Sunworks Ownership 2024 | Who Owns Sunworks Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

8.35%

Insider Ownership

7.05%

Retail Ownership

84.60%

Institutional Holders

26.00

Sunworks Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JPMORGAN CHASE & CO	-	-	-	-52,328	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-70	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-1,341	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-59,764	-100.00%	-	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	-	-	-	-182,700	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-113,153	-100.00%	-	Mar 31, 2024
VANGUARD GROUP INC	-	-	-	-1,798,802	-100.00%	-	Mar 31, 2024
MORGAN STANLEY	-	-	-	-65,769	-100.00%	-	Mar 31, 2024
GROUP ONE TRADING, L.P.	-	-	-	-39,536	-100.00%	-	Mar 31, 2024
MAI CAPITAL MANAGEMENT	-	-	-	-73,379	-100.00%	-	Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	-	-	-	-302,073	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-366,177	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	-	-	-	-435,323	-100.00%	-	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	-	-	-	-17,087	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-2,100	-100.00%	-	Mar 31, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-26,044	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-22,351	-100.00%	-	Mar 31, 2024
BAADER BANK AKTIENGESELLSCHAFT	-	-	-	-10,527	-100.00%	-	Mar 31, 2024
CONNECTIVE CAPITAL MANAGEMENT, LLC	-	-	-	-2,399,244	-100.00%	-	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-2,703	-100.00%	-	Mar 31, 2024

Sunworks's largest institutional shareholder is JPMORGAN CHASE & CO, 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
JPMORGAN CHASE & CO	-	-	-	-52,328	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-70	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-1,341	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-59,764	-100.00%	-	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	-	-	-	-182,700	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-113,153	-100.00%	-	Mar 31, 2024
VANGUARD GROUP INC	-	-	-	-1,798,802	-100.00%	-	Mar 31, 2024
MORGAN STANLEY	-	-	-	-65,769	-100.00%	-	Mar 31, 2024
GROUP ONE TRADING, L.P.	-	-	-	-39,536	-100.00%	-	Mar 31, 2024
MAI CAPITAL MANAGEMENT	-	-	-	-73,379	-100.00%	-	Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	-	-	-	-302,073	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-366,177	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	-	-	-	-435,323	-100.00%	-	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	-	-	-	-17,087	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-2,100	-100.00%	-	Mar 31, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-26,044	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-22,351	-100.00%	-	Mar 31, 2024
BAADER BANK AKTIENGESELLSCHAFT	-	-	-	-10,527	-100.00%	-	Mar 31, 2024
CONNECTIVE CAPITAL MANAGEMENT, LLC	-	-	-	-2,399,244	-100.00%	-	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-2,703	-100.00%	-	Mar 31, 2024

The largest Sunworks shareholder by % of total assets is JPMORGAN CHASE & CO. 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
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-51	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-70	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-1,341	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-2,100	-100.00%	-	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-2,703	-100.00%	-	Mar 31, 2024
BAADER BANK AKTIENGESELLSCHAFT	-	-	-	-10,527	-100.00%	-	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	-	-	-	-17,087	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-22,351	-100.00%	-	Mar 31, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-26,044	-100.00%	-	Mar 31, 2024
SUMMIT FINANCIAL, LLC	-	-	-	-28,000	-100.00%	-	Mar 31, 2024
GROUP ONE TRADING, L.P.	-	-	-	-39,536	-100.00%	-	Mar 31, 2024
JPMORGAN CHASE & CO	-	-	-	-52,328	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-59,764	-100.00%	-	Mar 31, 2024
MORGAN STANLEY	-	-	-	-65,769	-100.00%	-	Mar 31, 2024
MAI CAPITAL MANAGEMENT	-	-	-	-73,379	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-113,153	-100.00%	-	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	-	-	-	-182,700	-100.00%	-	Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	-	-	-	-302,073	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-366,177	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	-	-	-	-435,323	-100.00%	-	Mar 31, 2024

As of Mar 31 2024, Sunworks's largest institutional buyer is QUBE RESEARCH & TECHNOLOGIES LTD. The company purchased -51.00 stocks of SUNW, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONNECTIVE CAPITAL MANAGEMENT, LLC	-	-	-	-2,399,244	-100.00%	-	Mar 31, 2024
VANGUARD GROUP INC	-	-	-	-1,798,802	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	-	-	-	-435,323	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-366,177	-100.00%	-	Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	-	-	-	-302,073	-100.00%	-	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	-	-	-	-182,700	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-113,153	-100.00%	-	Mar 31, 2024
MAI CAPITAL MANAGEMENT	-	-	-	-73,379	-100.00%	-	Mar 31, 2024
MORGAN STANLEY	-	-	-	-65,769	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-59,764	-100.00%	-	Mar 31, 2024
JPMORGAN CHASE & CO	-	-	-	-52,328	-100.00%	-	Mar 31, 2024
GROUP ONE TRADING, L.P.	-	-	-	-39,536	-100.00%	-	Mar 31, 2024
SUMMIT FINANCIAL, LLC	-	-	-	-28,000	-100.00%	-	Mar 31, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-26,044	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-22,351	-100.00%	-	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	-	-	-	-17,087	-100.00%	-	Mar 31, 2024
BAADER BANK AKTIENGESELLSCHAFT	-	-	-	-10,527	-100.00%	-	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-2,703	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-2,100	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-1,341	-100.00%	-	Mar 31, 2024

As of Mar 31 2024, Sunworks's biggest institutional seller is CONNECTIVE CAPITAL MANAGEMENT, LLC. The company sold -2.40M 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
CONNECTIVE CAPITAL MANAGEMENT, LLC	-	-	-	-2,399,244	-100.00%	-	Mar 31, 2024
VANGUARD GROUP INC	-	-	-	-1,798,802	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	-	-	-	-435,323	-100.00%	-	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-366,177	-100.00%	-	Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	-	-	-	-302,073	-100.00%	-	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	-	-	-	-182,700	-100.00%	-	Mar 31, 2024
STATE STREET CORP	-	-	-	-113,153	-100.00%	-	Mar 31, 2024
MAI CAPITAL MANAGEMENT	-	-	-	-73,379	-100.00%	-	Mar 31, 2024
MORGAN STANLEY	-	-	-	-65,769	-100.00%	-	Mar 31, 2024
NORTHERN TRUST CORP	-	-	-	-59,764	-100.00%	-	Mar 31, 2024
JPMORGAN CHASE & CO	-	-	-	-52,328	-100.00%	-	Mar 31, 2024
GROUP ONE TRADING, L.P.	-	-	-	-39,536	-100.00%	-	Mar 31, 2024
SUMMIT FINANCIAL, LLC	-	-	-	-28,000	-100.00%	-	Mar 31, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-26,044	-100.00%	-	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-22,351	-100.00%	-	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	-	-	-	-17,087	-100.00%	-	Mar 31, 2024
BAADER BANK AKTIENGESELLSCHAFT	-	-	-	-10,527	-100.00%	-	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-2,703	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-2,100	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-1,341	-100.00%	-	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-70	-100.00%	-	Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-51	-100.00%	-	Mar 31, 2024

Sunworks's largest sold out institutional shareholder by shares sold is CONNECTIVE CAPITAL MANAGEMENT, LLC, sold -2.40M shares, valued at -, as of undefined.

Sunworks Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
BRIDGEWAY FUNDS INC	0.12%	302,073	-	-	Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS	0.04%	21,900	-	-	Dec 31, 2023
Vericimetry Funds	0.04%	4,140	-	-	Dec 31, 2023
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	-	-	Dec 31, 2023
ALPS ETF Trust	0.02%	222,115	-	-	Feb 29, 2024
T. Rowe Price Index Trust, Inc.	0.01%	160,200	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	2,235,886	468,374	26.50%	Dec 31, 2023
FIDELITY CONCORD STREET TRUST	0.00%	344,979	-	-	Feb 29, 2024
AdvisorShares Trust	0.00%	2,800	-	-	Dec 29, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	21,967	-	-	Dec 31, 2023
SCHWAB CAPITAL TRUST	0.00%	17,256	-	-	Feb 29, 2024
Strategy Shares	0.00%	1,076	-	-	Jan 31, 2024
FLEXSHARES TRUST	0.00%	6,948	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	12,210	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	12,686	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	5,697	-	-	Dec 31, 2023
SUNAMERICA SERIES TRUST	0.00%	1,071	-	-	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	57	-	-	Jan 31, 2024

Sunworks's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 302.07K shares, compromising 0.12% of its total assets.

Sunworks Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Dec, 23	26	-23.53%
30 Sep, 23	34	-5.56%
30 Jun, 23	36	-5.26%
31 Mar, 23	38	-11.63%
31 Dec, 22	43	-17.31%
30 Sep, 22	52	40.54%
30 Jun, 22	37	-35.09%
31 Mar, 22	57	16.33%
31 Dec, 21	49	-3.92%
30 Sep, 21	51	15.91%
30 Jun, 21	44	-10.20%
31 Mar, 21	49	96.00%
31 Dec, 20	25	177.78%
30 Sep, 20	9	-
30 Jun, 20	9	200.00%
31 Mar, 20	3	-76.92%
31 Dec, 19	13	-7.14%
30 Sep, 19	14	-

As of 31 Dec 23, 26 institutions are holding Sunworks's shares, representing a decrease of -23.53% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Dec, 23	3,637,336	2.96%
30 Sep, 23	3,532,880	-9.43%
30 Jun, 23	3,900,855	-12.00%
31 Mar, 23	4,432,619	-16.46%
31 Dec, 22	5,305,687	-5.35%
30 Sep, 22	5,605,510	33.76%
30 Jun, 22	4,190,677	-25.12%
31 Mar, 22	5,596,683	-25.57%
31 Dec, 21	7,519,700	-8.15%
30 Sep, 21	8,186,883	-4.54%
30 Jun, 21	8,576,338	18.14%
31 Mar, 21	7,259,759	439.11%
31 Dec, 20	1,346,631	204.53%
30 Sep, 20	442,207	100.10%
30 Jun, 20	220,989	218.42%
31 Mar, 20	69,402	-83.91%
31 Dec, 19	431,270	-13.59%
30 Sep, 19	499,111	-

Sunworks (SUNW) has 3.64M shares outstanding as of 31 Dec 23, up 2.96% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Dec, 23	8.35%	9.42%
30 Sep, 23	9.41%	7.76%
30 Jun, 23	11.01%	7.03%
31 Mar, 23	12.51%	4.79%
31 Dec, 22	16.16%	5.82%
30 Sep, 22	16.67%	10.28%
30 Jun, 22	12.73%	3.54%
31 Mar, 22	18.97%	2.45%
31 Dec, 21	27.80%	3.03%
30 Sep, 21	30.27%	3.01%
30 Jun, 21	31.71%	3.83%
31 Mar, 21	28.77%	43.87%
31 Dec, 20	8.10%	114.52%
30 Sep, 20	2.66%	150.58%
30 Jun, 20	1.33%	343.85%
31 Mar, 20	0.62%	1.09%
31 Dec, 19	7.56%	6.17%
30 Sep, 19	11.07%	-

As of 31 Dec 23, Sunworks is held by 8.35% institutional shareholders, representing a 9.42% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Dec, 23	11	-26.67%
30 Sep, 23	15	-
30 Jun, 23	15	15.38%
31 Mar, 23	13	-18.75%
31 Dec, 22	16	-48.39%
30 Sep, 22	31	72.22%
30 Jun, 22	18	-41.94%
31 Mar, 22	31	47.62%
31 Dec, 21	21	-8.70%
30 Sep, 21	23	27.78%
30 Jun, 21	18	-40.00%
31 Mar, 21	30	50.00%
31 Dec, 20	20	233.33%
30 Sep, 20	6	-14.29%
30 Jun, 20	7	250.00%
31 Mar, 20	2	-75.00%
31 Dec, 19	8	-42.86%
30 Sep, 19	14	-

11 institutional shareholders have increased their position in SUNW stock as of 31 Dec 23 compared to 15 in the previous quarter (a -26.67% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Dec, 23	6	-14.29%
30 Sep, 23	7	-22.22%
30 Jun, 23	9	-
31 Mar, 23	9	-40.00%
31 Dec, 22	15	50.00%
30 Sep, 22	10	-
30 Jun, 22	10	11.11%
31 Mar, 22	9	-30.77%
31 Dec, 21	13	44.44%
30 Sep, 21	9	-18.18%
30 Jun, 21	11	57.14%
31 Mar, 21	7	600.00%
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	-	-

6 institutional shareholders have reduced their position in SUNW stock as of 31 Dec 23 compared to 7 in the previous quarter (a -14.29% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Dec, 23	26	-23.53%	3,637,336	2.96%	8.35%	9.42%	11	-26.67%	6	-14.29%
30 Sep, 23	34	-5.56%	3,532,880	-9.43%	9.41%	7.76%	15	-	7	-22.22%
30 Jun, 23	36	-5.26%	3,900,855	-12.00%	11.01%	7.03%	15	15.38%	9	-
31 Mar, 23	38	-11.63%	4,432,619	-16.46%	12.51%	4.79%	13	-18.75%	9	-40.00%
31 Dec, 22	43	-17.31%	5,305,687	-5.35%	16.16%	5.82%	16	-48.39%	15	50.00%
30 Sep, 22	52	40.54%	5,605,510	33.76%	16.67%	10.28%	31	72.22%	10	-
30 Jun, 22	37	-35.09%	4,190,677	-25.12%	12.73%	3.54%	18	-41.94%	10	11.11%
31 Mar, 22	57	16.33%	5,596,683	-25.57%	18.97%	2.45%	31	47.62%	9	-30.77%
31 Dec, 21	49	-3.92%	7,519,700	-8.15%	27.80%	3.03%	21	-8.70%	13	44.44%
30 Sep, 21	51	15.91%	8,186,883	-4.54%	30.27%	3.01%	23	27.78%	9	-18.18%
30 Jun, 21	44	-10.20%	8,576,338	18.14%	31.71%	3.83%	18	-40.00%	11	57.14%
31 Mar, 21	49	96.00%	7,259,759	439.11%	28.77%	43.87%	30	50.00%	7	600.00%
31 Dec, 20	25	177.78%	1,346,631	204.53%	8.10%	114.52%	20	233.33%	1	-50.00%
30 Sep, 20	9	-	442,207	100.10%	2.66%	150.58%	6	-14.29%	2	100.00%
30 Jun, 20	9	200.00%	220,989	218.42%	1.33%	343.85%	7	250.00%	1	-
31 Mar, 20	3	-76.92%	69,402	-83.91%	0.62%	1.09%	2	-75.00%	-	-100.00%
31 Dec, 19	13	-7.14%	431,270	-13.59%	7.56%	6.17%	8	-42.86%	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
SEDG	SolarEdge Technologies, Inc.
MAXN	Maxeon Solar Technologies, Ltd.
FSLR	First Solar, Inc.
SPWR	SunPower Corporation
CSIQ	Canadian Solar Inc.
JKS	JinkoSolar Holding Co., Ltd.
RUN	Sunrun Inc.
ENPH	Enphase Energy, Inc.
NOVA	Sunnova Energy International Inc.

SUNW Ownership FAQ

Who Owns Sunworks?

Sunworks is owned by institutional shareholders (8.35%), insiders (7.05%), and public (84.60%). The largest institutional shareholder of Sunworks is JPMORGAN CHASE & CO (0% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.12% of total shares).

Who are the major institutional shareholders of Sunworks?

Sunworks's major institutional shareholders are JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, and PRICE T ROWE ASSOCIATES INC /MD/. The top five shareholders own together 0% of the company's share outstanding.

How many Sunworks shareholders are there?

As of Dec 2023, there are 26 institutional shareholders of Sunworks.

What percentage of Sunworks is owned by JPMORGAN CHASE & CO?

JPMORGAN CHASE & CO owns 0 shares of Sunworks, representing 0% of the company's total shares outstanding, valued at $0 (as of Mar 2024).

What percentage of Sunworks is owned by BANK OF AMERICA CORP /DE/?

As of Mar 2024, BANK OF AMERICA CORP /DE/ holds 0 shares of Sunworks (SUNW), compromising 0% of the company, valued at $0.

What percentage of Sunworks is owned by WELLS FARGO & COMPANY/MN?

WELLS FARGO & COMPANY/MN is the third largest holder of Sunworks. The company owns 0 of the company's shares outstanding (worth $0).