Sunworks Ownership 2024 | Who Owns Sunworks Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

0.19%

Insider Ownership

7.05%

Retail Ownership

92.76%

Institutional Holders

2.00

Sunworks Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CANTOR FITZGERALD, L. P.	-	-	-	-21,000	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-61,650	-100.00%	-	Jun 30, 2024

Sunworks's largest institutional shareholder is CANTOR FITZGERALD, L. P., 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
CANTOR FITZGERALD, L. P.	-	-	-	-21,000	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-61,650	-100.00%	-	Jun 30, 2024

The largest Sunworks shareholder by % of total assets is CANTOR FITZGERALD, L. P.. The company owns 0.00 shares of Sunworks (SUNW), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CANTOR FITZGERALD, L. P.	-	-	-	-21,000	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-61,650	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Sunworks's largest institutional buyer is CANTOR FITZGERALD, L. P.. The company purchased -21.00K stocks of SUNW, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
XTX TOPCO LTD	-	-	-	-61,650	-100.00%	-	Jun 30, 2024
CANTOR FITZGERALD, L. P.	-	-	-	-21,000	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Sunworks's biggest institutional seller is XTX TOPCO LTD. The company sold -61.65K shares of SUNW, 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
XTX TOPCO LTD	-	-	-	-61,650	-100.00%	-	Jun 30, 2024
CANTOR FITZGERALD, L. P.	-	-	-	-21,000	-100.00%	-	Jun 30, 2024

Sunworks's largest sold out institutional shareholder by shares sold is XTX TOPCO LTD, sold -61.65K shares, valued at -, as of undefined.

Sunworks Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
BRIDGEWAY FUNDS INC	0.13%	302,073	-	-	Mar 28, 2024
Vericimetry Funds	0.05%	4,140	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.04%	21,900	-	-	Mar 31, 2024
HUSSMAN INVESTMENT TRUST	0.03%	124,000	-	-	Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.03%	2,094,026	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.02%	246,350	-	-	Mar 31, 2024
ALPS ETF Trust	0.02%	222,115	-	-	Feb 29, 2024
Invesco Exchange-Traded Fund Trust II	0.01%	2,299,352	-	-	Jan 31, 2024
T. Rowe Price Index Trust, Inc.	0.01%	160,200	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.01%	2,235,886	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	344,979	-	-	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	21,967	-	-	Mar 31, 2024
AdvisorShares Trust	0.00%	2,800	-	-	Mar 28, 2024
SCHWAB CAPITAL TRUST	0.00%	17,256	-	-	Feb 29, 2024
Strategy Shares	0.00%	1,076	-	-	Jan 31, 2024
Global X Funds	0.00%	5,050	-	-	Jan 31, 2024
FLEXSHARES TRUST	0.00%	6,948	-	-	Jan 31, 2024
Tidal Trust II	0.00%	1,427	193	15.64%	Jan 31, 2024
Dimensional ETF Trust	0.00%	12,210	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	4,770	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	12,686	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	5,697	-	-	Mar 31, 2024
SUNAMERICA SERIES TRUST	0.00%	1,071	-	-	Mar 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	57	-	-	Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	718	-	-	Mar 31, 2024

Sunworks's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 302.07K shares, compromising 0.13% of its total assets.

Sunworks Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	2	-93.33%
31 Dec, 23	30	-21.05%
30 Sep, 23	38	-2.56%
30 Jun, 23	39	-7.14%
31 Mar, 23	42	-10.64%
31 Dec, 22	47	-16.07%
30 Sep, 22	56	40.00%
30 Jun, 22	40	-34.43%
31 Mar, 22	61	17.31%
31 Dec, 21	52	-5.45%
30 Sep, 21	55	14.58%
30 Jun, 21	48	-9.43%
31 Mar, 21	53	89.29%
31 Dec, 20	28	211.11%
30 Sep, 20	9	-
30 Jun, 20	9	200.00%
31 Mar, 20	3	-78.57%
31 Dec, 19	14	-
30 Sep, 19	14	-

As of 31 Mar 24, 2 institutions are holding Sunworks's shares, representing a decrease of -93.33% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	82,650	-98.64%
31 Dec, 23	6,079,155	70.12%
30 Sep, 23	3,573,402	-15.71%
30 Jun, 23	4,239,646	-5.05%
31 Mar, 23	4,465,084	-16.77%
31 Dec, 22	5,364,924	-4.59%
30 Sep, 22	5,623,093	33.95%
30 Jun, 22	4,197,977	-25.25%
31 Mar, 22	5,615,753	-28.90%
31 Dec, 21	7,898,716	-8.51%
30 Sep, 21	8,633,864	-5.16%
30 Jun, 21	9,103,783	14.14%
31 Mar, 21	7,975,891	380.88%
31 Dec, 20	1,658,619	275.08%
30 Sep, 20	442,207	100.10%
30 Jun, 20	220,989	218.42%
31 Mar, 20	69,402	-84.31%
31 Dec, 19	442,295	-11.38%
30 Sep, 19	499,111	-

Sunworks (SUNW) has 82.65K shares outstanding as of 31 Mar 24, down -98.64% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	0.19%	0.10%
31 Dec, 23	13.95%	20.74%
30 Sep, 23	8.20%	6.34%
30 Jun, 23	11.37%	7.16%
31 Mar, 23	12.61%	4.72%
31 Dec, 22	16.34%	5.84%
30 Sep, 22	16.72%	10.28%
30 Jun, 22	12.76%	3.52%
31 Mar, 22	19.03%	2.23%
31 Dec, 21	29.20%	2.84%
30 Sep, 21	32.08%	2.75%
30 Jun, 21	34.13%	3.42%
31 Mar, 21	31.61%	27.96%
31 Dec, 20	10.63%	150.34%
30 Sep, 20	2.66%	143.10%
30 Jun, 20	1.36%	352.71%
31 Mar, 20	0.62%	1.03%
31 Dec, 19	7.75%	6.33%
30 Sep, 19	11.07%	-

As of 31 Mar 24, Sunworks is held by 0.19% institutional shareholders, representing a 0.10% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	1	-92.31%
31 Dec, 23	13	-23.53%
30 Sep, 23	17	-5.56%
30 Jun, 23	18	50.00%
31 Mar, 23	12	-20.00%
31 Dec, 22	15	-50.00%
30 Sep, 22	30	66.67%
30 Jun, 22	18	-45.45%
31 Mar, 22	33	43.48%
31 Dec, 21	23	-
30 Sep, 21	23	9.52%
30 Jun, 21	21	-30.00%
31 Mar, 21	30	36.36%
31 Dec, 20	22	266.67%
30 Sep, 20	6	-14.29%
30 Jun, 20	7	250.00%
31 Mar, 20	2	-77.78%
31 Dec, 19	9	-35.71%
30 Sep, 19	14	-

1 institutional shareholders have increased their position in SUNW stock as of 31 Mar 24 compared to 13 in the previous quarter (a -92.31% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	-	-100.00%
31 Dec, 23	7	-
30 Sep, 23	7	-12.50%
30 Jun, 23	8	-27.27%
31 Mar, 23	11	-35.29%
31 Dec, 22	17	41.67%
30 Sep, 22	12	9.09%
30 Jun, 22	11	22.22%
31 Mar, 22	9	-25.00%
31 Dec, 21	12	20.00%
30 Sep, 21	10	-
30 Jun, 21	10	25.00%
31 Mar, 21	8	700.00%
31 Dec, 20	1	-50.00%
30 Sep, 20	2	100.00%
30 Jun, 20	1	-
31 Mar, 20	-	-100.00%
31 Dec, 19	3	-
30 Sep, 19	-	-

- institutional shareholders have reduced their position in SUNW stock as of 31 Mar 24 compared to 7 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	2	-93.33%	82,650	-98.64%	0.19%	0.10%	1	-92.31%	-	-100.00%
31 Dec, 23	30	-21.05%	6,079,155	70.12%	13.95%	20.74%	13	-23.53%	7	-
30 Sep, 23	38	-2.56%	3,573,402	-15.71%	8.20%	6.34%	17	-5.56%	7	-12.50%
30 Jun, 23	39	-7.14%	4,239,646	-5.05%	11.37%	7.16%	18	50.00%	8	-27.27%
31 Mar, 23	42	-10.64%	4,465,084	-16.77%	12.61%	4.72%	12	-20.00%	11	-35.29%
31 Dec, 22	47	-16.07%	5,364,924	-4.59%	16.34%	5.84%	15	-50.00%	17	41.67%
30 Sep, 22	56	40.00%	5,623,093	33.95%	16.72%	10.28%	30	66.67%	12	9.09%
30 Jun, 22	40	-34.43%	4,197,977	-25.25%	12.76%	3.52%	18	-45.45%	11	22.22%
31 Mar, 22	61	17.31%	5,615,753	-28.90%	19.03%	2.23%	33	43.48%	9	-25.00%
31 Dec, 21	52	-5.45%	7,898,716	-8.51%	29.20%	2.84%	23	-	12	20.00%
30 Sep, 21	55	14.58%	8,633,864	-5.16%	32.08%	2.75%	23	9.52%	10	-
30 Jun, 21	48	-9.43%	9,103,783	14.14%	34.13%	3.42%	21	-30.00%	10	25.00%
31 Mar, 21	53	89.29%	7,975,891	380.88%	31.61%	27.96%	30	36.36%	8	700.00%
31 Dec, 20	28	211.11%	1,658,619	275.08%	10.63%	150.34%	22	266.67%	1	-50.00%
30 Sep, 20	9	-	442,207	100.10%	2.66%	143.10%	6	-14.29%	2	100.00%
30 Jun, 20	9	200.00%	220,989	218.42%	1.36%	352.71%	7	250.00%	1	-
31 Mar, 20	3	-78.57%	69,402	-84.31%	0.62%	1.03%	2	-77.78%	-	-100.00%
31 Dec, 19	14	-	442,295	-11.38%	7.75%	6.33%	9	-35.71%	3	-
30 Sep, 19	14	-	499,111	-	11.07%	-	14	-	-	-

Sunworks 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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 18, 2024	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	11,090	$0.21	$2.33K	1,636,351
Jan 08, 2024	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	254	$0.20	$50.29	561,258
Dec 21, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	1,141	$0.25	$287.65	561,512
Dec 19, 2023	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	10,799	$0.30	$3.23K	1,647,441
Dec 06, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	663	$0.28	$185.64	200,335
Nov 20, 2023	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	10,500	$0.28	$2.94K	1,658,220
Nov 08, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	543	$0.37	$200.91	200,998
Oct 18, 2023	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	173,385	$0.39	$67.62K	1,668,720
Oct 12, 2023	Morris Gaylon	director, officer	Chief Executive Officer	F-InKind	Sell	787	$0.47	$369.89	483,304
Sep 12, 2023	Morris Gaylon	director, officer	Chief Executive Officer	F-InKind	Sell	1,028	$0.75	$771.00	484,091
Sep 06, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	352	$0.78	$274.56	201,541
Aug 07, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	448	$1.40	$627.20	201,893
Jul 13, 2023	Morris Gaylon	director, officer	Chief Executive Officer	F-InKind	Sell	1,196	$1.12	$1.34K	485,119

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 18, 2024	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	11,090	$0.21	$2.33K	1,636,351
Jan 08, 2024	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	254	$0.20	$50.29	561,258
Dec 21, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	1,141	$0.25	$287.65	561,512
Dec 19, 2023	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	10,799	$0.30	$3.23K	1,647,441
Dec 08, 2023	McCullough Patrick Clement Jr.	director	-	A-Award	Buy	362,318	-	-	434,722
Dec 07, 2023	Resch Rhone A.	director	-	A-Award	Buy	362,318	-	-	446,335
Dec 07, 2023	SPEER STANLEY E	director	-	A-Award	Buy	362,318	-	-	446,335
Dec 07, 2023	Monahan Christopher Gardner	officer	Chief Legal Officer	A-Award	Buy	362,318	-	-	453,573
Dec 07, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	A-Award	Buy	362,318	-	-	562,653
Dec 06, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	663	$0.28	$185.64	200,335
Nov 20, 2023	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	10,500	$0.28	$2.94K	1,658,220
Nov 08, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	543	$0.37	$200.91	200,998
Oct 18, 2023	Trout Mark	director, officer	Chief Executive Officer	A-Award	Buy	384,615	-	-	1,842,105
Oct 18, 2023	Trout Mark	director, officer	Chief Executive Officer	F-InKind	Sell	173,385	$0.39	$67.62K	1,668,720
Oct 18, 2023	Trout Mark	director, officer	Chief Executive Officer	A-Award	Buy	1,282,051	-	-	1,457,490
Oct 12, 2023	Morris Gaylon	director, officer	Chief Executive Officer	F-InKind	Sell	787	$0.47	$369.89	483,304
Sep 12, 2023	Morris Gaylon	director, officer	Chief Executive Officer	F-InKind	Sell	1,028	$0.75	$771.00	484,091
Sep 06, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	352	$0.78	$274.56	201,541
Aug 07, 2023	Bonfigt Jason Lee	officer	Chief Financial Officer	F-InKind	Sell	448	$1.40	$627.20	201,893
Jul 13, 2023	Morris Gaylon	director, officer	Chief Executive Officer	F-InKind	Sell	1,196	$1.12	$1.34K	485,119

The last insider sell of Sunworks's stock was made by Trout Mark on Jan 18 2024, selling 11,090 shares at $0.21 per share (valued at $2.33K).

Sunworks Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	2	-
Q4 2023	7	7	100.00%
Q3 2023	1	4	25.00%
Q2 2023	-	5	-
Q1 2023	3	6	50.00%
Q4 2022	4	4	100.00%
Q3 2022	-	2	-
Q2 2022	3	1	300.00%
Q1 2022	6	3	200.00%
Q4 2021	7	-	-
Q3 2021	4	-	-
Q2 2021	2	-	-
Q1 2021	1	-	-
Q4 2020	5	12	41.67%
Q4 2019	1	-	-
Q3 2019	5	-	-
Q1 2019	2	-	-
Q4 2018	2	-	-
Q3 2018	1	-	-
Q2 2018	4	4	100.00%

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Sunworks's insiders, as of Q1 2024.

Open Market Insider Trades Trend

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

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Sunworks's stocks.

Sunworks Peer Ownership

Ticker	Company
SPWR	SunPower Corporation
FSLR	First Solar, Inc.
CSIQ	Canadian Solar Inc.
SEDG	SolarEdge Technologies, Inc.
JKS	JinkoSolar Holding Co., Ltd.
RUN	Sunrun Inc.
MAXN	Maxeon Solar Technologies, Ltd.
ENPH	Enphase Energy, Inc.
NOVA	Sunnova Energy International Inc.

SUNW Ownership FAQ

Who Owns Sunworks?

Sunworks is owned by institutional shareholders (0.19%), insiders (7.05%), and public (92.76%). The largest institutional shareholder of Sunworks is CANTOR FITZGERALD, L. P. (0% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.13% of total shares).

Who are the major institutional shareholders of Sunworks?

Sunworks's major institutional shareholders are CANTOR FITZGERALD, L. P., and XTX TOPCO LTD. The top five shareholders own together 0% of the company's share outstanding.

How many Sunworks shareholders are there?

As of Mar 2024, there are 2 institutional shareholders of Sunworks.

What percentage of Sunworks is owned by CANTOR FITZGERALD, L. P?

CANTOR FITZGERALD, L. P owns 0 shares of Sunworks, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).

What percentage of Sunworks is owned by XTX TOPCO LTD?

As of Jun 2024, XTX TOPCO LTD holds 0 shares of Sunworks (SUNW), compromising 0% of the company, valued at $0.