urban-gro Ownership | Who Owns urban-gro?
urban-gro Ownership Summary
urban-gro is owned by 16.90% institutional investors, 21.77% insiders, and 61.33% retail investors. Awm investment company is the largest institutional shareholder, holding 11.96% of UGRO shares. Vanguard Total Stock Mkt Idx Inv 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 | 16.90% | 21.77% | 61.33% |
| Sector | Industrials Stocks | 39.26% | 12.57% | 48.17% |
| Idea | Cannabis Stocks List | 15.01% | 11.00% | 74.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Awm investment company | 1.44M | 11.96% | $1.92M |
| Vanguard group | 338.72K | 2.81% | $320.09K |
| Bard associates | 251.73K | 2.08% | $237.78K |
| Flagship harbor advisors | 208.71K | 1.73% | $197.15K |
| Private advisor group | 91.43K | 0.76% | $86.36K |
| Geode capital management | 90.12K | 0.75% | $85.15K |
| Blackrock funding, inc. /de | 75.51K | 0.63% | $71.33K |
| Blackrock | 75.51K | 0.63% | $100.43K |
| Renaissance | 52.30K | 0.43% | $49.40K |
| Ifp advisors | 46.25K | 0.38% | $43.69K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awm investment company | 1.44M | 0.26% | $1.92M |
| Bard associates | 251.73K | 0.08% | $237.78K |
| Flagship harbor advisors | 208.71K | 0.01% | $197.15K |
| Pfs partners | 7.00K | 0.00% | $6.61K |
| Ifp advisors | 46.25K | 0.00% | $43.69K |
| Virtu financial | 26.96K | 0.00% | $25.00K |
| Private advisor group | 91.43K | 0.00% | $86.36K |
| Tower research capital llc (trc) | 5.59K | 0.00% | $5.29K |
| Evergreen private wealth | 300.00 | 0.00% | $283.00 |
| Renaissance | 52.30K | 0.00% | $49.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Awm investment company | 1.44M | 0.26% | 369.00K |
| Virtu financial | 26.96K | 0.00% | 26.96K |
| Ubs group | 13.54K | - | 13.54K |
| State street | 26.39K | - | 4.80K |
| Ifp advisors | 46.25K | 0.00% | 2.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private advisor group | 91.43K | 0.00% | -124.32K |
| 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 |
|---|---|---|---|---|
| Virtu financial | 26.96K | 0.00% | 26.96K | $25.00K |
| Group one trading | 900.00 | - | 900.00 | $850.00K |
| Mai capital management | 600.00 | - | 600.00 | $567.00 |
| Wells fargo & company/mn | 200.00 | - | 200.00 | $189.00 |
Sold Out
| Holder | Change |
|---|---|
| Avion wealth | -40.00 |
| Us bancorp \de\ | -700.00 |
| Royal bank of canada | -700.00 |
| Redwood wealth management group | -3.00K |
| Steward partners investment advisory | -7.50K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 31 | 3.33% | 2,593,897 | 8.13% | 23 | 5.43% | 12 | -7.69% | 5 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 227.62K | 1.79% | - |
| Vanguard US Total Market Shares ETF | 227.62K | 1.79% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 111.10K | 0.88% | - |
| Fidelity Extended Market Index | 56.93K | 0.45% | 10.03K |
| Fidelity Series Total Market Index | 12.97K | 0.10% | 3.32K |
| Fidelity Nasdaq Composite Index | 11.91K | 0.09% | - |
| Fidelity Total Market Index | 10.93K | 0.09% | - |
| NT Ext Equity Mkt Idx Fd - NL | 7.57K | 0.06% | - |
| Spartan Extended Market Index Pool E | 7.21K | 0.06% | 409.00 |
| Spartan Extended Market Index Pool F | 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
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