2022 |
Emerge ETF Trust | 0.40% | 524 | 147 | 38.99% | Apr 28, 2023 |
GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.33% | 164,555 | - | - | Mar 31, 2021 |
KAVILCO INC/WA/ | 0.31% | 2,260 | 2,260 | - | Mar 31, 2021 |
CGM TRUST | 0.26% | 354,000 | - | - | Sep 30, 2022 |
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | 0.26% | 11,000 | - | - | Feb 29, 2024 |
LORD ABBETT AFFILIATED FUND INC | 0.24% | 344,700 | - | - | Jan 31, 2024 |
Transparent Value Trust | 0.23% | 3,654 | - | - | Dec 31, 2023 |
USCA Fund Trust | 0.19% | 6,500 | 1,500 | 30.00% | Sep 30, 2020 |
LORD ABBETT RESEARCH FUND INC | 0.16% | 156,900 | - | - | Feb 29, 2024 |
Federated Hermes Equity Income Fund, Inc. | 0.16% | 23,208 | - | - | Feb 29, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.16% | 4,657 | - | - | Mar 31, 2024 |
MFS SERIES TRUST VII | 0.15% | 24,520 | - | - | Jan 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.14% | 327,097 | - | - | Mar 31, 2024 |
Nuveen Core Equity Alpha Fund | 0.13% | 9,010 | - | - | Mar 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.12% | 2,626 | - | - | Dec 29, 2023 |
Aspiration Funds | 0.11% | 3,990 | - | - | Mar 31, 2024 |
ASSET MANAGEMENT FUND | 0.11% | 2,188 | - | - | Mar 28, 2024 |
MASTER LARGE CAP SERIES LLC | 0.10% | 93,433 | - | - | Mar 31, 2022 |
SCHRODER GLOBAL SERIES TRUST | 0.07% | 147 | -2,898 | -95.17% | Jan 31, 2021 |
T. Rowe Price Value Fund, Inc. | 0.07% | 349,500 | - | - | Mar 31, 2024 |
NUVEEN INVESTMENT TRUST | 0.06% | 34,700 | - | - | Mar 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.06% | 22,159 | - | - | Mar 31, 2024 |
BLACKROCK EQUITY DIVIDEND FUND | 0.05% | 591,770 | - | - | Jan 31, 2024 |
Guggenheim Enhanced Equity Income Fund | 0.05% | 8,151 | 255 | 3.23% | Sep 30, 2021 |
REYNOLDS FUNDS INC | 0.04% | 500 | - | - | Mar 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.04% | 3,056 | - | - | Sep 30, 2022 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 109,310 | - | - | Jan 31, 2024 |
VANGUARD WINDSOR FUNDS | 0.03% | 994,725 | - | - | Jan 31, 2024 |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 0.02% | 5,336 | - | - | Mar 31, 2024 |
SEI Exchange Traded Funds | 0.02% | 348 | - | - | Dec 31, 2023 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.02% | 512,285 | 121,700 | 31.16% | Jan 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 238,756 | - | - | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.02% | 12,436 | - | - | Mar 31, 2024 |
AQUILA FUNDS TRUST | 0.02% | 22,000 | - | - | Mar 28, 2024 |
JNL VARIABLE FUND LLC | 0.02% | 123,242 | -6,921 | -5.32% | Mar 31, 2020 |
ICON FUNDS | 0.02% | 31,500 | 2,200 | 7.51% | Jun 30, 2020 |
DELAWARE GROUP EQUITY FUNDS IV | 0.02% | 20,045 | - | - | Mar 28, 2024 |
NUVEEN INVESTMENT FUNDS INC | 0.02% | 555,594 | - | - | Jan 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.02% | 12,485 | - | - | Mar 31, 2024 |
MASTER ADVANTAGE SMID CAP LLC | 0.01% | 1,803 | - | - | Dec 31, 2020 |
HENNESSY FUNDS TRUST | 0.01% | 27,600 | - | - | Jan 31, 2024 |
Collaborative Investment Series Trust | 0.01% | 2,107 | - | - | Mar 31, 2024 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.01% | 167,135 | - | - | Jan 31, 2024 |
VELA Funds | 0.01% | 3,889 | - | - | Dec 31, 2023 |
SCM Trust | 0.01% | 31,500 | - | - | Dec 31, 2023 |
DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 2,996 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.01% | 22,000 | - | - | Mar 28, 2024 |
PFM Multi-Manager Series Trust | 0.01% | 7,500 | - | - | Dec 31, 2023 |
HARTFORD SERIES FUND INC | 0.01% | 376,139 | - | - | Mar 31, 2024 |
BMC FUND INC | 0.01% | 2,000 | - | - | Jan 31, 2024 |
MFS SERIES TRUST XI | 0.01% | 34,696 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.01% | 570 | - | - | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 13,765 | - | - | Mar 31, 2024 |
Global X Funds | 0.01% | 268,402 | 126,642 | 89.34% | Feb 29, 2024 |
FIDELITY SECURITIES FUND | 0.01% | 493,274 | - | - | Jan 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 31,943 | -1,526 | -4.56% | Mar 31, 2024 |
Innovator ETFs Trust II | 0.01% | 1,820 | - | - | Jul 31, 2021 |
GPS Funds II | 0.00% | 48,388 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,793 | - | - | Mar 31, 2024 |
ALPS ETF Trust | 0.00% | 56,914 | 56,914 | - | Feb 29, 2024 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.00% | 538 | - | - | Mar 31, 2024 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.00% | 88,800 | - | - | Jan 31, 2024 |
AMG Funds II | 0.00% | 1,795 | - | - | Mar 28, 2024 |
Pacific Global ETF Trust | 0.00% | 1,173 | - | - | Sep 30, 2021 |
Meeder Funds | 0.00% | 17,593 | - | - | Mar 31, 2024 |
VANGUARD FENWAY FUNDS | 0.00% | 83,463 | - | - | Mar 31, 2024 |
JPMORGAN TRUST IV | 0.00% | 78,016 | - | - | Jan 31, 2024 |
AMERICAN PENSION INVESTORS TRUST | 0.00% | 18,000 | - | - | Jan 31, 2024 |
MFS SERIES TRUST V | 0.00% | 173,286 | - | - | Mar 31, 2024 |
Northern Lights Variable Trust | 0.00% | 2,512 | - | - | Mar 31, 2024 |
Delaware Enhanced Global Dividend & Income Fund | 0.00% | 931 | -498 | -34.85% | Feb 28, 2023 |
Voya BALANCED PORTFOLIO INC | 0.00% | 3,789 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 202,886 | 26,993 | 15.35% | Jan 31, 2024 |
Guggenheim Variable Funds Trust | 0.00% | 9,340 | - | - | Dec 31, 2023 |
SPIRIT OF AMERICA INVESTMENT FUND INC | 0.00% | 2,000 | - | - | Feb 29, 2024 |
FIDELITY PURITAN TRUST | 0.00% | 109,768 | - | - | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 464 | - | - | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 4,560 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 845,590 | -278,683 | -24.79% | Mar 31, 2024 |
Harbor ETF Trust | 0.00% | 9,396 | -362 | -3.71% | Jan 31, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,091 | 243 | 28.66% | Sep 30, 2020 |
MFS VARIABLE INSURANCE TRUST | 0.00% | 56,874 | - | - | Mar 31, 2024 |
SIT MUTUAL FUNDS INC | 0.00% | 575 | - | - | Mar 28, 2024 |
UBS FUNDS | 0.00% | 7,329 | - | - | Mar 31, 2024 |
HUSSMAN INVESTMENT TRUST | 0.00% | 5,200 | - | - | Dec 31, 2023 |
THIRD AVENUE VARIABLE SERIES TRUST | 0.00% | 640 | - | - | Mar 28, 2024 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 86,789 | - | - | Feb 29, 2024 |
US GLOBAL INVESTORS FUNDS | 0.00% | 7,500 | - | - | Mar 31, 2024 |
T. Rowe Price Global Allocation Fund, Inc. | 0.00% | 2,211 | - | - | Jan 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 5,153 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 47,980 | -184 | -0.38% | Jan 31, 2024 |
Piedmont Lithium Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 176 | 31.34% |
31 Mar, 24 | 134 | -20.71% |
31 Dec, 23 | 169 | 7.64% |
30 Sep, 23 | 157 | -19.07% |
30 Jun, 23 | 194 | 4.86% |
31 Mar, 23 | 185 | 8.82% |
31 Dec, 22 | 170 | 6.92% |
30 Sep, 22 | 159 | 12.77% |
30 Jun, 22 | 141 | -8.44% |
31 Mar, 22 | 154 | 19.38% |
31 Dec, 21 | 129 | 8.40% |
30 Sep, 21 | 119 | -0.83% |
30 Jun, 21 | 120 | 5900.00% |
31 Mar, 21 | 2 | - |
31 Dec, 20 | 2 | 100.00% |
30 Sep, 20 | 1 | - |
30 Jun, 20 | 1 | - |
31 Mar, 20 | 1 | - |
31 Dec, 19 | 1 | - |
30 Sep, 19 | 1 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 10,821,764 | 28.58% |
31 Mar, 24 | 8,416,497 | -16.60% |
31 Dec, 23 | 10,091,614 | 7.66% |
30 Sep, 23 | 9,373,809 | -2.14% |
30 Jun, 23 | 9,579,102 | -0.61% |
31 Mar, 23 | 9,638,003 | 12.24% |
31 Dec, 22 | 8,586,825 | -1.16% |
30 Sep, 22 | 8,687,502 | -3.34% |
30 Jun, 22 | 8,987,809 | 33.19% |
31 Mar, 22 | 6,748,106 | 77.56% |
31 Dec, 21 | 3,800,392 | 48.20% |
30 Sep, 21 | 2,564,377 | 7.45% |
30 Jun, 21 | 2,386,522 | 897088.72% |
31 Mar, 21 | 266 | 129.31% |
31 Dec, 20 | 116 | 16.00% |
30 Sep, 20 | 100 | - |
30 Jun, 20 | 100 | - |
31 Mar, 20 | 100 | - |
31 Dec, 19 | 100 | - |
30 Sep, 19 | 100 | - |
30 Jun, 19 | 100 | - |
31 Mar, 19 | 100 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 56.35% | 2.93% |
31 Mar, 24 | 43.83% | 1.59% |
31 Dec, 23 | 52.55% | 2.21% |
30 Sep, 23 | 48.81% | 1.96% |
30 Jun, 23 | 49.93% | 1.84% |
31 Mar, 23 | 52.03% | 2.17% |
31 Dec, 22 | 49.02% | 2.10% |
30 Sep, 22 | 48.36% | 1.92% |
30 Jun, 22 | 50.12% | 2.85% |
31 Mar, 22 | 41.94% | 7.52% |
31 Dec, 21 | 23.62% | 9.04% |
30 Sep, 21 | 16.17% | 5.21% |
30 Jun, 21 | 17.61% | 484606278.95% |
31 Mar, 21 | 0.00% | 286637.50% |
31 Dec, 20 | 0.00% | 102755.56% |
30 Sep, 20 | 0.00% | 64800.00% |
30 Jun, 20 | 0.00% | 83333.33% |
31 Mar, 20 | 0.00% | 83333.33% |
31 Dec, 19 | 0.00% | 51813.33% |
30 Sep, 19 | 0.00% | 66666.67% |
30 Jun, 19 | 0.00% | 66666.67% |
31 Mar, 19 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 97 | 86.54% |
31 Mar, 24 | 52 | -38.82% |
31 Dec, 23 | 85 | 25.00% |
30 Sep, 23 | 68 | -24.44% |
30 Jun, 23 | 90 | - |
31 Mar, 23 | 90 | - |
31 Dec, 22 | 90 | 1.12% |
30 Sep, 22 | 89 | 27.14% |
30 Jun, 22 | 70 | -27.84% |
31 Mar, 22 | 97 | 44.78% |
31 Dec, 21 | 67 | 3.08% |
30 Sep, 21 | 65 | -39.25% |
30 Jun, 21 | 107 | 10600.00% |
31 Mar, 21 | 1 | - |
31 Dec, 20 | 1 | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | - |
31 Mar, 20 | - | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | -100.00% |
31 Mar, 19 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 44 | -4.35% |
31 Mar, 24 | 46 | 21.05% |
31 Dec, 23 | 38 | -11.63% |
30 Sep, 23 | 43 | -2.27% |
30 Jun, 23 | 44 | 12.82% |
31 Mar, 23 | 39 | 2.63% |
31 Dec, 22 | 38 | 35.71% |
30 Sep, 22 | 28 | -22.22% |
30 Jun, 22 | 36 | 80.00% |
31 Mar, 22 | 20 | -9.09% |
31 Dec, 21 | 22 | 10.00% |
30 Sep, 21 | 20 | - |
30 Jun, 21 | - | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | - |
31 Mar, 20 | - | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | - |
31 Mar, 19 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 176 | 31.34% | 10,821,764 | 28.58% | 56.35% | 2.93% | 97 | 86.54% | 44 | -4.35% |
31 Mar, 24 | 134 | -20.71% | 8,416,497 | -16.60% | 43.83% | 1.59% | 52 | -38.82% | 46 | 21.05% |
31 Dec, 23 | 169 | 7.64% | 10,091,614 | 7.66% | 52.55% | 2.21% | 85 | 25.00% | 38 | -11.63% |
30 Sep, 23 | 157 | -19.07% | 9,373,809 | -2.14% | 48.81% | 1.96% | 68 | -24.44% | 43 | -2.27% |
30 Jun, 23 | 194 | 4.86% | 9,579,102 | -0.61% | 49.93% | 1.84% | 90 | - | 44 | 12.82% |
31 Mar, 23 | 185 | 8.82% | 9,638,003 | 12.24% | 52.03% | 2.17% | 90 | - | 39 | 2.63% |
31 Dec, 22 | 170 | 6.92% | 8,586,825 | -1.16% | 49.02% | 2.10% | 90 | 1.12% | 38 | 35.71% |
30 Sep, 22 | 159 | 12.77% | 8,687,502 | -3.34% | 48.36% | 1.92% | 89 | 27.14% | 28 | -22.22% |
30 Jun, 22 | 141 | -8.44% | 8,987,809 | 33.19% | 50.12% | 2.85% | 70 | -27.84% | 36 | 80.00% |
31 Mar, 22 | 154 | 19.38% | 6,748,106 | 77.56% | 41.94% | 7.52% | 97 | 44.78% | 20 | -9.09% |
31 Dec, 21 | 129 | 8.40% | 3,800,392 | 48.20% | 23.62% | 9.04% | 67 | 3.08% | 22 | 10.00% |
30 Sep, 21 | 119 | -0.83% | 2,564,377 | 7.45% | 16.17% | 5.21% | 65 | -39.25% | 20 | - |
30 Jun, 21 | 120 | 5900.00% | 2,386,522 | 897088.72% | 17.61% | 484606278.95% | 107 | 10600.00% | - | - |
31 Mar, 21 | 2 | - | 266 | 129.31% | 0.00% | 286637.50% | 1 | - | - | - |
31 Dec, 20 | 2 | 100.00% | 116 | 16.00% | 0.00% | 102755.56% | 1 | - | - | - |
30 Sep, 20 | 1 | - | 100 | - | 0.00% | 64800.00% | - | - | - | - |
30 Jun, 20 | 1 | - | 100 | - | 0.00% | 83333.33% | - | - | - | - |
31 Mar, 20 | 1 | - | 100 | - | 0.00% | 83333.33% | - | - | - | - |
31 Dec, 19 | 1 | - | 100 | - | 0.00% | 51813.33% | - | - | - | - |
30 Sep, 19 | 1 | - | 100 | - | 0.00% | 66666.67% | - | - | - | - |
30 Jun, 19 | 1 | - | 100 | - | 0.00% | 66666.67% | - | -100.00% | - | - |
31 Mar, 19 | 1 | - | 100 | - | 0.00% | - | 1 | - | - | - |
Piedmont Lithium Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Piedmont Lithium Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 8 | 1 | 800.00% |
Q1 2024 | 12 | 12 | 100.00% |
Q3 2023 | 13 | 15 | 86.67% |
Q2 2023 | 7 | 1 | 700.00% |
Q1 2023 | 11 | 6 | 183.33% |
Q4 2022 | 3 | 12 | 25.00% |
Q3 2022 | 2 | 6 | 33.33% |
Q2 2022 | 1 | 7 | 14.29% |
Q1 2022 | 20 | 6 | 333.33% |
Q4 2021 | 5 | 6 | 83.33% |
Q3 2021 | 5 | 15 | 33.33% |
Q2 2021 | 10 | 10 | 100.00% |
Q2 2017 | - | 2 | - |
Q1 2017 | - | 2 | - |
Q2 2016 | - | 3 | - |
Q1 2016 | - | 1 | - |
Q4 2015 | - | 2 | - |
Q3 2015 | 7 | 36 | 19.44% |
Q2 2015 | 1 | - | - |
Q1 2015 | 9 | 4 | 225.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q3 2023 | - | 1 | - |
Q2 2023 | - | 1 | - |
Q1 2023 | 1 | 6 | 16.67% |
Q4 2022 | - | 2 | - |
Q3 2022 | 1 | 2 | 50.00% |
Q2 2022 | 2 | 2 | 100.00% |
Q1 2022 | 1 | 6 | 16.67% |
Q4 2021 | 2 | 2 | 100.00% |
Q3 2021 | 3 | 12 | 25.00% |
Q2 2021 | - | - | - |
Q2 2017 | - | - | - |
Q1 2017 | - | - | - |
Q2 2016 | - | - | - |
Q1 2016 | - | - | - |
Q4 2015 | - | - | - |
Q3 2015 | - | - | - |
Q2 2015 | - | - | - |
Q1 2015 | - | 2 | - |
PLL Ownership FAQ
Who Owns Piedmont Lithium?
Piedmont Lithium is owned by institutional shareholders (56.35%), insiders (7.95%), and public (35.70%). The largest institutional shareholder of Piedmont Lithium is BANK OF NEW YORK MELLON CORP (13.20% of total shares) and the top mutual fund owner is Uncommon Investment Funds Trust (3.03% of total shares).
Who are the major institutional shareholders of Piedmont Lithium?
Piedmont Lithium's major institutional shareholders are BANK OF NEW YORK MELLON CORP, BLACKROCK INC., SWISS NATIONAL BANK, VANGUARD GROUP INC, and FEDERATED HERMES, INC.. The top five shareholders own together 36.90% of the company's share outstanding.
How many Piedmont Lithium shareholders are there?
As of Jun 2024, there are 176 institutional shareholders of Piedmont Lithium.
What percentage of Piedmont Lithium is owned by BANK OF NEW YORK MELLON CORP?
BANK OF NEW YORK MELLON CORP owns 2.53M shares of Piedmont Lithium, representing 13.20% of the company's total shares outstanding, valued at $297.02M (as of Jun 2024).
What percentage of Piedmont Lithium is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.41M shares of Piedmont Lithium (PLL), compromising 7.36% of the company, valued at $14.11M.
What percentage of Piedmont Lithium is owned by SWISS NATIONAL BANK?
SWISS NATIONAL BANK is the third largest holder of Piedmont Lithium. The company owns 1.06M of the company's shares outstanding (worth $124.56B).