Simulations Plus Ownership 2024 | Who Owns Simulations Plus Now?
Institutional Ownership
79.63%
Insider Ownership
18.27%
Retail Ownership
2.10%
Institutional Holders
165.00
Simulations Plus Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 12.33% | 0.00% | 2,464,931 | -48,577 | -1.93% | 119,844,943 | Jun 30, 2024 |
CONESTOGA CAPITAL ADVISORS, LLC | 11.32% | 1.65% | 2,263,664 | -91 | -0.00% | 110,059,330 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 6.36% | 0.05% | 1,271,284 | -29,444 | -2.26% | 61,809,828 | Jun 30, 2024 |
VANGUARD GROUP INC | 5.77% | 0.00% | 1,153,541 | 18,436 | 1.62% | 56,085,163 | Jun 30, 2024 |
RANGER INVESTMENT MANAGEMENT, L.P. | 4.18% | 2.76% | 835,733 | 905 | 0.11% | 40,633,338 | Jun 30, 2024 |
STATE STREET CORP | 3.06% | 0.00% | 611,350 | -6,452 | -1.04% | 29,723,837,000 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 2.52% | 0.01% | 503,960 | 16,311 | 3.34% | 24,502,535 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.15% | 0.00% | 429,694 | 23,715 | 5.84% | 20,895,461 | Jun 30, 2024 |
OPHIR ASSET MANAGEMENT PTY LTD | 2.12% | 3.66% | 424,621 | -15,108 | -3.44% | 20,645,073 | Jun 30, 2024 |
INVESCO LTD. | 2.10% | 0.00% | 420,819 | -40,455 | -8.77% | 20,460,220 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.07% | 0.01% | 414,005 | 37,992 | 10.10% | 20,128,382 | Jun 30, 2024 |
MORGAN STANLEY | 2.00% | 0.00% | 400,714 | -33,975 | -7.82% | 19,482,719 | Jun 30, 2024 |
WASATCH ADVISORS LP | 1.47% | 0.08% | 294,816 | -86,877 | -22.76% | 14,333,954 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 1.46% | 0.02% | 290,931 | 285,500 | 5256.86% | 14,145,065 | Jun 30, 2024 |
CRAWFORD INVESTMENT COUNSEL INC | 1.17% | 0.22% | 234,655 | -12,866 | -5.20% | 11,408,947 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.11% | 0.00% | 222,317 | 11,048 | 5.23% | 10,809,031 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.08% | 0.00% | 216,490 | -7,701 | -3.44% | 10,525,744,000 | Jun 30, 2024 |
TRIBUTARY CAPITAL MANAGEMENT, LLC | 1.05% | 0.85% | 210,445 | 768 | 0.37% | 10,231,853 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.95% | 0.20% | 189,755 | -39,684 | -17.30% | 9,225,888 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | 0.92% | 0.08% | 184,324 | -23,163 | -11.16% | 8,961,833 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KOPION ASSET MANAGEMENT, LLC | 0.61% | 4.20% | 121,608 | -1,107 | -0.90% | 5,912,581 | Jun 30, 2024 |
OPHIR ASSET MANAGEMENT PTY LTD | 2.12% | 3.66% | 424,621 | -15,108 | -3.44% | 20,645,073 | Jun 30, 2024 |
RANGER INVESTMENT MANAGEMENT, L.P. | 4.18% | 2.76% | 835,733 | 905 | 0.11% | 40,633,338 | Jun 30, 2024 |
CAPITAL IMPACT ADVISORS, LLC | 0.07% | 1.78% | 13,004 | -10,500 | -44.67% | 632,254 | Jun 30, 2024 |
QSV EQUITY INVESTORS LLC | 0.17% | 1.76% | 34,756 | -7,051 | -16.87% | 1,689,837 | Jun 30, 2024 |
CONESTOGA CAPITAL ADVISORS, LLC | 11.32% | 1.65% | 2,263,664 | -91 | -0.00% | 110,059,330 | Jun 30, 2024 |
VALUES FIRST ADVISORS, INC. | 0.20% | 1.19% | 40,861 | -17 | -0.04% | 1,986,668 | Jun 30, 2024 |
INTRACK INVESTMENT MANAGEMENT INC | 0.16% | 1.10% | 31,665 | 330 | 1.05% | 1,539,552 | Jun 30, 2024 |
SANTA MONICA PARTNERS LP | 0.14% | 0.93% | 28,596 | - | - | 1,390,000 | Jun 30, 2024 |
TRIBUTARY CAPITAL MANAGEMENT, LLC | 1.05% | 0.85% | 210,445 | 768 | 0.37% | 10,231,853 | Jun 30, 2024 |
UNIPLAN INVESTMENT COUNSEL, INC. | 0.49% | 0.43% | 98,395 | 19,543 | 24.78% | 4,784,000 | Jun 30, 2024 |
KINGS PATH PARTNERS LLC | 0.09% | 0.43% | 18,927 | 18,927 | 100.00% | 920,231 | Jun 30, 2024 |
REDMOND ASSET MANAGEMENT, LLC | 0.10% | 0.32% | 19,770 | -1,491 | -7.01% | 961,217 | Jun 30, 2024 |
CHATHAM CAPITAL GROUP, INC. | 0.17% | 0.29% | 34,554 | 450 | 1.32% | 1,680,015 | Jun 30, 2024 |
RICE HALL JAMES & ASSOCIATES, LLC | 0.39% | 0.23% | 77,318 | -4,951 | -6.02% | 3,759,201 | Jun 30, 2024 |
CRAWFORD INVESTMENT COUNSEL INC | 1.17% | 0.22% | 234,655 | -12,866 | -5.20% | 11,408,947 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.95% | 0.20% | 189,755 | -39,684 | -17.30% | 9,225,888 | Jun 30, 2024 |
COOK WEALTH MANAGEMENT GROUP LLC | 0.04% | 0.19% | 8,932 | 1,324 | 17.40% | 352,725 | Jun 30, 2024 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.11% | 0.16% | 21,500 | - | - | 1,045,000 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.01% | 0.13% | 1,794 | 401 | 28.79% | 87,224 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VOYA INVESTMENT MANAGEMENT LLC | 1.46% | 0.02% | 290,931 | 285,500 | 5256.86% | 14,145,065 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.23% | 0.01% | 45,229 | 45,229 | 100.00% | 2,199,034 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.07% | 0.01% | 414,005 | 37,992 | 10.10% | 20,128,382 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.24% | 0.00% | 47,184 | 29,774 | 171.02% | 2,294,086 | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.17% | 0.00% | 34,247 | 28,510 | 496.95% | 1,665,089 | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | 0.14% | 0.01% | 27,142 | 27,142 | 100.00% | 1,320,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.15% | 0.00% | 429,694 | 23,715 | 5.84% | 20,895,461 | Jun 30, 2024 |
UNIPLAN INVESTMENT COUNSEL, INC. | 0.49% | 0.43% | 98,395 | 19,543 | 24.78% | 4,784,000 | Jun 30, 2024 |
KINGS PATH PARTNERS LLC | 0.09% | 0.43% | 18,927 | 18,927 | 100.00% | 920,231 | Jun 30, 2024 |
VANGUARD GROUP INC | 5.77% | 0.00% | 1,153,541 | 18,436 | 1.62% | 56,085,163 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.08% | 0.01% | 16,674 | 16,674 | 100.00% | 810,690 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 2.52% | 0.01% | 503,960 | 16,311 | 3.34% | 24,502,535 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.20% | 0.00% | 39,538 | 12,945 | 48.68% | 1,922,342 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.11% | 0.00% | 222,317 | 11,048 | 5.23% | 10,809,031 | Jun 30, 2024 |
SEQUOIA FINANCIAL ADVISORS, LLC | 0.05% | 0.01% | 10,064 | 10,064 | 100.00% | 489,312 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 9,217 | 9,217 | 100.00% | 448,131 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 8,135 | 8,135 | 100.00% | 395,524 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.69% | 0.00% | 137,824 | 6,667 | 5.08% | 6,701,012 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.24% | 0.00% | 47,236 | 6,075 | 14.76% | 2,296,615 | Jun 30, 2024 |
PITCAIRN CO | 0.03% | 0.02% | 6,050 | 6,050 | 100.00% | 294,151 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WASATCH ADVISORS LP | 1.47% | 0.08% | 294,816 | -86,877 | -22.76% | 14,333,954 | Jun 30, 2024 |
BLACKROCK INC. | 12.33% | 0.00% | 2,464,931 | -48,577 | -1.93% | 119,844,943 | Jun 30, 2024 |
INVESCO LTD. | 2.10% | 0.00% | 420,819 | -40,455 | -8.77% | 20,460,220 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.95% | 0.20% | 189,755 | -39,684 | -17.30% | 9,225,888 | Jun 30, 2024 |
MORGAN STANLEY | 2.00% | 0.00% | 400,714 | -33,975 | -7.82% | 19,482,719 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 6.36% | 0.05% | 1,271,284 | -29,444 | -2.26% | 61,809,828 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | 0.92% | 0.08% | 184,324 | -23,163 | -11.16% | 8,961,833 | Jun 30, 2024 |
OPHIR ASSET MANAGEMENT PTY LTD | 2.12% | 3.66% | 424,621 | -15,108 | -3.44% | 20,645,073 | Jun 30, 2024 |
CRAWFORD INVESTMENT COUNSEL INC | 1.17% | 0.22% | 234,655 | -12,866 | -5.20% | 11,408,947 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | - | - | - | -11,994 | -100.00% | - | Jun 30, 2024 |
CAPITAL IMPACT ADVISORS, LLC | 0.07% | 1.78% | 13,004 | -10,500 | -44.67% | 632,254 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,558 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | 0.03% | 0.00% | 5,804 | -8,545 | -59.55% | 282,000 | Jun 30, 2024 |
SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -7,868 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.08% | 0.00% | 216,490 | -7,701 | -3.44% | 10,525,744,000 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -7,244 | -100.00% | - | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 0.00% | 2,982 | -7,076 | -70.35% | 145,002 | Jun 30, 2024 |
QSV EQUITY INVESTORS LLC | 0.17% | 1.76% | 34,756 | -7,051 | -16.87% | 1,689,837 | Jun 30, 2024 |
UBS GROUP AG | 0.05% | 0.00% | 10,175 | -6,657 | -39.55% | 494,709 | Jun 30, 2024 |
STATE STREET CORP | 3.06% | 0.00% | 611,350 | -6,452 | -1.04% | 29,723,837,000 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SG AMERICAS SECURITIES, LLC | 0.14% | 0.01% | 27,142 | 27,142 | 100.00% | 1,320,000 | Jun 30, 2024 |
KINGS PATH PARTNERS LLC | 0.09% | 0.43% | 18,927 | 18,927 | 100.00% | 920,231 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.08% | 0.01% | 16,674 | 16,674 | 100.00% | 810,690 | Jun 30, 2024 |
SEQUOIA FINANCIAL ADVISORS, LLC | 0.05% | 0.01% | 10,064 | 10,064 | 100.00% | 489,312 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 9,217 | 9,217 | 100.00% | 448,131 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 8,135 | 8,135 | 100.00% | 395,524 | Jun 30, 2024 |
PITCAIRN CO | 0.03% | 0.02% | 6,050 | 6,050 | 100.00% | 294,151 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.02% | 0.00% | 4,700 | 4,700 | 100.00% | 228,514 | Jun 30, 2024 |
ARIZONA STATE RETIREMENT SYSTEM | 0.02% | 0.00% | 4,475 | 4,475 | 100.00% | 217,575 | Jun 30, 2024 |
AVIVA PLC | 0.02% | 0.00% | 4,399 | 4,399 | 100.00% | 213,879 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.02% | 0.00% | 4,227 | 4,227 | 100.00% | 205,517 | Jun 30, 2024 |
AMUNDI | 0.00% | - | 932 | 932 | 100.00% | 37,177 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 4,862 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 96 | 96 | 100.00% | 4,596 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 39 | 39 | 100.00% | 1,897 | Jun 30, 2024 |
CORNERSTONE PLANNING GROUP LLC | 0.00% | 0.00% | 20 | 20 | 100.00% | 740 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 15 | 15 | 100.00% | 729 | Jun 30, 2024 |
ROTHSCHILD INVESTMENT LLC | 0.00% | - | 10 | 10 | 100.00% | 486 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
AMERICAN CENTURY COMPANIES INC | - | - | - | -11,994 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,558 | -100.00% | - | Jun 30, 2024 |
SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -7,868 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -7,244 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -5,755 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -3,190 | -100.00% | - | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -940 | -100.00% | - | Jun 30, 2024 |
SUNBELT SECURITIES, INC. | - | - | - | -550 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -328 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -233 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -156 | -100.00% | - | Jun 30, 2024 |
MEEDER ASSET MANAGEMENT INC | - | - | - | -117 | -100.00% | - | Jun 30, 2024 |
Simulations Plus Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
CONESTOGA FUNDS | 1.27% | 1,591,228 | 17,815 | 1.13% | Mar 31, 2024 |
RANGER FUNDS INVESTMENT TRUST | 0.93% | 21,424 | 515 | 2.46% | Jan 31, 2024 |
SCHRODER GLOBAL SERIES TRUST | 0.77% | 1,563 | - | - | Jan 31, 2021 |
Manager Directed Portfolios | 0.18% | 29,317 | - | - | Jan 31, 2024 |
ROYCE MICRO-CAP TRUST, INC. | 0.15% | 72,770 | - | - | Mar 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.09% | 876,686 | -11,669 | -1.31% | Feb 29, 2024 |
ROYCE VALUE TRUST, INC. | 0.08% | 68,626 | -12,030 | -14.92% | Mar 31, 2024 |
SYNTAX ETF TRUST | 0.05% | 1,600 | 600 | 60.00% | Mar 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.04% | 34,385 | -4,236 | -10.97% | Mar 31, 2024 |
WASATCH FUNDS TRUST | 0.04% | 379,227 | 101,496 | 36.54% | Mar 31, 2024 |
AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.03% | 176,033 | - | - | Mar 31, 2024 |
ANCORA TRUST | 0.03% | 6,825 | - | - | Mar 31, 2024 |
Tributary Funds, Inc. | 0.03% | 135,466 | 135,466 | - | Dec 31, 2023 |
EntrepreneurShares Series Trust | 0.03% | 6,983 | - | - | Dec 31, 2023 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 15,018 | - | - | Feb 29, 2024 |
VANGUARD ADMIRAL FUNDS | 0.02% | 94,114 | 4,384 | 4.89% | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.02% | 10,335 | - | - | Mar 31, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.01% | 15,963 | -2,581 | -13.92% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 7,983 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 40,210 | - | - | Jan 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.01% | 46,590 | - | - | Jan 31, 2024 |
PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.01% | 41,756 | - | - | Mar 28, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 20,836 | - | - | Mar 31, 2024 |
UNIFIED SERIES TRUST | 0.01% | 138,599 | - | - | Mar 31, 2024 |
ALLSPRING VARIABLE TRUST | 0.01% | 4,353 | - | - | Mar 31, 2024 |
AMG FUNDS III | 0.01% | 30,706 | - | - | Mar 28, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.01% | 111,870 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 28,235 | -1,008 | -3.45% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,264 | -195 | -7.93% | Mar 31, 2024 |
BUFFALO FUNDS | 0.00% | 23,000 | 3,500 | 17.95% | Mar 31, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,862 | 61 | 3.39% | Sep 30, 2020 |
JAMES ADVANTAGE FUNDS | 0.00% | 6,786 | - | - | Dec 31, 2023 |
FIDELITY CAPITAL TRUST | 0.00% | 33,500 | - | - | Jan 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.00% | 9,575 | 155 | 1.65% | Feb 29, 2024 |
AMG Funds I | 0.00% | 5,647 | - | - | Jan 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,865 | -38 | -2.00% | Sep 30, 2023 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 12,128 | - | - | Feb 29, 2024 |
ROYCE FUND | 0.00% | 14,017 | -31,259 | -69.04% | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 414 | - | - | Mar 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 74,977 | -5,907 | -7.30% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 724,947 | -240,267 | -24.89% | Mar 31, 2024 |
Federated Hermes MDT Series | 0.00% | 4,204 | - | - | Jan 31, 2024 |
JNL VARIABLE FUND LLC | 0.00% | 8,936 | - | - | Mar 31, 2020 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 4,990 | - | - | Mar 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 3,553 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.00% | 3,600 | - | - | Mar 28, 2024 |
Securian Funds Trust | 0.00% | 13,441 | - | - | Mar 31, 2024 |
Ivy Variable Insurance Portfolios | 0.00% | 29,034 | - | - | Mar 28, 2024 |
Nushares ETF Trust | 0.00% | 9,193 | - | - | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 43,773 | 8 | 0.02% | Jan 31, 2024 |
Ultimus Managers Trust | 0.00% | 12,071 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 4,484 | 1,369 | 43.95% | Mar 31, 2024 |
OLD WESTBURY FUNDS INC | 0.00% | 105,605 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 154,945 | -1,133 | -0.73% | Feb 29, 2024 |
PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 53,000 | - | - | Feb 29, 2024 |
WILLIAM BLAIR FUNDS | 0.00% | 62,200 | - | - | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 11,617 | 408 | 3.64% | Jan 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 124,591 | -27 | -0.02% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 1,576 | - | - | Mar 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 107,900 | - | - | Feb 29, 2024 |
TIMOTHY PLAN | 0.00% | 2,671 | - | - | Mar 31, 2024 |
VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.00% | 10,167 | - | - | Jan 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,200 | - | - | Mar 31, 2024 |
ALPS ETF Trust | 0.00% | 6,500 | - | - | Feb 29, 2024 |
SHELTON FUNDS | 0.00% | 871 | - | - | Feb 29, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 4,585 | - | - | Mar 28, 2024 |
STEWARD FUNDS, INC. | 0.00% | 1,100 | - | - | Jan 31, 2024 |
IVY FUNDS | 0.00% | 138,585 | - | - | Mar 28, 2024 |
Principal Exchange-Traded Funds | 0.00% | 4,910 | 896 | 22.32% | Mar 31, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 4,350 | - | - | Dec 31, 2023 |
Investment Managers Series Trust II | 0.00% | 4,644 | 1,287 | 38.34% | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 8,569 | -1,974 | -18.72% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 10,624 | -772 | -6.77% | Mar 31, 2024 |
NEW COVENANT FUNDS | 0.00% | 1,477 | - | - | Dec 31, 2023 |
RUSSELL INVESTMENT CO | 0.00% | 99,157 | -9,239 | -8.52% | Jan 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,551 | -155 | -9.09% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 2,500 | - | - | Mar 31, 2024 |
SSGA FUNDS | 0.00% | 126 | - | - | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 291,367 | 76,224 | 35.43% | Jan 31, 2024 |
North Square Investments Trust | 0.00% | 2,532 | - | - | Jan 31, 2024 |
SunAmerica Specialty Series | 0.00% | 116 | - | - | Apr 30, 2021 |
VANGUARD WORLD FUND | 0.00% | 53,987 | -580 | -1.06% | Feb 29, 2024 |
Catholic Responsible Investments Funds | 0.00% | 8,251 | -40 | -0.48% | Jan 31, 2024 |
PRUDENTIAL SERIES FUND | 0.00% | 16,631 | -350 | -2.06% | Mar 28, 2024 |
Guardian Variable Products Trust | 0.00% | 3,200 | - | - | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 9,876 | -361 | -3.53% | Dec 31, 2023 |
Lattice Strategies Trust | 0.00% | 274 | - | - | Mar 31, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 3,582 | - | - | Mar 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.00% | 18,444 | - | - | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,431 | -1,044 | -16.12% | Mar 31, 2024 |
RUSSELL INVESTMENT FUNDS | 0.00% | 19,503 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 13,796 | - | - | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 72,840 | 12,771 | 21.26% | Jan 31, 2024 |
Global X Funds | 0.00% | 7,315 | 611 | 9.11% | Jan 31, 2024 |
Janus Detroit Street Trust | 0.00% | 23,523 | - | - | Jan 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 1,400 | - | - | Mar 28, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 82,664 | 2,610 | 3.26% | Feb 29, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 41,652 | 4,090 | 10.89% | Feb 29, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 13,857 | -356 | -2.50% | Mar 28, 2024 |
STONE RIDGE TRUST | 0.00% | 2,984 | - | - | Jan 31, 2024 |
Simulations Plus Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 165 | -2.37% |
31 Mar, 24 | 169 | - |
31 Dec, 23 | 169 | - |
30 Sep, 23 | 169 | 8.33% |
30 Jun, 23 | 156 | -1.27% |
31 Mar, 23 | 158 | -0.63% |
31 Dec, 22 | 159 | -10.67% |
30 Sep, 22 | 178 | 14.10% |
30 Jun, 22 | 156 | 3.31% |
31 Mar, 22 | 151 | -1.31% |
31 Dec, 21 | 153 | -6.71% |
30 Sep, 21 | 164 | -17.17% |
30 Jun, 21 | 198 | 0.51% |
31 Mar, 21 | 197 | -1.50% |
31 Dec, 20 | 200 | 12.99% |
30 Sep, 20 | 177 | 13.46% |
30 Jun, 20 | 156 | 27.87% |
31 Mar, 20 | 122 | -0.81% |
31 Dec, 19 | 123 | -6.11% |
30 Sep, 19 | 131 | 19.09% |
30 Jun, 19 | 110 | 14.58% |
31 Mar, 19 | 96 | 10.34% |
31 Dec, 18 | 87 | 4.82% |
30 Sep, 18 | 83 | -3.49% |
30 Jun, 18 | 86 | 11.69% |
31 Mar, 18 | 77 | 4.05% |
31 Dec, 17 | 74 | 4.23% |
30 Sep, 17 | 71 | 20.34% |
30 Jun, 17 | 59 | 28.26% |
31 Mar, 17 | 46 | 17.95% |
31 Dec, 16 | 39 | -7.14% |
30 Sep, 16 | 42 | -2.33% |
30 Jun, 16 | 43 | -17.31% |
31 Mar, 16 | 52 | 23.81% |
31 Dec, 15 | 42 | -4.55% |
30 Sep, 15 | 44 | 62.96% |
30 Jun, 15 | 27 | -3.57% |
31 Mar, 15 | 28 | -3.45% |
31 Dec, 14 | 29 | 11.54% |
30 Sep, 14 | 26 | 4.00% |
30 Jun, 14 | 25 | 8.70% |
31 Mar, 14 | 23 | 9.52% |
31 Dec, 13 | 21 | 23.53% |
30 Sep, 13 | 17 | 6.25% |
30 Jun, 13 | 16 | 220.00% |
31 Mar, 13 | 5 | -16.67% |
31 Dec, 12 | 6 | -14.29% |
30 Sep, 12 | 7 | - |
30 Jun, 12 | 7 | -12.50% |
31 Mar, 12 | 8 | - |
31 Dec, 11 | 8 | -20.00% |
30 Sep, 11 | 10 | 25.00% |
30 Jun, 11 | 8 | 33.33% |
31 Mar, 11 | 6 | - |
31 Dec, 10 | 6 | - |
30 Sep, 10 | 6 | - |
30 Jun, 10 | 6 | - |
31 Mar, 10 | 6 | 50.00% |
31 Dec, 09 | 4 | - |
30 Sep, 09 | 4 | - |
30 Jun, 09 | 4 | - |
31 Mar, 09 | 4 | -33.33% |
31 Dec, 08 | 6 | 50.00% |
30 Sep, 08 | 4 | -20.00% |
30 Jun, 08 | 5 | -16.67% |
31 Mar, 08 | 6 | -33.33% |
31 Dec, 07 | 9 | 50.00% |
30 Sep, 07 | 6 | -14.29% |
30 Jun, 07 | 7 | 133.33% |
31 Mar, 07 | 3 | 200.00% |
31 Dec, 06 | 1 | - |
30 Sep, 06 | 1 | - |
30 Jun, 06 | 1 | - |
30 Sep, 99 | 1 | - |
30 Jun, 99 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 15,922,424 | -0.14% |
31 Mar, 24 | 15,944,395 | 3.34% |
31 Dec, 23 | 15,428,400 | 2.35% |
30 Sep, 23 | 15,074,565 | 1.70% |
30 Jun, 23 | 14,823,075 | -0.21% |
31 Mar, 23 | 14,854,950 | -0.60% |
31 Dec, 22 | 14,944,506 | -0.77% |
30 Sep, 22 | 15,059,983 | 3.05% |
30 Jun, 22 | 14,614,770 | -0.05% |
31 Mar, 22 | 14,622,597 | -0.49% |
31 Dec, 21 | 14,695,310 | 3.10% |
30 Sep, 21 | 14,254,007 | -1.39% |
30 Jun, 21 | 14,454,220 | 8.15% |
31 Mar, 21 | 13,364,788 | 5.54% |
31 Dec, 20 | 12,662,956 | 4.04% |
30 Sep, 20 | 12,171,498 | 14.47% |
30 Jun, 20 | 10,632,980 | 12.98% |
31 Mar, 20 | 9,411,493 | 6.09% |
31 Dec, 19 | 8,871,295 | 10.68% |
30 Sep, 19 | 8,015,503 | 10.13% |
30 Jun, 19 | 7,278,536 | 2.03% |
31 Mar, 19 | 7,133,865 | 1.56% |
31 Dec, 18 | 7,024,149 | 4.72% |
30 Sep, 18 | 6,707,786 | 8.70% |
30 Jun, 18 | 6,170,764 | 1.77% |
31 Mar, 18 | 6,063,538 | 3.29% |
31 Dec, 17 | 5,870,450 | 1.22% |
30 Sep, 17 | 5,799,514 | 5.10% |
30 Jun, 17 | 5,517,883 | 9.89% |
31 Mar, 17 | 5,021,429 | 9.88% |
31 Dec, 16 | 4,570,115 | 2.54% |
30 Sep, 16 | 4,456,696 | 4.22% |
30 Jun, 16 | 4,276,074 | -7.29% |
31 Mar, 16 | 4,612,197 | 13.73% |
31 Dec, 15 | 4,055,234 | 5.61% |
30 Sep, 15 | 3,839,789 | 19.60% |
30 Jun, 15 | 3,210,588 | 4.34% |
31 Mar, 15 | 3,076,957 | 4.52% |
31 Dec, 14 | 2,943,934 | 6.97% |
30 Sep, 14 | 2,752,204 | 4.81% |
30 Jun, 14 | 2,625,920 | 2.80% |
31 Mar, 14 | 2,554,460 | 6.98% |
31 Dec, 13 | 2,387,762 | 4.93% |
30 Sep, 13 | 2,275,470 | 6.74% |
30 Jun, 13 | 2,131,783 | 142.80% |
31 Mar, 13 | 877,991 | -41.12% |
31 Dec, 12 | 1,491,243 | 35.08% |
30 Sep, 12 | 1,103,953 | -4.94% |
30 Jun, 12 | 1,161,282 | -18.15% |
31 Mar, 12 | 1,418,813 | 15.04% |
31 Dec, 11 | 1,233,321 | -6.26% |
30 Sep, 11 | 1,315,749 | -2.39% |
30 Jun, 11 | 1,347,909 | 6.58% |
31 Mar, 11 | 1,264,678 | 64.42% |
31 Dec, 10 | 769,191 | 9.69% |
30 Sep, 10 | 701,232 | -0.83% |
30 Jun, 10 | 707,132 | -1.73% |
31 Mar, 10 | 719,555 | 7.65% |
31 Dec, 09 | 668,427 | 24.42% |
30 Sep, 09 | 537,214 | 13.54% |
30 Jun, 09 | 473,134 | 16.10% |
31 Mar, 09 | 407,520 | -35.74% |
31 Dec, 08 | 634,128 | 50.73% |
30 Sep, 08 | 420,710 | -36.10% |
30 Jun, 08 | 658,345 | -55.90% |
31 Mar, 08 | 1,492,784 | -24.38% |
31 Dec, 07 | 1,973,988 | 133.50% |
30 Sep, 07 | 845,403 | 27.23% |
30 Jun, 07 | 664,470 | 433.71% |
31 Mar, 07 | 124,500 | -0.40% |
31 Dec, 06 | 125,000 | - |
30 Sep, 06 | 125,000 | 214.86% |
30 Jun, 06 | 39,700 | - |
30 Sep, 99 | 1,800 | - |
30 Jun, 99 | 1,800 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 79.63% | 1.25% |
31 Mar, 24 | 79.82% | 1.33% |
31 Dec, 23 | 77.35% | 1.36% |
30 Sep, 23 | 75.48% | 1.37% |
30 Jun, 23 | 74.22% | 1.36% |
31 Mar, 23 | 73.86% | 1.36% |
31 Dec, 22 | 73.67% | 1.32% |
30 Sep, 22 | 74.57% | 1.43% |
30 Jun, 22 | 72.31% | 1.38% |
31 Mar, 22 | 72.47% | 1.36% |
31 Dec, 21 | 72.93% | 1.46% |
30 Sep, 21 | 70.79% | 1.37% |
30 Jun, 21 | 71.89% | 1.61% |
31 Mar, 21 | 66.80% | 1.65% |
31 Dec, 20 | 63.54% | 1.36% |
30 Sep, 20 | 68.31% | 1.90% |
30 Jun, 20 | 59.95% | 2.11% |
31 Mar, 20 | 53.36% | 2.10% |
31 Dec, 19 | 50.38% | 2.41% |
30 Sep, 19 | 45.67% | 2.65% |
30 Jun, 19 | 41.54% | 2.49% |
31 Mar, 19 | 40.82% | 2.51% |
31 Dec, 18 | 40.32% | 2.69% |
30 Sep, 18 | 38.71% | 3.06% |
30 Jun, 18 | 35.59% | 2.90% |
31 Mar, 18 | 35.04% | 3.04% |
31 Dec, 17 | 33.97% | 3.02% |
30 Sep, 17 | 33.56% | 3.28% |
30 Jun, 17 | 32.00% | 3.77% |
31 Mar, 17 | 29.14% | 4.14% |
31 Dec, 16 | 26.53% | 3.87% |
30 Sep, 16 | 26.17% | 4.15% |
30 Jun, 16 | 25.11% | 3.41% |
31 Mar, 16 | 27.12% | 4.75% |
31 Dec, 15 | 23.90% | 4.61% |
30 Sep, 15 | 22.77% | 6.28% |
30 Jun, 15 | 19.04% | 5.71% |
31 Mar, 15 | 18.26% | 5.97% |
31 Dec, 14 | 17.49% | 6.06% |
30 Sep, 14 | 17.00% | 6.46% |
30 Jun, 14 | 16.22% | 6.45% |
31 Mar, 14 | 15.86% | 7.17% |
31 Dec, 13 | 14.88% | 7.40% |
30 Sep, 13 | 14.18% | 8.01% |
30 Jun, 13 | 13.30% | 44.20% |
31 Mar, 13 | 5.49% | 6.26% |
31 Dec, 12 | 9.36% | 19.09% |
30 Sep, 12 | 7.00% | 13.16% |
30 Jun, 12 | 7.29% | 8.86% |
31 Mar, 12 | 9.07% | 14.47% |
31 Dec, 11 | 7.92% | 11.09% |
30 Sep, 11 | 8.45% | 11.10% |
30 Jun, 11 | 8.73% | 13.06% |
31 Mar, 11 | 8.17% | 34.01% |
31 Dec, 10 | 4.90% | 24.55% |
30 Sep, 10 | 4.47% | 22.94% |
30 Jun, 10 | 4.41% | 21.35% |
31 Mar, 10 | 4.55% | 24.92% |
31 Dec, 09 | 4.27% | 36.24% |
30 Sep, 09 | 3.43% | 39.51% |
30 Jun, 09 | 2.95% | 46.97% |
31 Mar, 09 | 2.50% | 16.65% |
31 Dec, 08 | 3.88% | 58.57% |
30 Sep, 08 | 2.57% | 15.64% |
30 Jun, 08 | 4.06% | 4.74% |
31 Mar, 08 | 9.25% | 6.01% |
31 Dec, 07 | 12.41% | 10.13% |
30 Sep, 07 | 11.07% | 14.93% |
30 Jun, 07 | 8.61% | 314.09% |
31 Mar, 07 | 1.66% | 58.72% |
31 Dec, 06 | 1.68% | 58.24% |
30 Sep, 06 | 1.70% | 147.14% |
30 Jun, 06 | 1.07% | - |
30 Sep, 99 | 0.01% | 7518.80% |
30 Jun, 99 | 0.01% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 70 | -14.63% |
31 Mar, 24 | 82 | 2.50% |
31 Dec, 23 | 80 | 6.67% |
30 Sep, 23 | 75 | 8.70% |
30 Jun, 23 | 69 | 1.47% |
31 Mar, 23 | 68 | -5.56% |
31 Dec, 22 | 72 | -20.88% |
30 Sep, 22 | 91 | 18.18% |
30 Jun, 22 | 77 | 10.00% |
31 Mar, 22 | 70 | 4.48% |
31 Dec, 21 | 67 | -22.09% |
30 Sep, 21 | 86 | -20.37% |
30 Jun, 21 | 108 | - |
31 Mar, 21 | 108 | 2.86% |
31 Dec, 20 | 105 | -0.94% |
30 Sep, 20 | 106 | 10.42% |
30 Jun, 20 | 96 | 60.00% |
31 Mar, 20 | 60 | -7.69% |
31 Dec, 19 | 65 | -10.96% |
30 Sep, 19 | 73 | 25.86% |
30 Jun, 19 | 58 | 18.37% |
31 Mar, 19 | 49 | 11.36% |
31 Dec, 18 | 44 | -6.38% |
30 Sep, 18 | 47 | 6.82% |
30 Jun, 18 | 44 | 4.76% |
31 Mar, 18 | 42 | 2.44% |
31 Dec, 17 | 41 | 2.50% |
30 Sep, 17 | 40 | 14.29% |
30 Jun, 17 | 35 | 12.90% |
31 Mar, 17 | 31 | 72.22% |
31 Dec, 16 | 18 | 5.88% |
30 Sep, 16 | 17 | -10.53% |
30 Jun, 16 | 19 | -32.14% |
31 Mar, 16 | 28 | 7.69% |
31 Dec, 15 | 26 | -10.34% |
30 Sep, 15 | 29 | 123.08% |
30 Jun, 15 | 13 | - |
31 Mar, 15 | 13 | 8.33% |
31 Dec, 14 | 12 | -7.69% |
30 Sep, 14 | 13 | -13.33% |
30 Jun, 14 | 15 | 15.38% |
31 Mar, 14 | 13 | 8.33% |
31 Dec, 13 | 12 | 20.00% |
30 Sep, 13 | 10 | -28.57% |
30 Jun, 13 | 14 | 366.67% |
31 Mar, 13 | 3 | -25.00% |
31 Dec, 12 | 4 | 33.33% |
30 Sep, 12 | 3 | 50.00% |
30 Jun, 12 | 2 | -60.00% |
31 Mar, 12 | 5 | 66.67% |
31 Dec, 11 | 3 | -40.00% |
30 Sep, 11 | 5 | -16.67% |
30 Jun, 11 | 6 | 100.00% |
31 Mar, 11 | 3 | 50.00% |
31 Dec, 10 | 2 | - |
30 Sep, 10 | 2 | -33.33% |
30 Jun, 10 | 3 | - |
31 Mar, 10 | 3 | -25.00% |
31 Dec, 09 | 4 | 33.33% |
30 Sep, 09 | 3 | - |
30 Jun, 09 | 3 | - |
31 Mar, 09 | - | -100.00% |
31 Dec, 08 | 2 | -33.33% |
30 Sep, 08 | 3 | 50.00% |
30 Jun, 08 | 2 | - |
31 Mar, 08 | - | -100.00% |
31 Dec, 07 | 7 | 75.00% |
30 Sep, 07 | 4 | -20.00% |
30 Jun, 07 | 5 | 150.00% |
31 Mar, 07 | 2 | - |
31 Dec, 06 | - | -100.00% |
30 Sep, 06 | 1 | - |
30 Jun, 06 | 1 | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 56 | 5.66% |
31 Mar, 24 | 53 | -8.62% |
31 Dec, 23 | 58 | - |
30 Sep, 23 | 58 | 3.57% |
30 Jun, 23 | 56 | -5.08% |
31 Mar, 23 | 59 | 15.69% |
31 Dec, 22 | 51 | -7.27% |
30 Sep, 22 | 55 | 10.00% |
30 Jun, 22 | 50 | -9.09% |
31 Mar, 22 | 55 | -6.78% |
31 Dec, 21 | 59 | 20.41% |
30 Sep, 21 | 49 | -9.26% |
30 Jun, 21 | 54 | -10.00% |
31 Mar, 21 | 60 | -4.76% |
31 Dec, 20 | 63 | 31.25% |
30 Sep, 20 | 48 | 14.29% |
30 Jun, 20 | 42 | - |
31 Mar, 20 | 42 | 13.51% |
31 Dec, 19 | 37 | 5.71% |
30 Sep, 19 | 35 | 20.69% |
30 Jun, 19 | 29 | 3.57% |
31 Mar, 19 | 28 | 3.70% |
31 Dec, 18 | 27 | 28.57% |
30 Sep, 18 | 21 | -12.50% |
30 Jun, 18 | 24 | -7.69% |
31 Mar, 18 | 26 | 18.18% |
31 Dec, 17 | 22 | 22.22% |
30 Sep, 17 | 18 | 20.00% |
30 Jun, 17 | 15 | 150.00% |
31 Mar, 17 | 6 | -40.00% |
31 Dec, 16 | 10 | -23.08% |
30 Sep, 16 | 13 | -7.14% |
30 Jun, 16 | 14 | -6.67% |
31 Mar, 16 | 15 | 50.00% |
31 Dec, 15 | 10 | 11.11% |
30 Sep, 15 | 9 | 80.00% |
30 Jun, 15 | 5 | -16.67% |
31 Mar, 15 | 6 | 20.00% |
31 Dec, 14 | 5 | -16.67% |
30 Sep, 14 | 6 | - |
30 Jun, 14 | - | -100.00% |
31 Mar, 14 | 3 | 50.00% |
31 Dec, 13 | 2 | -33.33% |
30 Sep, 13 | 3 | 50.00% |
30 Jun, 13 | 2 | 100.00% |
31 Mar, 13 | 1 | - |
31 Dec, 12 | 1 | -50.00% |
30 Sep, 12 | 2 | -33.33% |
30 Jun, 12 | 3 | 200.00% |
31 Mar, 12 | 1 | -66.67% |
31 Dec, 11 | 3 | - |
30 Sep, 11 | 3 | - |
30 Jun, 11 | - | - |
31 Mar, 11 | - | -100.00% |
31 Dec, 10 | 1 | - |
30 Sep, 10 | - | - |
30 Jun, 10 | - | -100.00% |
31 Mar, 10 | 1 | - |
31 Dec, 09 | - | - |
30 Sep, 09 | - | - |
30 Jun, 09 | - | - |
31 Mar, 09 | - | - |
31 Dec, 08 | - | - |
30 Sep, 08 | - | -100.00% |
30 Jun, 08 | 2 | -50.00% |
31 Mar, 08 | 4 | 100.00% |
31 Dec, 07 | 2 | - |
30 Sep, 07 | - | -100.00% |
30 Jun, 07 | 1 | - |
31 Mar, 07 | 1 | - |
31 Dec, 06 | - | - |
30 Sep, 06 | - | - |
30 Jun, 06 | - | - |
30 Sep, 99 | - | - |
30 Jun, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 165 | -2.37% | 15,922,424 | -0.14% | 79.63% | 1.25% | 70 | -14.63% | 56 | 5.66% |
31 Mar, 24 | 169 | - | 15,944,395 | 3.34% | 79.82% | 1.33% | 82 | 2.50% | 53 | -8.62% |
31 Dec, 23 | 169 | - | 15,428,400 | 2.35% | 77.35% | 1.36% | 80 | 6.67% | 58 | - |
30 Sep, 23 | 169 | 8.33% | 15,074,565 | 1.70% | 75.48% | 1.37% | 75 | 8.70% | 58 | 3.57% |
30 Jun, 23 | 156 | -1.27% | 14,823,075 | -0.21% | 74.22% | 1.36% | 69 | 1.47% | 56 | -5.08% |
31 Mar, 23 | 158 | -0.63% | 14,854,950 | -0.60% | 73.86% | 1.36% | 68 | -5.56% | 59 | 15.69% |
31 Dec, 22 | 159 | -10.67% | 14,944,506 | -0.77% | 73.67% | 1.32% | 72 | -20.88% | 51 | -7.27% |
30 Sep, 22 | 178 | 14.10% | 15,059,983 | 3.05% | 74.57% | 1.43% | 91 | 18.18% | 55 | 10.00% |
30 Jun, 22 | 156 | 3.31% | 14,614,770 | -0.05% | 72.31% | 1.38% | 77 | 10.00% | 50 | -9.09% |
31 Mar, 22 | 151 | -1.31% | 14,622,597 | -0.49% | 72.47% | 1.36% | 70 | 4.48% | 55 | -6.78% |
31 Dec, 21 | 153 | -6.71% | 14,695,310 | 3.10% | 72.93% | 1.46% | 67 | -22.09% | 59 | 20.41% |
30 Sep, 21 | 164 | -17.17% | 14,254,007 | -1.39% | 70.79% | 1.37% | 86 | -20.37% | 49 | -9.26% |
30 Jun, 21 | 198 | 0.51% | 14,454,220 | 8.15% | 71.89% | 1.61% | 108 | - | 54 | -10.00% |
31 Mar, 21 | 197 | -1.50% | 13,364,788 | 5.54% | 66.80% | 1.65% | 108 | 2.86% | 60 | -4.76% |
31 Dec, 20 | 200 | 12.99% | 12,662,956 | 4.04% | 63.54% | 1.36% | 105 | -0.94% | 63 | 31.25% |
30 Sep, 20 | 177 | 13.46% | 12,171,498 | 14.47% | 68.31% | 1.90% | 106 | 10.42% | 48 | 14.29% |
30 Jun, 20 | 156 | 27.87% | 10,632,980 | 12.98% | 59.95% | 2.11% | 96 | 60.00% | 42 | - |
31 Mar, 20 | 122 | -0.81% | 9,411,493 | 6.09% | 53.36% | 2.10% | 60 | -7.69% | 42 | 13.51% |
31 Dec, 19 | 123 | -6.11% | 8,871,295 | 10.68% | 50.38% | 2.41% | 65 | -10.96% | 37 | 5.71% |
30 Sep, 19 | 131 | 19.09% | 8,015,503 | 10.13% | 45.67% | 2.65% | 73 | 25.86% | 35 | 20.69% |
30 Jun, 19 | 110 | 14.58% | 7,278,536 | 2.03% | 41.54% | 2.49% | 58 | 18.37% | 29 | 3.57% |
31 Mar, 19 | 96 | 10.34% | 7,133,865 | 1.56% | 40.82% | 2.51% | 49 | 11.36% | 28 | 3.70% |
31 Dec, 18 | 87 | 4.82% | 7,024,149 | 4.72% | 40.32% | 2.69% | 44 | -6.38% | 27 | 28.57% |
30 Sep, 18 | 83 | -3.49% | 6,707,786 | 8.70% | 38.71% | 3.06% | 47 | 6.82% | 21 | -12.50% |
30 Jun, 18 | 86 | 11.69% | 6,170,764 | 1.77% | 35.59% | 2.90% | 44 | 4.76% | 24 | -7.69% |
31 Mar, 18 | 77 | 4.05% | 6,063,538 | 3.29% | 35.04% | 3.04% | 42 | 2.44% | 26 | 18.18% |
31 Dec, 17 | 74 | 4.23% | 5,870,450 | 1.22% | 33.97% | 3.02% | 41 | 2.50% | 22 | 22.22% |
30 Sep, 17 | 71 | 20.34% | 5,799,514 | 5.10% | 33.56% | 3.28% | 40 | 14.29% | 18 | 20.00% |
30 Jun, 17 | 59 | 28.26% | 5,517,883 | 9.89% | 32.00% | 3.77% | 35 | 12.90% | 15 | 150.00% |
31 Mar, 17 | 46 | 17.95% | 5,021,429 | 9.88% | 29.14% | 4.14% | 31 | 72.22% | 6 | -40.00% |
31 Dec, 16 | 39 | -7.14% | 4,570,115 | 2.54% | 26.53% | 3.87% | 18 | 5.88% | 10 | -23.08% |
30 Sep, 16 | 42 | -2.33% | 4,456,696 | 4.22% | 26.17% | 4.15% | 17 | -10.53% | 13 | -7.14% |
30 Jun, 16 | 43 | -17.31% | 4,276,074 | -7.29% | 25.11% | 3.41% | 19 | -32.14% | 14 | -6.67% |
31 Mar, 16 | 52 | 23.81% | 4,612,197 | 13.73% | 27.12% | 4.75% | 28 | 7.69% | 15 | 50.00% |
31 Dec, 15 | 42 | -4.55% | 4,055,234 | 5.61% | 23.90% | 4.61% | 26 | -10.34% | 10 | 11.11% |
30 Sep, 15 | 44 | 62.96% | 3,839,789 | 19.60% | 22.77% | 6.28% | 29 | 123.08% | 9 | 80.00% |
30 Jun, 15 | 27 | -3.57% | 3,210,588 | 4.34% | 19.04% | 5.71% | 13 | - | 5 | -16.67% |
31 Mar, 15 | 28 | -3.45% | 3,076,957 | 4.52% | 18.26% | 5.97% | 13 | 8.33% | 6 | 20.00% |
31 Dec, 14 | 29 | 11.54% | 2,943,934 | 6.97% | 17.49% | 6.06% | 12 | -7.69% | 5 | -16.67% |
30 Sep, 14 | 26 | 4.00% | 2,752,204 | 4.81% | 17.00% | 6.46% | 13 | -13.33% | 6 | - |
30 Jun, 14 | 25 | 8.70% | 2,625,920 | 2.80% | 16.22% | 6.45% | 15 | 15.38% | - | -100.00% |
31 Mar, 14 | 23 | 9.52% | 2,554,460 | 6.98% | 15.86% | 7.17% | 13 | 8.33% | 3 | 50.00% |
31 Dec, 13 | 21 | 23.53% | 2,387,762 | 4.93% | 14.88% | 7.40% | 12 | 20.00% | 2 | -33.33% |
30 Sep, 13 | 17 | 6.25% | 2,275,470 | 6.74% | 14.18% | 8.01% | 10 | -28.57% | 3 | 50.00% |
30 Jun, 13 | 16 | 220.00% | 2,131,783 | 142.80% | 13.30% | 44.20% | 14 | 366.67% | 2 | 100.00% |
31 Mar, 13 | 5 | -16.67% | 877,991 | -41.12% | 5.49% | 6.26% | 3 | -25.00% | 1 | - |
31 Dec, 12 | 6 | -14.29% | 1,491,243 | 35.08% | 9.36% | 19.09% | 4 | 33.33% | 1 | -50.00% |
30 Sep, 12 | 7 | - | 1,103,953 | -4.94% | 7.00% | 13.16% | 3 | 50.00% | 2 | -33.33% |
30 Jun, 12 | 7 | -12.50% | 1,161,282 | -18.15% | 7.29% | 8.86% | 2 | -60.00% | 3 | 200.00% |
31 Mar, 12 | 8 | - | 1,418,813 | 15.04% | 9.07% | 14.47% | 5 | 66.67% | 1 | -66.67% |
31 Dec, 11 | 8 | -20.00% | 1,233,321 | -6.26% | 7.92% | 11.09% | 3 | -40.00% | 3 | - |
30 Sep, 11 | 10 | 25.00% | 1,315,749 | -2.39% | 8.45% | 11.10% | 5 | -16.67% | 3 | - |
30 Jun, 11 | 8 | 33.33% | 1,347,909 | 6.58% | 8.73% | 13.06% | 6 | 100.00% | - | - |
31 Mar, 11 | 6 | - | 1,264,678 | 64.42% | 8.17% | 34.01% | 3 | 50.00% | - | -100.00% |
31 Dec, 10 | 6 | - | 769,191 | 9.69% | 4.90% | 24.55% | 2 | - | 1 | - |
30 Sep, 10 | 6 | - | 701,232 | -0.83% | 4.47% | 22.94% | 2 | -33.33% | - | - |
30 Jun, 10 | 6 | - | 707,132 | -1.73% | 4.41% | 21.35% | 3 | - | - | -100.00% |
31 Mar, 10 | 6 | 50.00% | 719,555 | 7.65% | 4.55% | 24.92% | 3 | -25.00% | 1 | - |
31 Dec, 09 | 4 | - | 668,427 | 24.42% | 4.27% | 36.24% | 4 | 33.33% | - | - |
30 Sep, 09 | 4 | - | 537,214 | 13.54% | 3.43% | 39.51% | 3 | - | - | - |
30 Jun, 09 | 4 | - | 473,134 | 16.10% | 2.95% | 46.97% | 3 | - | - | - |
31 Mar, 09 | 4 | -33.33% | 407,520 | -35.74% | 2.50% | 16.65% | - | -100.00% | - | - |
31 Dec, 08 | 6 | 50.00% | 634,128 | 50.73% | 3.88% | 58.57% | 2 | -33.33% | - | - |
30 Sep, 08 | 4 | -20.00% | 420,710 | -36.10% | 2.57% | 15.64% | 3 | 50.00% | - | -100.00% |
30 Jun, 08 | 5 | -16.67% | 658,345 | -55.90% | 4.06% | 4.74% | 2 | - | 2 | -50.00% |
31 Mar, 08 | 6 | -33.33% | 1,492,784 | -24.38% | 9.25% | 6.01% | - | -100.00% | 4 | 100.00% |
31 Dec, 07 | 9 | 50.00% | 1,973,988 | 133.50% | 12.41% | 10.13% | 7 | 75.00% | 2 | - |
30 Sep, 07 | 6 | -14.29% | 845,403 | 27.23% | 11.07% | 14.93% | 4 | -20.00% | - | -100.00% |
30 Jun, 07 | 7 | 133.33% | 664,470 | 433.71% | 8.61% | 314.09% | 5 | 150.00% | 1 | - |
31 Mar, 07 | 3 | 200.00% | 124,500 | -0.40% | 1.66% | 58.72% | 2 | - | 1 | - |
31 Dec, 06 | 1 | - | 125,000 | - | 1.68% | 58.24% | - | -100.00% | - | - |
30 Sep, 06 | 1 | - | 125,000 | 214.86% | 1.70% | 147.14% | 1 | - | - | - |
30 Jun, 06 | 1 | - | 39,700 | - | 1.07% | - | 1 | - | - | - |
30 Sep, 99 | 1 | - | 1,800 | - | 0.01% | 7518.80% | - | -100.00% | - | - |
30 Jun, 99 | 1 | - | 1,800 | - | 0.01% | - | 1 | - | - | - |
Simulations Plus 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
Simulations Plus Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 5 | 5 | 100.00% |
Q2 2024 | 7 | 14 | 50.00% |
Q1 2024 | 6 | 8 | 75.00% |
Q4 2023 | 12 | 13 | 92.31% |
Q3 2023 | 5 | 2 | 250.00% |
Q2 2023 | 6 | 7 | 85.71% |
Q1 2023 | 10 | 16 | 62.50% |
Q4 2022 | 20 | 20 | 100.00% |
Q3 2022 | 6 | 10 | 60.00% |
Q2 2022 | 6 | 14 | 42.86% |
Q1 2022 | 5 | 13 | 38.46% |
Q4 2021 | 5 | 25 | 20.00% |
Q3 2021 | 5 | 9 | 55.56% |
Q2 2021 | 5 | 15 | 33.33% |
Q1 2021 | 13 | 27 | 48.15% |
Q4 2020 | 9 | 8 | 112.50% |
Q3 2020 | 11 | 4 | 275.00% |
Q2 2020 | 6 | 3 | 200.00% |
Q1 2020 | 5 | 3 | 166.67% |
Q4 2019 | 7 | 7 | 100.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 5 | - |
Q2 2024 | - | 12 | - |
Q1 2024 | - | 8 | - |
Q4 2023 | - | 10 | - |
Q3 2023 | - | 2 | - |
Q2 2023 | - | 6 | - |
Q1 2023 | - | 11 | - |
Q4 2022 | - | 9 | - |
Q3 2022 | - | 10 | - |
Q2 2022 | - | 14 | - |
Q1 2022 | - | 13 | - |
Q4 2021 | - | 11 | - |
Q3 2021 | - | 9 | - |
Q2 2021 | - | 12 | - |
Q1 2021 | - | 14 | - |
Q4 2020 | - | 6 | - |
Q3 2020 | 1 | 3 | 33.33% |
Q2 2020 | - | 4 | - |
Q1 2020 | - | 3 | - |
Q4 2019 | - | 3 | - |
SLP Ownership FAQ
Who Owns Simulations Plus?
Simulations Plus is owned by institutional shareholders (79.63%), insiders (18.27%), and public (2.10%). The largest institutional shareholder of Simulations Plus is BLACKROCK INC. (12.33% of total shares) and the top mutual fund owner is CONESTOGA FUNDS (1.27% of total shares).
Who are the major institutional shareholders of Simulations Plus?
Simulations Plus's major institutional shareholders are BLACKROCK INC., CONESTOGA CAPITAL ADVISORS, LLC, NEUBERGER BERMAN GROUP LLC, VANGUARD GROUP INC, and RANGER INVESTMENT MANAGEMENT, L.P.. The top five shareholders own together 39.96% of the company's share outstanding.
How many Simulations Plus shareholders are there?
As of Jun 2024, there are 165 institutional shareholders of Simulations Plus.
What percentage of Simulations Plus is owned by BLACKROCK INC?
BLACKROCK INC owns 2.46M shares of Simulations Plus, representing 12.33% of the company's total shares outstanding, valued at $119.84M (as of Jun 2024).
What percentage of Simulations Plus is owned by CONESTOGA CAPITAL ADVISORS, LLC?
As of Jun 2024, CONESTOGA CAPITAL ADVISORS, LLC holds 2.26M shares of Simulations Plus (SLP), compromising 11.32% of the company, valued at $110.06M.
What percentage of Simulations Plus is owned by NEUBERGER BERMAN GROUP LLC?
NEUBERGER BERMAN GROUP LLC is the third largest holder of Simulations Plus. The company owns 1.27M of the company's shares outstanding (worth $61.81M).