urban-gro Ownership | Who Owns urban-gro?
urban-gro Ownership Summary
urban-gro is owned by 10.34% institutional investors, 21.51% insiders, and 68.15% retail investors. Vanguard group is the largest institutional shareholder, holding 2.81% of UGRO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.79% of its assets in urban-gro shares.
UGRO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | urban-gro | 10.34% | 21.51% | 68.15% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Idea | Cannabis Stocks List | 18.72% | 11.24% | 70.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 338.72K | 2.81% | $320.09K |
| Bard associates | 223.73K | 1.80% | $67.34K |
| Flagship harbor advisors | 222.46K | 1.79% | $66.96K |
| Geode capital management | 90.12K | 0.75% | $85.15K |
| Blackrock | 75.51K | 0.63% | $100.43K |
| Blackrock funding, inc. /de | 75.51K | 0.61% | $22.73K |
| Renaissance | 52.30K | 0.43% | $49.40K |
| Ifp advisors | 46.25K | 0.38% | $43.69K |
| Hrt financial lp | 43.26K | 0.35% | $13.00K |
| Private advisor group | 39.41K | 0.32% | $11.86K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bard associates | 223.73K | 0.02% | $67.34K |
| Symphony financial services | 19.00K | 0.00% | $5.72K |
| Flagship harbor advisors | 222.46K | 0.00% | $66.96K |
| Ifp advisors | 46.25K | 0.00% | $43.69K |
| Tower research capital llc (trc) | 5.59K | 0.00% | $5.29K |
| Hrt financial lp | 43.26K | 0.00% | $13.00K |
| Renaissance | 52.30K | 0.00% | $49.40K |
| Private advisor group | 39.41K | 0.00% | $11.86K |
| Evergreen private wealth | 300.00 | 0.00% | $283.00 |
| Garden state investment advisory services | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hrt financial lp | 43.26K | 0.00% | 43.26K |
| Ubs group | 13.54K | - | 13.54K |
| Flagship harbor advisors | 222.46K | 0.00% | 12.81K |
| State street | 26.39K | - | 4.80K |
| Ifp advisors | 46.25K | 0.00% | 2.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Awm investment company | - | - | -723.76K |
| Garden state investment advisory services | - | - | -120.00K |
| Marathon capital management | - | - | -105.00K |
| Evernest financial advisors | - | - | -60.00K |
| Cambria investment management | - | - | -53.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hrt financial lp | 43.26K | 0.00% | 43.26K | $13.00K |
| Raymond james financial | 1.00K | - | 1.00K | $301.00 |
| Group one trading | 900.00 | - | 900.00 | $850.00K |
| Wells fargo & company/mn | 200.00 | - | 200.00 | $189.00 |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -19.00 |
| Avion wealth | -40.00 |
| Us bancorp \de\ | -700.00 |
| Royal bank of canada | -700.00 |
| Redwood wealth management group | -3.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 28 | -12.50% | 1,284,843 | -39.17% | 10 | 3.58% | 9 | -25.00% | 5 | -16.67% |
| Mar 31, 2025 | 32 | 3.23% | 2,099,598 | -19.03% | 16 | 3.88% | 12 | -7.69% | 7 | 40.00% |
| Dec 31, 2024 | 22 | -18.52% | 1,290,204 | -58.15% | 10 | 1.64% | 10 | - | 3 | - |
| Sep 30, 2024 | 26 | -3.70% | 3,039,283 | 9.18% | 25 | 4.74% | 9 | -30.77% | 3 | -25.00% |
| Jun 30, 2024 | 27 | -12.90% | 2,783,691 | 7.32% | 23 | 4.35% | 13 | 8.33% | 4 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 227.62K | 1.79% | - |
| Vanguard Total Stock Mkt Idx Inv | 227.62K | 1.79% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 76.32K | 0.60% | -34.78K |
| Fidelity Extended Market Index | 56.39K | 0.44% | - |
| Fidelity Series Total Market Index | 12.97K | 0.10% | - |
| Fidelity Total Market Index | 10.93K | 0.09% | - |
| Fidelity Nasdaq Composite Index | 9.74K | 0.08% | - |
| Spartan Extended Market Index Pool F | 7.75K | 0.06% | - |
| NT Ext Equity Mkt Idx Fd - NL | 7.57K | 0.06% | - |
| Spartan Extended Market Index Pool E | 7.21K | 0.06% | 409.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | AWM Investment Company, Inc. | - | Sell | $22.46K |
| Dec 12, 2024 | AWM Investment Company, Inc. | - | Sell | $8.97K |
| Dec 10, 2024 | AWM Investment Company, Inc. | - | Sell | $41.31K |
| Dec 11, 2024 | AWM Investment Company, Inc. | - | Sell | $20.87K |
| Dec 06, 2024 | AWM Investment Company, Inc. | - | Sell | $31.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 12 |
| 2024 Q2 | 2 | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | 1 | - |
UGRO Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools