Proterra Ownership 2024 | Who Owns Proterra Now?
Institutional Ownership
56.53%
Institutional Holders
164.00
Proterra Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -106,603 | -100.00% | - | Sep 30, 2023 |
| FRANKLIN RESOURCES INC | - | - | - | -29,988,811 | -100.00% | - | Sep 30, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -177,243 | -100.00% | - | Sep 30, 2023 |
| NORTHERN TRUST CORP | - | - | - | -1,771,849 | -100.00% | - | Sep 30, 2023 |
| BARCLAYS PLC | - | - | - | -44,060 | -100.00% | - | Sep 30, 2023 |
| FMR LLC | - | - | - | -5,142 | -100.00% | - | Sep 30, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -294,105 | -100.00% | - | Sep 30, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -17,979 | -100.00% | - | Sep 30, 2023 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -13,035 | -100.00% | - | Sep 30, 2023 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -20,064 | -100.00% | - | Sep 30, 2023 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -24,776 | -100.00% | - | Sep 30, 2023 |
| AMERIPRISE FINANCIAL INC | - | - | - | -77,974 | -100.00% | - | Sep 30, 2023 |
| CITIGROUP INC | - | - | - | -107,279 | -100.00% | - | Sep 30, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -152,460 | -100.00% | - | Sep 30, 2023 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -331,569 | -100.00% | - | Sep 30, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -1,322,831 | -100.00% | - | Sep 30, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -331,080 | -100.00% | - | Sep 30, 2023 |
| MORGAN STANLEY | - | - | - | -316,313 | -100.00% | - | Sep 30, 2023 |
| WINSLOW CAPITAL MANAGEMENT, LLC | - | - | - | -4,360,839 | -100.00% | - | Sep 30, 2023 |
| INVESCO LTD. | - | - | - | -310,666 | -100.00% | - | Sep 30, 2023 |
Proterra's largest institutional shareholder is AMERICAN INTERNATIONAL GROUP, INC., holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -106,603 | -100.00% | - | Sep 30, 2023 |
| FRANKLIN RESOURCES INC | - | - | - | -29,988,811 | -100.00% | - | Sep 30, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -177,243 | -100.00% | - | Sep 30, 2023 |
| NORTHERN TRUST CORP | - | - | - | -1,771,849 | -100.00% | - | Sep 30, 2023 |
| BARCLAYS PLC | - | - | - | -44,060 | -100.00% | - | Sep 30, 2023 |
| FMR LLC | - | - | - | -5,142 | -100.00% | - | Sep 30, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -294,105 | -100.00% | - | Sep 30, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -17,979 | -100.00% | - | Sep 30, 2023 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -13,035 | -100.00% | - | Sep 30, 2023 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -20,064 | -100.00% | - | Sep 30, 2023 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -24,776 | -100.00% | - | Sep 30, 2023 |
| AMERIPRISE FINANCIAL INC | - | - | - | -77,974 | -100.00% | - | Sep 30, 2023 |
| CITIGROUP INC | - | - | - | -107,279 | -100.00% | - | Sep 30, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -152,460 | -100.00% | - | Sep 30, 2023 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -331,569 | -100.00% | - | Sep 30, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -1,322,831 | -100.00% | - | Sep 30, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -331,080 | -100.00% | - | Sep 30, 2023 |
| MORGAN STANLEY | - | - | - | -316,313 | -100.00% | - | Sep 30, 2023 |
| WINSLOW CAPITAL MANAGEMENT, LLC | - | - | - | -4,360,839 | -100.00% | - | Sep 30, 2023 |
| INVESCO LTD. | - | - | - | -310,666 | -100.00% | - | Sep 30, 2023 |
The largest Proterra shareholder by % of total assets is AMERICAN INTERNATIONAL GROUP, INC.. The company owns 0.00 shares of Proterra (PTRA), representing 0.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Sep 30, 2023 |
| - | - | - | -2 | -100.00% | - | Sep 30, 2023 | |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | - | - | - | -5 | -100.00% | - | Sep 30, 2023 |
| ALLWORTH FINANCIAL LP | - | - | - | -5 | -100.00% | - | Sep 30, 2023 |
| O'DELL GROUP, LLC | - | - | - | -40 | -100.00% | - | Sep 30, 2023 |
| - | - | - | -100 | -100.00% | - | Sep 30, 2023 | |
| NORTHWEST CAPITAL MANAGEMENT INC | - | - | - | -100 | -100.00% | - | Sep 30, 2023 |
| BELL INVESTMENT ADVISORS, INC | - | - | - | -154 | -100.00% | - | Sep 30, 2023 |
| COLONIAL TRUST ADVISORS | - | - | - | -200 | -100.00% | - | Sep 30, 2023 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -200 | -100.00% | - | Sep 30, 2023 |
| NEWEDGE ADVISORS, LLC | - | - | - | -446 | -100.00% | - | Sep 30, 2023 |
| WOLFF WIESE MAGANA LLC | - | - | - | -500 | -100.00% | - | Sep 30, 2023 |
| LARSON FINANCIAL GROUP LLC | - | - | - | -526 | -100.00% | - | Sep 30, 2023 |
| LEVEL FINANCIAL ADVISORS, INC. | - | - | - | -700 | -100.00% | - | Sep 30, 2023 |
| WASHINGTON TRUST ADVISORS, INC. | - | - | - | -992 | -100.00% | - | Sep 30, 2023 |
| BARTLETT & CO. LLC | - | - | - | -1,000 | -100.00% | - | Sep 30, 2023 |
| GHP INVESTMENT ADVISORS, INC. | - | - | - | -1,000 | -100.00% | - | Sep 30, 2023 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | - | - | - | -1,101 | -100.00% | - | Sep 30, 2023 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -1,641 | -100.00% | - | Sep 30, 2023 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -2,300 | -100.00% | - | Sep 30, 2023 |
As of Sep 30 2023, Proterra's largest institutional buyer is FINANCIAL GRAVITY ASSET MANAGEMENT, INC.. The company purchased -1.00 stocks of PTRA, valued at -.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | - | - | - | -29,988,811 | -100.00% | - | Sep 30, 2023 |
| BLACKROCK INC. | - | - | - | -14,921,893 | -100.00% | - | Sep 30, 2023 |
| COWEN INVESTMENT MANAGEMENT LLC | - | - | - | -10,574,685 | -100.00% | - | Sep 30, 2023 |
| GENERATION INVESTMENT MANAGEMENT LLP | - | - | - | -5,183,736 | -100.00% | - | Sep 30, 2023 |
| WINSLOW CAPITAL MANAGEMENT, LLC | - | - | - | -4,360,839 | -100.00% | - | Sep 30, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -4,292,948 | -100.00% | - | Sep 30, 2023 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -2,315,201 | -100.00% | - | Sep 30, 2023 |
| NORTHERN TRUST CORP | - | - | - | -1,771,849 | -100.00% | - | Sep 30, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -1,322,831 | -100.00% | - | Sep 30, 2023 |
| FIRST TRUST ADVISORS LP | - | - | - | -1,276,789 | -100.00% | - | Sep 30, 2023 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -1,127,800 | -100.00% | - | Sep 30, 2023 |
| CWM, LLC | - | - | - | -1,033,184 | -100.00% | - | Sep 30, 2023 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -842,956 | -100.00% | - | Sep 30, 2023 |
| ALPS ADVISORS INC | - | - | - | -834,265 | -100.00% | - | Sep 30, 2023 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -773,344 | -100.00% | - | Sep 30, 2023 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -599,662 | -100.00% | - | Sep 30, 2023 |
| SVB WEALTH LLC | - | - | - | -451,896 | -100.00% | - | Sep 30, 2023 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | - | - | - | -450,683 | -100.00% | - | Sep 30, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -437,918 | -100.00% | - | Sep 30, 2023 |
| D. E. SHAW & CO., INC. | - | - | - | -424,845 | -100.00% | - | Sep 30, 2023 |
As of Sep 30 2023, Proterra's biggest institutional seller is FRANKLIN RESOURCES INC. The company sold -29.99M shares of PTRA, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | - | - | - | -29,988,811 | -100.00% | - | Sep 30, 2023 |
| BLACKROCK INC. | - | - | - | -14,921,893 | -100.00% | - | Sep 30, 2023 |
| COWEN INVESTMENT MANAGEMENT LLC | - | - | - | -10,574,685 | -100.00% | - | Sep 30, 2023 |
| GENERATION INVESTMENT MANAGEMENT LLP | - | - | - | -5,183,736 | -100.00% | - | Sep 30, 2023 |
| WINSLOW CAPITAL MANAGEMENT, LLC | - | - | - | -4,360,839 | -100.00% | - | Sep 30, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -4,292,948 | -100.00% | - | Sep 30, 2023 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -2,315,201 | -100.00% | - | Sep 30, 2023 |
| NORTHERN TRUST CORP | - | - | - | -1,771,849 | -100.00% | - | Sep 30, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -1,322,831 | -100.00% | - | Sep 30, 2023 |
| FIRST TRUST ADVISORS LP | - | - | - | -1,276,789 | -100.00% | - | Sep 30, 2023 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -1,127,800 | -100.00% | - | Sep 30, 2023 |
| CWM, LLC | - | - | - | -1,033,184 | -100.00% | - | Sep 30, 2023 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -842,956 | -100.00% | - | Sep 30, 2023 |
| ALPS ADVISORS INC | - | - | - | -834,265 | -100.00% | - | Sep 30, 2023 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -773,344 | -100.00% | - | Sep 30, 2023 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -599,662 | -100.00% | - | Sep 30, 2023 |
| SVB WEALTH LLC | - | - | - | -451,896 | -100.00% | - | Sep 30, 2023 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | - | - | - | -450,683 | -100.00% | - | Sep 30, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -437,918 | -100.00% | - | Sep 30, 2023 |
| D. E. SHAW & CO., INC. | - | - | - | -424,845 | -100.00% | - | Sep 30, 2023 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -331,569 | -100.00% | - | Sep 30, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -331,080 | -100.00% | - | Sep 30, 2023 |
| RHUMBLINE ADVISERS | - | - | - | -326,644 | -100.00% | - | Sep 30, 2023 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -326,498 | -100.00% | - | Sep 30, 2023 |
| MORGAN STANLEY | - | - | - | -316,313 | -100.00% | - | Sep 30, 2023 |
| INVESCO LTD. | - | - | - | -310,666 | -100.00% | - | Sep 30, 2023 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -294,105 | -100.00% | - | Sep 30, 2023 |
| COHEN CAPITAL MANAGEMENT, INC. | - | - | - | -291,628 | -100.00% | - | Sep 30, 2023 |
| ALLIANCEBERNSTEIN L.P. | - | - | - | -278,959 | -100.00% | - | Sep 30, 2023 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -259,651 | -100.00% | - | Sep 30, 2023 |
| SEPIO CAPITAL, LP | - | - | - | -245,487 | -100.00% | - | Sep 30, 2023 |
| SONORA INVESTMENT MANAGEMENT GROUP, LLC | - | - | - | -205,436 | -100.00% | - | Sep 30, 2023 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -202,938 | -100.00% | - | Sep 30, 2023 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -177,845 | -100.00% | - | Sep 30, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -177,243 | -100.00% | - | Sep 30, 2023 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -159,791 | -100.00% | - | Sep 30, 2023 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | - | - | - | -159,791 | -100.00% | - | Sep 30, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -152,460 | -100.00% | - | Sep 30, 2023 |
| UBS GROUP AG | - | - | - | -145,053 | -100.00% | - | Sep 30, 2023 |
| HRT FINANCIAL LP | - | - | - | -143,000 | -100.00% | - | Sep 30, 2023 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -137,026 | -100.00% | - | Sep 30, 2023 |
| WAGNER WEALTH MANAGEMENT, LLC | - | - | - | -122,181 | -100.00% | - | Sep 30, 2023 |
| METLIFE INVESTMENT MANAGEMENT, LLC | - | - | - | -119,198 | -100.00% | - | Sep 30, 2023 |
| POINT72 MIDDLE EAST FZE | - | - | - | -111,598 | -100.00% | - | Sep 30, 2023 |
| CITIGROUP INC | - | - | - | -107,279 | -100.00% | - | Sep 30, 2023 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -106,603 | -100.00% | - | Sep 30, 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -99,125 | -100.00% | - | Sep 30, 2023 |
| GREEN ALPHA ADVISORS, LLC | - | - | - | -94,877 | -100.00% | - | Sep 30, 2023 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -89,176 | -100.00% | - | Sep 30, 2023 |
| AMERIPRISE FINANCIAL INC | - | - | - | -77,974 | -100.00% | - | Sep 30, 2023 |
| DEUTSCHE BANK AG\ | - | - | - | -75,581 | -100.00% | - | Sep 30, 2023 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -75,219 | -100.00% | - | Sep 30, 2023 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -73,675 | -100.00% | - | Sep 30, 2023 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -71,234 | -100.00% | - | Sep 30, 2023 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -64,044 | -100.00% | - | Sep 30, 2023 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -62,870 | -100.00% | - | Sep 30, 2023 |
| LINDBROOK CAPITAL, LLC | - | - | - | -60,310 | -100.00% | - | Sep 30, 2023 |
| CANAL INSURANCE CO | - | - | - | -60,000 | -100.00% | - | Sep 30, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -51,615 | -100.00% | - | Sep 30, 2023 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | - | - | - | -47,925 | -100.00% | - | Sep 30, 2023 |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | - | - | - | -47,328 | -100.00% | - | Sep 30, 2023 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -47,034 | -100.00% | - | Sep 30, 2023 |
| BARCLAYS PLC | - | - | - | -44,060 | -100.00% | - | Sep 30, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -41,132 | -100.00% | - | Sep 30, 2023 |
| MARINER, LLC | - | - | - | -39,034 | -100.00% | - | Sep 30, 2023 |
| TARBOX FAMILY OFFICE, INC. | - | - | - | -36,736 | -100.00% | - | Sep 30, 2023 |
| ERGOTELES LLC | - | - | - | -33,889 | -100.00% | - | Sep 30, 2023 |
| PEGASUS PARTNERS LTD. | - | - | - | -32,000 | -100.00% | - | Sep 30, 2023 |
| PROSHARE ADVISORS LLC | - | - | - | -28,806 | -100.00% | - | Sep 30, 2023 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -28,473 | -100.00% | - | Sep 30, 2023 |
| BSW WEALTH PARTNERS | - | - | - | -25,885 | -100.00% | - | Sep 30, 2023 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -25,310 | -100.00% | - | Sep 30, 2023 |
| EQIS CAPITAL MANAGEMENT, INC. | - | - | - | -24,978 | -100.00% | - | Sep 30, 2023 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -24,776 | -100.00% | - | Sep 30, 2023 |
| ROYAL BANK OF CANADA | - | - | - | -24,493 | -100.00% | - | Sep 30, 2023 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -23,518 | -100.00% | - | Sep 30, 2023 |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | - | - | - | -23,380 | -100.00% | - | Sep 30, 2023 |
| AMALGAMATED BANK | - | - | - | -21,810 | -100.00% | - | Sep 30, 2023 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -20,064 | -100.00% | - | Sep 30, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -19,569 | -100.00% | - | Sep 30, 2023 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -19,060 | -100.00% | - | Sep 30, 2023 |
| - | - | - | -18,316 | -100.00% | - | Sep 30, 2023 | |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -18,271 | -100.00% | - | Sep 30, 2023 |
| WALLEYE TRADING LLC | - | - | - | -18,200 | -100.00% | - | Sep 30, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -17,979 | -100.00% | - | Sep 30, 2023 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -17,912 | -100.00% | - | Sep 30, 2023 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -17,075 | -100.00% | - | Sep 30, 2023 |
| PATHSTONE FAMILY OFFICE, LLC | - | - | - | -16,619 | -100.00% | - | Sep 30, 2023 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -16,583 | -100.00% | - | Sep 30, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -16,153 | -100.00% | - | Sep 30, 2023 |
| TELEMUS CAPITAL, LLC | - | - | - | -14,953 | -100.00% | - | Sep 30, 2023 |
| BELVEDERE TRADING LLC | - | - | - | -14,726 | -100.00% | - | Sep 30, 2023 |
| MODERA WEALTH MANAGEMENT, LLC | - | - | - | -14,703 | -100.00% | - | Sep 30, 2023 |
| LPL FINANCIAL LLC | - | - | - | -14,617 | -100.00% | - | Sep 30, 2023 |
| HAP TRADING, LLC | - | - | - | -14,500 | -100.00% | - | Sep 30, 2023 |
| MACKENZIE FINANCIAL CORP | - | - | - | -14,414 | -100.00% | - | Sep 30, 2023 |
| CETERA ADVISOR NETWORKS LLC | - | - | - | -14,364 | -100.00% | - | Sep 30, 2023 |
| PRUDENTIAL FINANCIAL INC | - | - | - | -14,165 | -100.00% | - | Sep 30, 2023 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -13,035 | -100.00% | - | Sep 30, 2023 |
| XPONANCE, INC. | - | - | - | -12,755 | -100.00% | - | Sep 30, 2023 |
Proterra's largest sold out institutional shareholder by shares sold is FRANKLIN RESOURCES INC, sold -29.99M shares, valued at -, as of undefined.
Proterra Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 0.32% | 156,279 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.12% | 1,261,172 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.07% | 31,561 | - | - | Dec 31, 2023 |
| ALPS ETF Trust | 0.07% | 834,110 | - | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.06% | 385,404 | - | - | Dec 31, 2023 |
| Collaborative Investment Series Trust | 0.05% | 8,411 | - | - | Dec 31, 2023 |
| Amplify ETF Trust | 0.03% | 345,001 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 12,979,568 | - | - | Dec 31, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.03% | 88,960 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 5,964 | - | - | Dec 31, 2023 |
| Listed Funds Trust | 0.02% | 9,500 | - | - | Feb 29, 2024 |
| FIDELITY SECURITIES FUND | 0.02% | 1,919,360 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 78,619 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 506,239 | - | - | Feb 29, 2024 |
| ETF Managers Trust | 0.01% | 95,988 | - | - | Dec 31, 2023 |
| Krane Shares Trust | 0.01% | 167,486 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 81,000 | - | - | Dec 31, 2023 |
| Calvert Variable Products, Inc. | 0.01% | 16,583 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.01% | 38,156 | - | - | Dec 31, 2023 |
| Franklin Custodian Funds | 0.01% | 2,998,697 | - | - | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 916,741 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 132,229 | - | - | Dec 31, 2023 |
| FIDELITY ADVISOR SERIES I | 0.00% | 563,300 | - | - | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 89,176 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 186,485 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 10,104 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 3,577 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 15,066 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.00% | 7,109 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 132,965 | - | - | Dec 31, 2023 |
| FIDELITY SALEM STREET TRUST | 0.00% | 1,985,739 | - | - | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 190,937 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 68,000 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 688,039 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 10,350 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 117,027 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 8,102,560 | - | - | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 2,020 | - | - | Dec 31, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 46,714 | - | - | Dec 29, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 799,327 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 2,990 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 38,498 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 82,297 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 7,200 | - | - | Dec 29, 2023 |
| RYDEX DYNAMIC FUNDS | 0.00% | 1,002 | - | - | Dec 31, 2023 |
| FLEXSHARES TRUST | 0.00% | 17,856 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 154,847 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 110,433 | - | - | Dec 29, 2023 |
| Dimensional ETF Trust | 0.00% | 51,362 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 132 | - | - | Dec 31, 2023 |
| Direxion Shares ETF Trust | 0.00% | 16,941 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 9,382 | - | - | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 26,424 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 204,683 | - | - | Dec 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 8,151 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 25,308 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 6,437 | - | - | Feb 29, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 47,429 | - | - | Dec 31, 2023 |
| SPDR SERIES TRUST | 0.00% | 1,586,872 | - | - | Dec 31, 2023 |
| Brighthouse Funds Trust II | 0.00% | 77,515 | - | - | Dec 31, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 300 | - | - | Dec 31, 2023 |
| Advisors' Inner Circle Fund III | 0.00% | 445 | - | - | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 97,087 | - | - | Dec 31, 2023 |
| PACE SELECT ADVISORS TRUST | 0.00% | 7,000 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 1,135 | - | - | Feb 29, 2024 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 369,286 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 90,727 | - | - | Dec 31, 2023 |
| SPDR INDEX SHARES FUNDS | 0.00% | 2,194 | - | - | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 10,480 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 1,423 | - | - | Feb 29, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 27,034 | - | - | Dec 31, 2023 |
| BLACKROCK FUNDS | 0.00% | 32,166 | - | - | Feb 29, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 24,444 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 38,100 | - | - | Feb 29, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 1,168 | - | - | Feb 29, 2024 |
Proterra's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 156.28K shares, compromising 0.32% of its total assets.
Proterra Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 23 | 164 | -3.53% |
| 31 Mar, 23 | 170 | -5.03% |
| 31 Dec, 22 | 179 | 4.68% |
| 30 Sep, 22 | 171 | 0.59% |
| 30 Jun, 22 | 170 | 4.29% |
| 31 Mar, 22 | 163 | 10.88% |
| 31 Dec, 21 | 147 | 24.58% |
| 30 Sep, 21 | 118 | 28.26% |
| 30 Jun, 21 | 92 | - |
As of 30 Jun 23, 164 institutions are holding Proterra's shares, representing a decrease of -3.53% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 23 | 127,990,393 | -2.62% |
| 31 Mar, 23 | 131,439,198 | -4.71% |
| 31 Dec, 22 | 137,942,697 | 2.01% |
| 30 Sep, 22 | 135,218,238 | 3.43% |
| 30 Jun, 22 | 130,728,865 | 18.61% |
| 31 Mar, 22 | 110,220,228 | 5.57% |
| 31 Dec, 21 | 104,400,697 | 66.36% |
| 30 Sep, 21 | 62,756,340 | 32.72% |
| 30 Jun, 21 | 47,284,535 | - |
Proterra (PTRA) has 127.99M shares outstanding as of 30 Jun 23, down -2.62% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 23 | 56.53% | 1.68% |
| 31 Mar, 23 | 58.05% | 1.53% |
| 31 Dec, 22 | 61.50% | 1.71% |
| 30 Sep, 22 | 60.02% | 1.76% |
| 30 Jun, 22 | 58.43% | 2.38% |
| 31 Mar, 22 | 49.59% | 2.24% |
| 31 Dec, 21 | 47.04% | 5.37% |
| 30 Sep, 21 | 29.59% | 5.95% |
| 30 Jun, 21 | 22.30% | - |
As of 30 Jun 23, Proterra is held by 56.53% institutional shareholders, representing a 1.68% growth compared to 31 Mar 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 23 | 68 | -10.53% |
| 31 Mar, 23 | 76 | -14.61% |
| 31 Dec, 22 | 89 | 14.10% |
| 30 Sep, 22 | 78 | -24.27% |
| 30 Jun, 22 | 103 | 3.00% |
| 31 Mar, 22 | 100 | -5.66% |
| 31 Dec, 21 | 106 | 43.24% |
| 30 Sep, 21 | 74 | -9.76% |
| 30 Jun, 21 | 82 | - |
68 institutional shareholders have increased their position in PTRA stock as of 30 Jun 23 compared to 76 in the previous quarter (a -10.53% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 23 | 44 | -10.20% |
| 31 Mar, 23 | 49 | 25.64% |
| 31 Dec, 22 | 39 | -15.22% |
| 30 Sep, 22 | 46 | 100.00% |
| 30 Jun, 22 | 23 | -14.81% |
| 31 Mar, 22 | 27 | 22.73% |
| 31 Dec, 21 | 22 | 46.67% |
| 30 Sep, 21 | 15 | - |
| 30 Jun, 21 | - | - |
44 institutional shareholders have reduced their position in PTRA stock as of 30 Jun 23 compared to 49 in the previous quarter (a -10.20% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 23 | 164 | -3.53% | 127,990,393 | -2.62% | 56.53% | 1.68% | 68 | -10.53% | 44 | -10.20% |
| 31 Mar, 23 | 170 | -5.03% | 131,439,198 | -4.71% | 58.05% | 1.53% | 76 | -14.61% | 49 | 25.64% |
| 31 Dec, 22 | 179 | 4.68% | 137,942,697 | 2.01% | 61.50% | 1.71% | 89 | 14.10% | 39 | -15.22% |
| 30 Sep, 22 | 171 | 0.59% | 135,218,238 | 3.43% | 60.02% | 1.76% | 78 | -24.27% | 46 | 100.00% |
| 30 Jun, 22 | 170 | 4.29% | 130,728,865 | 18.61% | 58.43% | 2.38% | 103 | 3.00% | 23 | -14.81% |
| 31 Mar, 22 | 163 | 10.88% | 110,220,228 | 5.57% | 49.59% | 2.24% | 100 | -5.66% | 27 | 22.73% |
| 31 Dec, 21 | 147 | 24.58% | 104,400,697 | 66.36% | 47.04% | 5.37% | 106 | 43.24% | 22 | 46.67% |
| 30 Sep, 21 | 118 | 28.26% | 62,756,340 | 32.72% | 29.59% | 5.95% | 74 | -9.76% | 15 | - |
| 30 Jun, 21 | 92 | - | 47,284,535 | - | 22.30% | - | 82 | - | - | - |
Proterra 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
The last insider sell of Proterra's stock was made by Joyce Gareth T on Jan 03 2024, selling 16,643 shares at $0.02 per share (valued at $317.88).
Proterra Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 1 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 3 | 3 | 100.00% |
| Q1 2023 | 17 | 6 | 283.33% |
| Q4 2022 | 1 | 2 | 50.00% |
| Q3 2022 | 1 | 2 | 50.00% |
| Q2 2022 | 1 | 1 | 100.00% |
| Q1 2022 | 17 | 1 | 1700.00% |
| Q4 2021 | 13 | 5 | 260.00% |
| Q3 2021 | 18 | 8 | 225.00% |
| Q2 2021 | 67 | 9 | 744.44% |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | 5 | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Proterra's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 1 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 6 | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Proterra's stocks.
PTRA Ownership FAQ
Who Owns Proterra?
Proterra is owned by institutional shareholders (56.53%), insiders (0.00%), and public (43.47%). The largest institutional shareholder of Proterra is AMERICAN INTERNATIONAL GROUP, INC. (0% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.32% of total shares).
Who are the major institutional shareholders of Proterra?
Proterra's major institutional shareholders are AMERICAN INTERNATIONAL GROUP, INC., FRANKLIN RESOURCES INC, WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, and BARCLAYS PLC. The top five shareholders own together 0% of the company's share outstanding.
How many Proterra shareholders are there?
As of Jun 2023, there are 164 institutional shareholders of Proterra.
What percentage of Proterra is owned by AMERICAN INTERNATIONAL GROUP, INC?
AMERICAN INTERNATIONAL GROUP, INC owns 0 shares of Proterra, representing 0% of the company's total shares outstanding, valued at $0 (as of Sep 2023).
What percentage of Proterra is owned by FRANKLIN RESOURCES INC?
As of Sep 2023, FRANKLIN RESOURCES INC holds 0 shares of Proterra (PTRA), compromising 0% of the company, valued at $0.
What percentage of Proterra is owned by WELLS FARGO & COMPANY/MN?
WELLS FARGO & COMPANY/MN is the third largest holder of Proterra. The company owns 0 of the company's shares outstanding (worth $0).