urban-gro Ownership | Who Owns urban-gro?
urban-gro Ownership Summary
urban-gro is owned by 8.93% institutional investors, 21.77% insiders, and 69.30% retail investors. Flagship harbor advisors is the largest institutional shareholder, holding 1.97% 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 | 8.93% | 21.77% | 69.30% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Idea | Cannabis Stocks List | 16.95% | 11.09% | 71.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Flagship harbor advisors | 244.19K | 1.97% | $100.61K |
| Vanguard group | 111.10K | 0.89% | $45.77K |
| Hrt financial lp | 110.59K | 0.89% | $45.00K |
| Renaissance | 103.50K | 0.83% | $42.64K |
| Geode capital management | 101.71K | 0.82% | $41.91K |
| Virtu financial | 97.27K | 0.78% | $40.00K |
| Blackrock | 75.51K | 0.63% | $100.43K |
| Blackrock funding, inc. /de | 75.51K | 0.61% | $31.11K |
| Ifp advisors | 46.25K | 0.38% | $43.69K |
| Private advisor group | 42.01K | 0.34% | $17.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ground swell capital | 27.23K | 0.02% | $11.22K |
| Flagship harbor advisors | 244.19K | 0.00% | $100.61K |
| Symphony financial services | 19.00K | 0.00% | $7.83K |
| Virtu financial | 97.27K | 0.00% | $40.00K |
| Two sigma securities | 28.43K | 0.00% | $11.71K |
| Ifp advisors | 46.25K | 0.00% | $43.69K |
| Hrt financial lp | 110.59K | 0.00% | $45.00K |
| Tower research capital llc (trc) | 6.59K | 0.00% | $2.72K |
| Evergreen private wealth | 300.00 | 0.00% | $124.00 |
| Triumph capital management | 1.30K | 0.00% | $536.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Virtu financial | 97.27K | 0.00% | 97.27K |
| Hrt financial lp | 110.59K | 0.00% | 67.33K |
| Renaissance | 103.50K | 0.00% | 32.60K |
| Two sigma securities | 28.43K | 0.00% | 28.43K |
| Ground swell capital | 27.23K | 0.02% | 27.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Awm investment company | - | - | -723.76K |
| Vanguard group | 111.10K | - | -227.62K |
| Bard associates | - | - | -223.73K |
| Garden state investment advisory services | - | - | -120.00K |
| Marathon capital management | - | - | -105.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ground swell capital | 27.23K | 0.02% | 27.23K | $11.22K |
| Simplex trading | 2.75K | - | 2.75K | $1.00K |
| Triumph capital management | 1.30K | 0.00% | 1.30K | $536.00 |
| Group one trading | 900.00 | - | 900.00 | $850.00K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -19.00 |
| Avion wealth | -40.00 |
| Us bancorp \de\ | -700.00 |
| Royal bank of canada | -700.00 |
| Raymond james financial | -1.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 23 | -17.86% | 1,109,684 | -13.63% | 8 | 8.35% | 10 | 11.11% | 4 | -20.00% |
| 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% |
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 | 56.00K | 0.44% | -394.00 |
| 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 | 8.14K | 0.06% | 394.00 |
| 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
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